Helen Brown, Author at Helen Brown Group

March 12, 2015 By Helen Brown

BRICS are out the window; it’s MINT that’s growing now

It’s that rich time of year when you make a large pot of something hot to drink, grab a cookie or three, and settle down to read about the wealthy. The really really wealthy.

Out now are the Forbes Billionaires list (with a record 290 newcomers), and the 2015 Knight Frank Wealth Report, providing a global perspective on ultra high net worth individuals (UHNWIs) and the variety of ways they hold assets.

If the collective wealth of these 172,850 UHNWIs – clocking in at nearly $21 trillion – was the fuel moving a private jet, the sonic boom would be so stratospheric that the astronauts in the international space station would be able to hear it. According to the K F report, an average of 15 people joined the ranks of the ultra-wealthy every day last year. But even that group doesn’t have money like some have money. K F say:

“Moving up the wealth brackets, nearly 1,180 people became centa-millionaires in 2014, taking the world’s total population of those worth over $100m to 38,280.” [Read more…]

March 5, 2015 By Helen Brown

Billions of Possibilities

This month, I’m delighted that HBG Senior Researcher Elizabeth Roma shares her insights on Ultra High Net Worth Individuals (UHNWI) and their potential to affect transformational change in the world through philanthropy. Elizabeth and Kenny Tavares have been studying the infrastructure and impact of HNW Family Offices, and she will present a session on the topic in June at the Mid-Atlantic Researchers Conference in Baltimore. I hope you’ll be able to join her there!

Do you want to hear something that will blow your mind?

In 2010 there were 388 billionaires whose combined wealth was equal to the combined wealth of the poorest 50% of the world’s population.

Amazing, right? But that’s nothing.

In 2014 there were 80 people whose combined wealth equaled that of the poorest 50%. According to a report from Oxfam, the wealth of those 80 people has doubled since 2009. If these trends continue, Oxfam predicts that the richest 1% will have more wealth than the remaining 99% by 2016 (yes, that’s next year).

Things are changing, and not necessarily for the better (at least not for those of us in the 99%). But does this have to be all bad news? [Read more…]

February 26, 2015 By Helen Brown

Coming Out (Again)

As you may recall, March is Prospect Research Pride Month.

It’s also Development Services Pride, Operations Pride, Relationship Management Pride, and Analytics Pride Month. It’s a time to celebrate each of us who work behind the scenes every day as part of Team Overhead to ensure our nonprofits’ fundraising successes.

Why?

Because there are still misguided folks out there who actually believe that the business of creating a better world can be done with donated chewing gum, dental floss and duct tape. MacGyver may have used that amalgam to fashion an escape from a sticky situation, but you never saw him pulling a million refugees over a border with them. [Read more…]

February 12, 2015 By Helen Brown

When I get in control of the world

When faced with mindless bureaucracy, or an inefficient line at a commercial or government establishment, my mom was known to mutter, “When I get in control of the world…” and then she’d voice her solution. As a kid, her answer usually made sense to me. As a teen, I would sidle off pretending I didn’t know her. As an adult, I started hearing the exact same sentence coming out of my own mouth. When I get in control of the world…

Wouldn’t it be nice to be in control of the world sometimes and be able to change the stuff that doesn’t make any sense?
Like long lines at women’s bathrooms at events when the men’s line is empty, for example.

Or more seriously, things like… [Read more…]

February 5, 2015 By Helen Brown

Play well with others? Good for your bottom line!

How good is your customer service? Here at HBG, we talk a lot about how we partner with our clients. I’ve noticed that our devotion to customer care flows over into the way we work together as a team, too. As HBG Operations Assistant extraordinare Alisa Morgan found out, it works the other way as well. Here’s what Alisa found out:

When someone mentions customer service, we immediately think of ourselves on the phone or in the store receiving some product or service in exchange for payment. “Did that rep greet me, take my order and solve my problem with a smile and a thank you?” [Read more…]

January 29, 2015 By Helen Brown

Corporate board perks: a proxy primer

Today I’d like to talk about executive compensation and the fun perquisites (“perks”) that make looking at a company’s proxy statement really interesting. Perks are those little extra somethings that make the financial lives of company executives and board members just a little bit easier. Like a shiny lure, perks attract the most talented ‘big fish’ and help retain them once they’re hooked.

Think of a proxy statement (aka the DEF 14A) as an aquarium of large and small moving objects that flash silver in the sunlight. Some things are easy to find, like annual compensation. Other things you need to look more carefully for as they glint in the weeds: like the perks. According to many sources (including this one and this one), corporate perks are on the wane. But they’re not extinct yet, and companies are very clever about the creative ways they compensate their executives. [Read more…]

January 22, 2015 By Helen Brown

Where in the world to find info about company insiders

It’s not only the United States government that requires publicly-held companies to publish information about their key insiders. When you’re trying to get information about corporate insiders around the world, it’s nice to know that many other countries require disclosure as well. Here’s a quick trip around the world with touchdowns in some key markets.

CANADA

Through the Sedar website, there are at least two forms you can use that report biographical and compensation information for officers and directors. Form 51-102F6 (“Named Executive Officers Compensation”) and the company’s proxy report each provide valuable information about company insiders. Do a quick search here, or visit the company’s website for more information.

UNITED KINGDOM

Besides the company website, Companies House and DueDil are the places to go for information about companies, both public and private, in the UK. For publicly-traded companies [Read more…]

January 15, 2015 By Helen Brown

Researching company insiders

We may think of companies as nameless, faceless conglomerates, but the fact is that each one is run by a group of people known as company insiders. They are individuals whose responsibility it is to provide direction, advice, and the scary responsibility of strong-willed fiduciary duty if the company’s blue chips suddenly turn red.

These leaders may be called directors, trustees, or board members; the terms are used fairly interchangeably. [Read more…]

January 8, 2015 By Helen Brown

What you and the 1% have in common

What could you and the 1% possibly have in common? HBG Senior Researcher Rick Snyder brings us into the new year with insight on how we can gain a deeper understanding of those we research – and benefit ourselves as well!

It’s not all lobster and caviar…or is it?

I have to confess to having occasional twinges of envy in the course of my research and I would guess that’s true for most prospect researchers. We spend a lot of our time looking at people’s seaside vacation homes or reading about someone taking their extended family on a two-week African safari – things that are out of reach to most of us. But while the lifestyles or careers of our prospects may not be attainable to us, there is one attribute common to many of the 1% that the remaining 99% of us can realize. [Read more…]

December 18, 2014 By Helen Brown

Social media and high net worth individuals

Although more people are piling into an ever-growing array of social media outlets every day, it’s still fairly rare to see a Klout score or Twitter summary on a prospect research profile. Maybe it’s because we major gifts specialists assume that it’s only Xers and Millennials using these platforms, and they’re not yet ready to make large gifts.

But according to Ledbury Research, which studies the habits and demographics of high net wealth individuals (HNWI) in the United Kingdom, at least 75% of HNWI use social media regularly.

The largest group actively uses LinkedIn (47%), which makes sense since so many are businesspeople, but Facebook (42%), Google+ (17%) and Twitter (13%) are also used regularly. [Read more…]

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