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

Written by FINTRX News | Nov 9, 2018 4:00:00 PM

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.