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family offices

The great wealth transition: Are next gens ready to take over the family office?

January 16, 2023

Ultra-high-net-worth families are in the midst of a major handover of power. Generations are preparing to either step aside or step up and, as a result, 67% of European family offices have a succession plan in place. However, according to Campden Wealth’s European Family Office Report 2022, around half of these plans are informal. As 36% of European family offices expect their Next Gens to assume control over the coming decade, is now the time to discuss the difficult subject of succession openly?

Ultra-high-net-worth families are in the midst of a major wealth and succession transition. Generations are preparing to either step aside or step up and, as a result, 67% of European family offices have a succession plan in place. However, according to Campden Wealth’s European Family Office Report 2022, around half of these plans are relatively casual, being only informally agreed (19%), unwritten (21%) or still in the process of development (14%).

How can family offices lead the charge in impactful sustainable investing?

December 7, 2022

In the wake of COP27, Marcos Neto, director of the United Nations' Sustainable Finance Hub, discusses how family offices and ultra-high-net-worth individuals, can be guided toward effective and rewarding social and environmental change.

According to Campden Wealth and Raffles Family Office’s Asia-Pacific Family Office Report 2022, 42% of family offices are now engaged in sustainable investing, with 29% of their portfolios dedicated to sustainability (up 4% from 2021 and 2% higher than the global average).

This growth is expected to increase to 50% over the next five years but, in the wake of COP27, is it enough?

Why are family offices increasing sustainable investing?

November 30, 2022

An increased consideration of environmental, social and governance (ESG) factors, innovations in technology and a next-gen-driven desire to do better for the world are seen as motivating factors for family offices increasing their commitment to sustainable investment, according to Campden Wealth and Raffles Family Office’s Asia-Pacific Family Office Report 2022.

Asia-Pacific Family Office Report: Inflation impact forces a focus on alternative investments, real estate and equities

November 30, 2022

In the new Asia-Pacific Family Office Report 2022, Campden Wealth and Raffles Family Office reveal Asia-Pacific family offices are on the lookout for investment opportunities across new and old asset classes, as portfolio diversification and alternative investments become top priorities.

Family offices based in the Asia-Pacific region are increasingly adopting strategies to mitigate the adverse impact of inflation, according to the new Asia-Pacific Family Office Report 2022 by Campden Wealth and Raffles Family Office.

Why are family offices in a cautious climate making the move to ‘risky’ digital assets?

November 17, 2022

While the unsettling multiple whammy of COVID-19 pandemic, a global inflation spike, rising interest rates, geopolitical perils and potential looming recession have driven a reduction in investment risk towards a more conservative and balanced strategy, Family Offices have nevertheless developed a taste for tech, according to Campden Wealth and RBC's The North America Family Office Report 2022.

While the unsettling multiple whammy of COVID-19 pandemic, a global inflation spike, rising interest rates, geopolitical perils and potential looming recession have driven a reduction in investment risk towards a more conservative and balanced strategy, North American Family Offices have nevertheless developed a taste for tech.

North America Family Office Report 2022: Risk reduction, a focus on private equity and a move towards sustainable investing

November 16, 2022

Campden Wealth and Royal Bank Of Canada reveal North American family offices outperformed their global peers in the new North America Family Office Report 2022. Despite a reduction in investment risk, family offices remain committed to private equity and new technologies.

North American family offices have continued to see their collective wealth and investment returns grow despite the aftershocks of the COVID-19 pandemic and subsequent hike in inflation, interest rates and geopolitical risks, according to the North America Family Office Report 2022 by RBC and Campden Wealth.

Multigenerational philanthropy: Aligning family values for impact

November 9, 2022

Philanthropy is embedded in the fabric of wealth management. Whether it’s the Silent Generation or Generation Z, each generation wants to make an impact through charitable giving, says BNY Mellon Wealth Management.

Philanthropy is top of mind for most affluent families. However, according to BNY Mellon Wealth Management’s Global Family Office Study, only 30% of family offices have documented strategies to deploy wealth in a truly meaningful way [1]. This disconnect is just one of several challenges that families face regarding philanthropic planning.

COP27: Family impact – Emission impossible?

November 7, 2022

As a report analysing the environmental impact of the top UHNW investments is released during COP27, should a wealth tax be imposed or is the blame being misdirected?

As a report analysing the environmental impact of the top ultra-high-net-worth investments is released at the start of COP27 in Egypt (and ahead of Campden Wealth's ClimateTech Investing Forum 2022 in Lausanne, Switzerland, on December 6-7), should a wealth tax be imposed or is the blame being misdirected?

At the United Nations Climate Change Conference (COP27) in Sharm El-Sheikh, Egypt, UN Secretary-General Antonio Guterres opened with a stark message.

How family business can lead us towards a truly sustainable society

October 19, 2022

Ahead of Campden Wealth’s European Family Office Forum in London (November 1-2) and the ClimateTech Investing Forum in Lausanne, Switzerland (December 6-7), Fabienne Michaux, director for SDG Impact at the United Nations Development Programme, talks about why family businesses should approach investment through the prism of the UN’s Sustainable Development Goals.

The advantages of master global custody for today’s family office

October 12, 2022

Despite the many differences among family offices, they all need flexible, cost-effective management of their financial assets. Choosing the right custody model is key to meeting this need, says BNY Mellon Wealth Management.

Despite the many differences among family offices, they all need flexible, cost-effective management of their financial assets. Choosing the right custody model is key to meeting this need.