Information Services and Library: Family Offices and HNWI: Home

Search tips

Search tips

There a number of terms we would recommend trying when searching our databases for this topic: High Net Worth Individuals (HNWI) Ultra High Net Worth Individuals (UHNWI), Family Offices, Wealth Management, Private Banking,Trusts and Estates.

Company databases may use SIC codes or NAIC codes and in the field of finance the GICS codes may be used (or an ICB for the UK). More information.

Company research

Researching a company in this sector? Take a look at our guide to company research

Learn about Family offices and HNWI's

Statista	Try Statista for reports and data about the Wealth Management industry and HNWIs
ProQuest Business Premium Collection	Company profiles and SWOT analyses from various publishers including Wealth Insight. Tip: Limit your results to source type= reports and then limit your date range to last two years.
Bloomberg Finance Zone only	Go to > Function <BI> and selection sectors and sub-sectors. Or use the function <RES>.

**Web sources**
Credit Suisse Available content includes 2021 White Paper called "The way forward for family offices".	Knight Frank The real estate consultancy produce a number of relevant reports including their 2025 Wealth Report
The World Ultra Wealth Report - 2025 Wealth-X produce a number of reports including the annual Ultra Wealth Report. Some headline figures are available from webpage, but full reports can sometimes be downloaded by registering your details.	EY Family Office Guide A copy of Ernst & Young's guide to setting up a family office can be requested. Also a number of articles about issues affecting family offices.
Global Family Office Report - 2025 Annual publication from UBS. Brings together the insights of 320 single family offices across seven regions of the world.	Cap Gemini Annual World Wealth report - 2025 edition now available. Also see their Wealth Management Top Trends 2025
The Future of Private Banking in 2023 Article by Private Banker International.	Designing the Family Office in a new era of private wealth 2017 article from the Boston Consulting Group.
Global Family Office Report - Citi Bank 2025 report now available

News and keeping up to date

ScienceDirect	Covers business and sci/tech. Academic articles on the topics of HNWI's, family offices and wealth management.
Factiva	Our global news database with news wires, newspapers, websites and trade and professional titles. Try limiting your search to Sources by industry and selecting the Banking, Financial Services and Investing industries.
Financial Times	Registration required. NB: It is included when searching Factiva.
The Economist