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global family office report

December 3, 2015

Private equity was the most common asset class among family offices in 2014 and one of the year’s best performers. So why are some executives voicing caution about expectations moving forward? 

The popular belief that strong returns in private equity will continue into the future has been challenged by participants in the Global Family Office Report 2015, warning that a build-up in unallocated capital could lead to lesser returns. 

According to one chief executive from a single family office in North America, who participated in the report anonymously, the record level of unspent cash is creating undue levels of competition, which is in turn pushing up prices. 

November 27, 2015

Low interest rates and lacklustre returns in equities helped the hedge fund asset category gain the largest growth in allocations this year, but a diverse investment strategy from external managers meant that returns were a mixed bag.

The multi-year trend of family offices taking on more risk continued in 2015, triggering a two percentage point increase in allocations to hedge funds, according to the second annual Global Family Office Report.

Data revealed that the average family office portfolio allocated approximately 9% to hedge funds in 2015, up from 7% the year before, making it the fastest growing asset class for the year.

November 20, 2015

Real estate was the best performing asset category for family offices, thanks to quantitative easing and low interest rates. But why is a home-market bias so strong?

Family offices prefer to invest locally for both commercial and residential property, despite an expectation that returns are higher further afield, according to The Global Family Office Report 2015

November 13, 2015

Costs, CEO pay, assets, performance. All these came under the spotlight in the second annual Global Family Office Report. While the inaugural report was about debunking myths from the industry, this year's edition examines what trends have emerged from that starting point. 

Increases in costs and an optimistic performance outlook for the year ahead are some of the main findings to come out of Campden Wealth’s second Global Family Office Report, produced in conjunction with UBS. This year the annual report, which sheds light on investments, costs, and services within family offices, takes an in-depth look at three asset categories: private equity; real estate; and hedge funds. This special section includes interviews with family office executives and service providers, who have helped question a few commonly-held beliefs.

November 13, 2015

Operating businesses are often the lifeblood of family offices and most offices can trace their wealth back to a successful enterprise. So one lesser-lauded finding from the Global Family Office Report 2015 that caught my attention was the number of family offices that still had an interest in an operating business. 

Operating businesses are often the lifeblood of family offices and most offices can trace their wealth back to a successful enterprise. So one lesser-lauded finding from the Global Family Office Report 2015 that caught my attention was the number of family offices that still had an interest in an operating business.

October 29, 2015

Thirty-five per cent of family office CEOs are female, according to a new report, compared to just 4.6% in the S&P 500.Thirty-five per cent of family office CEOs are female, according to a new report, compared to just 4.6% in the S&P 500.

The diversity of families appears to be reflected in family office personnel – at least when it comes to gender – research from Family Office Exchange (FOX) and US advisory firm Grant Thornton suggests.

In a survey of 112 family offices, 35% were headed by a female chief executive, said the 2015 FOX Family Office Compensation and Benefits Report, compared to 4.6% in the S&P 500. In a release FOX said the gender statistics had been “surprising”.

September 24, 2015

The majority of family offices pay higher salaries to senior executives from outside of the family in a bid to recruit and retain talent, according to a new report from Campden Wealth and UBS.

The majority of family offices pay higher salaries to senior executives from outside of the family in a bid to recruit and retain talent, according to a new report from Campden Wealth and UBS.

Non-family CEOs on average receive a base salary of $338,000, while family CEOs receive a salary of $302,000, according to the Global Family Office Report 2015, which was released this week.

December 19, 2014

Family offices in North America are not collaborating on investments as much as originally thought. Why is the world’s largest wealth market cool on the concept, when it’s so popular in other parts of the globe?

The popular belief that family offices in North America regularly invest together has been challenged by the Global Family Office Report 2014, finding instead that they are the least likely to co-invest. 

According to the report, 61% of family offices in North America co-invested together last year, while in European offices this figure sat at 86%. 

December 8, 2014

Asian family offices are more self-reliant than originally thought, but that doesn’t mean their investment targets are being hit. This self-reliance is in keeping with an increased desire for independence. 

Family offices in Asia-Pacific rely heavily on external service providers for core functions, according to the Global Family Office Report 2014, challenging a long-held stereotype that they are self-reliant. In fact, it has found that Asian offices spend roughly 20% less than those in Europe and North America. 

According to the report, family offices in Asia-Pacific spend 46% of their total budget on external services, while those in North America and Europe spend between 63% and 70%, respectively.

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