Campden Wealth and Silicon Valley Bank have recently released reports, along with FINTRX in partnership with Charles Schwab, that analyse recent global trends in family office investments. Here’s a look at some of their findings:
1. More Family Offices Choosing Direct Investments
As family offices have continued to grow over the last decade, the interest in direct investments has been noted. Family office investment trends can be due to various factors, such as the accumulation of assets and talent needed to effect investment on a single family’s behalf. Other factors include robust networks, better decision-making and greater control, as well as interest alignment and returns that these deals bring.
Both the Campden and FINTRX reports show a continuation in this trend despite potential barriers, such as high valuations and increased competition. Campden’s data shows that 76% of surveyed family offices invest directly in companies, and 26% source opportunities themselves.