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In Parts 1, 2 and 3 of this four-part series, we introduced the Risk Sharing Transactions (RSTs) banks utilise to optimise Tier 1 Capital (CET1) ratios and the regulatory framework underpinning their development. We then went on to explain the economic rationale for the banks that issue RSTs. In this fourth and final part, we’ll set out some key considerations for investors.

As CampdenFB reported last week, Bernie Marcus, founder of American multinational home improvement retail corporation Home Depot, recently passed away at the age of 95. Lauded as the founder of American multinational home improvement retail corporation Home Depot, he is rightly held up as an example of American capitalism. But what is less well known, perhaps is his dedication to philanthropy.

This year is likely to have been a good year for investment returns with 28% of family offices expecting a return in excess of 10%, and hardly any anticipating a negative outcome. This optimism could have proved misplaced if markets had suffered a material setback during the later part of the year. But despite some volatility over the period of the US election, a drawdown has not materialised, leaving positive expectations intact.

Why family offices should consider diversified energy infrastructure portfolios As global energy systems transition toward sustainability, decarbonisation is reshaping investment strategies. Family offices, known for their long-term outlook and ability to make strategic decisions, are uniquely positioned to play a pivotal role in this transformation.

“If you intend to found a tech start-up, I believe that an MBA is a complete waste of money,” said David Cancel, the chief executive and founder of Drift. He is just one of many entrepreneurs in the Silicon Valley ecosystem – including Tesla and SpaceX chief executive Elon Musk and former Facebook chief operating officer Sheryl Sandberg – who have questioned the value of acquiring an MBA if you want to helm a successful start-up.

A Next Gen leader, Ankur Dana is chief executive of the Dana Group of Companies and its key industrial divisions of steel, oil and petrochemicals. A doctor by training, he also managed the family office which is mostly focus on investments in healthcare. He talks to Campden FB about the challenges of being a Next Gen and his focus on sustainability. Could you talk to me about how the Dana Group was founded? Ankur Dana: We are a 100% family-owned business, and I am the second generation involved.

In Parts 1 and 2 of this four-part series, we introduced the Risk Sharing Transactions (RSTs) banks utilise to optimise their Tier 1 Capital (CET1) ratios in accordance with the risk-weighting regime set by the Bank for International Settlements (BIS) in order to meet the capital ratio requirements mandated by the Basel III framework.

Family office of Paul Allen invests in Picnic Cercano Management, the investment firm launched inside the family office of the late Microsoft co-founder Paul Allen, is the lead investor in the latest round of funding for food-production automation company Picnic. Picnic raised $5 million from a group which also included new investor Unlock Venture Partners, as well as existing investors Thursday Ventures, Flying Fish Ventures, and Creative Ventures.

Paintings by famous artists such as Pablo Picasso, Mark Rothko and Jackson Pollack have sold for hundreds of millions of dollars, which is one reason why investing in art sometimes draws the attention of high-net-worth investors. But does this necessarily make art a good investment? Maybe… or maybe not. High-priced artwork like this is usually the exception, not the rule.

Cynthia Abou Khater is a shareholder and the Strategy Manager of Technica International, a family-owned business that provides automation and robotic solutions out of three locations in Lebanon, Poland and Canada. The chief executive-in-waiting of the company founded by her father in 1982, she talks to CampdenFB about how she managed the transition from first to second generation and why a framework for governance is so important for business. Can you talk me through the background of the company?