The Global Family Office Report 2022 surveyed 221 single family offices around the world. It is the largest and most comprehensive of its kind, with the family offices surveyed averaging a total net worth of US$2.2 billion.
Family offices are reducing their fixed income allocations and increasing investments in alternative assets such as private equity (PE) real estate and private debt — sacrificing liquidity for returns, according to UBS Global Family Office Report 2022.
This is amid a “new era” of strategic asset allocation (SAA) as inflation, central bank liquidity and rising interest rates compel family offices to review their investment options, the report finds.
