Family Office Branches of Banks – A Sure Shot Winner

When a globally established bank decides to branch into offering niche wealth management and family office services for UHNWIs, owing to the sheer knowledge of the industry, they are bound to become big players in the space. It is not uncommon to view wealth management executives from the banking sector who set out to establish their own private wealth management companies. However, when centuries-old banks decide that it is time for them to put their foot into the family office space, they have the know-how and...

Impact Investing Outlook

Impact Investing Outlook

Oct 23 - 27. 2017
Impact investing shows no sign of slowing down. A 2016 survey by Campden Wealth Research and UBS found that 62% of family offices are active or expect to be active in impact investing. But despite substantial growth, impact investing is still in the maturation phase. And as it matures so will the ways in which impact can be measured.

Measuring Impact

Measuring Impact

Oct 23 - 27. 2017
In addition to performing traditional due diligence on the investments, impact investing involves measuring the intended impact.

Beauty Brands – An Untapped Investment Opportunity

While growing at a steady pace over the past decade, beauty brands have never been famous for high growth, until very recently. Within a span of two years, these brands have exploded the market with a significant amount of growth through mergers and acquisitions – Unilever acquired Carver Korea for $2.7 billion, Estee Lauder acquired Too Faced Cosmetics for $1.45 billion, L’Oreal made beauty brand purchases accounting to $1.3 billion. Within this week itself, The Hut Group (THG) has bought cosmetic brand Ill...

Increased Profitability by Women in Family Businesses

Globally, women are increasing their footprint across every sector, with family businesses being no exception. ‘Women now make up 40 percent of new entrepreneurs in the United States — the highest percentage since 1996’, according to the 2016 Kauffman Index of Startup Activity as reported on CNBC. With the increasing opportunities of growth for women, this number has considerably increased in 2017. Women taking control of family business is not a new phenomenon, but in the last few years, family businesse...

Celebrity Wealth Planning – Don’t Shadow their Investment Style

We see them as the obvious icons of wealth, basking in its glory with a luxurious image. As attractive as it may seem to follow in their investment footsteps, celebrity legacy planning is a whole different ball game and mimicking their investment decisions may just end up being the short end of the stick to non-celebrities. As Hollywood stars are seen investing away in tech companies and Asian celebrities seem to be following suit, we notice the subsequent popularity of this investment avenue amon...

Co-investing Challenges among Family Offices

A co-investment usually involves the investment engagement of two or more parties in a common interest. The details of the co-investment are then bound by a contract between the investors and fund involved. Over the past few years, we have heard family offices stating that they intend to increase their co-investments in the oncoming years. However, according to the recently released Global Family Office Report, 2017 there has been a meagre 9.4% composition for co-investments. An average derived from the 262 fami...

Alternate Investments Floating in the Asian Market

Recently, we covered a story on family offices looking at auto dealership as a ripe investment opportunity. That got us thinking about other popular forms of alternate investments for the Asia Pacific market. Here’s what we discovered. Don’t let the mounting stock market fool you into thinking that alternate investments won’t be as prevalent in the coming year or two. They remain as a high priority, with real estate at the forefront. According to Mr. Prashasta Seth, CIO, IIFL Asset Managemen...

Impact Investing in Asia – There is a Will, but no Way Yet

Simply put, these are investments made towards a positive social cause in society. Within Asia, there is a willingness to take part in this form of investment, as are the avenues available towards it. However, this form of investment is far from popular. We, at MarketCurrents, contacted a few significant family offices in Asia, who all seemed to be aware of impact investing, but had no substantial movement in it. We got feedback such as ‘We are not currently looking at this’. Still hopeful, we reached out to...

Fundamental differences in the family office approach between the East and the West

Fundamental differences in the family office approach between the East and the West

Sep 25 – 29. 2017
Mr. Dileep Nath, Angel & Venture Capital Mentor and Investor, Founder of Kanbay speaks about the fundamental differences in the family office approach between the East and the West.