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October 23, 2015

Policies on paying out from investment portfolios should be regularly reviewed to preserve value and prevent large fluctuations in annual spending, according to a new report.

Policies on paying out from investment portfolios should be regularly reviewed to preserve value and prevent large fluctuations in annual spending, according to a new report.

Produced by London-based private investment office Capital Generation Partners, the study advocated “hybrid” spending policies to balance short-term and long-term interests.

September 18, 2015

An increasing number of family business leaders in same-sex relationships are sharing the responsibilities of the top spot with their partners, according to a new report that explores the changing face of the sector.

An increasing number of family business leaders in same-sex relationships are sharing the responsibilities of the top spot with their partners, according to a new report that explores the changing face of the sector.

July 28, 2015

The wealth management sector is facing increasing competition from technology firms, so what qualities are keeping the leading firms afloat? 

At a time when the world is gearing up for the largest wealth transfer in history and entrepreneurial teenagers are making millions from their basements, wealth managers and family offices are seeking ways to serve an increasingly youthful client base.

The dynamic change has brought with it a greater focus on technology. A tech-savvy generation are open to wealth management services that don’t require face-to-face interaction and prefer to manage their investments through user-friendly financial software.

May 29, 2015

A new wave of successful multi-generational family businesses is expected to emerge from the current class of self-made billionaires, new research predicts.

A new wave of successful multi-generational family businesses is expected to emerge from the current class of self-made billionaires, new research predicts.

The 2015 Billionaires Report said data analysis of 1,300 billionaires from the last 19 years showed most US and European self-made billionaires choose to keep their businesses that built their wealth (60%), with one-third (30%) selling pieces of their business via an IPO or trade sale, while 10% cash out.

May 26, 2015

While a good reputation can bolster consumer loyalty and even increase sales, one slip up in the public eye can set a family name back generations. A new report by Campden Wealth and Credit Suisse looks at the increasing importance of reputation management in Asia

When Korea Air vice president Cho Hyun-ah delayed a flight on her family’s airline last year after becoming enraged by a flight attendant who served her nuts in a bag rather than on a plate, the public fallout was immediate. Twitter hashtags were created and newspaper editorials criticised her entitlement. Within a month the 40-year-old had resigned from all her positions within the family holding company Hanjin Group and is facing criminal charges, while her family’s airline is looking at a $2 million fine and possible flight bans.

May 7, 2015

More than four-fifths of family businesses in Asia believe professional experience is important for achieving wealth management goals, according to a new study that recommends simulation software as a way of training the next generation.

More than four-fifths of family businesses in Asia believe professional experience is important for achieving wealth management goals, according to a new study that recommends simulation software as a way of training the next generation.

May 1, 2015

The overwhelming majority of successful family businesses have a clearly identified individual responsible for succession planning, and 70% are considering a woman for their next CEO, new research has found.

The overwhelming majority of successful family businesses have a clearly identified individual responsible for succession planning, and 70% are considering a woman for their next CEO, new research has found.

March 27, 2015

The number of wealthy Russian investors employing a conservative wealth management strategy has more than quadrupled in two years, according to a report due to be released by Campden Research next week.

The number of wealthy Russian investors employing a conservative wealth management strategy has more than quadrupled in two years, according to a report due to be released by Campden Research next week.

Twenty three per cent of participants said their wealth management objective was to preserve wealth, while 42% employed a balanced approach, and 35% sought growth, according to the Russian Entrepreneurship Report 2015.

Two years ago, the figure seeking wealth preservation was 5%.

February 3, 2015

More than a third of Malaysian family businesses plan to install non-family managers when passing ownership to the next generation, new research has revealed.

More than a third of Malaysian family businesses plan to install non-family managers when passing ownership to the next generation, new research has revealed.

The PwC survey of 50 Malaysian family businesses found that families were increasingly opting to give key operating roles to non-family executives as they thought individuals should be appointed on merit.

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