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UBS Survey Sees Family Offices Cooler on Dollar Reserve Status
The UBS Global Family Office Report 2026, which surveyed the firm’s family office clients around the world on the unique… Read More »
UBS' Research Suggests Family Offices Are Pivoting Toward Diversification, AI, And Portfolio Resilience
UBS has released its Global Family Office Report 2026, revealing that family offices worldwide are increasingly prioritizing resilience, diversification, and long-term thematic inv...
Aussie family offices use US for AI access
In another indicator of geopolitical and economic uncertainty, 60% of family offices are prepared to change their strategic asset allocation.
Middle East war: Family offices taking medium-term approach, reducing exposure to dollar
Family businesses are the backbone of the Middle East economy, commanding a scale that few regions can match as they account for an estimated 80 per cent of all private sector comp...
How are family offices reacting to geopolitical risks? By diversifying from US dollar, reveals UBS report
Amid uncertainties in markets and geopolitics, family offices are planning to diversify their exposure away from the dollar and AI investments, but not abandoning them.
Family offices boost alternatives exposure
Australian family offices are increasingly embracing endowment-style investment strategies, allocating larger portions of their portfolios to alternative assets while pursuing arti...
UBS finds record shift in portfolio strategy by global family offices
UBS releases their Global Family Office Report 2026, discusses family offices' reallocation of portfolios outside of North America in diversification efforts.
UBS Family Office Report Highlights Strong US Exposure, AI Investment
Swiss private bank UBS has published the UBS Global Family Office Report 2026, finding that family offices are prioritizing resilience, diversification and investment in AI as they...
The wealthiest investors are pulling money out of the U.S. in the 'de-dollarization' trade
Fears of an AI bubble, tariffs, a falling dollar, volatile economic policies and rising debt have caused many family offices to dial back their U.S. exposure
UBS survey: Family offices pivot to resillience
A new UBS survey of 307 family offices finds sweeping portfolio changes underway — with AI, currency diversification.
UBS family office clients are quietly pulling money out of the US
The world’s wealthiest families are doing something that would have seemed unthinkable five years ago: they’re reducing their bets on America. UBS Gr | Bitget crypto news!
UBS family office clients are quietly pulling money out of the US
The world’s wealthiest families are doing something that would have seemed unthinkable five years ago: they’re reducing their bets on America. UBS Gr | Bitget crypto news!
UBS family office clients cut US dollar exposure in wealth revamp
About half of the money managers also say they are overexposed to the greenback Read more at The Business Times.
Bitcoin ETFs and gold see outflows as investors retreat from the debasement trade
Bitcoin ETFs lost $2.26B in two weeks while gold ETFs saw record $12B outflows in March as investors abandon the debasement trade for higher-yielding assets.
Wrise Group opens client service centre in Taipei
The Taipei center of Wrise Group aims to support cross-border wealth management and family office services in Taiwan, reflecting rising demand for sophisticated multi-jurisdictiona...
Family Offices Pocket Big Stock Gains From Riding Metals Boom
Investment firms for the world's ultra-rich cut allocations to gold, silver and copper stocks, pocketing gains from one of the biggest commodity rallies in years.
Report Explores What Makes Effective Family Enterprise Governance
A report from UBS and Agreus, drawing from family offices worldwide, looks at the ingredients that make for good governance and sustainable multi-generational wealth.
The Phantom Fortunes: Inside the World of Fake Family Offices
How Imposters, Con Artists, and Sophisticated Fraudsters Are Infiltrating the Ultra-Wealthy's Most Exclusive Networks — an investigation into phantom family offices.
Caprock Expands Greater New York Presence With New Livingston Office
Caprock, a leading multi-family office registered investment advisor serving ultra-high-net-worth clients, announced it has relocated to a new, larger office in Livingston, New Jer...
Angeles Wealth Dips into Family Office Work
Family offices have long served the wealthiest of the wealthy, the dynasties sitting on heaping fortunes that need management and strategic oversight across generations.