This is the first of the annual UBS reports on the activity of family offices. The report focuses on 121 of the world's largest single family offices, covering a total net worth of USD 142.4bn, with the individual families' net worth averaging USD 1.6bn.
56% of families remain involved in strategic asset allocation, making it a cornerstone of wealth preservation.
69% of family offices view private equity as a key driver of returns.
55% of family offices re-balanced their portfolios in March, April and May to maintain their long-term strategic asset allocation.
Comments