#Family_offices Family offices in North America allocate 35% of the average portfolio to private equity, the highest regionally, according to the UBS Global Family Office Report 2024. In its latest report, UBS surveyed 320 single-family offices globally with an average net worth of $2.6bn and covering over $600bn of wealth. By region, family offices in North America allocate 35% of the average portfolio to private equity and 8% for hedge funds; in Latin America, 18% and 2%; in Switzerland, 18% and 3%; in the rest of Europe, 22% and 4%; in the Middle East, 27% and 5%; in North Asia, 18% and 6%; and in Southeast Asia, 19% and 5%. https://lnkd.in/gYA_BMuG
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The UBS report revealed that family offices in the region, allocate 27% of the average portfolio to private equity and equities separately, followed by 15% in real estate, 11% in cash and fixed income separately, and 5% in hedge funds. https://bit.ly/3WUy4BH #ubs #middleeast #familyoffice #privateequities #equity #fixedincome #hedgefunds
UBS: ME family offices bet on real estate
citywire.com
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📊 Family offices are increasingly favouring traditional asset classes, especially developed market equities. According to the UBS Global Family Office Report 2024, the rising interest rates have also driven a significant shift towards fixed income over the past year. Alternative investments, including private equity and venture capital, are gaining traction as UHNW individuals seek higher returns. #FamilyOffice #InvestmentTrends #PrivateEquity #VentureCapital #WealthManagement #UBSReport2024
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UBS: Cautious family offices lift bond holdings to five-year high. Global family offices are seeking greater diversification, tilting from direct private equity deals to using funds to gain exposure, according to UBS's latest annual report on the sector. https://bit.ly/3wLRH4l #ubs #familyoffice #diversification
UBS: Cautious family offices lift bond holdings to five-year high
citywire.com
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Interned at Goldman Sachs-Engineering部門, Deutsche Bank-IB: FIC Markets部門, Morgan Stanley-Institutional Equities & Technology部門 & Bank of America-Global Technology部門, 大和証券 資産コンサルタント, FactSet
Alternative assets are crucial for diversification, offering potential for higher returns and reduced portfolio risk compared to traditional investments. They can also provide a hedge against inflation and market volatility.
In an evolving financial environment with high interest rates, inflation, and geopolitical uncertainties, family offices are increasingly adjusting their investment strategies. According to UBS, family offices have allocated an average of 42% of their portfolios to alternative assets, with private equity being the preferred asset class. Explore our new overview, "Family Offices | How they access private equity investments" to discover the most common way family offices invest in private equity. #familyoffice #privateequity
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In an evolving financial environment with high interest rates, inflation, and geopolitical uncertainties, family offices are increasingly adjusting their investment strategies. According to UBS, family offices have allocated an average of 42% of their portfolios to alternative assets, with private equity being the preferred asset class. Explore our new overview, "Family Offices | How they access private equity investments" to discover the most common way family offices invest in private equity. #familyoffice #privateequity
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Chief Content & Culture Officer at AmplifyME | Market Maker Podcast Host | Newsletter Editor
Interested in Private Equity or Venture Capital? 👇 Check out the latest quarterly update from UBS. At a glance: ▶ **Private Assets in Long-term Investment** Offer better risk-adjusted performance and enhanced diversification. ▶ **Outperformance Expectations** Portfolios with private assets are expected to outperform due to less efficient markets and active ownership. ▶ **Private Equity Strategy** Focus on value-oriented buyouts and recommend allocations to secondaries, with improving secondary exit solutions. ▶ **Private Credit Outlook** Favour managers with disciplined underwriting, diversified business, and a proven track record; outlook remains unchanged despite economic factors. ▶ **Real Assets** Private real estate remains a strong diversifier; anticipate challenges in the multifamily sector in 2024 but expect rewards from 2025-2030 for detailed market research. #UBS #PrivateEquity #RealEstate #VentureCapital #PrivateCredit
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Family offices are increasingly turning to direct investing, with 80% engaging in direct investments globally in 2023 (Citi). In fact, 71% plan to maintain or increase this activity in the coming year (BNY Mellon). Alternative investments are also on the rise, with family offices allocating an average of 44% of their portfolios to alternatives in 2023 (Goldman Sachs). This trend is expected to continue, with 48% planning to boost their investment in private equity next year.
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Reposting this link to various private markets outlooks. I have been appreciating the multi-asset #perspectives these days as to the private markets-only publications to obtain holistic views of investment opportunities across the market spectrum. With the performance of #publicequity markets and the ascension in becoming one of the primary threats to public market outcomes, for us, having been heavily focused on private markets has resulted in underexposure to more #liquid and #yielding opportunities. Heavy diversification across asset class could be a path towards "de-worsification" but over diversifying in private markets including #emergingmarkets could also result in sub-beta results, especially with the US public markets' performance the past decade. I don't have a crystal ball nor a magic playbook, but I'm always looking to learn and improve the portfolio. Thank you Andrea Carnelli Dompe' (PhD) for sharing! #alternativeassets #privatemarkets #capitalmarkets #privateequity #publicequities
Co-Founder and CEO @ Tamarix | Private markets data & AI
🚨 List of 2024 mid-year private markets outlooks (with links) 🚨 👇 __________________________ 📌 Outlooks focussed on private markets: KKR - https://lnkd.in/dCvNdUpe Apollo - https://lnkd.in/d-yhJ7qb Schroders - https://lnkd.in/dNENCQCh Coller: https://lnkd.in/d69PNyic PEFOX (Need to sign up): https://lnkd.in/dYU4CmNH HarbourVest Partners - https://lnkd.in/dbHNf86B __________________________ 📌 Outlooks covering multi-asset with mentions of private markets: Blackrock - https://lnkd.in/dPC4vnhr Bain & Co - https://lnkd.in/dMNbRFCr UBS -https://lnkd.in/d_Uc8Htz JPM Asset Management - https://lnkd.in/de-TVnCr PGIM - https://lnkd.in/d4_fYKHR Northern Trust Asset Management - https://lnkd.in/dbqYx4vT Neuberger Berman - https://lnkd.in/dNKnweRH Goldman Sachs Asset Management - https://lnkd.in/dabqkfrt Natixis - https://lnkd.in/dhu2Tw8k Wells Fargo - https://lnkd.in/dhB_uxz7. BNY Mellon - https://lnkd.in/dByfmdDw #privateEquity #alternativeInvestements #assetManagement #investments
kkr.com
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The world’s largest private equity firm Blackstone has reported a 1% year-on-year increase in first-quarter distributable earnings – the cash used to pay dividends to shareholders – to $1.27bn from $1.25bn in Q1 2024, according to a report by Reuters. Check out our insights and articles at HMN Capital and accelerate your portfolio performance. https://lnkd.in/gxnnjKDS https://hmn-capital.com/ #hmncapital #acceleratingportfolioperformance #privateequity #investments #finance #venturecapital #growthcapital #executivesearch #privateequityrecruitment #privateequityjobsearch #privateequitylinkedin #Linkedin #privateequitycareers #Reuters #Blackstone #PrivatreEquityShareholders
Blackstone Q1 earnings up 1% - Private Equity Wire
privateequitywire.co.uk
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Managing Partner | Venture Attorney | Angel Investor | Founder | Venture Partner | Board Member
According to Hedgeweek’s latest publication, "Family Offices: A New Era of Growth," six in 10 investors are looking to increase their exposure to private credit in 2024, with just 7% seeking to reduce their allocation. With benefits such as diversification and the promise of returns, this trend reflects the growing appeal of private credit in the current investment climate. Looking at the bigger picture, the shift towards private credit also underscores the notion that traditional asset classes are being supplemented or even replaced by alternative options that provide enhanced risk-adjusted returns and portfolio diversification. #FamilyOffices #PrivateCredit #MarketTrends
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