Direct investing
When families invest directly in businesses rather than through funds: deal sourcing, due diligence and co-investment.
Family offices kept buying clean energy through a turbulent July
Family offices made 57 direct investments in July 2026, Fintrx data shows, with more than 15 per cent going to clean energy and sustainability firms.
Family offices are buying robotics while the rest of the market argues about an AI bubble
Bloomberg reports that the investment vehicles of Bernard Arnault, Jeff Bezos and Azim Premji have all put money into robotics companies in recent weeks. The capital is going in direct, at early stage, and into a single theme.
From allocation to direct deals: how family offices invest
From asset allocation to direct deals: how family offices invest, the pull towards co-investment, and the governance that keeps investment decisions disciplined.
J. Safra Sarasin takes 70 per cent of Saxo Bank for €1.1 billion
Months after settling its inheritance dispute, the Safra banking dynasty made its biggest acquisition in years, buying a majority stake in Denmark's Saxo Bank.
What we are reading about family offices
No noise, no selling. A measured note on the advisory landscape.