The Campden Research European Family Office series provides a unique insight into the closed and private community of family offices. 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.
In 2010, for the first time, the survey included both single- and multi-family offices.
If 2009 was a year of working out how best to preserve wealth in uncertain times, 2010 was a year of action for many family offices. They implemented new asset allocation strategies, replaced non-performing providers, cut costs, withdrew services and took more control over risk management activities.
At the same time, some offices hardly changed or were still unsure of whether the time was right to invest their cash. A few were not primarily focused on investment or liquidity concerns at all; their challenge iwa dealing with an increasingly disparate family membership.
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.
Request and purchase your copy of the European Family Office Survey 2010 at the bottom of this page.
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.
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.
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 its 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 65,000 people.
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