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INFO GRAPHIC


REGIONAL OVERVIEW OF 2017 PARTICIPANTS


For The Global Family Office Report 2017, Campden Wealth researchers 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. A family office is, in its simplest


form, the private office for a family of significant wealth. The number of staff working in the office can vary from one or two employees, to 100 or more staff, depending on the type and number of services it provides. The average family office surveyed in the GFOR has an average of $921 million assets under management. We found that family offices continue


to grow in wealth and complexity around the world, year-on-year. Almost half (48%) of the family offices surveyed told our researchers their assets under management increased over the year. Just over a quarter (27%) said the number of individuals and families they served has risen. We found family offices are


increasingly sophisticated in their investment style: They were more willing to accept illiquidity and risk, particularly in North America where 49% of family offices are pursuing a growth-focused investment strategy, compared to 23% of European family offices. Family offices in the US were rewarded when return performance (8%) outstripped that of other regions.


SOURCE: THE UBS/CAMPDEN WEALTH GLOBAL FAMILY OFFICE REPORT 2017 NOTE: EMERGING MARKETS INCLUDE: SOUTH AMERICA, MIDDLE EAST AND AFRICA


2016 ESTIMATED BENCHMARK PERFORMANCE OF GLOBAL COMPOSITE PORTFOLIO, BY REGION IN % RETURN


CHANGES IN FAMILY OFFICES SINCE 2016 (% OF FAMILY OFFICES)


Three-quarters (74.2%) of participants said the wealth of the families they aid has increased since last year.


SOURCE: THE UBS/CAMPDEN WEALTH GLOBAL FAMILY OFFICE REPORT 2017 NOTE: DUE TO ROUNDINGS, TOTALS MAY NOT ADD UP TO 100%


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CAMPDENFB.COM


ISSUE 72 SUPPLEMENT | 2017


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