The @UBS 'Global #FamilyOffice Report 2019' holds some interesting #Insights...Some takeaways (1/10) ubs.com/global/en/weal… #GlobalTrends #Investing
2/10 #FamilyOffice #trends: General overview...Recession fears rising, returns fade, #PE best performer, #RE gaining traction, #ESG & #Tech is best longterm plays, #Geopolitics risks rising & #CyberSec is key concern...
3/10 #FamilyOffice #trends: The family office trend really got on it's way since 2000 with the GFC acting as further catalyst as wealthy families got tired of what the major Wall Street players served up & decided to take control and bring key functions in-house...#Wealth
4/10 #FamilyOffice #trends: Strategic #AssetAllocation trends - gen. overview, by region & AUM categories & proportion of family offices that expect to change their allocations in 2020...#Investing
5/10 #FamilyOffice #trends: How they a preparing for the next downturn in the economic cycle...#RiskManagement
6/10 #FamilyOffice #trends: Overview of allocation for direct #investments by sector...#Tech & #RE the leaders...
7/10 #FamilyOffice #trends: #SustainableInvesting & #ESG preferred approaches, Current allocation levels & meeting performance expectations...#Investing #GlobalTrends
8/10 #FamilyOffice #trends: Areas to consider, #GeoPolitics and the economy...#USvsChinaRisks #Recession #EMs #UK #Populism
9/10 #FamilyOffice #trends: Key #Tech trends to consider...#AI, #Blockchain, #Automation...Oh and most UHNW's don't plan on colonising the moon or they are keeping their cards close to the chest...
10/10 #FamilyOffice #trends: Key employee #salary and bonus structures/levels...It pays best to be working in #EU & #NorthAmerica, thought w. cost/standard of living considerations select #EMs may also be attractive...
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