Vimeo
LinkedIn
Instagram
Share |

findings

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.

January 17, 2022

Resources for bespoke wealth management and responsible governance strategies are in growing demand from restructuring family offices in their pursuit of new investment opportunities in new markets.

Resources for bespoke wealth management and responsible governance strategies are in growing demand from restructuring family offices in their pursuit of new investment opportunities in new markets.

November 25, 2021

Our annual ESG manager survey of active managers assesses the integration of ESG considerations in investment processes among equity, fixed income and private market managers and spotlights firmwide policies, use of data, engagement and integration.

Our annual ESG manager survey of active managers assesses the integration of ESG considerations in investment processes among equity, fixed income and private market managers and spotlights firmwide policies, use of data, engagement and integration.

Climate risk takes front and centre stage

November 17, 2021

Family offices in North America have seen their wealth and returns soar past Asia-Pacific and European contemporaries, despite the Covid-19 pandemic, as their expanding vehicles act on their confident economic outlook and eye cannabis investments and fintech transactions.

Family offices in North America have seen their wealth and returns soar past Asia-Pacific and European contemporaries, despite the Covid-19 pandemic, as their expanding vehicles act on their confident economic outlook and eye cannabis investments and fintech transactions.

However, North American families want to cut their exposure to fixed income investments next year, believe their cyber security measures need improvement and fall behind global peers in formal succession planning.

November 17, 2021

European family offices are more optimistic about the economic outlook for 2022 than Asia-Pacific and North American peers and more than half of continental families are open to new investment opportunities.

European family offices are more optimistic about the economic outlook for 2022 than Asia-Pacific and North American peers and more than half of continental families are open to new investment opportunities.

November 17, 2021

Families in Asia-Pacific are leading the world at their pace of establishing and evolving family offices as their wealth rockets, the need for succession plans becomes acute and investment returns outperform North American and European family office peers.

Families in Asia-Pacific are leading the world at their pace of establishing and evolving family offices as their wealth rockets, the need for succession plans becomes acute and investment returns outperform North American and European family office peers.

May 4, 2021

Attention to strategies for the management and continuity of the assets of entrepreneurial families in Italy has grown considerably in recent years, as has the role and scope of family offices.

Attention to strategies for the management and continuity of the assets of entrepreneurial families in Italy has grown considerably in recent years, as has the role and scope of family offices.

Family offices are by definition the custodians and controllers of these—often immense—family assets and today represent a truly diverse universe.

April 29, 2021

The impact of Covid-19 was felt almost immediately in most industries and regions of the world. We believed that the first indicator of the impact of Covid-19 on family and non-family businesses would be reflected in their revenue and that proved to be correct.

The impact of Covid-19 was felt almost immediately in most industries and regions of the world. We believed that the first indicator of the impact of Covid-19 on family and non-family businesses would be reflected in their revenue and that proved to be correct.

March 10, 2021

While investment bankers pull 100-hour weeks in an attempt to claw back any hope of a bonus this season, family office professionals are walking away with 100%, if not 200%, of their annual salary as bonus season closes a successful year for family offices.

While investment bankers pull 100-hour weeks in an attempt to claw back any hope of a bonus this season, family office professionals are walking away with 100%, if not 200%, of their annual salary as bonus season closes a successful year for family offices.

Click here >>
Close