Global Family Office Report 2020


UBS Wealth Management launched its annual ‘Global Family Office Report’ for 2020. The big fund manager and global bank surveyed principals and executives in 121 single-family offices around the world. Those family offices handle an average total family wealth of US$1.6 billion. This represents a significantly larger dataset than that of any other comparable study, with a total of funds under management of US$142.4 billion.

Key insights

Asset allocation

56% of families remain involved in strategic asset allocation, making it a cornerstone of wealth preservation.

Private equity

69% of family offices view private equity as a key driver of returns.

Responding to the crisis

55% of family offices rebalanced their portfolios in March, April and May to maintain their long-term strategic asset allocation.

Impact investing

When evaluating impact investments, 43% of family offices still prioritize investment performance. Return on investment is in their top three performance indicators.

Succession planning

While the current generation of beneficial owners is in its 60s and 70s, around a third of family offices have no plans for a change in control.

Sustainable investing

39% of family offices intend to allocate most of their portfolios sustainably over the next five years, targeting exclusion-based strategies

To access the full report by UBS, please click here

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