Share |

family office research

March 29, 2012
Pay-day at the family office

How much are family offices paying their senior managers? Few seem to know, as family offices guard their confidentiality more so than most in the financial services sector. But a study by CampdenFO and executive search firm Sulger Buel & Company found that remuneration is becoming more transparent.

How much are family offices paying their senior managers? Few seem to know, as family offices guard their confidentiality more so than most in the financial services sector. But a study by CampdenFO and executive search firm Sulger Buel & Company found that remuneration is becoming more transparent.

Based on a survey of more than 25 family offices in the UK and Switzerland, the study found that pay varies considerably in terms of what type of family office the manager work for and where the family office is located.

March 15, 2012
Private equity proves popular with family offices, research

Family offices are sitting on large cash reserves and now want to use it to increase their investments in private equity, attracted by good returns and high transparency.

Family offices are sitting on large cash reserves and now want to use it to increase their investments in private equity, attracted by good returns and high transparency.

That’s according to Jim Miller, managing director of Somerset Capital, a London-based family office adviser.

He told CampdenFO that, after building up “a high cash balance” over the last few years, family offices are currently looking to invest directly in companies.

February 23, 2012
Asia-Pacific family offices come of age

The last 20 years have seen unprecedented growth in wealth in Asia-Pacific, fuelled by strong economic expansion, buoyant capital markets and liberalisation. But despite the rise in the number of wealthy, the region’s family office sector hasn’t grown at a similar rate.

The last 20 years have seen unprecedented growth in wealth in Asia-Pacific, fuelled by strong economic expansion, buoyant capital markets and liberalisation. But despite the rise in the number of wealthy, the region’s family office sector hasn’t grown at a similar rate.

January 19, 2012
Long-term approach paid off for family offices during recession

Single family offices in the US and Europe were largely well prepared to ride out the financial crisis of 2008 and the subsequent difficult market environment, making very few strategic changes to their asset allocation.

Single family offices in the US and Europe were largely well prepared to ride out the financial crisis of 2008 and the subsequent difficult market environment, making very few strategic changes to their asset allocation.

That’s according to new research by American investment advisory firm Cambridge Associates, which surveyed 40 single family offices in the US and Europe in 2011.

January 6, 2012
Wealthy don’t share goals with financial advisers

Wealthy people are failing to make their financial advisers fully aware of their goals, leaving them at risk of incomplete or ineffective advice, new research shows. 

Wealthy people are failing to make their financial advisers fully aware of their goals, leaving them at risk of incomplete or ineffective advice, new research shows.

Although the study, released by asset management and investment operations firm SEI, found that more than two-thirds of high net worth individuals believed it was important their advisers knew their financial, business and personal goals to be successful, just a quarter said their adviser had “depth of knowledge” about these.

January 5, 2012
Family offices increasingly offering security services, research

Single family offices are increasingly offering security services as a globalised economy, technological advancements and the emergence of social media add to the challenges the ultra-wealthy face, according to a family office expert.

Single family offices are increasingly offering security services as a globalised economy, technological advancements and the emergence of social media add to the challenges the ultra-wealthy face, according to a family office expert.

Rick Flynn, head of financial services provider Rothstein Kass Family Office Group, told CampdenFO that family offices are becoming more concerned their clients’ wealth makes them a target for “unscrupulous individuals and criminal elements”.

January 3, 2012
Family offices to join forces and increase transparency

Family offices increasingly diversified their investment strategies in 2011 and this focus on reducing risk is likely to continue this year, with more emphasis being placed on greater collaboration between offices in a bid to reduce exposure and open up new opportunities.

Family offices increasingly diversified their investment strategies in 2011 and this focus on reducing risk is likely to continue this year, with more emphasis being placed on greater collaboration between offices in a bid to reduce exposure and open up new opportunities.

This is the view of advisory firm Family Office Management Consulting, which said that as tougher regulation leaves banks unable to fulfil their advisory roles, family offices will begin offering expertise and networking opportunities to their counterparts.

November 22, 2011
Risk is top concern for family offices

Risk management is of top priority for family offices in Europe, as they look to make the best of the uncertain global market environment, finds a new report by Campden Research.

Risk management is of top priority for family offices in Europe, as they look to make the best of the uncertain global market environment, finds a new report by Campden Research.

Entitled Beyond Uncertainty: Family Offices Adapt to Unpredictability, the survey, which analysed more than 50 single and multi family offices across Europe and was sponsored by UBS, found that family offices are increasingly outsourcing risk functions to better deal with monitoring the safety of their investments.

August 31, 2011
Asset managers ‘not serving family office channel effectively’

There is a “real disconnect” in how asset managers serve family offices and how family offices want to be served, according to a researcher from Cerulli Associates.

There is a “real disconnect” in how asset managers serve family offices and how family offices want to be served, according to a researcher from Cerulli Associates.

Robert Testa, a senior analyst at the US financial research firm, said most of this disconnect relates to business development strategies, as well as ongoing support issues.

March 5, 2010
Research: building for the future - how family offices are evolving to meet new challenges

The US Trust/Campden Research North American Family Office Survey 2009 provides a unique insight into the issues family offices are facing in the light of the turmoil of the last 18 months. This summary highlights some of the key findings of the research

The US Trust/Campden Research North American Family Office Survey 2009 provides a unique insight into the issues family offices are facing in the light of the turmoil of the last 18 months. This summary highlights some of the key findings of the research.

June 3, 2009
Conserving family wealth: The Merrill Lynch/Campden Research European Single Family Office survey 2009

In common with every other business and financial-related entity, single family offices in Europe were shaken up by the economic instability of 2008, according to the second annual Merrill Lynch/Campden Research European Single Family Office Survey. For the majority, this was the first time SFOs had to negotiate such a tumultuous period and both attitudes and practices underwent some form of revaluation.

In common with every other business and financial-related entity, single family offices in Europe were shaken up by the economic instability of 2008, according to the second annual Merrill Lynch/Campden Research  European Single Family Office Survey. For the majority, this was the first time SFOs had to negotiate such a tumultuous period and both attitudes and practices underwent some form of revaluation.