Share |

FB Wealth

Family office investors turn to private equity to enhance long-term portfolio returns

March 8, 2023

Private Equity is mainstream among ultra-high-net-worth (94% engaged), with the bulk looking for enhanced returns (67%).

According to The Ultra-High Net Worth Private Equity Investing Report 2023 by Campden Wealth and Titanbay, 84% of ultra-high-net-worth (UHNW) investors hold private equity investments, with a further 10% interested in the asset class.

Some of Europe’s wealthiest families join forces to take the Rothschild & Co bank private

February 15, 2023

In a typically bold move that further defines the Rothschilds as a multi-generational international banking family of significant foresight, the French branch of the family are taking their Paris-listed investment bank, Rothschild & Co, private… and they’ve recruited some of Europe’s wealthiest families to solidify the deal.

In a typically bold move that further defines the Rothschilds as a multi-generational international banking family of significant foresight, the French branch of the family are aiming to take their Paris-listed investment bank, Rothschild & Co, private.

Breakout session with Umid Khakimov

February 10, 2023

The CEO of JSCB "ASIA ALLIANCE BANK", one of the fastest developing banks in the Republic of Uzbekistan, talks about what his home country has to offer family offices looking to establish in the Turkic States and the key issues affecting ultra-high-net-worth families in the region.

Since it was established in 2009, JSCB “ASIA ALLIANCE BANK” has ridden a wave of success that has seen it grow its position in all major markets of banking services. And, due to its sound strategy, consistent financial policy and adherence to the values of civilized business operations, the bank has gained a reputation for being a strong and reliable partner.

How freedom from wealth as you age can open a new world of possibilities

February 4, 2023

In his new book, The Chase Continues, Charles Lowenhaupt presents a practical guide to ageing written for both wealth holders and their adult children who care for them. In an exclusive interview, Lowenhaupt discusses the benefits of talking about getting older and living out your dreams.

In his new book, The Chase Continues, Charles Lowenhaupt presents a practical guide to ageing written for both wealth holders and their adult children who care for them.

FB Roundup: Theo Albrecht Jr., Alex Gerko, Gautam Adani

February 2, 2023

In this week’s FB Roundup, Aldi heirs settle their long-running dispute; Russian-born billionaire Alex Gerko is named as the UK's biggest taxpayer; and Gautam Adani loses billions in personal wealth in less than a week.

Aldi heirs settle long-running dispute
The heirs of Theo Albrecht, the co-founder of family-owned German multinational discount supermarket chain Aldi, have settled on a new ownership structure following a long-running feud.

Argenta Private Capital

January 26, 2023

Argenta Private Capital is an alternative investment manager, providing private clients and family offices with access to the historic Lloyd’s of London insurance market.

Argenta Private Capital is an alternative investment manager, providing private clients and family offices with access to the historic Lloyd’s of London insurance market. Operating for more than 60 years, their clients, spread across the globe, underwrite some £3.8 billion of insurance premium.

Next Gen involvement in impact investing prepares them for future family responsibility

January 25, 2023

Investing For Global Impact: A Power For Good, 2022, a new report from Campden Wealth, Global Impact Solutions Today (GIST) and Barclays Private Bank, finds that impact investing can forge a bridge between older and younger generations.

More than half (53%) of global wealth holders believe impact investing forges a bridge between the older and younger generations, according to Investing For Global Impact: A Power For Good, a new report from Campden Wealth on behalf of Global Impact Solutions Today (GIST) and Barclays Private Bank.

Stefan Schurig: Change is not just an elite thing

January 23, 2023

Climate and global energy transition expert Stefan Schurig talks about the aims of The Toni Piëch Foundation, the importance of the UN’s Sustainable Development Goals and how next gens are driving positive change.

Having started his career on construction sites and training as an architect, Stefan Schurig’s early pivot into highlighting climate change and energy issues by transforming cities into self-sufficient systems has shaped him into an authoritative voice on sustainability issues.

What’s on the horizon for private markets in 2023?

January 20, 2023

Ahead of embarking on Titanbay’s Horizons Conference, a forum bringing together industry leaders to navigate the waters of private markets, Titanbay’s head of investments Alex Bozoglou casts a weathered eye on what’s in store for the year ahead.

The global events of the past few years have made planning for the future trickier than ever. Now, with soaring inflation, increasing interest rates, collapsing stock markets and imminent recessions, scoping the horizon for investment trends requires a steady hand and a strong stomach.

FB Roundup: Mukesh Ambani, Vincent Bolloré, Jack Ma

January 10, 2023

In this week’s FB Roundup, Mukesh Ambani focusses his attention on green energy; Vincent Bolloré sells his African ports and logistics business to MSC; and Jack Ma surrenders control of China's Ant Group.

Mukesh Ambani focusses attention on green energy
After handing over operational reins to his three children, Mukesh Ambani, the billionaire chairman of Mumbai-based multinational Reliance Industries, has announced he is focusing his attention on the Indian conglomerate’s pivot to green energy.