Vimeo
LinkedIn
Instagram
Share |

millennials

April 13, 2017

Wealthy North American Millennials are deal-hungry with more than a quarter (26%) involved in more than 20 deals in the past five years, with many relying on family or family offices for advice, new research suggests.

Wealthy North American Millennials are deal-hungry with more than a quarter (26%) involved in more than 20 deals in the past five years, with many relying on family or family offices for advice, new research suggests.

Coming of age: The investment behaviours of ultra-high net worth Millennials in North America found two out of three respondents (65%) had played a role in more than five deals since 2012.

April 7, 2017

Wealthy North American Millennials intend to make “significant changes” to the way family investments are managed once they assume control, notably increasing ‘risk on’ allocations to values-based and illiquid investments, new research suggests.

Wealthy North American Millennials intend to make “significant changes” to the way family investments are managed once they assume control, notably increasing ‘risk on’ allocations to values-based and illiquid investments, new research suggests.

Coming of age: The investment behaviours of ultra-high net worth Millennials in North America found only one-fifth (21%) are fully satisfied with the current objectives and guidelines of their families’ portfolios, despite 65% having a say in their family’s allocations.

January 24, 2017

Are robust labour markets and culture shifts drawing successors into sexy start-ups and pushing them away from ‘traditional’ family firms? Scott McCulloch reports

Are robust labour markets and culture shifts drawing successors into sexy start-ups and pushing them away from ‘traditional’ family firms? Scott McCulloch reports

Next-generation successors have long been advised to cut their professional teeth outside the family business before coming in. Yet in an era of globalised economies, where company revenues can grow enormously in a single generation, are family businesses losing their allure for affluent and entrepreneurial Millennials?

January 16, 2017

According to legend, The Rockefeller Foundation coined the term ‘impact investing’ in 2007, putting a name to investments made with the intention of generating both financial return and social/environmental impact. Has the concept reached maturity nearly a decade later? 

According to legend, The Rockefeller Foundation coined the term ‘impact investing’ in 2007, putting a name to investments made with the intention of generating both financial return and social/environmental impact. Has the concept reached maturity nearly a decade later?

December 14, 2016

Socially and environmentally conscious Millennials are reinventing philanthropy by merging traditional foundations with profit-making endeavours and social enterprises, a new report says.

Socially and environmentally conscious Millennials are reinventing philanthropy by merging traditional foundations with profit-making endeavours and social enterprises, a new report says.

Education remained by far the most popular philanthropic cause for ultra-high net worth (UHNW) individuals, followed by health, also according to Changing Philanthropy: Trend Shifts in Ultra-Wealthy Giving.

November 22, 2016

More Millennials are becoming millionaires and bidding for luxury items on their mobile devices but advisers say financial planning is “extremely important” to make their fortunes last.

More Millennials are becoming millionaires and bidding for luxury items on their mobile devices but advisers say financial planning is “extremely important” to make their fortunes last.

The comments came while Campden Research prepared to release at the end of January 2017 its original study of wealth investment attitudes among North American ultra-high net worth Millennials.

September 2, 2016

North American ultra-high net worth Millennials have only the first half of September remaining to declare their own unique attitudes to wealth investment in cutting-edge research by Campden Wealth.

North American ultra-high net worth Millennials have only the first half of September remaining to declare their own unique attitudes to wealth investment in cutting-edge research by Campden Wealth.

The Campden Research team has already surveyed dozens of eligible Millennials but more are urged to take part to make the eagerly awaited report as robust and authoritative as possible.

May 3, 2016

Their outlook shaped by the global financial crisis, Millennials have a cautious outlook but are keen to have a positive effect on the world. Advisers have to engage these upcoming members of ultra-high net worth families on their terms, explains Ned Dane, senior vice president and head of OppenheimerFunds’ Private Client Group

Their outlook shaped by the global financial crisis, Millennials have a cautious outlook but are keen to have a positive effect on the world. Advisers have to engage these upcoming members of ultra-high net worth families on their terms, explains Ned Dane, senior vice president and head of OppenheimerFunds’ Private Client Group

What was the purpose of carrying out this study?

April 28, 2016

The new generation of ultra-high net worth family members wants to do more than just see their fortunes grow. A new study by OppenheimerFunds and Campden Research has found that these ‘Millennials’ want to make a dent in the world’s problems, but not the way their parents did it. 

The new generation of ultra-high net worth family members wants to do more than just see their fortunes grow. A new study by OppenheimerFunds and Campden Research has found that these ‘Millennials’ want to make a dent in the world’s problems, but not the way their parents did it. 

Click here >>
Close