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dominic samuelson

Family office investors turn to private equity to enhance long-term portfolio returns

March 8, 2023

Private Equity is mainstream among ultra-high-net-worth (94% engaged), with the bulk looking for enhanced returns (67%).

According to The Ultra-High Net Worth Private Equity Investing Report 2023 by Campden Wealth and Titanbay, 84% of ultra-high-net-worth (UHNW) investors hold private equity investments, with a further 10% interested in the asset class.

Honouring Queen Elizabeth II: The longest-serving Monarch in British history

September 8, 2022

Expressions of gratitude and grief paid to the passing of a head of family and state adored by generations.

Tributes have been paid following the passing of Her Majesty Queen Elizabeth II, the long-reigning monarch of the United Kingdom and Commonwealth, who has died surrounded by her beloved family at Balmoral Castle, aged 96.

The longest-serving Monarch in British history, The Queen famously broadcast to the world on her 21st birthday, “I declare before you all that my whole life whether it be long or short shall be devoted to your service.”

June 29, 2021

Campden Wealth returned to its programme of in-person meetings after 18-months of disruption throughout the live event industry with its 22nd edition of the Family Office and Investment Forum in London on 23 June.

The forum was a much anticipated coming-together of the close-knit Campden community of single family offices, private wealth holders and business-owning families for the first time in the capital since February 2020.

Europe’s prestigious family business awards begins new era with BNP Paribas Wealth Management

October 29, 2018

Europe’s most innovative and entrepreneurial family businesses will meet in Italy next year to celebrate the best examples of leadership, next-generation achievement, and sustainability.

Europe’s most innovative and entrepreneurial family businesses will meet in Italy next year to celebrate the best examples of leadership, next-generation achievement, and sustainability.

The European Families in Business Awards is to partner with BNP Paribas Wealth Management in 2019, heralding an exciting new era for the annual event that celebrates Europe’s finest business families.

One in six family offices lack succession plans

September 22, 2017

More than a sixth of family offices managing on average close to $1 billion of assets have no plan for generational transfer, while only a third of offices have written succession plans.

More than a sixth of family offices managing on average close to $1 billion of assets have no plan for generational transfer, while only a third of offices have written succession plans.

The newly-released Global Family Office Report 2017 (GFOR) found while family office succession planning has increased in the past year, with nearly half of family offices (47.3%) having a succession plan, either written (33%) or verbally agreed (15%, a fifth had no plan or did not know if a plan existed.

Making decisions on wealth strengthens family bonds, report finds

April 7, 2016

Morgan Stanley and Campden Wealth research on ultra-high-net-worth families in North America highlights the benefits of formal procedures when deciding on investments

Relationships within families can be strengthened by wealth decision-making, especially when formal procedures are in place, research suggests.

The newly released study by Campden Wealth and Morgan Stanley, Family Decision-Making, found that 44% of members of ultra-high net worth (UHNW) families thought that decision-making had a positive effect on family relationships, while just 19% suggested it had a negative effect.

Family office ‘risk on’ trend continues

September 22, 2015

Family offices are taking on more risk in 2015, continuing a multi-year trend that is likely to stoke debate over ultra-high net worth investment intentions, according to the second global family office report.

Released today, the Global Family Office Report 2015 found that family offices are taking on more risk by reducing their holdings of cash, increasing their allocation in equities, and by investing in hedge funds.

Lid is lifted on world’s family offices in first ever major global survey

September 18, 2014

The first ever global study of family offices is released today, providing new insights into a growing, but notoriously discreet, sub-section of the ultra-high net worth wealth sector.

The first ever global study of family offices is released today, providing new insights into a growing, but notoriously discreet, sub-section of the ultra-high net worth wealth sector.

The average family office has total assets of $890 million, the research from Campden Wealth Research in partnership with UBS found. The total sample size surveyed represented $180 billion in private wealth.