UBS Global Family Office Report 2024: balance is back

320 Single Family Offices


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Author: Funds Society, Miami

Portfolios shifted to more balanced allocations, with the largest weighting to developed market fixed income in five years

Confidence in active management as a means of portfolio diversification increased, while artificial intelligence (AI) leads investment themes

Alternative investments continue to form a significant part of portfolios, providing an additional source of diversification and return

In the medium term, what family offices are most concerned about is the danger of a major geopolitical conflict, climate change and high levels of debt