Campden Wealth invites the world’s family office leaders to complete the 5th Global Family Office Report survey

Campden Wealth calls for the world’s family office leaders to tell us their attitudes to wealth, investments, philanthropy and succession

Campden Wealth, in partnership with UBS, is proud to launch its annual Global Family Office Report (GFOR), the most comprehensive benchmark research of its kind worldwide.

The report is the go-to source for information for family office leaders, members, next gens and service providers seeking exceptional insight and guidance in their wealth management. We are calling on the world’s leading family principals to take part and help build a complete and exciting picture of family office activity.

Topics covered within the GFOR include family office portfolio investment allocations and returns, their organisational structures and compensation packages, philanthropy, impact investing, cybersecurity, succession planning and much more.

This year we have enhanced our look at family office investing and we will continue to monitor the dynamic sector of sustainable investing and impact investing.

What were the key findings last year?

Last year’s report analysed survey data from 262 family offices from around the world—the largest pool of participants since the study began four years ago. Researchers also conducted 25 in-depth interviews with family office principals and executives.

Some of the key findings from the GFOR 2017 report were:

● Family offices’ investment performance sprang back to life, rising from an average of 0.3% to 7% over the year, with equities and private equity driving this recovery

● A notable 28% of family offices became engaged in impact investing

● Although 70% of family offices said in 2016 they expect to undergo a generational transition within the next 10-15 years, only 33% have a written succession plan in place

Rebecca Gooch, director of research at Campden Wealth, says she is excited to launch the 2018 survey to inform the highly anticipated fifth edition of the GFOR.

“We will engage hundreds of family offices around the world, gathering and analysing data and putting together a 80-page document, all to gain unique insight into one of the most discreet but fast-growing wealth sectors.”

We invite all representatives of qualifying family offices to participate in this study

Participants will receive a complimentary copy of the report once it is published. This will enable family office executives to benchmark their organisations and offerings against their peers on a regional and international level.

All of the data provided will be kept confidential, as responses will be anonymised and aggregated before it is used within the report. Respondents’ contact details will also remain confidential and will never be passed onto third-parties.

To request a survey link and for more information, please contact the Campden Research team via or +44 (0) 20 3763 2808.

Follow us on Twitter @CampdenResearch #GFOR18

Visit to find out more and order copies.

About Campden Wealth

Campden Wealth is an independent family owned business providing unrivalled knowledge, intelligence and connectivity for family businesses, family offices and significant private investors.

For almost 30 years and based in the City of London, Campden Wealth and the Institute for Private Investors have delivered membership services, peer-to-peer private meetings, educational programmes, proprietary research, news and analysis for families and family offices.

About UBS

UBS is a global firm providing financial services in more than 50 countries. UBS specialises in wealth management services to wealthy families, entrepreneurs, high net worth individuals and financial intermediaries.

In the UK, UBS has private client assets under management totalling more than £31.7bn (as at Dec 2015) and more than 200 client advisors. UBS managed accounts can be opened with deposits from £500k.