Research Reports:
family office
Current Research Reports
Campden Wealth and its partners GIST Initiatives and Barclays Private Bank present this study on impact investing and provide valuable insights on opportunities and challenges in this dynamic investment space.
Campden Wealth and BNP Paribas Wealth Management present an extensive study on Next Generation Wealth Holders in Asia-Pacific – their education, experience, engagement with and intentions for family businesses and investments, and expectations of banks – as Next Gens are taking the reins and shaping developments in the financial ecosystem.
Campden Wealth and Royal Bank of Canada jointly publish research on the values, priorities, and practices of the next generation (Next Gen) of ultra-high net worth (UHNW) families.
In partnership with Campden Wealth, SVB Financial Group presents a detailed study on family offices’ investment levels, performance, expectations, barriers toward venture investments, and their expectations for how the market will evolve amid COVID-19.
Campden Wealth and FOTT, along with their partners UBS and AVIC Trust have released a unique and in-depth study on private wealth management and the family office space in China.
Campden Wealth and Rockefeller Philanthropy Advisors have produced a largescale, global research report on family philanthropic giving, with a focus on strategic time horizons.
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The Global Family Office Report series is now in its sixth year and provides an analysis and evaluation of the current and prospective outlook of family offices around the world. Over 350 family offices globally took part in the research.
Campden Wealth and Campden Family Connect are delighted to present our first research report on ultra-high net worth private wealth management and family offices in India.
Campden Wealth are delighted to present the second edition of the Private Equity Investing and Co-Investment Activity by Family Offices report.
Now available for purchase. Campden Wealth has compiled a list of the top 75 fastest growing mid-sized family business worldwide.
Archive Research Reports
The Global Family Office Report series is now in its fifth year and provides an analysis and evaluation of the current and prospective outlook of family offices around the world.
This research report draws from in-depth qualitative interviews with female wealth holders in Switzerland.
This report provides an analysis and evaluation of the current and prospective outlook of family offices around the world.
Private equity is becoming an ever increasing aspect of the family office investment portfolio. This report provides in-depth analysis of the different approaches used by many family offices.
This report provides insight into the specific investment behaviors of UHNW Millennials and their views on advisors.
Campden Wealth in partnership with KKR, has examined how family businesses are sourcing the right type of finance to fund their growth.
The Global Family Office Report series is now in its third year and provides an analysis and evaluation of the current and prospective outlook of family offices around the world.
Campden Wealth Research and Morgan Stanley Private Wealth Management’s ‘Family Decision-Making’ study maps decision-making within UHNW families in North America. The results find a growing formalisation of decision-making and evidence of democratisation.
The fourth in the series "A Roadmap for Generational Wealth in Asia," this is a qualitative study of Family Constitutions and discusses what lessons have been learnt so far in their implementation.
This study, Campden Wealth’s first research project in Latin America, provides insight into family business executives’ perceptions of the main risks in the region. It examines their most important priorities, and the investment and management practices being implemented, while presenting actionable ideas for those wishing to service them.
