This is the sixth Campden European Family Office survey, and the fourth sponsored by UBS. It covers sixty-one offices across Europe, each with a net worth in excess of €50million. The survey takes place against the backdrop of a more benign wealth management environment than last year, with fewer fears about Eurozone collapses, and the continued support by central banks of the global financial system. Family offices as a whole describe the mood in 2013 as “more confident, but no easier.”

The report includes forty-two single family offices (SFOs) and nineteen multifamily offices (MFOs). They range in size from small offices working for a single family in one location, to large multi-family offices with branches in different locations.

"This year, it is encouraging to celebrate the resilience of European family offices, as they continue to adapt in implementing investment and succession plans, which are so critical to ensuring family legacies,” stated Dominic Samuelson, CEO of Campden Wealth.

Samuelson continued, “Results of the study reinforce our considered belief that family offices are not only sustainable but growing stronger. It’s wonderful, then, to see European family offices regain their confidence and, along with their American and Asian counterparts, begin to realign their investment portfolios toward a more balanced, growth-oriented distribution.”

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Author

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.

Research Partner

UBS

UBS draws on its 150-year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland. Its business strategy is centered on its pre-eminent global wealth management businesses and its leading universal bank in Switzerland. Together with a client-focused Investment Bank and a strong, well-diversified Global Asset Management business, UBS will expand its premier wealth management franchise and drive further growth across the Group. Headquartered in Zurich and Basel, Switzerland, UBS has offices in more than 50 countries, including all major financial centers, and approximately 61,000 employees. UBS AG is the parent company of the UBS Group (Group). Under Swiss company law, UBS AG is organized as an Aktiengesellschaft, a corporation that has issued shares of common stock to investors. The operational structure of the Group comprises the Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, the Investment Bank, Global Asset Management and Retail & Corporate.

Related conferences

Follow the link 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.

http://www.campdenconferences.com/article/calendar

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

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