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Showing 1 - 10 of 23 results for "Global Family Office"

Family office succession takes back seat to investments

KARREN VERGARA  |  FRIDAY, 5 JUN 2026
... most family offices have a robust investment focus and operations to support that, according to the new UBS Global Family Office Report. Among the 307 participants, strategic asset allocation, portfolio risk management and financial reporting are most ...

Family offices hunt opportunities in AI: Report

KARREN VERGARA  |  THURSDAY, 5 FEB 2026
... majority flagged it as a thematic they will prioritise as a future investment. J.P. Morgan Private Bank's 2026 Global Family Office Report, which includes ones from Australia, found that AI dominates much of their investment strategies. Sixty-five percent ...

Aussie family office chiefs earn up to US$625k

KARREN VERGARA  |  TUESDAY, 7 OCT 2025
... executives running family offices are aged over 50 and commonly come from an investment management background, the Global Family Office Compensation Benchmark Report shows, which was developed in conjunction with recruitment firm Agreus Group. Seventy-nine ...

Geopolitical risks force family offices into alternatives, cash: Survey

KARREN VERGARA  |  WEDNESDAY, 18 JUN 2025
... offices out of US equities, diversifying into cash and liquid alternatives, according to BlackRock's annual Global Family Office Survey. Global family offices find themselves in "risk-management mode" as more than two-thirds (68%) are scrambling ...

Family offices to splash cash in APAC

JAMIE WILLIAMSON  |  FRIDAY, 23 MAY 2025
... allocations to Asia Pacific, excluding Greater China, over the next five years. That's according to the latest Global Family Office Study from UBS, which found 55% of APAC family offices are planning to invest more in their own backyard. Some 30% said ...

Family offices favour real estate: Study

KARREN VERGARA  |  MONDAY, 28 APR 2025
... than half feature property in their portfolios. The research conducted by familyofficehub, a provider of global family office research based in Munich, found that 52.7% of the total 2079 single family offices analysed invest in real estate. Family offices ...

Family offices turn to start-ups, M&As: PwC

KARREN VERGARA  |  MONDAY, 13 JAN 2025
... investments in start-ups, and with 83% of those executed as club-deals or co-investments, the recently published Global family office deals study found. Family offices are particularly keen on start-ups operating in the generative artificial intelligence ...

Geopolitical risks push APAC family office allocations locally

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... intend to shift asset allocations to their home regions, according to UBS. Family offices surveyed in the UBS Global Family Office Report across the Asia Pacific cited geopolitical conflicts as their top risk over the next 12 months. Those in North Asia ...

Family offices up active management, eye generative AI: UBS

ANDREW MCKEAN  |  THURSDAY, 23 MAY 2024
... increasingly turning to active management or manager selection to diversify portfolios, according to the latest UBS Global Family Office Report. The report, which compiled insights from 320 family offices with an average net worth of US$2.6 billion and ...

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... participants that have a combined US$1.4 billion net worth in J.P. Morgan Private Bank's inaugural 2024 Global family office report cite succession planning as a top priority. Out of the 190 global family offices canvassed, of which 144 were based ...
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