Highworth Research respects your privacy and ensures that your personal information is used in compliance with current data protection legislation.
Highworth Research – gateway to the family office community
Highworth Research holds the largest database of single family offices internationally
We offer flexible access to any of 4 regions: Global, N & S America, EMEA, or APAC
Highworth's Global Family Offices
Profiles of over 2,850 single family offices globally
Highworth's Family Offices in Europe, Mideast & Africa
Profiles of over 1,300 single family offices in the EMEA region
Highworth's Family offices in USA, Canada, & Latin America
Profiles of over 1,260 single family offices in the USA, Canada, & Latin America
Highworth's Family Offices in Asia Pacific
Profiles of 290 single family offices in Asia Pacific
What data do you include on each family office?
- Identity of the SFO
- Contact details
- Identity of the family
- Assets under management
- 84% have AUM greater than $100m
- 53% have AUM greater than $500m
- 36% have AUM greater than $1bn
- 9.5% have AUM greater than $5bn
- Analytical description of the SFO
Background to the wealth of the family – how the wealth originated – current wealth status – current operating company/companies – market caps of those companies if listed – % shareholdings
- Role of the family office
- Investment strategies
- Asset allocations – these are indicative of asset classes
- Portfolio sample holdings
- SFO personnel by name and job position
- Personnel are classified into 30 job types, the majority related to the investment management of a specific asset class
- Email and/or direct phone if available, if not, company phone
- Summary Biography of personnel if available (subject to GDPR compliance)
- Asset allocations
The asset class is indicated to which each SFO selectively allocates.
The range of options includes:
- Money market funds
- Multi-asset class investments
- Fixed income (25 types of Fixed Income investments)
- Equities (30 classifications of Equities)
- Alternatives (32 types of Alternatives)
- Focus on Alternatives
- Private Equity & Venture Capital
- Sector preferences
- Financing stages
- Geographic preferences
- Target participation level
- Invest directly and/or through Funds
- Real Estate Investment
- Preferred types of property
- Geographic location preferences
- Transaction value range if known
- Direct investment and/or via Funds
- Family’s Private Foundation
“At least $1.5trn is sitting in foundations around the world.” Financial Times, Nov. 2018
Philanthropy from the UHNW community is growing fast. Capital allocated to philanthropy is capital that has to be investment-managed as well as donated.
Where a family has a private foundation, we publish data as follows:
- Name of family’s foundation
- Address, phone
- Website, email (if available)
- Summary of principal aims of foundation
- Income & expenditure (if available)
- Foundation director contact
- Private Equity & Venture Capital
Daily Updates & Additions to the SFO Database
- Daily updates & amendments to executive contacts, location moves, major investment initiatives, deals
- Additional SFOs are added weekly from the Highworth Research SFO Databank. Subscribers receive every week a guaranteed minimum number of further profiles of SFOs which are added to the core number already on the SFO Database
- Fortnightly Newsletter alerts subscribers to the SFOs added to the Database that week and to the key updates for SFOs currently on the Database
Who benefits?
- Asset Managers seeking investment mandates from owners of substantial private capital
- Private equity or VC companies seeking limited partners and fund investors
- Hedge funds seeking client investors
- Private banks seeking to grow their client numbers in the UHNW & SFO segment
- Investment banks seeking to advise family offices on M&A, divesting family businesses, or raising equity or debt capital
- Growing companies seeking investment from private capital sources
- Financial institutions seeking data which may contribute additional background for KYC risk assessments