Insights

Drawing on the expertise of our specialists and experts, Fiducia Partners insights looks at the investment trends of today, innovations of tomorrow and issues that matter to our UHNW and family office clients.

How family businesses are responding to Covid-19 and an offer of support

Over the last six weeks all businesses have been tested and many family businesses have shown themselves to be resilient

IN THE PRESS – Fiducia Partners x Forbes.com

We're extremely pleased to have some of our expertise featured in a recent Forbes article looking at challenges often faced

Knight Frank’s Wealth Report 2020 Published

Knight Frank published its 2020 Wealth Report this week and as usual, it contains some interesting insights into the mindset

Wealth Preservation and Succession In China

According to Wealth-X’s most recent Billionaire Census report, there are currently around 285 billionaires in China although other reports suggest

Stewarding Your Family’s Wealth

Managing your family’s wealth is a great responsibility, especially when it has accumulated over several generations. You don’t want to

When Leaders Won’t Let Go Of Running The Family Business

There are many stories in the family business world of leaders struggling to let the next generation take the reins.

Firing A Family Member From The Family Business

Firing a long-term employee is difficult. Now imagine firing a family member. Unfortunately, this is sometimes necessary and while it

Bringing A Non-Family CEO Into The Family Business

There are times in the life of a multigenerational family business when it might be suitable to appoint a non-family

Fiducia Partners Insights - Family Office Trends

Family Office Trends: Outsourcing, Cash and Sustainability

Family Offices are known to be very discreet and don’t often share much about their inner workings in the public

Fundamental Principles for Investing Success

No investment is without risk but as seasoned investors will tell you there are a few principles you can follow

Fiducia Partners Insights - What Happens After Selling The Family Business

What Comes After Selling The Family Business?

Succession planning can be one of the most challenging aspects of owning and operating a family business and sometimes the

How The 0.01% Travel

It’s August, which means London is empty as people fly off to enjoy sunshine, sea and relaxation. And for ultra-ultra-wealthy

Investing For Your Great-Grandchildren

For many ultra-wealthy families a successful investment is one that lasts decades and benefits generations. Making investments that will still

Fiducia Partners insights - Investing in AI

Investing in AI: The Potential and the Pitfalls

This week I wanted to write about something that might provoke you to think about a new investment area. Artificial

What is a family office?

The term ‘family office’ is not widely known, and for good reason. While there is no strict definition, a family

Fiducia Partners Insights - Billionaires Giving Money To Charity Not Children - LI-W

Billionaires are giving their money to charity instead of their children

Children of ultra-wealthy families can usually grow up safe in the knowledge that a sizable inheritance will come to them.

Sibling Rivalry In The Family Business

Over my many years of working with wealthy families and their businesses, sibling rivalry is a problem I have seen

Ultimate Travel Experiences For Extraordinary People

With spring now in full swing I’m starting to think about taking some time away from London, which for me

Passion Investing: An Introduction To Classic Cars

Investing in your passions can be extremely rewarding and for many of the world’s wealthiest people this means investing in

Fiducia Partners Insights - Understanding The Property Cycle And How To Use It

Understanding The Property Cycle And How To Use It To Your Advantage

“The next major bust, 18 years after the 1990 downturn, will be around 2008, if there is no major interruption

How To Begin Succession Planning In A Family Business

Every year 70% of family businesses fail to successfully transition from the first generation to the second. It’s not surprising

Five Locations To Buy Property in 2019

The UK prime property outlook is dominated by Brexit and what will happen when, or perhaps ‘if’, the UK leaves

Is Investing In Art A Good Or Terrible Idea?

Art and visiting exhibitions is one of my greatest enjoyments and so this week I decided to write about the

Fiducia Partners Insights - Four Reasons To Rebalance Your Investment Portfolio

Four Reasons To Rebalance Your Investment Portfolio Now

Portfolio rebalancing is something people rarely do despite being essential for any investment strategy. As all investors know, considering goals,

How I Buy ‘Off-Market’ Property

For many years I have specialised in buying property for my clients and in most cases my clients wouldn’t have

Fiducia Partners Insights - Weak Pound Presents An Opportunity For International Investors

Weak Pound Presents An Opportunity For International Property Investors

Since June 2016 the UK property market has been in a state of flux with many property investors adopting a

Fiducia Partners Insights - Ensuring Good Relationships Between Active and Non-Active Family Shareholders

Preventing Standoffs Between Active and Non-Active Family Shareholders

A few months ago I wrote about preventing feuds from becoming fatal for the family business. In that piece I focused

Co-Investing: What Is It And Should You Be Doing It?

Co-investing among family offices has been on the rise for some years and a report released last week indicates that

Fiducia Partners Insights - Paris's Prime Property Boost

Paris Prime Property Benefits From Brexit

As Brexit fast approaches, Paris is enjoying a rise in property prices amid uncertainty in London’s prime property market and

Fiducia Partners Insights - Building Trust in Business Relationships

Five Ways to Build Trust in Business Relationships

Developing strong relationships is crucial for success in business and is something that involves several factors of which I would

Bulk-Buying in London’s Luxury Property Market

According to a recent report by property data experts Molior London, some 15,000 newly completed luxury flats in London remain

The Future for Family Offices

The number ultra-high-net-worth (UHNW) families is rising and with them, more single and multi-family offices created to serve them. Knight

Why Integrity is Crucial in Business

For everyone in business, personal integrity is crucial for having a good reputation, self-respect and achieving long-term success. There are of course

Developing a Family Charter

You might be surprised to find out that in the UK only 14% of families with a business have a

Preparing Your Children For Their Inheritance

Starting the conversation with your children about their inheritance is not an easy task. Something I know many ultra-high-net-worth families

Fiducia Partners Insights - Family Business Feuds

Family Business Feuds and How Stop Them Being Fatal

Family business feuds – whether they start in the family and spill over into the business or start in the

Fiducia Partners Insights - Impact Investing

Impact Investing: Can Investments Make a Return and an Impact?

In the last year, the estimated value of the impact investing sector has doubled to roughly $228 billion in assets

Fiducia Partners Insights - Mistakes to Avoid When Selling Your Business

Five Mistakes to Avoid When Selling Your Business

A successful business exit is a significant achievement for an entrepreneur as it establishes precisely how much value you have

Key Considerations When Selecting An Investment Fund

Selecting an investment fund in can feel a bit overwhelming with thousands to choose from and many ways to measure

Up-and-Coming Locations To Invest In Real Estate

When I’m considering a new real estate investment I try to identify up-and-coming locations so I invest ahead of the

Three Ways To Invest In The Fourth Industrial Revolution

The Fourth Industrial Revolution (IR 4.0) is making an impact on sectors around the world. The possibilities of artificial intelligence,

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