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Showing 1 - 8 of 8 results for "Global Family Office Report"

Geopolitical risks push APAC family office allocations locally

KARREN VERGARA | FRIDAY, 24 MAY 2024

... 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 are the ...

Family offices up active management, eye generative AI: UBS

ANDREW MCKEAN | THURSDAY, 23 MAY 2024

... 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 covering over ...

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 ...

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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Editor's Choice

First Sentier expands mandate with Northern Trust

MATTHEW WAI | 11:13AM

Northern Trust will offer a range of front-to-back solutions as third-party administrator for First Sentier Investors under an extended agreement.

Venture capital exits expected to grow in 2025: Preqin

ELIZA BAVIN | 11:10AM

The venture capital market is expected to see even more exits in 2025 after the sector was impacted by higher interest rates throughout 2024.

FAAA slams 'underlying issues' in CSLR

ELIZA BAVIN | 11:08AM

The FAAA has made a submission to the Senate Economics Committee calling out underlying issues brought to the fore by the establishment of the CSLR.

NRL legend joins private wealth firm

ANDREW MCKEAN | 12:02PM

Ex-National Rugby League (NRL) player Cooper Cronk has joined Viola Private Wealth as an ambassador.

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