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By Opalesque: The UBS Global Family Office Report 2026, drawing on surveys of 307 family offices across more than 30 markets with an average net worth of $2.7bn, paints a picture of wealthy investors pivoting towards resilience and diversification in the face of mounting geopolitical and economic uncertainty.
"This report shows that family offices continue to adjust portfolios in measured ways - diversifying across assets, currencies and regions, while maintaining exposure to long-term themes such as artificial intelligence with greater selectivity," said Benjamin Cavalli, Head of Strategic Clients & Global Connectivity at UBS Global Wealth Management. "Many are considering a reduction in exposure to the US dollar or are planning to diversify regionally, but North American assets clearly continue to represent the greatest share of allocations."
A more cautious, deliberate posture
Geopolitical conflict has become the top concern for family offices across both short- and long-term horizons, with worries about global debt levels and recession also rising. Rather than reacting abruptly, most are taking measured steps: for the first time, 60% plan changes to their strategic asset allocation over the next 12 months - the highest level UBS has ever recorded. The overall direction is a gradual tilt away from real estate and toward emer...................... To view our full article Click here
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