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Institutional Investors

The Different Types

of Family Wealth

OUR METHODOLOGY

The recently added Family Wealth packages in Europe are now classified more precisely showing whether they are Single Family Offices, Multi Family Offices or if they are the investment company of a wealthy family.

Asset Allocation details have been vastly increased as well e.g. indicating which sector a private equity investor prefers to invest in and which regions he targets primarily. Known investments in the past are also listed.

TOP Choice – DACH Germany flag icon - Country flags Austria flag icon - Country flags Switzerland flag icon - Country flags

German-speaking countries

  • Number of Accounts: 740
  • Number of Contacts: 1,900 Investment Professionals
  • Asset Allocation Details: Investor Descriptions, Investment Focus, Asset Allocations / Investor Preferences, Exemplaric Investments, Source of Wealth, etc…

Great Coverage – EUROPE

  • Number of Accounts: 1,400
  • Number of Contacts: 3,500 Investment Professionals
  • Asset Allocation Details: Investor Descriptions, Investment Focus, Asset Allocations / Investor Preferences, Exemplaric Investments, Source of Wealth, etc…

Very Good Coverage – MIDDLE EAST

  • Number of Accounts: 190
  • Number of Contacts: 360 Investment Professionals
  • Asset Allocation Details: Investor Descriptions, Investment Focus, Asset Allocations / Investor Preferences, Exemplaric Investments, Source of Wealth, etc…

TOP League – US File:United-states flag icon round.svg - Wikimedia Commons

  • Number of Accounts: 430
  • Number of Contacts: 750 Investment Professionals
  • Asset Allocation Details: Investor Descriptions, Investment Focus, Asset Allocations / Investor Preferences, Exemplaric Investments, Source of Wealth, etc…

Very Good Coverage – APAC

  • Number of Accounts: 280
  • Number of Contacts: 600 Investment Professionals
  • Asset Allocation Details: Investor Descriptions, Investment Focus, Asset Allocations / Investor Preferences, Exemplaric Investments, Source of Wealth, etc…

Wealth Community Definitions

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