Campden Wealth
Campden Wealth is a family-owned, London-headquartered global membership organization providing education, research, and networking to ultra-high-net-worth families and family offices across 39-43 countries via the Campden Club, events, proprietary research, and education programs including a Wharton partnership.
- Company typePrivate
- Founded1999
- HeadquartersSan Francisco, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Campden Wealth does
Campden Wealth is a family-owned, global membership organization headquartered in London that serves ultra-high-net-worth families, single family offices, and private multi-family offices across 39-43 countries. Its offering is structured around four integrated pillars: the Campden Club (a qualification-gated, invitation-only peer network of more than 1,400 family members and family offices), Campden Events (25+ annual private conferences, roundtables, and workshops globally), Campden Research (72 high-impact proprietary reports over the past decade, including the flagship Global Family Office Report series running since 2014), and Campden Education (the Family Wealth Essentials virtual series and the Wharton Private Wealth Management Programme). Supporting sub-brands include the Institute for Private Investors (IPI) for the North American market and Campden Family Connect, a 2015 joint venture with the Patni family serving India's UHNW community.
Revenue is generated through qualification-based membership subscriptions, research report sales (with prices ranging from free for qualifying principals up to £499 for non-qualifying buyers), event delegate fees, and education program tuition. Distribution operates through a direct, field-led sales motion supported by 8 select corporate regional partners and a corporate research partnership program with major wealth institutions including RBC, AlTi Tiedemann Global, HSBC Global Private Banking, Van Lanschot Kempen, BNP Paribas Wealth Management, SVB Financial Group, KKR, and Barclays Private Bank, who co-brand and distribute flagship research to their clients. The company operates regional offices in New York, Mumbai, Singapore, Beijing, and Melbourne, with 51-100 employees, and has been family-owned since its founding in 1999 with no external institutional funding.
Campden Wealth firmographics
Firmographics- Name
- Campden Wealth
- Legal name
- Campden Wealth Ltd
- Website
- https://campdenwealth.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Campden Wealth is a family-owned, London-headquartered global membership organization providing education, research, and networking to ultra-high-net-worth families and family offices across 39-43 countries via the Campden Club, events, proprietary research, and education programs including a Wharton partnership.
- Ownership category
- akta.pro rank
Campden Wealth industry classification
Industry- Product category
- Wealth Management Membership & Family-Office Services
- NAICS
- Business, Professional, Labor, Political, and Similar Organizations (8139)
- SIC
- Services-Membership Organizations (8600)
- akta.pro primary industry
- Private Memberships & Invitation-Only Experiences (HSACAMAL)
Keywords
Where Campden Wealth is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices6 records
Markets served
Campden Wealth business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Membership Subscriptions: Campden Club membership provides peer networking and education for UHNW families and family offices. Membership tiers include individual family principal only, named principal plus one other family member, and next generation participation options. The membership is qualification-based, requiring verification of family wealth status.
- Research Reports Sales: Campden Research publishes comprehensive reports on family offices, wealth management, and related topics. Reports are provided complimentary to qualifying family principals, family office executives, and IPI members. Non-qualifying individuals can purchase reports, with prices ranging from free to £499 depending on the report and respondent type.
- Education Programs: Revenue generated through educational programs including the Family Wealth Essentials virtual training series and the Private Wealth Management Program at Wharton University. Programs are designed for wealth holders, next generation family members, and family office executives.
- Event Participation: Revenue from events including private bespoke conferences, roundtables, and workshops for ultra-affluent families and family offices. Events span multiple regions including Europe, Asia-Pacific, India, and USA. Delegate registration fees apply for event attendance.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Premium research reports for general public |
| Subscription | Annual | Family Wealth Essentials virtual training series |
| Subscription | Multi-year contract | Wharton Private Wealth Management Programme |
| Freemium | Pay-as-you-go | Chinese Family Office Report 2021 |
Go-to-market motion3 records
Distribution channels7 records
Marketing channels10 records
Campden Wealth product offering
Product offeringCore offering
Campden Wealth is a global, family-owned membership organisation that provides ultra-high-net-worth families, family principals, and family offices with subscription-based access to peer networking, proprietary research, certified education programmes, and flagship industry conferences. Its commercial offer spans the Campden Club and sub-brands (Institute for Private Investors, Campden Family Connect, Campden Research, Campden Education, and Campden Events) covering peer communities, UHNW-focused research and publications, certified wealth-management qualifications, and large-scale family-office forums.
Product overview
Campden Wealth is a family-owned, global membership organisation providing education, research and networking opportunities to families of significant wealth. The offering consists of four core products: Campden Club (the membership community), Campden Events (global conferences and private meetings), Campden Research (proprietary market insight reports), and Campden Education (multigenerational learning programmes). Supporting sub-brands include the Institute for Private Investors (IPI) for North American UHNW individuals and Campden Family Connect for India's UHNW community. Campden Research produces over 72 high-impact research reports covering family offices, family businesses, next generation wealth holders, sustainable investing, venture capital, private equity, and philanthropy. The research portfolio includes flagship annual reports such as the Global Family Office Report series (with regional editions), Family Office Operational Excellence Report, and various topical reports produced with strategic partners including RBC, AlTi Tiedemann Global, HSBC Global Private Banking, Van Lanschot Kempen, and SVB Financial Group.
Differentiator
Problem solved
Functional benefit
Brands
- Campden Club: Private, qualified and invitation-only members club representing multi-generational business owning families, family offices and private investors.
- Institute for Private Investors (IPI)
- Campden Family Connect
Products and services
- Campden Club Membership Annual membership club for principals of ultra-high-net-worth families, providing private peer networking, invitation-only gatherings, and access to Campden Wealth's research, education, and events portfolio.
- Campden Research Subscription-based research publication portfolio covering single/multi-family offices, UHNW families, next-generation wealth, and family-business themes, distributed to subscribers and members.
- Campden Events Flagship in-person and hybrid conferences and forums for UHNW families, family offices, and family-business principals, including the Campden Wealth Family Office forums in Europe, North America, and Asia.
- Campden Education Certified training and education programmes for family-office executives and next-generation family principals, including the Family Wealth Director certification.
- Institute for Private Investors (IPI) Sub-brand membership community serving UHNW private investors and family-office principals in North America, with curated peer networking, content, and events.
- Campden Family Connect Sub-brand membership network focused on connecting UHNW families and family principals with peer families for engagement, succession dialogue, and member-only community activities.
Quantifiable outcome
- 1,400+ family members and family offices from 39 countries participate in The Campden Club
- +6 more outcomes
Companies that use Campden Wealth
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles2 records
Campden Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Campden Wealth partnerships and signals
Strategic signalPartnerships
17 partnerships are on record, tiered core and secondary.
- Van Lanschot KempencoreVan Lanschot Kempen Private Banking collaborated with Campden Wealth on the Benelux Family Office Report 2025. The report covers family offices in Belgium, Netherlands, Luxembourg, Switzerland, and Liechtenstein with average wealth of €1.4 billion.
- Mercier Van LanschotcoreCo-partner with Van Lanschot Kempen and Campden Wealth on the Benelux Family Office Report 2025, focusing on Belgian family offices.
- RBC (Royal Bank of Canada)coreRBC, through RBC Wealth Management, is a long-standing research partner with Campden Wealth. They jointly produce the North America Family Office Report annually. RBC provides strategic client group support and thought leadership for the UHNW family office community. The partnership includes the 2025 report showing AI adoption and succession planning trends among North American family offices.
- AlTi Tiedemann GlobalcoreAlTi Tiedemann Global partnered with Campden Wealth on the Family Office Operational Excellence Report 2025, expanded to include data from Europe and Asia Pacific in addition to North America. AlTi is a leading independent global wealth manager with $76 billion in combined assets. The partnership provides empirical insights and benchmarking data for family offices of different sizes and vintages.
- Abu Dhabi Family Business CouncilsecondaryAbu Dhabi Family Business Council and Abu Dhabi Chamber partnered with Campden Wealth to host the Global Owners and Family Office Congress in Abu Dhabi in December 2025.
- Qatar Financial Centre (QFC)secondaryQFC and Campden Wealth host the Qatar Family Office Showcase to foster growth in the family business sector.
- HSBC Global Private BankingcoreHSBC Global Private Banking partnered with Campden Wealth on the MENA Family Office Landscape Report 2024. The report serves as an essential resource for MENA family offices navigating complexities and capitalizing on future opportunities.
- Wharton School, University of PennsylvaniacoreCampden Wealth, through the Institute for Private Investors (IPI), partners with the Wharton School to deliver the Private Wealth Management Programme. This five-day immersive course is held at Wharton's Philadelphia campus twice annually and has been helping families with wealth management education for over 20 years.
- GIST InitiativessecondaryGIST Initiatives partnered with Campden Wealth and Barclays Private Bank on the Investing for Global Impact: A Power for Good 2021 report, providing unique insight into sustainable investing attitudes of wealthy individuals and families.
- Barclays Private BanksecondaryBarclays Private Bank co-partnered with Campden Wealth and GIST Initiatives on the Investing for Global Impact: A Power for Good 2021 report on sustainable investing.
- KKRsecondaryKKR partnered with Campden Wealth on the Top 75 Fastest Growing Mid-sized Family Business report, examining how successful family businesses worldwide are growing.
- SVB Financial Group (SVB Capital)coreSVB Financial Group partnered with Campden Wealth on multiple Family Offices Investing in Venture Capital reports (2020, 2021-2022 series, 2022-2023). The partnership provides detailed studies on family office venture capital investments, performance, and market evolution.
- BNP Paribas Wealth ManagementcoreBNP Paribas Wealth Management partnered with Campden Wealth on Asia-Pacific research including the Banking, Entrepreneurialism, and Next Generation of Wealth Holders 2020 report and the Asia-Pacific Family Office Report 2024.
- FOTT (Family Office Association Taiwan)secondaryFOTT partnered with Campden Wealth on the Chinese Family Office and Wealth Management Report 2020, along with partners UBS and AVIC Trust.
- UBSsecondaryUBS partnered with Campden Wealth and FOTT on the Chinese Family Office and Wealth Management Report 2020, providing unique insight into private wealth management and family office space in China.
- AVIC TrustsecondaryAVIC Trust partnered with Campden Wealth and FOTT on the Chinese Family Office and Wealth Management Report 2020.
- Patni Family (Campden Family Connect Joint Venture)coreCampden Wealth established Campden Family Connect PVT. Ltd. as a joint venture with the Patni family in Mumbai in 2015. This provides the pre-eminent membership network for India's ultra-high net worth community.
Scale indicators19 records
Recent moves7 records
Expansion highlights5 records
Campden Wealth competitors and assessment
Company assessmentDirect peers
- TIGER 21: TIGER 21 is the leading UHNW peer-learning organization with 1,200+ members globally, organized into groups of ~10 ultra-wealthy families. It directly competes with Campden Club as an invitation-only, qualification-gated membership community serving business owners and family wealth holders, making it the closest like-for-like peer in the UHNW networking space.
- Family Office Exchange (FOX): Family Office Exchange is a membership-based organization serving single- and multi-family offices with education, research, and peer collaboration services. It is directly comparable to Campden as a professional family-office community providing networking and benchmarking data to UHNW families and their advisors.
Broad incumbents
- YPO (Young Presidents' Organization): YPO is a global peer network of 30,000+ chief executives and business owners with qualification-gated membership. While broader (executive-level, not exclusively UHNW families), YPO competes for the same business-owner demographic and offers comparable networking, education, and forum-based community engagement.
- EO (Entrepreneurs' Organization): EO is a global peer network of 18,000+ entrepreneurs whose members include business owners who qualify as UHNW. EO shares Campden's forum-based peer learning and event-driven membership model, though with a broader mid-market entrepreneur focus rather than family-wealth specialization.
- STEP (Society of Trust and Estate Practitioners): STEP is the global professional society for advisors working with UHNW families on trusts, estates, and succession. It overlaps with Campden at the intersection of family-wealth education and succession planning, serving the same ecosystem of families though through their professional advisors.
- Family Business Network (FBN): FBN is the world's largest family-business organization with members across 65+ countries. While more broadly focused on operational family businesses rather than family-office wealth, FBN competes for the same business-family cohort with peer learning events and intergenerational programs.
Emerging players
- iGlobal Forum: iGlobal Forum is a private wealth and family office event provider organizing summits and conferences targeting UHNWs and family offices. It is comparable to Campden Events as a competing event-led participant in the same conference ecosystem, though smaller and primarily events-focused rather than full membership-based.
- Addepar: Addepar is a wealth-technology platform serving family offices, RIAs, and wealth managers with portfolio reporting and analytics tooling. While serving the same family-office customer base, Addepar is a technology alternative rather than community peer; families using Addepar may reduce reliance on Campden-style community for benchmarking.
Others
- Marcus Evans: Marcus Evans is a global conferences and events provider with a family office and wealth management vertical. It is comparable to Campden Events as a competing conference organizer serving the UHNW segment, though broader in scope across multiple B2B verticals.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Campden Wealth social profiles
Digital presenceCampden Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Campden Wealth leadership team
Management profileNumber of profiles
Profiles11 records
Campden Wealth subsidiaries and ownership
Company hierarchySubsidiaries3 records
Campden Wealth funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Campden Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Campden Wealth
What does Campden Wealth do?
Campden Wealth is a global, family-owned membership organisation that provides ultra-high-net-worth families, family principals, and family offices with subscription-based access to peer networking, proprietary research, certified education programmes, and flagship industry conferences. Its commercial offer spans the Campden Club and sub-brands (Institute for Private Investors, Campden Family Connect, Campden Research, Campden Education, and Campden Events) covering peer communities, UHNW-focused research and publications, certified wealth-management qualifications, and large-scale family-office forums.
Is Campden Wealth a public or private company?
Campden Wealth is a private company. It is classified as family owned and is currently operating.
When was Campden Wealth founded?
Campden Wealth was founded in 1999. It employs 51 to 100 people.
Where is Campden Wealth based?
Campden Wealth is headquartered in San Francisco, United States, in the North America region.
How does Campden Wealth make money?
Four revenue lines are on record. Membership Subscriptions are the primary driver. The others are research Reports Sales, education Programs and event Participation.
Who are Campden Wealth's main competitors?
Direct peers on record are TIGER 21 and Family Office Exchange (FOX). Broad incumbents are YPO (Young Presidents' Organization), EO (Entrepreneurs' Organization), STEP (Society of Trust and Estate Practitioners) and Family Business Network (FBN). Emerging players are iGlobal Forum and Addepar. Marcus Evans is listed as an others.
Does Campden Wealth have an API?
No public API is recorded for Campden Wealth.
What industry is Campden Wealth in?
Campden Wealth's product category is Wealth Management Membership & Family-Office Services. Its primary akta.pro industry code is HSACAMAL, Private Memberships & Invitation-Only Experiences. Its NAICS code is 8139 and its SIC code is 8600.