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Showing 1 - 5 of 5 results for "Global Family Office Report"

Family office goals at odds with reality: UBS

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2023
... ensure that, with only 42% having a wealth succession plan in place. That's according to the latest UBS Global Family Office Report, which found the lack of a succession plan to be most common among smaller family offices or those with less than US$250 ...

Government launches emerging market impact investment fund

EMMA RAPAPORT  |  WEDNESDAY, 15 NOV 2017
... ultra-wealthy manage their money as family offices set to ramp up allocation towards impact investing. The Global Family Office Report 2017 revealed that two-fifths (40.4%) of family offices foresee increased allocation towards impact investments which ...

Millennials shaping family office strategy

EMMA RAPAPORT  |  MONDAY, 16 OCT 2017
... offices set to ramp up allocation towards impact investing, according to the latest research. The Global Family Office Report 2017 reveals that two-fifths (40.4%) of family offices foresee increased allocation towards impact investments which seek to ...

Family offices put focus back on equities: Research

EMMA RAPAPORT  |  TUESDAY, 26 SEP 2017
... according to latest research. In a survey of principles and executives among 262 family offices, the Global Family Office Report 2017 found that after a year of poor performance in 2015, family offices' average investment portfolio bounced back to a ...

Family offices returned 9% in 2013

MARK SMITH  |  FRIDAY, 26 SEP 2014
... countries completed Campden Wealth Research's survey, representing $180 billion in private wealth. The Global Family Office Report 2014, published in partnership with UBS, found that intergenerational wealth management was the most important objective ...
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