<img height="1" width="1" style="display:none" src="https://q.quora.com/_/ad/1ac644d4c3f54087bef4289a089c9d7c/pixel?tag=ViewContent&amp;noscript=1">
REQUEST TRIAL

Activate Below

Family Office & RIA Data Intelligence

A Better Way to Access Family Office & RIA Data

Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices and Registered Investment Advisors.

Trusted By
grey transparent oppenheimer logo-1-1
Charles-Schwab-Logo-2001-present-1-1-1

Family Office Private Equity Allocations Expected to Rise 73% by 2019

Hello

Family Office Private Equity Allocations Expected to Rise 73% by 2019

According to a recent report by Campden Wealth, family office allocations to private equity are expected to rise 73% between 2017 and 2019. This results in an average rise from $51 million per family office allocation in 2017 to an estimated $88 million in 2019.

11/09/2018

Summary

Campden Wealth released their report on ‘Private Equity Investing and Co-Investment Activity by Family Offices’ and the results come as a surprise to few. Over 75 family offices participated in the survey. The report includes a number of case studies on the topic of private equity and co-investing.  We've highlighted a few key details below:

  • 91% of family office private equity investments met or out-performed expectations in the last 12 months.
  • The average return stood at 14%  in 2017, an expected 14% at year end 2018, but a rise to 18% in 2019.
  • Healthcare is currently the most popular sector for a family office' private equity fund investment.
  • 53% of all private equity fund investments are put towards growth capital deals while 28% are allocated towards leveraged buyouts and 19% venture capital.
  • 67% of respondents believe that the family offices’ demand for co-investing opportunities will increase over the coming 12 months.
  • 57% of family offices states that the "lower middle markets" offer the best opportunities for co-investment deals.

 


Similar Content

September 26, 2018
September 4, 2019
August 11, 2020