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UBS

October 17, 2018

Family office are driving towards higher risk and more illiquid investments in pursuit of yield, according to the new Global Family Office Report 2018.

The average family office portfolio returned 15.5% in 2017—more than double the 7% generated in 2016 and well above the 0.3% delivered in 2015, the Campden Research-UBS report said after surveying 311 family offices with an average size of $808 million assets under management.

September 25, 2018

The world’s family offices have seen their investment performance more than double year-on-year as families exploit a bull equity market.

The world’s family offices have seen their investment performance more than double year-on-year as families exploit a bull equity market.

September 18, 2018

Family businesses outpace non-family businesses in growth and revenue, and investors worth more than $50 million are the most confident of all investors when it comes to sustainable investing, according to two separate studies.

Family businesses outpace non-family businesses in growth and revenue, and investors worth more than $50 million are the most confident of all investors when it comes to sustainable investing, according to two separate studies.

Revenue growth was stronger, earnings before interest, taxes, depreciation and amortisation margins were higher, cash flow returns were better and gearing was lower among family firms, revealed the new Credit Suisse Family 1000 in 2018 report by the Credit Suisse Research Institute.

July 3, 2018

Americans are living longer. Forty years ago, average life expectancy was 73.5. Today the average US citizen can expect to blow out candles on their 79th birthday. Even living to 100 was once consigned to science fiction. No more.

Americans are living longer. Forty years ago, average life expectancy was 73.5. Today the average US citizen can expect to blow out candles on their 79th birthday.

Even living to 100 was once consigned to science fiction. No more.

Indeed, getting long in the tooth has caught the eye of finance wonks at UBS, the Swiss bank, whose latest report probes investment intentions of would-be centenarians.

April 16, 2018

How do families keep the creative spark alive while keeping order? The awkward truth at the heart of family governance is that procedural frameworks and innovation are not natural bedfellows

How do families keep the creative spark alive while keeping order? The awkward truth at the heart of family governance is that procedural frameworks and innovation are not natural bedfellows.

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 8, 2018

In the wake of #MeToo, and a stream of allegations of sexual misconduct against powerful men, more banks are encouraging clients to turn public awareness into proactive investment.

In the wake of #MeToo, and a stream of allegations of sexual misconduct against powerful men, more banks are encouraging clients to turn public awareness into proactive investment.

The latest trend in impact investing is “gender-lens” funds, which allow investors to put their money where their mouth is by supporting companies that champion gender equality.

UBS set up such an exchange-traded fund (ETF) this year, in conjunction with Equileap, an organisation that promotes equality-based investing.

March 7, 2018

How families are powering growth and engaging their next generations to preserve their businesses are just some of the insights Campden researchers are gathering for agenda-setting reports in 2018.

How families are powering growth and engaging their next generations to preserve their businesses are just some of the insights Campden researchers are gathering for agenda-setting reports in 2018.

The flagship Global Family Office Report leads the Campden slate of studies this year and is already highly anticipated in the family office community. The fifth annual edition will be launched at the UBS family office summit in Zurich on 27-28 September.

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.

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