Family offices see improved investment performance, says new report

  • Sep 13, 2017

The Global Family Office Report 2017 by UBS and Campden Wealth has shown that after a previous year of poor performance, family offices' average investment portfolio bounced back with a significant increase from 0.3% in 2015 to 7% in 2016.

North American family offices performed the best globally, with Asia Pacific family offices following in second place, according to the report.

In terms of asset allocation, equities represented a substantial share of investments made by family offices. Private equity also continues to represent a considerable proportion of all family office investment, at 20.3%, according to the report.

More broadly, family offices continue to grow, both in terms of structure and level of wealth managed. 

For example, 48% of respondents reported that their AUM increased over the year, 26.9% said that the number of individuals / families they serve has risen, and 20.9% noted that the location, number of branches or size of their office has grown.

Succession planning is a key priority in Asia Pacific with 48.4% developing succession plans at the moment. 

Now in its fourth year, the latest Global Family Office Report surveyed 262 family offices worldwide, representing an average AUM of USD921 million. In Asia Pacific, 42 family offices participated.

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