The Campden Research European Family Office series has been run annually since 2008 and is unrivalled, providing the only available insights of its kind. The series presents the evolving focus of the family office and includes deep analysis into their changing dynamics.  It covers the objectives of family offices, their strategies and structures, investment portfolios and time horizons, and challenges they face, externally in the market and internally in terms of governance and operations.

Beyond Uncertainty: Family Offices Adapt to Unpredictability is the 4th edition of the Survey, launched on 10 November 2011 at the European Family Office Conference in London.  This volume is 92 pages, available as both a high quality bound print edition, and pdf soft copy.

One year ago, in our 2010 survey, family offices were adapting to the post-financial-crisis world with vigour and feeling upbeat about investment prospects and their future.  Fast forward to 2011 when, faced with uncertainty because of volatile political, social, economic, legal and tax environments, family offices are rapidly changing the way they manage investments and risk, how they evaluate the performance of assets and plan for the years ahead. 

The 4th survey’s rigorous data analysis, detailed graphs and charts capture in depth the significant issues facing a wide spectrum of more than 50 single family offices and multi family offices in Europe, more than 80% of whom have total investable wealth greater than €100 million.  Anecdotal information from privileged interviews with some of the leading figures in the family office space provides unique insights into how this closed and private community thinks and behaves.  Comparative views gained through 4 years of research with a large number and variety of family offices provide a picture of the evolving nature of family offices in the region.

Campden Research reports are available on a complimentary basis to all qualifying family principals and family office executives who complete a request form.  Campden Research reports are available for purchase to all other individuals.

To obtain your copy of the 4th Annual European Family Office Survey 2011 download and return the booking form on the right of this page, purchase the report online at the bottom of this page or email sarah-jaynegardner@campden.com for further information.

Editor

David Bain

David Bain is editorial director of Campden Wealth. He joined Campden in July 2010 from Dow Jones, where he worked on Wealth-Bulletin and Financial News, as well as contributing to the Wall Street Journal. He has had 20 years' experience as a journalist and economist working at various organisations, including Schroders and the Economist Intelligence Unit, part of the Economist. He holds an economics degree from London School of Economics.

Writer

Simon Murray

Simon Murray started his career as an investment analyst in London. He then worked on government sponsored research study at Oxford University into the strategic role and responsibilities of boards of directors in FTSE 100 companies. Since working at Coopers & Lybrand, he has built and run successful advisory businesses in the wealth management, asset management and asset servicing sectors. He regularly writes and chairs roundtable discussions on global investment issues.

Partner      

UBS

UBS draws on its 150-year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland. UBS combines wealth management, investment banking and asset management businesses with Swiss operations to deliver superior financial solutions. Headquartered in Zurich and Basel, Switzerland, UBS has offices in more than 50 countries, including all major financial centers, and employs approximately 66,000 people. UBS AG is the parent company of the UBS Group (Group). The operational structure of the Group comprises the Corporate Center and four business divisions: Wealth Management & Swiss Bank, Wealth Management Americas, Global Asset Management and the Investment Bank.

Wealth Management & Swiss Bank: Wealth Management & Swiss Bank focuses on delivering comprehensive financial services to high net worth and ultra-high net worth individuals around the world – except to those served by Wealth Management Americas – as well as private and corporate clients in Switzerland. The Wealth Management business unit provides clients in over 40 countries, including Switzerland, with financial advice, products and tools to fit their individual needs.

Global Family Office Group: A joint venture between UBS’s Investment Bank and Wealth Management divisions, the Global Family Office Group’s approach to client service offers holistic advisory services, full access to UBS cross-divisional expertise, operational excellence and full accountability with dedicated teams in London, Zurich, Hong Kong and Singapore.   

Related conferences

Follow the links below for Campden Conferences, independently facilitated peer-to-peer exchanges for the global community of families and family offices, fostering in-depth learning and collaboration around the challenges of wealth management.

The Family Alternative Investment Conference, 22 Feb - 23 Feb 2012, London, UK

The Family Real Estate Seminar, 18 Apr - 19 Apr 2012, London, UK

The Family Investment Workshop, 26 Jun - 27 Jun 2012, Switzerland

The European Families in Business Conference, 9 Jul - 10 Jul 2012, Amsterdam, The Netherlands

Related magazine articles

Follow the links below for Campden FB and Campden FO magazines’ exclusive commentary, covering issues of strategic importance in private wealth management.

Campden FB

Campden FO

To request a Campden Research report order form

Call +44 (0)20 7214 0509 or email sarah-jaynegardner@campden.com

To purchase this Campden Research report online

Hard copy £100

Pdf £100