Vimeo
LinkedIn
Instagram
Share |

asset management

February 17, 2022

KPMG family office and private client team partner Jo Bateson talks about the key takeaways from the UK Government’s Tax Administration and Maintenance Day.

KPMG family office and private client team partner Jo Bateson talks about the key takeaways from the UK Government’s Tax Administration and Maintenance Day.

February 15, 2022

Inflation volatility is coming says Ruffer LLP’s investment director Duncan MacInnes.

Inflation volatility is coming says Ruffer LLP’s investment director Duncan MacInnes.

Inflation is at a 40-year high. Given Ruffer has warned against rising inflation for some time, you might be forgiven for thinking we’ve cracked open the fancy (chocolate-covered) biscuits.

Unfortunately, we cannot rest upon our laurels. Because, ironically, now inflation is perceived as a problem, we can rest assured it will soon appear ‘Transitory’. But appearances can be deceptive.

February 2, 2022

KPMG family office and private client team partner Jo Bateson talks about the philanthropic structures needed to support ad-hoc giving alongside longer-term goals.

KPMG family office and private client team partner Jo Bateson talks about the philanthropic structures needed to support ad-hoc giving alongside longer-term goals.

Many of us will make regular and often sizable charitable donations supporting causes that are close to our hearts. It is part of what makes us human. But when does charity become philanthropy? The distinction is not always clear.

January 27, 2022

A prominent young, next-gen woman who is safeguarding her family’s wealth while carving her own niche as the head of an impact investment company, Melissa Sesana Grajales is undoubtedly one to watch.

A prominent young, next-gen woman who is safeguarding her family’s wealth while carving her own niche as the head of an impact investment company, Melissa Sesana Grajales is undoubtedly one to watch.

It wouldn't be untrue to say that Melissa Sesana Grajales' family fortune was predicated on a wild leap of faith.

January 24, 2022

Financial conditions have never been so accommodative says Ruffer LLP’s investment director Duncan MacInnes.

Financial conditions have never been so accommodative says Ruffer LLP’s investment director Duncan MacInnes.

Omicron or not, the US economy is booming. The cocktail of pent-up animal spirits, household net worth at all-time highs plus hefty measures of monetary and fiscal stimulus is a potent one. The Atlanta Federal Reserve ‘NowCast’ has US Q4 real GDP at 7%; add 6% CPI inflation and you get a 13% nominal growth rate [1]. The growth picture is similar in Europe and the UK. One would have to go back 50 years to find a similar surge.

January 17, 2022

Throughout the pandemic, members of the ultra-wealthy community have made a monumental social impact, but just one made a financial profit. Paul Westall, co-founder of the Agreus Group, asks do family offices always need a return when it comes to giving and is it possible to have it both ways?

This is an extract from the How To Change The World Report, a guide to philanthropy and impact investing by family office recruiter, Agreus. Download the full report here.

December 20, 2021

The Dhawan family of India is taking their company SSF Plastics to the next level in family business evolution through initiatives in professionalisation, diversification, sustainability and engaging the next generation.

The Dhawan family of India is taking their company SSF Plastics to the next level in family business evolution through initiatives in professionalisation, diversification, sustainability and engaging the next generation.

Saurabh Dhawan (pictured), the second generation family member leading business development, says the Mumbai-headquartered, self-described one-stop solution provider for all rigid plastic packaging needs has also been venturing into multiple startups, with next-gens at the helm.

December 18, 2021

Rothermere wins bid to take back Daily Mail, Heineken’s African push with $4.5 billion merger, LVMH takes Thelios inhouse in share buyout.

Rothermere wins bid to take back Daily Mail

The $1.1 billion publisher of Britain’s bestselling newspaper is back in Rothermere family hands after 90 years as a publicly listed company.

However, the slimmed down Daily Mail and General Trust (DMGT) faces a cost-cutting editorial management shake-up, amid ailing publishing sales and advertising.

December 3, 2021

Family entrepreneur Jaume Sabater is capitalising on the real estate, technological and lifestyle trends accelerated by the pandemic by investing in green residential property developments, revitalising tourist hotels and exploring blockchain opportunities.

Family entrepreneur Jaume Sabater is capitalising on the real estate, technological and lifestyle trends accelerated by the pandemic by investing in green residential property developments, revitalising tourist hotels and exploring blockchain opportunities.

Click here >>
Close