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UBS

Entrepreneurs and their succession: the path to investing

A recent UBS Investor Watch survey in the second quarter of 2022, found that 37% of investors were highly concerned about the value of the assets they’d pass on to future generations. In response, our partners at UBS have put together a three-part series where they’ve been investigating and reporting on ways that commercial and …

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Entrepreneurs and their succession: What’s the plan?

Building a business succession or exit strategy can be one of an entrepreneur’s best investments. But in practice, traditional succession approaches can be complex. Succession and exit often depend not just on business value, but also on financial wealth and its ability to support the founder’s and their family’s lifestyles. Current economic and market uncertainty, …

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Business owners and materiality: What is “double materiality” and does it matter?

Private business owners and entrepreneurs know that having timely, decision-useful data is vital to the growth and performance of their business. Too much data can drain time and resources, which is why it’s crucial to identify what matters most. The concept of materiality can help business owners pinpoint, measure, and manage the most relevant data …

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Business owners and materiality: The “outside-in” approach

Private business owners and entrepreneurs know that relevant data is vital to their businesses, in particular their financial performance. Identifying the most relevant and useful data rests on the concept of materiality. This matters also to customers, stakeholders, and investors. UBS recently explored what materiality is and why it matters to business owners – particularly …

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Business owners and materiality: What is it and why does it matter?

“The world is awash with data”, says UBS.  According to IDC, EMC, and Bloomberg Intelligence, the annual size of the data universe was about 64 zettabytes in 2020, more than 50 times what it was in 2010 – and this isn’t expected to slow down. UBS Chief Investment Office predicts the global data universe will …

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