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UBS Global Family Office

September 12, 2017

Equities and private equity drove a turnaround in family office investment performance this past year, as revealed in the newly-released Global Family Office Report 2017 (GFO).

Equities and private equity drove a turnaround in family office investment performance this past year, as revealed in the newly-released Global Family Office Report 2017 (GFO).

January 31, 2017

There is an old saying in creative industries: it takes a lot of effort to make something look effortless. The same can be said of the Global Family Office Report, which takes 12-months to put together. Michael Finnigan talks to the team behind the industry-leading report

There is an old saying in creative industries: it takes a lot of effort to make something look effortless. The same can be said of the Global Family Office Report, which takes 12-months to put together. Michael Finnigan talks to the team behind the industry-leading report.

January 23, 2017

The Global Family Office Report stops short of offering advice—instead the reader must interpret its objective data. In this concluding article, research director Stuart Rutherford and UBS family office head Philip Higson share their personal views on the future focus for family offices

The Global Family Office Report stops short of offering advice—instead the reader must interpret its objective data. In this concluding article, research director Stuart Rutherford and UBS family office head Philip Higson share their personal views on the future focus for family offices

September 20, 2016

Experience in managing successful successions in family businesses will increase in value as ultra-high net worth individuals worldwide transfer more than $3.9 trillion between generations over the next decade.

Experience in managing successful successions in family businesses will increase in value as ultra-high net worth individuals worldwide transfer more than $3.9 trillion between generations over the next decade.

The new Global Family Office Report by Campden Wealth, in partnership with UBS, revealed 43% of family offices expected a generational transition within the next 10 years, rising to 69% in the next 15 years.

September 16, 2016

A remarkable 62% of family offices are now active or expect to be active in impact investing, the new Global Family Office Report by Campden Wealth in partnership with UBS reveals.

A remarkable 62% of family offices are now active or expect to be active in impact investing, the new Global Family Office Report by Campden Wealth in partnership with UBS reveals.

Even the 30% of family office principals surveyed who were not active now said this was likely to change in the future.

The study found Millennials were a key catalyst with two-thirds of participants agreeing families with children born after 1980 will see an increase in requests to participate in impact investing.

September 12, 2016

Private equity has a special pull for families used to running operating businesses. But with record levels of assets committed to private equity funds is it the best asset class to drive returns? 

Private equity has a special pull for families used to running operating businesses. But with record levels of assets committed to private equity funds is it the best asset class to drive returns? 

The plotline is one that has been played out countless times before. A family has made its wealth in an operating business, has exited and is now running a family office. Do they sit back and take a diversified approach to their wealth or eventually get itchy feet and pour their assets back into the sector they know best?

September 8, 2016

Family offices continue to invest in private equity and real estate as they search for growth in challenging markets, according to exclusive new research released by Campden Wealth today.

Family offices continue to invest in private equity and real estate as they search for growth in challenging markets, according to exclusive new research released by Campden Wealth today.

August 23, 2016

Britain has taken the first step down a long and uncertain road to its departure from the European Union. James Beech asks financial experts if family offices are in for a bumpy ride

Britain has taken the first step down a long and uncertain road to its departure from the European Union. James Beech asks financial experts if family offices are in for a bumpy ride

More than 17 million Britons voted on 23 June to leave the European Union after 43 years – triggering a tsunami of unprecedented political upheaval and volatility in financial markets which has shaken the United Kingdom and reverberated around the world.

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