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Global Family Office Report 2017

May 29, 2018

Swiss female wealth holders are not only challenging social norms in the battle for equality, they are overturning conventions in wealth management. James Beech reports

Swiss female wealth holders are not only challenging social norms in the battle for equality, they are overturning conventions in wealth management. James Beech reports

Say the words ‘family wealth management’, and Jane Austen is unlikely to be the first person who springs to mind. However, the 19th century novelist is a surprising source for inspiration about money matters.

“Money can only give happiness where there is nothing else to give it.”

March 26, 2018

The term “impact investing” celebrated its 10th birthday in 2017, a year where it seemed every other investment house launched a new fund offering to tap into the trend. But what does it really take to be an impact investor? And is the term being thrown around too loosely? Alexandra Newlove speaks to those active in the sector 

The term “impact investing” celebrated its 10th birthday in 2017, a year where it seemed every other investment house launched a new fund offering to tap into the trend. But what does it really take to be an impact investor? And is the term being thrown around too loosely? Alexandra Newlove speaks to those active in the sector 

March 23, 2018

While The Global Family Office Report 2017 (GFOR) stops short of offering advice, the experts behind the study inevitably have their own opinions about the future of the family office sector. Here, Rebecca Gooch, research director at Campden Wealth, and Sara Ferrari, head of global family offices at UBS, share their thoughts on the risks and rewards ahead

While The Global Family Office Report 2017 (GFOR) stops short of offering advice, the experts behind the study inevitably have their own opinions about the future of the family office sector. Here, Rebecca Gooch, research director at Campden Wealth, and Sara Ferrari, head of global family offices at UBS, share their thoughts on the risks and rewards ahead

March 13, 2018

North America remains the richest region on the planet, with a third of the world’s ultra-wealthiest people calling it home, but Asia has overtaken Europe as the second richest.

North America remains the richest region on the planet, with a third of the world’s ultra-wealthiest people calling it home, but Asia has overtaken Europe as the second richest.

Asia’s narrow promotion to second place came despite a 10% rise in 2017 in the number of ultra-wealthy Europeans (with $50 million or more), taking Europe’s number of wealth-holders to 35,180. Asia’s ultra-wealthy population accelerated 15% to 35,880 wealth-holders, according to Wealth-X data which informed the new Knight Frank Wealth Report.

March 12, 2018

Global principals and the next generation are slowly taking steps to ensure the family fortune lives beyond its founder, but there’s still work to be done. We find out why failing to plan for succession is planning to fail. 

Global principals and the next generation are slowly taking steps to ensure the family fortune lives beyond its founder, but there’s still work to be done. We find out why failing to plan for succession is planning to fail. 

The death of family members is hardly a topic most are falling over themselves to discuss, and this partly explains why less than half those surveyed in The Global Family Office Report 2017 (GFOR) have a full succession plan in place.

March 5, 2018

As the family office space matures, so does the recruitment and retainment of top talent from outside the family, driven by competitive C-suite salaries and bonuses—although their ranks remain stubbornly male-dominated

As the family office space matures, so does the recruitment and retainment of top talent from outside the family, driven by competitive C-suite salaries and bonuses—although their ranks remain stubbornly male-dominated

More complex investments, professionalisation of the sector, and competition for talent is driving hefty pay increases for family office C-suite employees this year.

February 28, 2018

Yields are up dramatically and the vast majority of family office principals plan to maintain or increase deal flow. As they struggle with execution, is the end of this winning streak in sight?

Yields are up dramatically and the vast majority of family office principals plan to maintain or increase deal flow. As they struggle with execution, is the end of this winning streak in sight?

Another bullish year, unpredictable politics, and a growing fondness for direct deals all formed part of the family office landscape during 2016. So how are family offices structuring their portfolios as the economy enters the later stage of a record cycle?

February 15, 2018

The research which takes an inside look at the unique and private world of family offices has launched—and the call is out for participants in this year’s Global Family Office Report.

The agenda-setting research which takes an inside look at the unique and private world of family offices has launched—and the call is out worldwide for participants to share their attitudes and experiences.

The Gobal Family Office Report (GFOR), released annually in September by Campden Research in partnership with UBS, is the world’s most comprehensive examination of family office principals’ attitudes to wealth, investments, philanthropy, staffing, and succession.

February 12, 2018

Despite a tumultuous fortnight in the stock market, family offices are being encouraged to look at whether they have enough global equity exposure, with the second-longest bull market in history predicted to keep lumbering through 2018.

Despite a tumultuous fortnight in the stock market, family offices are being encouraged to look at whether they have enough global equity exposure, with the second-longest bull market in history predicted to keep lumbering through 2018.

Steve Brice, chief investment strategist at Standard Chartered Bank, said the majority of his family office clients were under-exposed to equities, and though the past week had seen trillions wiped off stock market values, this provided opportunity for investors to buy into.

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