- Visiting, Management
- 1997- 2000: Ph.D. HEC Lausanne in collaboration with IMD – Management
- Thesis: “Patterns in serial business families – Theory building through case-study research”
- Thesis committee: Prof. Bernard Catry (HEC, Business Policy) – Prof. Alden G. Lank (IMD, Family Business) – Prof. Paul Strebel (IMD, Change Management) – Prof. Emmanuel Fragnière (HEC, Methodology)
- Winner of the FFI 2001 World Best Doctoral Dissertation Award, sponsored by Northeastern University (Boston)
- Research paper “Patterns in Serial Business Families” winner of the 2000 Lank Award for best family business strategy paper, London, October 2000
- 1996-1997: Master in management sciences HEC Lausanne – Business Administration
- 1988-1991: Bachelor’s degree HEC Lausanne – Business Administration – Major in Finance
- 1975-1979: Maturité type E (Management) – Collège de Gambach – Fribourg
2013 – on going
- * IMD – International Institute for Management Development – Lausanne, Switzerland
- Wild Group Professor of Family Business, Family Office, Governance & Leadership * Director and co-director of open programs;
- Director of IMD Global Family Business Center * Design & launch of new programs * Fundraising * Speaking at various International conferences * Public relations and marketing
- * IMD – International Institute for Management Development – Lausanne, Switzerland
- Department of Family Enterprises – Research Associate under Prof. A.G. Lank and also, from July 1997 until 2000: Manager all researchers Research * Conducting research in the field of family business, finance and strategy * Writing of cases * Assisting in the production of a book on governance in family businesses by Profs Lank and Neubauer, published 1998 (general research and bibliography – survey on boards – case- studies) Facilitator * Supporting course development, facilitating sessions, coaching and group work in family business programs
2011 – on going
- * Gen10 SA: CEO
- * Worldwide consulting mandates mainly with large and very large family-owned businesses * Family business – Family Wealth – Family Office – Family Philanthropy * Worldwide consulting mandates mainly with large and very large family-owned businesses * Process Consulting * Solution-focused Coaching * Positions on boards, advisory boards, foundation boards
- * Setting up the division and an internal expert team * Family business consulting * Family philanthropy and social entrepreneurship * Wealth transfer * Collaboration with Private Banking, Wealth Planning & Investments divisions
- 2001 – 2010 * The Family Business Consulting Group: Senior Associate
- * Worldwide consulting mandates mainly with large and very large family-owned businesses * Represented around 60% of working time * Consulting engagements in Europe, Turkey, Middle East, India, Far East, North America
- 2018 * Peter Drucker’s Forum: Vienna, November Keynote speaker * FBN World Summit: Venice, October Ethical Leadership workshop * World Economic Forum – Family Business Forum: Gstaad, June Sessions: Responsible Ownership + Governance 4.0 * Campden European Family Business Conference: Madrid, June Governance panels * Columbia U Family Business Conference: New York, May * Taiwan Family Business program: Taipei, March Panel: The role private equity can play in family business growth * IMD Alumni meeting: Prag, March Keynote: Governance and business continuity Governance panels * Expansion: Madrid, January Panel: The role private equity can play in family business growth
- 2017 * ISB 6th Asian Family Business Conference: Hyderabad, India, February Keynote: Sharing Wisdom – Success factors in long-lasting firms * IMD Alumni meeting: Finland, February Keynote: What businesses can learn from family businesses * Swiss Board Institute: Lausanne, February Keynote: Board Culture * Danish Family Business Association Event: Copenhagen, March Keynote: Tomorrow’s businesses – Today’s challenges * FBN NextGen Summit: India, April Workshop: Emotional Intelligence in the workplace * FBN Conference: Norway, May Next generation workshop Board workshop Keynote: Opportunities & challenges of recombined families * Loedstar Family Business Forum, London, May Keynote: Challenges & opportunities in family businesses Faculty day 2 * World Economic Forum – Family Business Forum: Gstaad, June Session: Family Business Governance Pannel: Responsible Leadership * Campden European Family Business Conference: Prag, June Governance panel Round-table moderation: Family Constitutions * Family Business Network World Summit: Spain, October Workshop: Modern families, modern challenge
- 2016 * Swiss Board Institute: Lausanne, January Keynote: Board Culture * FBN NextGen Summit: Sweden, June Modern families, modern challenge * Campden European Family Business Conference: Berlin, June Governance panel Family Governance session * Le Rosey: Switzerland, September Wealth as a springboard * Family Business Network World Summit: China, October Workshop: Modern families, modern challenge Parallel session: Next Generation Venturing into China * Inauguration Family Business Center: Czech Republic, December Keynote: The fabric of family businesses Pannel with 3 ministers: the role of family businesses in the economy Pannel on succession
- 2015 * Danish Family Business Association Event: Copenhagen, March Keynote: The art of letting go * Entrepreneurs’ Organization (EO), Global Leadership Conference: San Diego, May Keynote: Innovation in the family business * IMD Alumni Chapter event: Prag, June Keynote: Succession in the family business * Kasikorn Bank Events: Bangkok, July Keynote: Governance in the family business – July 2 Keynote: Succession in the family business – July 3 * IMD Alumni Chapter event: Bangkok, July Keynote: Exploring the family business world * Australia: Annual Family Business Conference, August Keynote: Family Business Governance * Family Business Network World Summit: Montreux, October Member of Conference committee Workshop: Overcoming deeply rooted issues and conflicts in a family business – Exploring grief, forgiveness and reconciliation with life – live case
- 2014 * Rothschild Next Generation Seminar: Megève, March Faculty on program * Family Business Network Nordic Conference: Stockholm, April Keynote speaker * Confederation of Indian Industries (CII) Conference: Dehli, May Keynote – family business governance * Family Business Network Next Generation Summit: Barcelona, May Life Orientations workshop * Hénokiens Annual Event: INSEAD, Fontainebleau, June Keynote – values based governance * Peterkam Event for UHNW families: Brussels, September Keynote – Single family offices * Family Business Network World Summit: Dubai, October Workshop: Mulliez – live case – long-lasting dynasties * Family Business Network Spain Annual Conference: Alicante, November Keynote speaker – Mulliez – live case * Swiss-Turkish Chamber of Commerce Event: Istanbul, December Keynote: Can family businesses innovate?
- 2013 * Family Business Network World Summit: Rio, October Keynote: Camargo Correa – sustainability – live case
- 2012 * Family Firm Institute: Brussels Oct 18-19 Conference Committee * Family Firm Institute: Brussels Oct 17 Co-leader Gen301workshop: “Assessment Toolbox: What should be in it and why” (1⁄2 day) * Family Business Network International Conference: London Oct 4-5 Workshop: Samudera Indonesia – live case * Chinese Hong Kong University – FBN Asia: Hong Kong September l2 Master class: Succession * FBN Asia: Singapore September 5 Master class: Succession * Continuum: London August 30 Session: Family Constitutions * Chinese Hong Kong University: Hong Kong January l7 Master class: Family Wealth * FBN Asia: Singapore January 13 Round table: The Crucial Roles of Women in Family Business * FBN Asia: Jakarta January 12 Master class: Succession * FBN Asia: Jakarta January 11 Round table: The Crucial Roles of Women in Family Business
- 2011 * Continuum: London July 6-8 Session: Continuity – Scenario Planning for Family Businesses * Coutts Academy: London June 26-July1/in collaboration with Wharton Business School Week long Next Generation Program Family Business & Wealth Management * Shanghai March 24 Conference: Preparing your Family Business for an IPO * Hong Kong March 22 Conference: Philanthropy – A tool to Build a Strong Next Generation * Singapore March 22 Conference: Challenges of Succession in Asian Family Business * FBN Asia: Singapore March 21 Conversation with families: Grooming Successful Leaders & Responsible Owners * FBN Asia: Singapore March 21 Master class: Values-based Governance
- 2010 * Hong Kong December 9 Conference: Philanthropy – A tool to Build a Strong Next Generation * Singapore December 6 Conference: The Soft Side of Succession Planning * Elite Summit: Montreux November 17 Private Wealth Management Summit Growing, Protecting and Transferring Wealth Shaping Younger Generations into Future Stewards of Inherited
- 2009 * IFB: London November 18 Conference: Family Business Ownership – How to be an effective and responsible steward during challenging times * Elite Summit: Geneva November 3 Private Wealth Management Summit Grooming the Next Generation – Long Term Sustainability for the Family Office * Deloitte MBA 2009: Istanbul October 15 Deloitte & Touche Family Business Module * Family Business Network International Conference: Amsterdam October 1-3 Workshop: Lupo Brazil – live case Workshop: Eu Yan Sang Singapore – live case * Family Legacy Program 2009: Singapore September 7-11 Credit Suisse South East Asia Understanding Family Business Essential Learnings from Long-Lasting & Successful Family Businesses Family Business Philanthropy Business Strategy & Governance for the Family Business * Elite Summit: Geneva May 28 Private Wealth Management Summit Relationship Dynamics – Inspiring Confidence and Building Trust Among Stakeholders by Aligning Family Needs with Family Office Objectives
- 2008 * Rainbow Insight: Geneva September 8 Conference: Trust * Elite Summit: Geneva May 28-30 Private Wealth Management Summit Wealth Preservation Over Generations * Northeastern University: Boston April 9 Center For Family Business The Soft Side of Succession Planning * Centenary College of Louisiana: Shreveport February 5-6 The Center For Family-Owned Business, Frost School of Business Sharing Wisdom, Building Values in the Family-owned Business
- 2007 * Family Business Network International Conference: Berlin Sept 19-21 Co-leader of the Introductory Conference and of the Next Generation 3-day Summit Conference Committee
- 2006 * Loedstar Forum Asia Pacific: Hong Kong Oct 31- Nov 2 Next Generation conference: with two live cases (Lopez, Philippines- Mannix, Canada) Peer-to-peer discussions and facilitation Audience: major families from Hong Kong, China, Singapore, Thailand, Korea, The Philippines, Indonesia and New Zealand * Family Business Network International Conference: Cannes Sept 20-22 Co-leader of the Next Generation 3-day conference with John Ward (IMD) and Randell Carlock (INSEAD) * Family Business Seminar, Davos March 29-30 Deutsche Bank
- 2005 * Loedstar Family Business Forum Middle East & Asia: Dubai Nov 14-16 Next Generation conference: with two live cases (Ojjeh, Switzerland, Jhawar, London/India) * The Institute for Entrepreneurial Excellence (IEE), University of Pittsburgh, Joseph M. Katz Graduate School of Business: Pittsburgh Nov 8 Master class: Building your legacy* Family Business Network International Conference: Brussels Sept 15 Co-presenter with John Ward: “The EU Constitution as a Model for Cousins Confederations?” * Family Business Seminar: Divonne Sept 8-9 Rothschild Bank * Mediterranean School of Business (MSB), Tunis July 6 Conference: An Introduction to Family Business * Loedstar: Geneva May 25-26 Seminar: Working Effectively With Business-Owning Families
- 2004 * Family Business Network International Conference: Copenhagen Sept 9 Co-presenter with Thierry Lombard: “The DNA Model of Family Businesses” * Bernoeft Seminar: Sao Paulo, Brazil July 5-6 Strategy and Succession in Family Businesses * Family Business Forum: London May 24-27 Next Generation conference: with two live cases (Saad, Egypt, Markem, USA) * IFB Annual Conference: London May 14-16 Next Generation conference Workshop on Succession (live case: ERMEWA)
- 2003 * Loedstar: Geneva Nov 23-24 Seminar: Working Effectively With Business-Owning Families * Family Business Network International Event: Lausanne Sept 9 Next Generation Conference: Co-leader with Randell Carlock (INSEAD) Main Conference: Tough Decisions Family Business Boards Must Face * Loedstar Family Business Forum: London June 18-20 Workshop: Governance and Values”: with two live cases (Scott, UK – Follett, USA) * Loedstar: Geneva June 4-5 Seminar: Working Effectively With Business-Owning Families
- 2002 * Family Business Network International Conference: Helsinki Sept 9 Co-presenter with Thierry Lombard: Social Responsibility in Family Businesses Live-case: André Mulliez, France “Réseau Entreprendre“
- 2001 * Family Business Network International Conference: Rome Oct 9 Co-presenter with Thierry Lombard & Guido Corbetta (Bocconi): Family Values & Business Continuity Live-cases: Frescobaldi, Italy – Marujin, Japan * Loedstar Family Business Forum: London April 3-5 New Ventures and Serial Business Families: live case (Lindström, Sweden)
- 2000 * Family Business Network International Conference: London Sept 9 Research Paper: Patterns In Serial Business Families: Theory Building Through Case Study Research Award winning research paper
- 1999 * Family Business Network International Conference: Stockholm Sept 9 Research Paper: Investigating the re-creation of a family business: towards a concept of asset management over generations Main conference: Selling the Family Business, What’s Next?
- 1997 * Family Business Network International Conference: The Netherlands Sept 9 Research Paper: Role, Structure and Value of Boards in Family Businesses
Books
* Governance in family enterprises: maximising economic and emotional success
Koeberle-Schmid A., Kenyon-Rouvinez D., Poza E. J. (2014) Palgrave Macmillan * The Crucial Roles of Women in Family Business, Dugan A., Kenyon-Rouvinez D., Krone S.,
Le Couvie K., Pendergarst J., Shuman A., Palgrave Macmillan, 2008
* Why Me? Wealth: Creating, Receiving And Passing It On Kenyon-Rouvinez D., Riccard M.,
Ward J.L. Lombard T. & Gabs, Family Enterprise Publishers, 2007 * Who, Me? Family Business Succession. A Practical Guide For The Next Generation.
Kenyon-Rouvinez & Gabs, Family Enterprise Publishers, 2005 * Family Business: Key Issues. Kenyon-Rouvinez D. & Ward J.L., Palgrave Macmillan, 2004 * Sharing Wisdom, Building Values. Kenyon-Rouvinez, Adler, Corbetta & Cuneo, Palgrave
Macmillan, 2002
Chapters * Foreword in Family Capitalism, best practices in ownership and leadership, Osnes, Gry
(Ed.), pp. xv-xvii, 2017
* Family Values That Drive Family Business Strategy & Competitive Advantage, Kenyon-
Rouvinez D., Ward J.L., PwC (German) * Family and Non-Family Management of the Business, Family Business Governance,
Koeberle-Schmid, Fahrion, Witt, 2012, Erich Schmidt Verlag (German)
Dissertation * Patterns in Serial Business Families: Theory Building Through Case Study Research –
Published in English – Lausanne University, 2000 Award winning dissertation (FFI 2001 world Award)
Chapters * Foreword in Family Capitalism, best practices in ownership and leadership, Osnes, Gry
(Ed.), pp. xv-xvii, 2017
* Family Values That Drive Family Business Strategy & Competitive Advantage, Kenyon-
Rouvinez D., Ward J.L., PwC (German) * Family and Non-Family Management of the Business, Family Business Governance,
Koeberle-Schmid, Fahrion, Witt, 2012, Erich Schmidt Verlag (German)
Dissertation * Patterns in Serial Business Families: Theory Building Through Case Study Research –
Published in English – Lausanne University, 2000 Award winning dissertation (FFI 2001 world Award)
Research Papers * Why board break down, Kenyon-Rouvinez, Strebel, Whiteley – work in progress
* Hiring and granting leadership in family firms: the case of in-laws, Kenyon-Rouvinez, Park,
Whiteley – work in progress * Family Office: a review of literature, Kenyon-Rouvinez, Park, – work in progress * Family Business: strategic alliances Kenyon-Rouvinez, Park, – work in progress * Secrets of Success in long-lasting family firms, Perspectives for Managers, IMD, 2017 * Patterns in Serial Business Families: Theory Building Through Global Case Study
Research, Family Business Review, Volume XIV, Number 3, September 2001, p. 175-191 Award winning research paper (FBN 2000 International Award) * Article re-produced in celebration edition: Best Papers in 10 Years of Family Business
Review
FBN published * Investigating the re-creation of a family business: towards a concept of asset management Research Papers over generations, 1999
* Role, Structure and Value of Boards in Family Businesses, 1997
Articles * Responsible ownership and leadership, Family Business Transformation Map, World
Economic Forum, 2018 * * How Portrait women of Darius are faring Forbes, in family 2018 work business, in progress 2018 * Innovation & sustainability: Become the change you wish to see: Lessons from the family- run firm Widex, 2017 * What private banks need to do to drive the future of wealth management, Kenyon-Rouvinez,
Sighinolfi, 2017 * Privatbanken und die Vermögensverwaltung der Zukunft, Kenyon-Rouvinez, Sighinolfi, Finews.ch, 2017 * What banks need to do to drive the future of wealth management, Kenyon-Rouvinez, Sighinolfi, Finews-asia, 2017 * Cascading wealth by nurturing the next generation, Financial Times, Families and Multi Generation Wealth, Autumn 2016 * Is there a magic formula for sustainably grow your family business over generations? Leleux, Kenyon-Rouvinez, Glemser, 2016 * Strong family businesses require special HR management, Hays Journal, 2015 * 6 Tips on Succession – How to Pass Your Family Business on to the Next Generation
, Tharawat, 2015 * Preparing to be at the wheel – why family business education matters!: 3 things to consider when getting the next generation ready to take over the family business, Kenyon-Rouvinez, Glemser, IMD TC, 2015 * The family office: Helping families preserve their wealth over generations: 5 questions for
families who want to manage their wealth and ensure its longevity, IMD TC, 2015 * How to keep your value(s), Kenyon-Rouvinez, Schwass, Glemser, Králik, The Financial
Express, 2014 * Succession challenges for Asian family businesses: How to keep your value(s), Kenyon-
Rouvinez, Schwass, Glemser, Králik, IMD TC, 2014
Articles * To be, or not to be, the next-generation family business leader, Kenyon-Rouvinez, Glemser,
Forbes.com India, 2014 * Next generation family business leader, Kenyon-Rouvinez, Glemser, The Jakarta Post,
2014 * How a family can guard a luxury brand: Lessons from Patek Philippe, Schwass, Kenyon-
Rouvinez, Glemser, Forbes.com India, 2014 * To be, or not to be, the next-generation family business leader: Four questions younger
family members should ask themselves, Kenyon-Rouvinez, Glemser, IMD TC 2014 * How a family can guard a luxury brand: Lessons from Patek Philippe, Schwass, Kenyon-
Rouvinez, Glemser, IMD TC, 2014 * Honour thy brand above all else, Schwass, Kenyon-Rouvinez, Glemser, Business Spectator,
2014 * Succession in the Family Business: A Tough Process but a Chance to Shine, Connect, Vol.
4, Chinese University Hong Kong, April 2012 * Some Strategic Considerations around Growth and Financing Growth in Family
Businesses, Tharawat magazine, Vol. 11, July 2011 (English, Arabic, Mandarin) * The Aftermath of an IPO: What Families in Business Ought to Know Before Going Public,
Tharawat magazine, Vol. 9, January 2011 (English, Arabic, Mandarin) * Article reproduced on Zawya.com and several newspapers in the Middle East and Asia * Travailler en famille: entre Bonheur et désespoir, bulletin HEC, edition special Entreprises
Familiales, September 2008 * Ham Sandwich: A few things that truly matter in family constitutions, The Family Business
Advisor, June 2007 * Serial Business Families: The Lindström Case, Families in Business, Vol. 1, issue 4, June
2002, p. 68-70 * Serial Business Families: An Overview, Families in Business, Vol. 1, issue 3, April 2002, p.
66-68
Cases * IMD-7-XXX: Villeroy & Boch, 2018 work in progress
* IMD-7-XXX Estafeta, shareholding dimensions, 2018 work in progress * IMD-7-XXX Pentland, CEO transition 2018 work in progress * IMD-7-1934 Leadership at Samsung, 2018 work in progress * IMD-7-1928 Babolat: Continual reinvention steers brand to top in fifth generation, 2018 * IMD-7-1847 Grand Hotel Bad Ragaz (A) A Family Treasure, 2017 * IMD-7-1849 Grand Hotel Bad Ragaz (B), 2017 * IMD-7-1851 Grand Hotel Bad Ragaz (C) Resilience, 2017 * IMD-7-1773 Volkswagen Emissions Scandal: an owner’s perspective, 2016 * IMD-7-1663 Haixin Iron & Steel Group, China, 2015 * IMD-7-1664 Hisoar Pharmaceuticals, China, 2015 * IMD-7-1665 Zengongfu Catering management, China, 2015 * IMD-7-1666 Amer International Group, China, 2015 * IMD-7-1667 Ningbo Fotile Kitchenwear, China, 2015 * IMD-7-1668 The Midea Group, China, 2015 * IMD-7-1669 Tasly Pharmaceutical Group Ltd, China, 2015 * IMD-7-1726 Esprito Santo: The end of the (credit) line, 2015 * IMD Prosfit: When technology serves a great cause, 2015 * IMD-7-1656 Sedco Holding: Pioneering Strong Governance Among Middle Eastern Family
Businesses, 2014 * IMD-7-1622 The Lego Group: Family business resilience (A), 2014 * IMD-7-1623 The Lego Group: Family business resilience (B), 2014 * IMD-7-1570 Lacoste – A crocodile in deep water, 2014 * IMD-3-2356 The Rockefellers (A): Building and sustaining one of the world’s great fortunes
and families, 2013 * IMD-3-2357 The Rockefellers (B): Setting the record straight – the evolution of the family
and its entities, 2013 * IMD-1999 Houseboating: a start-up company in Canada * IMD-1998 Halifax-Leeds strategic transformation over five years
Video * Thomas Strungmann, 2014 Interviews * Melissa Berman – Rockefeller Philanthropic Advisors (RockPa), 2014
* Pierre Landolt – Sandoz Foundation, 2014
Quotes & * Several quotes in the Financial Times as well as in and for various newspapers & magazines in Switzerland, Germany, England, France, USA, Spain, USA, Russia, UAE, Qatar, Lebanon, Interviews India, Singapore, Thailand, Hong Kong, Taiwan & China
1996 – 2005 * Founder and president of the Suisse-Romande Chapter of FBN
* Starting up and developing the network * Organising and conducting a total of fifty conferences on subjects of practical interest to business families: succession – ensuring the continuity of family ownership – boards – strategy – successee/successor – sources of capital – rapid growth – the next generation – small family businesses – legal & fiscal issues around succession – family protocols – selling the family business – governance – family office – brands – values – social responsibility – perennity * Designing and teaching a regular seminar on Succession and Family Constitutions * Designing and teaching a regular seminar on Governance in Family Business * Implementing a board for FBN Suisse Romande in 2004: board members also included: Barbara Geinoz (Biazzi), Thierry Lombard (LODH), Edouard Pfister (Sonceboz), Karl- Friedrich Scheufele (Chopard) * Specific challenge: creating programs of interest to members over ten years, most members
joining in the first few years and remaining members.
- 1996: SCIENCE PARK on the site of the EPFL (polytechnic) – Lausanne, SwitzerlandEngaged on a freelance consultancy basis: * Fund-raising * Management consulting
- 1992 – 1995: W.R. GRACE & CO, AMICON division: Chromatography S.B.U. – Lausanne, SwitzerlandUS industrial company – world headquarters of the liquid chromatography division Strategic Finance, Financial & business analyst * Strategic planning & Financial analysis * Recommendations for all major capital investments: for R&D, production, new productionequipment and business acquisitions * Designed and set up the whole financial analysis service for the division
- 1991 – 1992: UNION BANK OF SWITZERLAND – Zürich, SwitzerlandExport Finance Account manager * Financing exports to high-risk countries * Financing major construction projects through syndicated loans
- 1988 – 1991: HEC – Lausanne – Bachelor’s degree (major in Finance)
- 1986 – 1988: TETRA PAK Export Ltd, Pully, SwitzerlandMulti-national industrial group – liquid food packaging Sales Administration – Arabic countries
- 1985 – 1986: TESA SA, Renens, SwitzerlandIndustrial company – precision measuring instruments Marketing – Eastern European countries
- 1984: FIDES Treuhand Gesellschaft, Zürich, SwitzerlandSwiss trust company Account manager
- 1982-1983: THEO BEELI AG, Zürich, SwitzerlandSwiss wholesaler of accessories for photographers Accountant
- 1980-1982: Temporary assignments, Lausanne, Switzerland, in particular:* Philip Morris Europe SA * Crédit Suisse