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Campden Research

Family offices driving interest in impact investments

May 20, 2016

Family offices and high net worth individuals continue to be among the leading investors in impact investments, despite increasing interest from mainstream financial institutions, according to a new report.

Released by the Global Impact Investing Network (GIIN) and JP Morgan, the sixth annual Impact Investor Surveyfound that wealthy individuals and families accounted for 11% of total capital raised by fund managers.

Infographic: Breaking down the top 13 wholly-owned US family businesses

May 10, 2016

If they were a sovereign state, the 13 largest wholly-owned family businesses in the US would have the 45th largest GDP in the world, despite having a population only slightly larger than Suriname.

Coming of age

April 28, 2016

The new generation of ultra-high net worth family members wants to do more than just see their fortunes grow. A new study by OppenheimerFunds and Campden Research has found that these ‘Millennials’ want to make a dent in the world’s problems, but not the way their parents did it.

Wealthy investors shift strategy to preserve capital

March 31, 2016

The switch to a ‘risk-off’ investment philosophy by ultra-high net worth families and investors is continuing a preservation trend that began last year in Asia and the emerging markets.

The switch to a ‘risk-off’ investment philosophy by ultra-high net worth families and investors is continuing a preservation trend that began last year in Asia and the emerging markets.

Preservation of capital has emerged as a key issue, even for Asian clients, according to Christophe Donay, chief strategist at Pictet Wealth Management, and supports earlier findings by Campden Research.

Heir raising: Millennials' attitudes to their impending inheritance

August 7, 2015

Generational demographics mean the world is on the cusp of the largest wealth transfer in history. So how prepared do next-generation inheritors feel for this event?

Planning for a smooth succession to the next generation is one of the biggest challenges facing any family of substantial wealth.

There are a host of issues at play, such as how to discuss family wealth with next gens, what education they need to allow them to manage their inheritance, and the relationships between family advisers.

Mud sticks: reputation management for families in Asia

May 26, 2015

While a good reputation can bolster consumer loyalty and even increase sales, one slip up in the public eye can set a family name back generations. A new report by Campden Wealth and Credit Suisse looks at the increasing importance of reputation management in Asia

When Korea Air vice president Cho Hyun-ah delayed a flight on her family’s airline last year after becoming enraged by a flight attendant who served her nuts in a bag rather than on a plate, the public fallout was immediate. Twitter hashtags were created and newspaper editorials criticised her entitlement. Within a month the 40-year-old had resigned from all her positions within the family holding company Hanjin Group and is facing criminal charges, while her family’s airline is looking at a $2 million fine and possible flight bans.

Asian families turn to financial software for next-gen education

May 7, 2015

More than four-fifths of family businesses in Asia believe professional experience is important for achieving wealth management goals, according to a new study that recommends simulation software as a way of training the next generation.

Russian investors take conservative approach to wealth

March 27, 2015

The number of wealthy Russian investors employing a conservative wealth management strategy has more than quadrupled in two years, according to a report due to be released by Campden Research next week.

Twenty three per cent of participants said their wealth management objective was to preserve wealth, while 42% employed a balanced approach, and 35% sought growth, according to the Russian Entrepreneurship Report 2015.

Two years ago, the figure seeking wealth preservation was 5%.

Business and giving: the emerging wealth

October 10, 2014

Asia, the Middle East and Africa are currently some of the fastest growing economies in the world. Now a new report profiles what makes the regions’ high net worth business owners tick.

Founded in 1974, Foxconn, a Taiwanese electronics empire, already has revenues of $131.8 billion (€104.4 billion). It’s not a consumer brand, but its electrical components power iPhones, Kindles and Playstations, among other gadgets. Still in the hands of its founder, Terry Gou, the company is an example of the way private business can exploit the skyrocketing economies of developing regions.

Europe’s wealthiest families register disappointing investment returns

December 12, 2012

Europe’s wealthiest families have registered the worst investment returns in five years, due to an over-allocation of assets such as cash and real estate that underperformed compared to investments in government bonds.