Jersey Finance recently collaborated with Family Capital on a research paper to identify trends in investment decisions adopted by family offices in Europe, the US and Asia.

Titled ‘Family Offices and Investment: The Generation Shift‘ the research report explores how the COVID-19 pandemic has accelerated a generational shift in investment priorities.

Combining survey data from 50 family offices who have portfolios ranging between US$200 million to US$1 billion, and insights from one of the largest data sources on global family offices and their investment decisions, some of the key findings were:

  • NextGen will be the driving force in investment decision-making, whether through existing family office structures or new investment groups they set up
  • An emphasis on ‘doing good’ in all investment decision-making has now become central to the portfolio constructions of an increasing number of family offices
  • Family offices are showing greater interest in investments in the biotech and healthcare space



Family Offices and Investment: The Generation Shift
The 'Family Offices and Investment - The Generation Shift' report explores how the COVID-19 pandemic has affected the investment priorities of family offices and the leading role of the 'NextGen' in the investment process.
Read the report ›