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UBS: Global Family Office Report 2020

  • Writer: IFCM Capital
    IFCM Capital
  • Sep 28, 2020
  • 1 min read

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.


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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.

 
 
 

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