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family offices

‘Big shoes to fill’: A next-gen enters the family business

April 29, 2021

When I joined my family company a few years ago, fresh out of college, I was determined to work hard and prove my worth, but always had a “Don’t mess this up” post-it stuck at the back of my head.

Rajan Navani of JetLine and JetSynthesys on family offices and venture capital

January 7, 2021

Rajan Navani, the entrepreneurial principal of the diversified Navani family-owned JetLine Group of Companies, says trust and clear communication are essential to build bridges between family offices and venture capitalists.

Navani spoke with CampdenFB before his chairmanship of the Indian Family Office Meeting, hosted virtually by Campden Family Connect, on 19-21 January.

Future portfolio success will be built on impact

October 13, 2020

The volatility throughout this global pandemic has served as a blunt reminder of the vulnerability of our financial system to global shocks. Having spent 35 years in the private equity space, I have witnessed numerous economic cycles, but this downturn appears to be unique.

As we move further along the dreaded “second wave”, the main issue paralysing the finance sector is uncertainty. Concern over when consumer and investor confidence will return is widespread—and unfortunately, there is no immediate end in sight.

Orwellian or All's Well? The UK tax authority’s new powers and family offices

October 7, 2020

HM Revenue & Customs’ powers to obtain information from financial institutions are set to increase, with the requirement for taxpayer or tribunal approval to be removed. Although not yet in force, the legislation is at an advanced stage and will be of interest to family offices.

What the new powers mean

Zoom time: What family offices should consider when investing in Technology, Media and Telecommunications

September 15, 2020

Family offices have always searched for investing across a range of different asset classes. With the technological march, accelerated by the Covid-19 pandemic, the TMT (Technology, Media and Telecommunications) sector is looking even more attractive than before.

Why TMT over other sectors?

Tune out the noise: Toward a strategic asset allocation framework for private wealth investors

June 5, 2019

How can family office investors identify real growth opportunities in times of increased economic volatility? Multi-Asset Strategist Cara Lafond outlines how to tune out the noise to focus on long-term asset allocation.

KEY POINTS

Close to the edge: Overcoming barriers in planning family office succession

May 27, 2019

Family offices are standing on the precipice of a multi-trillion dollar transfer of wealth between generations, yet succession planning among family offices is moving at a glacial pace. What are the barriers to planning? And what should families be doing now?

The cautionary tale of India’s Ambani family should be enough to scare any patriarch or matriarch into succession action. The sudden death of Reliance founder Dhirubhai Ambani, aged 69, in 2002 sparked an acrimonious battle between his two billionaire sons, Mukesh and Anil, leading to the brothers splitting up the family business in a deal mediated by their mother. Today relations are civil, but the businesses they inherited have had very different outcomes.

Impact generation: Risks and rewards of sustainable investing for new family leaders

May 20, 2019

Ethically minded, technology savvy and eager to make a positive impact—the next generation are driving family offices’ movement into sustainable and impact investing. But are the expectation of returns realistic or are families just following a trend?

Sustainable and impact investing continue to be attractive for family offices and are among the fastest growing areas in the average family office investment portfolio. But uncertainty persists for many interested in the asset class, with fewer expert advisers compared to more traditional classes.

Family offices increased their foray into sustainable investing over the past 12 months, with more than one-third (38%) now engaged in the practice, according to The Global Office Family Report 2018 (GFOR).

'Machine on machine war' the future of cybercrime

May 3, 2018

In five years’ time, the battle to keep data secure against cyber-attacks will descend into a “machine on machine war” with the advancement of artificial intelligence, a former head of MI5 says.

In five years’ time, the battle to keep data secure against cyber-attacks will descend into a “machine on machine war” with the advancement of artificial intelligence, a former head of MI5 says.

Lord Jonathan Evans, speaking at Jersey Finance’s “An Open World” Annual Private Wealth Conference, told an audience of more than 600 family offices, wealth holders and advisers that attacks would become more sophisticated as hackers made use of semi-autonomous technology.

Family property investors feel Brexit chill

February 23, 2018

Family offices taking advantage of a weak sterling by loading up on poorly performing London real estate are likely to become more wary of investing in the UK as Brexit draws closer, advisers say.

Global family offices taking advantage of a weak sterling by loading up on poorly performing London real estate are likely to become more wary of investing in the UK as Brexit draws closer, advisers say.

Meanwhile, UK-based family offices are asking a lot of questions ahead of the 29 March, 2019 deadline, but most were yet to take action.

“London is still a magnet,” Philip Watson, Citi Private Bank’s global head of investment lab for EMEA, said this week.