A study by KPMG and the Institute of Management at the University of St. Gallen analyzed the annual reports of 91 Swiss private banks, assessing their financial performance to identify success factors and trends across the sector. The results show that only a small group of strong institutions have increased their profitability:
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The Global Family Office Report 2015 is out!
“Campden Wealth Research, in partnership with UBS, launched its annual report on family offices globally. The Global Family Office Report 2015 surveyed principals and executives in over 224 family offices (based in 37 different countries), with an average size of USD 806 million assets under management. Collectively, the participating family offices represented well over USD 200 billion in private wealth.
The report provides an analysis and evaluation of the current and prospective outlook of family offices around the world. The 84 page report focuses on the investments, structures, and purpose of family offices, providing longitudinal data across multiple regions.
Some 224 family offices participated in the quantitative study this year, with a significant number of new family offices participating for the first time. To add context and best practice to the key findings, Campden Wealth conducted 22 in-depth interviews with principals, executives and advisers.
The sheer volume of wealth managed by these offices is astounding: the research constitutes a sample of offices managing a sum of over USD 200 billion in global assets.”
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Original Source: Global Family Office Report
