Campden Wealth

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.

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

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

• Wealth management research
• Family office networking
• Private investor education
• UHNW family conferences
• Family business membership

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. 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.
2. 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.
3. 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.
4. 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

Go-to-market motion3 records

Distribution channels7 records

Marketing channels10 records

Core 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

Named customers5 records

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

17 partnerships are on record, tiered core and secondary.

• Van Lanschot KempencoreStrategic or Co-development Partner · 1 November 2025Van 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 LanschotcoreStrategic or Co-development Partner · 1 November 2025Co-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)coreStrategic or Co-development Partner · 16 October 2025RBC, 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 GlobalcoreStrategic or Co-development Partner · 12 June 2025AlTi 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 CouncilsecondaryStrategic or Co-development Partner · 1 May 2025Abu 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)secondaryStrategic or Co-development Partner · 1 May 2025QFC and Campden Wealth host the Qatar Family Office Showcase to foster growth in the family business sector.
• HSBC Global Private BankingcoreStrategic or Co-development Partner · 1 October 2024HSBC 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 PennsylvaniacoreStrategic or Co-development Partner · 1 January 2023Campden 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 InitiativessecondaryStrategic or Co-development Partner · 1 January 2021GIST 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 BanksecondaryStrategic or Co-development Partner · 1 January 2021Barclays 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.
• KKRsecondaryStrategic or Co-development Partner · 1 January 2021KKR 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)coreStrategic or Co-development Partner · 1 January 2020SVB 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 ManagementcoreStrategic or Co-development Partner · 1 January 2020BNP 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)secondaryStrategic or Co-development Partner · 1 January 2020FOTT partnered with Campden Wealth on the Chinese Family Office and Wealth Management Report 2020, along with partners UBS and AVIC Trust.
• UBSsecondaryStrategic or Co-development Partner · 1 January 2020UBS 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 TrustsecondaryStrategic or Co-development Partner · 1 January 2020AVIC Trust partnered with Campden Wealth and FOTT on the Chinese Family Office and Wealth Management Report 2020.
• Patni Family (Campden Family Connect Joint Venture)coreStrategic or Co-development Partner · 1 January 2015Campden 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

Direct 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

• Xx.com/campdenwealth
• YouTubevimeo.com/user19843245
• LinkedInlinkedin.com/company/3332091
• Instagraminstagram.com/campdenfb

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries3 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Campden Wealth