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.
Mergent Online | Go to the Investext tab for analysts' reseach on listed companies and their markets. |
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 |
Go to > Function <BI> and selection sectors and sub-sectors. |
Credit Suisse |
Knight Frank
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International Private Banking Study 2015
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EY Family Office Guide
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Designing the Family Office in a new era of private wealth
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Cap Gemini
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The World Ultra Wealth Report Wealth-X produce a number of reports including the annual Ultra Wealth Report (2021 report now available). Some headline figures are available from webpage, but full reports can sometimes be downloaded by registering your details. |
Global Family Office Report Annual publication from UBS - 2021 report now available. Previous years done in conjunction with Campden Wealth. Also a 2020 report on Biliionaires. |
Science Direct |
Covers business and sci/tech. Academic articles on the topics of HNWI's, family offices and wealth management available. |
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 | Prior registration required. Click here to register. (It is also included when searching Factiva) |
Economist | Full personalised access to the Economist. Must register first using LBS email address |