Vimeo
LinkedIn
Instagram
Share |

private equity

April 13, 2017

Wealthy North American Millennials are deal-hungry with more than a quarter (26%) involved in more than 20 deals in the past five years, with many relying on family or family offices for advice, new research suggests.

Wealthy North American Millennials are deal-hungry with more than a quarter (26%) involved in more than 20 deals in the past five years, with many relying on family or family offices for advice, new research suggests.

Coming of age: The investment behaviours of ultra-high net worth Millennials in North America found two out of three respondents (65%) had played a role in more than five deals since 2012.

April 7, 2017

Wealthy North American Millennials intend to make “significant changes” to the way family investments are managed once they assume control, notably increasing ‘risk on’ allocations to values-based and illiquid investments, new research suggests.

Wealthy North American Millennials intend to make “significant changes” to the way family investments are managed once they assume control, notably increasing ‘risk on’ allocations to values-based and illiquid investments, new research suggests.

Coming of age: The investment behaviours of ultra-high net worth Millennials in North America found only one-fifth (21%) are fully satisfied with the current objectives and guidelines of their families’ portfolios, despite 65% having a say in their family’s allocations.

September 12, 2016

Private equity has a special pull for families used to running operating businesses. But with record levels of assets committed to private equity funds is it the best asset class to drive returns? 

Private equity has a special pull for families used to running operating businesses. But with record levels of assets committed to private equity funds is it the best asset class to drive returns? 

The plotline is one that has been played out countless times before. A family has made its wealth in an operating business, has exited and is now running a family office. Do they sit back and take a diversified approach to their wealth or eventually get itchy feet and pour their assets back into the sector they know best?

January 7, 2016

French family office Groupe Arnault and the eponymous family’s luxury fashion empire LVMH are joining forces with US-based private equity firm Catterton to launch a new global consumer-focused investment firm, L Catterton. 

French family office Groupe Arnault and the eponymous family’s luxury fashion empire LVMH are joining forces with US-based private equity firm Catterton to launch a new global consumer-focused investment firm, L Catterton.

With six distinct fund strategies and expectations to have $12 billion worth of assets under its management once the transaction has been finalised, L Catterton is set to become the largest consumer-focused firm of its kind.

December 16, 2015

State-owned Italian bank Cassa Depositi e Prestiti (CDP) is to set up a private equity fund to help family businesses, but a family business expert questions to what degree it will achieve its aim of helping them go public. 

State-owned Italian bank Cassa Depositi e Prestiti (CDP) is to set up a private equity fund to help family businesses, but a family business expert questions to what degree it will achieve its aim of helping them go public.

The initiative is the first of many more planned by the CDP as part of its plans to invest in domestic companies and help boost the country’s economy.

The private equity fund is one of the pillars of the new business plan.

December 11, 2015

Real estate, private equity and hedge funds were three asset categories that defined family office investment in 2014, but what other areas should family offices prioritise as they move into the next financial year? 

The multi-year trend of family offices taking on more risk continued in 2015, both in investment intentions and portfolio allocations, according to the second annual Global Family Office Report. Yet one unintended consequence of their ‘risk on’ approach is that many offices are excessively focused on investments, which in turn means they are failing to address several key areas of concern. 

December 9, 2015

Three quarters of single family offices report that their direct investments are outperforming their other holdings, with a further 70% stating that their private equity fund investments are outperforming.

Three quarters of single family offices report that their direct investments are outperforming their other holdings, with a further 70% stating that their private equity fund investments are outperforming.

The research, by online private equity platform iCapital Network, found 62% of single family offices invest in private equity, with 70% allocated between 10 to 20% of their portfolio. A small group (8%) allocated more than 50% to private investments.

December 3, 2015

Private equity was the most common asset class among family offices in 2014 and one of the year’s best performers. So why are some executives voicing caution about expectations moving forward? 

The popular belief that strong returns in private equity will continue into the future has been challenged by participants in the Global Family Office Report 2015, warning that a build-up in unallocated capital could lead to lesser returns. 

According to one chief executive from a single family office in North America, who participated in the report anonymously, the record level of unspent cash is creating undue levels of competition, which is in turn pushing up prices. 

July 8, 2015

When Riaz Currimjee, a member of one of the oldest and largest industrial family conglomerates in Mauritius, returned home for Christmas wearing a t-shirt with “Africa is the Future” emblazoned across the chest, many of his family thought he’d lost the plot. So when the 42-year-old announced he was going to focus his new private equity firm Surya Capital on the birthplace of mankind he got more than a few odd looks. 

It’s actually a little difficult to describe Surya Capital because in many ways my partners and I are trying to do something innovative and different, more akin to the 19th-century merchant bank, but in east Africa. Surya is a deal-by-deal principal investment firm, backed by a group of family offices and institutions. It is focused on high-growth markets in east Africa, including Ethiopia.

Click here >>
Close