UBS Study: Family Offices Increasingly Focus on Diversification and AI
10 Articles
10 Articles
The family offices are the investment vehicles that manage the wealth of the richest families in the world, and for years have stood out for their resistance to sudden changes. Stable portfolios, consistent assignments, long horizon.That trend has broken in 2026.UBS' annual report on global family offices reveals the largest repositioning movement since the firm began to measure this trend. Geopolitical fear, distrust of the dollar and the commi…
The family offices of the world’s largest fortunes are making strategic changes in their investments, moving capital to sectors such as infrastructure and emerging markets. According to an analysis by UBS, about 60% of families plan to modify their asset allocation over the next 12 months, the highest level recorded so far and a clear signal of the change in financial strategy. Photoart: Andrea Velazquez The next destination of investments Among…
Sharp rise in family office plans to shift strategic allocations
More family offices are planning to alter their strategic asset allocations than at any other time in the 2020s, according to a new UBS report. According to the latest edition of the UBS Global Family Office Report, released today, some 60 per cent of family offices plan to make changes to their strategic asset allocations this year as many reconsider 'long-term positioning, against the current backdrop of macroeconomic uncertainty'. During the …
Billionaire's FOMO: Ultra-rich families pouring money into AI stack
The worlds richest families are pouring money into artificial intelligence despite concerns over inflated tech valuations, according to a new UBS Global Family Office Report. The study, based on 307 family offices managing an average net worth of $2.7 billion, found that 65% now see AI as their top thematic investment priority.
Geopolitical conflicts and the fear of a global fiscal crisis are leading many family offices to comprehensively review their investment strategies – something rare within these structures. A UBS survey with 307 family offices in about 30 countries (including Brazil) showed that 60% of them intend to move the allocation over the next 12 months. This is by far the highest percentage since 2020, since there are data available. In 2025, only 35% pl…
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