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family offices

January 20, 2023

Ahead of embarking on Titanbay’s Horizons Conference, a forum bringing together industry leaders to navigate the waters of private markets, Titanbay’s head of investments Alex Bozoglou casts a weathered eye on what’s in store for the year ahead.

The global events of the past few years have made planning for the future trickier than ever. Now, with soaring inflation, increasing interest rates, collapsing stock markets and imminent recessions, scoping the horizon for investment trends requires a steady hand and a strong stomach.

January 16, 2023

Campden Wealth reveals European family offices are proactively adopting inflation-mitigating investment strategies as economic uncertainty looks to continue for the foreseeable future.

After a tumultuous few years and with even more uncertainty set for the foreseeable future, Europe-based family offices are proactively adopting inflation-mitigating investment strategies, according to Campden Wealth’s new European Family Office Report 2022.

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%).

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?  

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.

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.

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.

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.

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.

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.

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