Media roundup: Global Family Office Report 2017

Dozens of the world's top media outlets have reacted to the release of Campden Wealth's 2017 Global Family Office Report, released this month.

The GFO report, produced in conjunction with UBS, 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, executives and advisers.

Media outlets around the world ranging from specialist finance publications to mainstream titles covered the report's findings, looking at angles including succession, investment strategy, human capital, impact investing, and female involvement in family offices.

The composite global portfolio of family offices (FOs) returned a healthy 7% in 2016, compared with 2015’s disappointing 0.3%. Growth was driven by equities and private equities, which represent a combined 47% of family office portfolio. Meanwhile, performance of hedge funds and real estate was more subdued, and their popularity among FOs declined accordingly.

Other key findings include the trend towards millennial-driven impact investing, along with strong commitment to philanthropy, and a slowness among FOs to prepare adequate succession plans.

See below for a roundup of media coverage of the GFO.


Financial Times: Family offices unprepared for intergenerational wealth transfer

Reuters: Family offices look to emerging market equities for yield: report

The Guardian: World's wealthiest families keep getting richer as markets boom

City A.M.: Ultra high net worth families are moving towards riskier asset classes as investment performance bounced-back last year

City Wire (Wealth Manager): Family office bosses enjoy 10% pay rise on talent shortage

Financial News London: World’s super rich pull back from hedge funds

Independent: World's richest families see wealth jump despite political and economic turmoil

Digital Look: Money talks as the world's wealthiest families got richer in 2016

CampdenFB: Growth, millennial-driven impact investing in new global family office report 2017

Business Insider: Millennials are driving a shift in how the ultra-wealthy manage their money

Market Plus: Family offices, looking at emerging markets, recorded a healthy 7% last year

On Vista: Family Offices gehen höhere Risiken ein

Die Presse: Reiche Familien erzielen wieder mehr Rendite

Neue Burcher Beitung: Wie die Superreichen ihr Geld anlegen

Finanz Nachrichten: Die Suche nach Rendite zahlt sich aus

Finanzen: Family Offices gehen höhere Risiken ein

International Investment: Equities drove world's family office returns in 2016.

North America

CNBC: Where the ultra-wealthy are putting their money

Bloomberg: Family Wealth Advisers Get Richer Right Along With Their Clients

Quartz: Wealthy families are cooling on hedge funds except in one area

The New York Times: Family Offices Look to Emerging Market Equities for Yield-Report

Institutional Investor: Hedge Fund Alpha is on the Wane

Barron’s: Family offices reap better returns in 2016

Private Wealth Magazine: Family Offices Fall Behind In Promoting Women, Study Says


South China Morning Post: China’s newly wealthy families favour real estate, equities, and are increasingly looking abroad, study says

The Business Times (Singapore): Family wealth advisers reaping higher salaries as clients' returns surge

The Business Times Wealth & Finance: Average assets in Singapore family offices nearly double those in Asia-Pacific

FI News Asia: Asian Family Offices Achieve Turnaround, UBS Says in Report

The Straits Times: Singapore family offices get boost from market rally

CNBC Live: Here's what family offices are concerned about

Financial Standard: Family offices put focus back on equities

The Economic Times India: As the number of ultra-high-net worth people swells, so too does the pay for those who oversee their assets.

Asian Investor: Asia family offices focus on equity, property: report

The Asset: Family offices in China seek more aggressive growth strategies

21 Jingi: Global family office investment returns rebounded to 7% favor stocks, equity investments, real estate

Apple Daily: Hong Kong family office returns conservative

Reuters China: Family Office Focuses on Risk Management, Industry Focus on Healthcare, Education and Consumption

China Daily: Wealthy families rush to open investment offices in HK

Asian Private Banker:Wealthy Asian families use philanthropy to ‘train’ the next generation

Nikkei Asian Review: Asia-Pacific's ultra-rich to invest more in private equity