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Research Reports:
family wealth

Current Research Reports

The Institute for Private Investors (IPI) 12th Annual Performance Tracking Survey reveals historical trends that reflect the intentions, expectations and concerns of IPI member families overall.  It also details the actual asset allocation and net return of investors’ individual portfolios for this year. 

This 2010 U.S. report provides a unique insight into how the wealthiest individuals and families have responded to the financial crisis – how much they know about their wealth plans post-recession and how they have evolved, including their trusts and estate, business succession and investment strategies. 

Responsible Investment in Asia Research

This one-off report looks at the definition of responsible investment in the Asia-Pacific region and global drivers for its growth in the coming years.  Responsible investing in Asia might just be one of the most interesting - and potentially lucrative - investment opportunities of the 21st century. 

Archive Research Reports

Women and Wealth Research Report

This one-off report provides insight into the way that 40 women between the ages of 40 and 65 with a net worth greater than $25m, view their wealth. It documents their attitudes to wealth, what they would like to achieve with it for themselves, their families and communities and key concerns they have regarding their wealth.

In 2009 BNP Paribas and Campden Research in association with Changing our World,  created this first truly global study of family philanthropy. Examining how ultra-high net-worth families engage in and manage their philanthropic activities.