New blood good for the family business



“Who will take over when I retire?” is the question troubling the leaders of many successful, family owned businesses in the UAE and across the globe. It is natural for Emiratis who have devoted their lives to building a family business to hope that their sons or daughters will want to carry on that work. But what if the next generation shows either no interest or no capability of leading the business?

In many ways this is the price of success. The sons and daughters of successful entrepreneurs have benefited from a privileged lifestyle and have had an education that may have opened up interests and possibilities that cannot be met in a family business. They may not be interested in the commercial world at all and may aspire instead to a career in medicine, science or government. Although this may be a loss to the family business, achievements in these fields should be a source of pride to any Emirati family.

Expecting that the next generation will automatically take over the leadership of the business may be unrealistic, but it is also not always the best direction for the business. A business that limits its leadership to the family risks fishing in a small pool that may not create the breadth of talent required to master the complexities of a modern UAE business.

All businesses need to innovate to survive and prosper. And we know that new ideas and innovations are more likely to come from a diverse leadership with different experiences.

To ensure that the business remains vibrant and responsive to customers, it needs to draw on the skills of outsiders. But recruiting outside professionals to run a family business has its own challenges. Outsiders, particularly if they have grown up in the corporate world outside of the UAE, do not always smoothly transition into an Emirati family business. They often do not understand or even reject the values and practices of these family businesses. Moreover, they can find it difficult to work with family members who are used to an active involvement rather than being passive shareholders.

The best approach is to create opportunities for the employees who already work for the business. I find that I meet employees who have worked for the family and the business for many years. In the GCC region, these employees have often been treated as if they were members of the extended family. Many have been looked after in a way that would never have happened in a corporate environment. I have come across family firms that have paid huge medical bills for employees, flown them halfway across the world to attend family funerals and supported them in many different ways. This has generated in these employees intense loyalties to the family and the business.

Yet in many Emirati family firms these people are overlooked when it comes to selection for leadership roles. Some of the most capable and ambitious employees will, despite their loyalties, conclude that the only way to get on is to move elsewhere. Losing talented people in whom the business has invested and who have demonstrated their capability is a waste when the business could so easily retain them.

Most large organisations now have talent management functions that are responsible for planning and growing talent and ensuring that the organisation has people that it can promote into senior roles. While family companies may not need something so elaborate, they can still adopt some of the practices of talent management such as structured development, career planning and an openness to non-family members in leadership roles.

Despite there being no blood relationship, it is in the interests of UAE family firms to “adopt” talented employees. These employees will have demonstrated their capability, their loyalty to the firm and their commitment to its values. For years they will have been treated as if they were part of the extended family, so why not bring them in? Couples who cannot have children of their own may adopt an orphaned child. Companies that cannot produce family successors could “adopt” orphan managers by treating them as honorary family members.

Stephen Brooks is the director at Oxford Strategic Consulting, which specialises in building human capital across the GCC and in Europe.

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Mercer, the investment consulting arm of US services company Marsh & McLennan, expects its wealth division to at least double its assets under management (AUM) in the Middle East as wealth in the region continues to grow despite economic headwinds, a company official said.

Mercer Wealth, which globally has $160 billion in AUM, plans to boost its AUM in the region to $2-$3bn in the next 2-3 years from the present $1bn, said Yasir AbuShaban, a Dubai-based principal with Mercer Wealth.

Within the next two to three years, we are looking at reaching $2 to $3 billion as a conservative estimate and we do see an opportunity to do so,” said Mr AbuShaban.

Mercer does not directly make investments, but allocates clients’ money they have discretion to, to professional asset managers. They also provide advice to clients.

“We have buying power. We can negotiate on their (client’s) behalf with asset managers to provide them lower fees than they otherwise would have to get on their own,” he added.

Mercer Wealth’s clients include sovereign wealth funds, family offices, and insurance companies among others.

From its office in Dubai, Mercer also looks after Africa, India and Turkey, where they also see opportunity for growth.

Wealth creation in Middle East and Africa (MEA) grew 8.5 per cent to $8.1 trillion last year from $7.5tn in 2015, higher than last year’s global average of 6 per cent and the second-highest growth in a region after Asia-Pacific which grew 9.9 per cent, according to consultancy Boston Consulting Group (BCG). In the region, where wealth grew just 1.9 per cent in 2015 compared with 2014, a pickup in oil prices has helped in wealth generation.

BCG is forecasting MEA wealth will rise to $12tn by 2021, growing at an annual average of 8 per cent.

Drivers of wealth generation in the region will be split evenly between new wealth creation and growth of performance of existing assets, according to BCG.

Another general trend in the region is clients’ looking for a comprehensive approach to investing, according to Mr AbuShaban.

“Institutional investors or some of the families are seeing a slowdown in the available capital they have to invest and in that sense they are looking at optimizing the way they manage their portfolios and making sure they are not investing haphazardly and different parts of their investment are working together,” said Mr AbuShaban.

Some clients also have a higher appetite for risk, given the low interest-rate environment that does not provide enough yield for some institutional investors. These clients are keen to invest in illiquid assets, such as private equity and infrastructure.

“What we have seen is a desire for higher returns in what has been a low-return environment specifically in various fixed income or bonds,” he said.

“In this environment, we have seen a de facto increase in the risk that clients are taking in things like illiquid investments, private equity investments, infrastructure and private debt, those kind of investments were higher illiquidity results in incrementally higher returns.”

The Abu Dhabi Investment Authority, one of the largest sovereign wealth funds, said in its 2016 report that has gradually increased its exposure in direct private equity and private credit transactions, mainly in Asian markets and especially in China and India. The authority’s private equity department focused on structured equities owing to “their defensive characteristics.”