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Family offices sacrificing liquidity for returns in a new era of strategic asset allocation: UBS

Khairani Afifi Noordin
Khairani Afifi Noordin6/9/2022 03:01 PM GMT+08  • 4 min read
Family offices sacrificing liquidity for returns in a new era of strategic asset allocation: UBS
In Asia Pacific, 40% of the family offices surveyed plan to increase direct PE allocations. Photo: UBS Global Wealth management co-head of global family and institutional wealth Asia Pacific Tommy Leung
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Family offices are reducing their fixed income allocations and increasing investments in alternative assets such as private equity (PE) real estate and private debt — sacrificing liquidity for returns, according to UBS Global Family Office Report 2022.

This is amid a “new era” of strategic asset allocation (SAA) as inflation, central bank liquidity and rising interest rates compel family offices to review their investment options, the report finds.

The Global Family Office Report 2022 surveyed 221 single family offices around the world. It is the largest and most comprehensive of its kind, with the family offices surveyed averaging a total net worth of US$2.2 billion.

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