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3rd September 2010

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03rd September 2000 to 03rd September 2010

May 27, 2010 - Russian HNWIs Do Not Think About Wealth Transfer - UBS/Campden Survey

Russian entrepreneurs are in jeopardy of seeing their fortunes eroded by the next generation unless they give serious thought to succession and wealth transfer, the survey by UBS and Campden Research reveals. According to the research, the drive that these entrepreneurs have demonstrated to build up successful businesses in the post-communist era is substantial and the crucial role they have played in moulding Russia’s corporate landscape is set to continue. However, history has taught them not to plan for the long term, the report continues.
December 17, 2009 - New Research Finds Family Office Model "Turning Back To Basics"

Family offices are poised for a period of evolution with the family office model “turning back to basics” and focusing on core wealth management strengths, according to the 2009 US Trust/Campden Research North American Family Office Survey. The widespread investment losses and recent fraud scandals have put financial institutions of all kinds under immense pressure to prove their worth to clients – and family offices are no exception, the report said. Many ultra high net worth families are reassessing the performance of their family offices, and in response they are overha.

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