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UBS Global Family Office Report 2024: 320 Family Offices with $1.3 Billion Average AUM, Main Purpose of Family Office is to Support Transfer of Wealth, Pure Cost of Operating Family Office $100 Million is 0.45% & $1 Billion is 0.34%, Top 5 Asset Allocation are Equities 28%, Fixed income 19%, Private equity 22%, Real estate 10%, Cash & Equivalent 10%, Top 5 Risks are Major Geopolitical Conflict, Higher Inflation, Real Estate Correction, Higher Interest Rates, Global Recession, Top 5 Investment Themes are Artificial Intelligence, Healthtech, Automation & Robotics, Medical Devices, Security & Safety

7th June 2024 | Hong Kong

UBS has released the UBS Global Family Office Report 2024, providing key insights into 320 family offices with $1.6 billion average AUM (Assets under Management) and $2.6 billion average net worth.  In the 2024 report, Family Office serving Generations 1st generation 52%, 2nd generation 59%.   Family Office with active operating business – Yes 77%,  No 23%.  Top 4 active operating business – Real estate 13%, Banks & financial services 9%, Consumer goods 7%, Retail 6%.  Top 3 main purposes of the family office in United States – Support generational transfer of wealth 78%, Manage administrative tasks 53%, Invest excess cash from the operating business 50%. Top 3 main purposes of the family office in North Asia – Support generational transfer of wealth 76%, Provide income to the family members 49%, Invest excess cash from the operating business 33%.  Top 3 main purposes of the family office in Southeast Asia – Support generational transfer of wealth 77%, Diversify away from the operating business 54%, Provide income to the family members 49%.  Pure cost of operating family office with operating business – 0.394% ($394,000 per $100 million, $3.94 million per $1 billion),  Pure cost of operating family office without operating business – 0.42% ($420,000 per $100 million, $4.2 million per $1 billion).  Pure cost of operating family office by AUM – $100 m to $250 million 0.45%, $251 m to $1 billion 0.423%, More than $1 billion 0.34%.  Pure cost of operating family office by no. of employees – 1 to 3 employees 0.255%, 4 to 10 employees 0.419%, More than 11 employees 0.448%. Cost of family office Breakdown – Pure cost of family office 57%, Asset Management costs 24%, Banking-related service fees 7%, External structures 7%, Others 3%.  Pure cost of family office breakdown – Staff costs 66%, Legal &/or compliance 10%, Physical infrastructure 9%, IT / Technology 7%, Research 4%, Other 3%.  Top 6 Family Office options to better achieve goals (Sustainability / Impact) – Data analytics, Educational materials, Direct access to experts, Networking with family offices, Access to early-stage ventures, Access to topical thematic research.  Top 5 Risks covered by family offices – Financial risks 59%, Cybersecurity risks 40%, Economic risks 40%, Family succession risk 35%, Operational risks 32%.  Top 6 areas of focus for in-house investment professionals – Equities, Liquidity management, Private equity (direct investments), Private equity (funds), Bonds (fixed income), Real estate / infrastructure.  Strategic Asset Allocation – Global (2023) – Traditional 58%, Alternative 42%.  Strategic Asset Allocation – Global (2023) – Equities 28%, Fixed income 19%, Private equity 22%, Private debt 2%, Hedge funds 5%, Real estate 10%, Infrastructure 1%, Gold / precious metals 1%, Cash & cash equivalent 10%, Art & antiques 1%, Commodities < 1%.  Global average asset allocation by region – North America 50%, Western Europe 27%, APAC ex-China 9%, Greater China 8%, Latin America 2%, Eastern Europe 2%, Middle East 2%, Africa 1%.  Top 3 strategies for diversification – Rely more on manager selection &/or active management 39%, High-quality short duration fixed income 35%, Hedge funds 33%.  Top 5 investment theme in next 2 to 3 years – Artificial intelligence, Healthtech, Automation & robotics, Medical devices, Security & safety.  Top Real Estate investments in 2023 – Direct investments in fully owned physical real estate.  Top 3 Fixed income investments in 2023 – Investment-grade corporate bonds 40%, High-grade bonds (government, supranational) 36%, High yield corporate bonds 12%.  Family office views on Managing portfolio risk in the next 12 to 18 months vs 2023 – More risk 18%, Same risk 61%, Less risk 21%.  Views on interest rates – Positive real interest rates for longer 73%, Real interest rates will fluctuate around zero 23%, Will go back to negative real interest rates 3%.  Top 5 Risks over the next 12 months – Major geopolitical conflict, Higher inflation, Real estate correction, Higher interest rates, Global recession.  Top Risks over the next 5 years – Major geopolitical conflict, Climate change, Debt crisis, Financial market crisis, Higher taxes.  See below for key findings & summary below | View report here

“ 320 Family Offices with $1.3 Billion Average AUM, Main Purpose of Family Office is to Support Transfer of Wealth, Pure Cost of Operating Family Office $100 Million is 0.45% & $1 Billion is 0.34%, Top 5 Asset Allocation are Equities 28%, Fixed income 19%, Private equity 22%, Real estate 10%, Cash & Equivalent 10%, Top 5 Risks are Major Geopolitical Conflict, Higher Inflation, Real Estate Correction, Higher Interest Rates, Global Recession, Top 5 Investment Themes are Artificial Intelligence, Healthtech, Automation & Robotics, Medical Devices, Security & Safety “

 



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UBS Global Family Office Report 2024: 320 Family Offices with $1.3 Billion Average AUM, Main Purpose of Family Office is to Support Transfer of Wealth, Pure Cost of Operating Family Office $100 Million is 0.45% & $1 Billion is 0.34%, Top 5 Asset Allocation are Equities 28%, Fixed income 19%, Private equity 22%, Real estate 10%, Cash & Equivalent 10%, Top 5 Risks are Major Geopolitical Conflict, Higher Inflation, Real Estate Correction, Higher Interest Rates, Global Recession, Top 5 Investment Themes are Artificial Intelligence, Healthtech, Automation & Robotics, Medical Devices, Security & Safety

UBS Zurich

UBS has released the UBS Global Family Office Report 2024, providing key insights into 320 family offices with $1.6 billion average AUM (Assets under Management) and $2.6 billion average net worth.  See below for key findings & summary below | View report here

UBS Global Family Office Report 2024

Summary

  1. No. of family offices320 family offices
  2. Average family office AUM$1.3 billion
  3. Average family office net worth – $2.6 billion 
  4. Family Office serving Generations – 1st generation 52%, 2nd generation 59%
  5. Family Office with active operating business – Yes 77%,  No 23%
  6. Top 4 active operating businessReal estate 13%, Banks & financial services 9%, Consumer goods 7%, Retail 6%
  7. Top 3 main purposes of the family office in United States – Support generational transfer of wealth 78%, Manage administrative tasks 53%, Invest excess cash from the operating business 50%
  8. Top 3 main purposes of the family office in North Asia – Support generational transfer of wealth 76%, Provide income to the family members 49%, Invest excess cash from the operating business 33%
  9. Top 3 main purposes of the family office in Southeast Asia – Support generational transfer of wealth 77%, Diversify away from the operating business 54%, Provide income to the family members 49%
  10. Pure cost of operating family office with operating business – 0.394% ($394,000 per $100 million, $3.94 million per $1 billion)
  11. Pure cost of operating family office without operating business – 0.42% ($420,000 per $100 million, $4.2 million per $1 billion)
  12. Pure cost of operating family office by AUM – $100 m to $250 million 0.45%, $251 m to $1 billion 0.423%, More than $1 billion 0.34%
  13. Pure cost of operating family office by no. of employees – 1 to 3 employees 0.255%, 4 to 10 employees 0.419%, More than 11 employees 0.448%
  14. Cost of family office Breakdown – Pure cost of family office 57%, Asset Management costs 24%, Banking-related service fees 7%, External structures 7%, Others 3%
  15. Pure cost of family office breakdown – Staff costs 66%, Legal &/or compliance 10%, Physical infrastructure 9%, IT / Technology 7%, Research 4%, Other 3%
  16. Top 6 Family Office options to better achieve goals (Sustainability / Impact) – Data analytics, Educational materials, Direct access to experts, Networking with family offices, Access to early-stage ventures, Access to topical thematic research
  17. Top 5 Risks covered by family offices – Financial risks 59%, Cybersecurity risks 40%, Economic risks 40%, Family succession risk 35%, Operational risks 32%
  18. Top 3 governance controls & processes – Financial performance measurement process 64%, Investment committee 56%, Regular review process of all the activities / operations of the family office 56%

Investment

  1. Top 6 areas of focus for in-house investment professionals – Equities, Liquidity management, Private equity (direct investments), Private equity (funds), Bonds (fixed income), Real estate / infrastructure
  2. Strategic Asset Allocation – Global (2023) – Traditional 58%, Alternative 42%
  3. Strategic Asset Allocation – Global (2023) – Equities 28%, Fixed income 19%, Private equity 22%, Private debt 2%, Hedge funds 5%, Real estate 10%, Infrastructure 1%, Gold / precious metals 1%, Cash & cash equivalent 10%, Art & antiques 1%, Commodities < 1%
  4. Global average asset allocation by region – North America 50%, Western Europe 27%, APAC ex-China 9%, Greater China 8%, Latin America 2%, Eastern Europe 2%, Middle East 2%, Africa 1%
  5. Top 3 strategies for diversification – Rely more on manager selection &/or active management 39%, High-quality short duration fixed income 35%, Hedge funds 33%
  6. Top 5 investment theme in next 2 to 3 years – Artificial intelligence, Healthtech, Automation & robotics, Medical devices, Security & safety
  7. Top Real Estate investments in 2023 – Direct investments in fully owned physical real estate
  8. Top 3 Fixed income investments in 2023 – Investment-grade corporate bonds 40%, High-grade bonds (government, supranational) 36%, High yield corporate bonds 12%

Family office views

  1. Managing portfolio risk in the next 12 to 18 months vs 2023 – More risk 18%, Same risk 61%, Less risk 21%
  2. Views on interest rates – Positive real interest rates for longer 73%, Real interest rates will fluctuate around zero 23%, Will go back to negative real interest rates 3%
  3. Top 5 Risks over the next 12 months – Major geopolitical conflict, Higher inflation, Real estate correction, Higher interest rates, Global recession
  4. Top Risks over the next 5 years – Major geopolitical conflict, Climate change, Debt crisis, Financial market crisis, Higher taxes

 

UBS Global Family Office Report 2024

1) Profile

  • No. of family offices320 
  • Average AUM$1.3 billion
  • Average net worth – $2.6 billion 
  • Total net worth – $608 billion 

Family Offices location 

  • APAC – 33%
  • Europe – 25%
  • Switzerland – 11%
  • Middle East – 9%
  • United States – 12%
  • Latin America – 10%

Family Office serving Generations:

  • 1st generation – 52%
  • 2nd generation – 59%

 

2) Top 3 Main Purposes of Family Office

United States:

  1. Support generational transfer of wealth78%
  2. Manage administrative tasks – 53%
  3. Invest excess cash from the operating business – 50%

North Asia:

  1. Support generational transfer of wealth76%
  2. Provide income to the family members – 49%
  3. Invest excess cash from the operating business – 33%

Southeast Asia:

  1. Support generational transfer of wealth77%
  2. Diversify away from the operating business – 54%
  3. Provide income to the family members – 49%

Switzerland:

  1. Support generational transfer of wealth – 64%
  2. Provide income to the family members – 64%
  3. Manage administrative tasks – 64%

Europe:

  1. Support generational transfer of wealth – 68%
  2. Provide income to the family members – 53%
  3. Diversify away from the operating business – 44%

Middle East:

  1. Support generational transfer of wealth – 75%
  2. Provide income to the family members – 68%
  3. Diversify away from the operating business – 50%

Latin America:

  1. Support generational transfer of wealth – 66%
  2. Diversify away from the operating business – 45%
  3. Invest excess cash from the operating business – 38%

 

3) Managing Family Office

Family Office with active operating business 

  • Yes – 77%
  • No – 23%

Top 4 active operating business:

  1. Real estate – 13%
  2. Banks & financial services – 9%
  3. Consumer goods – 7%
  4. Retail – 6%

Pure cost of operating family office:

  • With operating business – 0.394% ($394,000 per $100 million, $3.94 million per $1 billion)
  • Without operating business – 0.42% ($420,000 per $100 million, $4.2 million per $1 billion)

Pure cost of operating family office by AUM:

  • $100 m to $250 million0.45%
  • $251 m to $1 billion – 0.423%
  • More than $1 billion0.34%

Pure cost of operating family office by no. of employees:

  • 1 to 3 employees – 0.255%
  • 4 to 10 employees – 0.419%
  • More than 11 employees – 0.448%

Cost of family office Breakdown:

  1. Pure cost of family office – 57%
  2. Asset Management costs – 24%
  3. Banking-related service fees – 7%
  4. External structures – 7%
  5. Others – 3%

Pure cost of family office breakdown:

  1. Staff costs – 66%
  2. Legal &/or compliance – 10%
  3. Physical infrastructure – 9%
  4. IT / Technology – 7%
  5. Research – 4%
  6. Other – 3%

 

4) Improvements, Risks & Governance &  in Family Office

Top 6 Family Office options to better achieve goals (Sustainability / Impact):

  1. Data analytics to measure impact of investments / business operations – 37%
  2. Access to educational materials on sustainability / impact-related topics – 34%
  3. Direct access to leading industry sector experts – 32%
  4. Networking opportunities with other family offices – 31%
  5. Access to deal flow / co-investment opportunities for early-stage ventures – 27%
  6. Access to topical thematic research – 25%

Top Risks covered by family offices:

  1. Financial risks – 59%
  2. Cybersecurity risks – 40%
  3. Economic risks – 40%
  4. Family succession risk – 35%
  5. Operational risks – 32%
  6. Geopolitical risks – 26%
  7. Ownership risks – 25%
  8. Business risks – 25%
  9. Reputational risks – 24%
  10. Family office succession risk – 24%
  11. Family risks – 21%
  12. Physical risks – 16%
  13. Staffing risks – 15%
  14. Medical risks and travel emergencies – 14%
  15. Environmental/climate risks – 9%
  16. None of the above – 7%

Top governance controls & processes:

  1. Financial performance measurement process – 64%
  2. Investment committee – 56%
  3. Regular review process of all the activities / operations of the family office – 56%
  4. Annual performance review process for all staff members – 51%
  5. Annual budgeting process for the family office – 50%
  6. Job descriptions for the roles covered by the family office – 49%
  7. Wealth succession plan for the family members – 47%
  8. Financial reporting software from an external party – 45%
  9. Governance framework – 44%
  10. Documented investment process – 44%
  11. Cybersecurity controls – 40%
  12. Risk management processes beyond investments – 31%
  13. Family office strategy and/or operating manual – 31%
  14. Process to select and review external parties – 30%
  15. Succession plan for the family office – 26%
  16. None of these – 7%

 

5) Managing Investments

Top 6 areas of focus for in-house investment professionals:

  1. Equities – 78%
  2. Liquidity management – 69%
  3. Private equity (direct investments) – 65%
  4. Private equity (funds) – 64%
  5. Bonds (fixed income) – 63%
  6. Real estate / infrastructure – 61%

Strategic Asset Allocation – Global (2023):

  • Traditional – 58%
  • Alternative – 42%

Strategic Asset Allocation – Global (2023):

  • Equities – 28%
  • Fixed income – 19%
  • Private equity – 22%
  • Private debt – 2%
  • Hedge funds – 5%
  • Real estate – 10%
  • Infrastructure – 1%
  • Gold / precious metals – 1%
  • Cash & cash equivalent – 10%
  • Art & antiques – 1%
  • Commodities – Less than 1%

Strategic Asset Allocation (2023) – North Asia:

  • Equities – 25%
  • Fixed income – 27%
  • Private equity – 18%
  • Private debt – 2%
  • Hedge funds – 6%
  • Real estate – 7%
  • Infrastructure – Less than 1%
  • Gold / precious metals – Less than 1%
  • Cash & cash equivalent – 14%
  • Art & antiques – Less than 1%
  • Commodities – Less than 1%

Strategic Asset Allocation (2023) – Southeast Asia:

  • Equities – 29%
  • Fixed income – 21%
  • Private equity – 19%
  • Private debt – 3%
  • Hedge funds – 5%
  • Real estate – 6%
  • Infrastructure – %
  • Gold / precious metals – Less than 1%
  • Cash & cash equivalent – 13%
  • Art & antiques – Less than 3%
  • Commodities – Less than 1%

Strategic Asset Allocation Breakdown – Global (2023):

  • Equities (developed markets) – 24%
  • Equities (emerging markets) – 4%
  • Fixed income (developed markets) – 16%
  • Fixed income (emerging markets) – 3%
  • Private equity (direct) – 11%
  • Private equity (funds) – 11%
  • Private debt – 2%
  • Hedge funds – 5%
  • Real estate – 10%
  • Infrastructure – 1%
  • Gold / precious metals – 1%
  • Commodities – Less than 1%
  • Cash & cash equivalent – 10%
  • Art & antiques – 1%

Strategic Asset Allocation Breakdown – Global (2024 Plan):

  • Equities (developed markets) – 26%
  • Equities (emerging markets) – 3%
  • Fixed income (developed markets) – 16%
  • Fixed income (emerging markets) – 2%
  • Private equity (direct) – 9%
  • Private equity (funds) – 13%
  • Private debt – 3%
  • Hedge funds – 4%
  • Real estate – 12%
  • Infrastructure – 1%
  • Gold / precious metals – 1%
  • Commodities – Less than 1%
  • Cash & cash equivalent – 9%
  • Art & antiques – 1%

Global average asset allocation by region:

  • North America – 50%
  • Western Europe – 27%
  • APAC ex-China – 9%
  • Greater China – 8%
  • Latin America – 2%
  • Eastern Europe – 2%
  • Middle East – 2%
  • Africa – 1%

Top net asset allocation changes by region in the next 5 years: 

  • APAC ex-China: +30%
  • North America: +29%
  • Western Europe: +7%
  • Middle East: +3%
  • Latin America: +3%
  • Africa: 1%
  • Greater China: 0%
  • Eastern Europe: -3%

Top 6 strategies for diversification: 

  1. Rely more on manager selection &/or active management – 39%
  2. High-quality short duration fixed income – 35%
  3. Hedge funds – 33%
  4. Tilting portfolio towards more defensive geographies / sectors – 27%
  5. Increasing our amount of illiquid assets – 25%
  6. High-quality long duration fixed income – 25%

Top 12 investment theme in next 2 to 3 years:

  1. Artificial intelligence – 78%
  2. Healthtech – 70%
  3. Automation & robotics – 67%
  4. Medical devices – 59%
  5. Security & safety – 52%
  6. Green tech – 50%
  7. Smart mobility – 45%
  8. Genetic therapies – 40%
  9. Food innovation – 39%
  10. Education services – 35%
  11. Water scarcity – 33%
  12. Circular economy – 30%

Top 6 Real Estate investments in 2023:

  1. Direct investments in fully owned physical real estate – 52%
  2. Co-investments in physical real estate – 19%
  3. Investments in direct closed-end funds – 19%
  4. Investments in direct open-end funds – 5%
  5. Listed real estate (e.g., REITs) – 4%
  6. Investments in fund of funds – 1%

Top 6 Fixed income investments in 2023:

  1. Investment-grade corporate bonds – 40%
  2. High-grade bonds (government, supranational) – 36%
  3. High yield corporate bonds – 12%
  4. Emerging market bonds – 6%
  5. Others (leveraged loans, hybrids, etc.) – 6%
  6. Inflation-linked bonds – 0%

Duration for fixed income investments in 2023:

  • Up to 2 years – 35%
  • 2 years to 5 years – 39%
  • 5 years to 10 years – 20%
  • More than 10 years – 7%

 

6) Family office Views

Managing portfolio risk in the next 12 to 18 months vs 2023:

  • More risk – 18%
  • Same risk – 61%
  • Less risk – 21%

Views on interest rates:

  • Positive real interest rates for longer – 73%
  • Real interest rates will fluctuate around zero – 23%
  • Will go back to negative real interest rates – 3%

Risks over the next 12 months:

  1. Major geopolitical conflict – 58%
  2. Higher inflation – 39%
    Real estate correction – 39%
  3. Higher interest rates – 37%
  4. Global recession – 36%
  5. Supply chain disruptions affecting the operating business &/or investments – 26%
  6. Financial market crisis – 26%
  7. Higher energy costs – 22%
  8. Technological disruptions affecting the operating business &/or investments – 21%
  9. Debt crisis – 20%
  10. Higher taxes – 17%
  11. Climate change – 12%
  12. Deflation – 8%
  13. Migration & impact on the operating business – 7%
  14. Global health crisis – 5%
  15. Food crisis – 4%

Risks over the next 5 years:

  1. Major geopolitical conflict – 62%
  2. Climate change – 49%
  3. Debt crisis – 48%
  4. Financial market crisis – 43%
  5. Higher taxes – 43%
  6. Technological disruptions affecting the operating business &/or investments – 40%
  7. Global recession – 38%
  8. Higher energy costs – 35%
  9. Higher inflation – 24%
  10. Global health crisis – 24%
  11. Real estate correction – 24%
  12. Higher interest rates – 24%
  13. Supply chain disruptions affecting the operating business &/or investments – 22%
  14. Food crisis – 22%
  15. Deflation – 16%
  16. Migration & impact on the operating business – 15%



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