Campden introduces global membership for UHNW private families worldwide

CAMPDEN INTRODUCES GLOBAL MEMBERSHIP FOR UHNW PRIVATE FAMILIES WORLDWIDE

New membership model, supported by research, responds to family demand.

Campden Wealth has introduced a new global membership for ultra-high net worth private families in Europe, Asia and the Middle East, responding to families’ demand to connect with peers on a worldwide basis, the company announced. Campden currently offers separate investment education and networking services, such as proprietary research and conferences, to private families worldwide. The international membership is modeled on that offered to families in the U.S. by the Institute for Private Investors (IPI), which Campden acquired last year.

The new membership model recognizes and responds to feedback expressed by families to engage more frequently and actively with peers around the world, according to Campden. Families’ increasingly international orientation is supported by both Campden and IPI research.

For example, in this year’s IPI Family Performance Tracking® survey, conducted annually, 44% of IPI member families said they planned to increase their holdings in global equities in 2012. In last year’s survey, families indicated that they had invested nearly a third of their portfolio outside the U.S., and one in five said they had invested 50% or more of their overall portfolio internationally. Campden’s 2011 European Family Office survey indicated that 63% of family offices collaborated with other offices, and the 2011 Asia Pacific Family Office survey showed that more than 50% of FOs co-invested with other offices.

“Offering the comprehensive membership model on a global basis is based on requests by the families and is the next step in our evolution,” said John Pettifor, Campden CEO. “Of course, families still can opt for individual services. But the all-inclusive membership helps us serve families better internationally, by facilitating the sharing and exchange of investment information and intelligence worldwide. No matter where they’re based, sophisticated family investors are viewing their portfolios from an international perspective and are interested in opportunities around the world.”

Marta Drummond has joined Campden as a Director based in Zurich, Switzerland, to spearhead the company's membership development internationally. She brings to Campden more than 25 years of experience in private banking, wealth management, financial advisory and strategic business development.

Prior to working with Campden, Drummond founded her own Zurich-based consulting firm, Marta Drummond Strategic Consultant GmbH, which advises professional firms and families. Previously, she served as Head of Business Development for SMP Partners Limited in London, and for the London office of Withers LLP. She has held executive positions in wealth management for firms including UBS Wealth Management in its London office; Coutts & Co., UK; and CitiBank NA in Hong Kong.

“We are delighted to have Marta on board with us to drive this highly strategic membership effort,” said Dominic Samuelson, managing director of Campden Wealth. “She comes to us with a distinguished track record and extensive experience in the international arena as a private banker and financial advisor. She will be an invaluable addition to Campden.”

“The membership program will bring together IPI private investors and Campden families to participate more closely in a community of peers with real global reach, both in person and online via Memberlink®,” Drummond said. “I look forward to being part of this exciting new initiative.”

About Campden Wealth
Campden Wealth (www.campden.com), founded in 1987, provides education, news, research, conferences and other networking opportunities to principals of ultra high-net-worth financial and business-owning families, and the family office executives and trusted advisors who serve them. Campden produces global conferences and proprietary research serving the ultra high-net-worth, multigenerational family community, as well as Campden FO (Family Office) and Campden FB (Family Business), two market-leading magazines and websites that inform this highly targeted audience. Campden Wealth is a global business with offices in London, New York and Singapore and is the parent company of the Institute for Private Investors (IPI) (www.memberlink.net).

Contact: Michelle Manoff
Rubenstein Public Relations
212-843-8051
mmanoff@rubensteinpr.com