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Family Offices and HNWI: Home

Information Services and Library Team

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.

 

Learn about Family offices and HNWI's

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 
Finance Zone only

Go to > Function <BI> and selection sectors and sub-sectors.
Or use the function <RES>. 

Web sources

Credit Suisse
2016 White Paper from Credit Suisse and University of St Gallen on the "Family Office Dynamic"

Knight Frank
The real estate consultancy produce a number of relevant reports including their 2020 Wealth Report

 

International Private Banking Study 2015
Bi-annual study from the Department of Banking and Finance at the University of Zurich

 

EY Family Office Guide
Ernst & Young's 2016 guide to setting up a family office.Includes definition, governance etc.

 

What does it take to set up an effective"family office"?
2015 article from the Boston Consulting Group

 

The Future of Family Offices
2017 report from Bloomberg

 

The World Ultra Wealth Report
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.
Global Family Office Report
Annual publication from UBS - 2020 report now available. Previous years done in conjunction with Campden Wealth.  Also a 2020 report on Biliionaires.
Cap Gemini
Annual World Wealth report. 2020 edition now available.

Blackrock Global Family Office Survey

 

News and keeping up to date

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 No need to register - just search.