UBS：2024年全球家族办公室报告（英文版）（44页）.pdf

1、Global Family Office Report 2024For UBS marketing purposesForeword Executive summarySection 1Asset allocation and portfolio diversificationSection 2 Fixed income Section 3 Private equity and real estate Section 4Sustainabilityand impactSection 5 Professionalization and governance Section 6 Costs and

2、 staffingRegional spotlights Some facts about our report46832384450586478ContentCover image by Max Rive.Taken with a drone,its a panoramic view of the Romsdalen Valley,a 60-kilometer long valley in western Norway.The photo is a metaphor for how the family office takes in a broad panorama before sett

3、ing a strategic path towards its objective.Global Family Office Report 2024Global Family Office Report 202445George AthanasopoulosHead of Global Family and Institutional WealthCo-Head Global MarketsBenjamin CavalliHead of Global Wealth Management Strategic Clients ForewordWe are pleased to present t

4、o you our largest Global Family Office Report to date.The 2024 study brings together the insights of 320 single family offices across seven regions of the world.Representing families with an average net worth of USD 2.6 billion and covering over USD 600 billion of wealth,it confirms the report as th

5、e most comprehensive and authoritative analysis of this influential group of investors.Notably,the 2024 report shows that family offices followed through on the plans for material shifts in strategic asset allocation foreseen in 2023s report.In a move to rebalance portfolios,allocations to developed

6、 market fixed income rose by the largest amount seen in five years.Additionally,real estate allocations declined at a time when commercial real estate prices in some regions have corrected.However,family offices do not expect to implement such big changes this year.Family offices are most concerned