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

Mergent Online	For Analysts' research on quoted companies and their markets go to the Investext tab.
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 2024 Wealth Report
The World Ultra Wealth Report - 2024 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 - 2024 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 - 2024 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.
Family Office Investment Report - Citi Bank Q2 2024 Capital Flow and Insights

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.
FT.com	Registration required. NB: It is included when searching Factiva.
Economist	Full personalised access to The Economist. Registration required.