Family Office Archives - Page 66 of 132

UBS Global Family Office Report 2023: Family offices planning the biggest shift in strategic asset allocation for several years

June 1, 2023

As shown in last year’s report, there continues to be a strong trend among family offices for including alternatives to help diversify a portfolio

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Family Offices: Private Deals Are Losing Their Shine

June 1, 2023

The challenges when investing in private markets, include getting access to the best direct deals and managers

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Family office goals at odds with reality: UBS

May 31, 2023

This, despite 63% of all family offices surveyed saying the generational transfer of wealth is their main priority.

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Family Offices: Private Deals Are Losing Their Shine

May 31, 2023

Family offices have realized that internal resources and technology are the biggest obstacles to improving performance and have turned to external partners to help them.

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UBS: Family Offices Are Fumbling Their Own Generational Wealth Transfers

May 31, 2023

Ultra-wealthy families must pay more attention to activities beyond their investment portfolios, according to a UBS report.

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Family offices to overhaul investments after ‘challenging year’, says BlackRock

May 30, 2023

Infrastructure and private credit bets are top priorities for super-rich families this year. The investment firm gives Spear's insight into its findings

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Opportunities for RPA and a Digital Workforce in Family Offices

May 30, 2023

These challenges can leave family offices using valuable resources to perform repetitive tasks when those resources would be more effectively deployed in other areas.

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What property investors can learn from big family offices

May 29, 2023

While they usually have a mix of real estate assets, they’re also trying to generate returns that are 3 per cent or 4 per cent higher than the benchmarks.

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BlackRock report finds change afoot for family offices

May 26, 2023

Family offices are pursuing more tactical opportunities to capture alpha from an evolving market landscape, which is driving more frequent portfolio reviews and external input.

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US family offices look to alternative asset classes

May 25, 2023

Around a third of respondents (32%) said that they were seeing increased exposure to alternative asset classes in the Americas, which chimes with the first-hand experience of Ocorian’s Cayman team.

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