Global Family Office Report 2020

This is the first of our annual in-house UBS reports on the activity of family offices. Our 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.

Download the report to find out how well family offices weathered the 2020 storm in financial markets.

Download Global Family Office Report 2020

Key insights

Asset allocation

Asset allocation

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

Private equity

Private equity

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

Responding to the crisis

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

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

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

Sustainable investing

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

Reference links

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