Vimeo
LinkedIn
Instagram
Share |

Governance

March 2, 2020

Families are being advised to get their financial affairs in order and brace for an increase in tax bills following the revelation the UK’s tax authority set up a secret unit to probe family investment companies, specifically their use by the wealthy to avoid inheritance tax.

Families are being advised to get their financial affairs in order and brace for an increase in tax bills following the revelation the UK’s tax authority set up a secret unit to probe family investment companies, specifically their use by the wealthy to avoid inheritance tax.

February 26, 2020

The epicentre of risk in the financial system has moved. In 2008, it was leverage in the banks. Today, the equivalent risk is in the asset management industry, where a series of interlocking factors have come together to make markets increasingly ‘avalanche prone’. There is an illusion of stability. Low volatility has lulled many to sleep. We believe this will end badly—and are positioning portfolios to protect our clients from the avalanche.

This is the first of two white papers published by our chief investment officer, Henry Maxey, on the current investment climate and where we see the risks. The second paper, Dismantling the Deflation Machine, will be published in March.

February 25, 2020

A childhood spending summers among her family’s Remy Martin vineyards in the Cognac region of France gave Marie-Amelie Jacquet a deep appreciation for her family’s history. She speaks to Susan Lingeswaran about seeking her own path and coming back into the family fold

A childhood spending summers among her family’s Remy Martin vineyards in the Cognac region of France gave Marie-Amelie Jacquet a deep appreciation for her family’s history. She speaks to Susan Lingeswaran about seeking her own path and coming back into the family fold.

February 21, 2020

An inconvenient side effect to living in today’s fully digitised world is that threats have also gone digital—become more difficult to discover, track and neutralise. All financial institutions are now faced with the colossal task of protecting against increased threats to their business, no matter how ‘under the radar’ their profiles have traditionally been—family offices included.

An inconvenient side effect to living in today’s fully digitised world is that threats have also gone digital—become more difficult to discover, track and neutralise. All financial institutions are now faced with the colossal task of protecting against increased threats to their business, no matter how ‘under the radar’ their profiles have traditionally been—family offices included.

February 19, 2020

Walmart is disappointed with festive consumer spending and Asda but online sales up 35%, JCB cuts UK production as the coronavirus hits Chinese suppliers, and fifth-generation US newspaper dynasty McClatchy Co files for bankruptcy.

Walmart disappointed with festive consumer spending and Asda but online sales up 35%.

Walmart, the world’s biggest family business with $524 billion in revenue and an economic bellwether, says holiday sales were weaker than anticipated despite online sales jumping 35% in the fiscal year.

February 18, 2020

A significant number of family businesses do not have a succession plan in place. Failure to address this is likely to be to the detriment of the business in the long-run. The family need to decide what the future of the business looks like, and crucially which family members, if any, wish to be involved.

A significant number of family businesses do not have a succession plan in place. Failure to address this is likely to be to the detriment of the business in the long-run. The family need to decide what the future of the business looks like, and crucially which family members, if any, wish to be involved.

February 14, 2020

Inditex pumps $9.2 million into social welfare; Benetton fires photographer over bridge remark; Frederick Koch, US philanthropist, dies aged 86.

Ortego-owned Inditex pumps $9.2 million into social welfare

The Ortega family-owned Spanish fashion giant Inditex, best known for its high street retail chain Zara, will give €8.5 million ($9.2 million) to the Catholic Church’s charitable organisation Caritas Spain for social employment and circular economy efforts.

February 13, 2020

Family business involves the informal, the unsaid and the invisible as much as the formal, the said and the visible. It’s all about the past linked to the present and the future with each family member having a unique lens of interpretation that’s relevant and true for them from their perspective.

Family business involves the informal, the unsaid and the invisible as much as the formal, the said and the visible. It’s all about the past linked to the present and the future with each family member having a unique lens of interpretation that’s relevant and true for them from their perspective.

Emotional sensitivity matters and threads of purpose awaken in families in very different ways. An informal network exists in families both at home and in the office which can undermine the formal network easily.

February 10, 2020

Agnelli family office weighs selling PartnerRe to Covea for $9 billion, Reimann family looks to float $7 billion coffee empire, L’Oreal family actions next gen succession.

Agnelli family office weighs selling PartnerRe to Covea for $9 billion

The family office of Italy’s Agnelli dynasty has confirmed it has entered into exclusive discussions with French insurer Covea about a possible all-cash acquisition of reinsurer PartnerRe.

Click here >>
Close