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UBS

June 24, 2019

Most families fight a losing battle to sustain wealth past their third generation. Alison Ebbage asks four experts what families can do to avoid becoming another statistic

The Gilded Age was a defining period of massive economic growth in the United States during the late 19th century. It fuelled a period of extraordinary wealth generation for some of the young nation’s wealthiest families, a period that was tinged with the darker shadow of inequality.

June 20, 2019

Investors say their impact investments meet—or beat—their expectations as the global $502 billion sector grows and matures, but they struggle to find the right people to manage their projects.

Investors say their impact investments meet—or beat—their expectations as the global $502 billion sector grows and matures, but they struggle to find the right people to manage their projects.

May 20, 2019

Ethically minded, technology savvy and eager to make a positive impact—the next generation are driving family offices’ movement into sustainable and impact investing. But are the expectation of returns realistic or are families just following a trend?

Sustainable and impact investing continue to be attractive for family offices and are among the fastest growing areas in the average family office investment portfolio. But uncertainty persists for many interested in the asset class, with fewer expert advisers compared to more traditional classes. 

Family offices increased their foray into sustainable investing over the past 12 months, with more than one-third (38%) now engaged in the practice, according to The Global Office Family Report 2018 (GFOR). 

October 30, 2018

A vast increase of wealth among the world’s aging billionaire population is creating a new wave of powerful multigenerational families, according to the new Billionaires Insights 2018 report.

A vast increase of wealth among the world’s aging billionaire population is creating a new wave of powerful multigenerational families, according to the new Billionaires Insights 2018 report.

The world’s 2,158 billionaires collectively increased their wealth by $1.4 trillion last year to $8.9 trillion—the largest absolute increase in billionaire wealth history.

A total of 199 billionaires were created over the year globally, with nearly one-third gaining their wealth through some form of innovation.

October 17, 2018

Family office are driving towards higher risk and more illiquid investments in pursuit of yield, according to the new Global Family Office Report 2018.

The average family office portfolio returned 15.5% in 2017—more than double the 7% generated in 2016 and well above the 0.3% delivered in 2015, the Campden Research-UBS report said after surveying 311 family offices with an average size of $808 million assets under management.

September 25, 2018

The world’s family offices have seen their investment performance more than double year-on-year as families exploit a bull equity market.

The world’s family offices have seen their investment performance more than double year-on-year as families exploit a bull equity market.

September 18, 2018

Family businesses outpace non-family businesses in growth and revenue, and investors worth more than $50 million are the most confident of all investors when it comes to sustainable investing, according to two separate studies.

Family businesses outpace non-family businesses in growth and revenue, and investors worth more than $50 million are the most confident of all investors when it comes to sustainable investing, according to two separate studies.

Revenue growth was stronger, earnings before interest, taxes, depreciation and amortisation margins were higher, cash flow returns were better and gearing was lower among family firms, revealed the new Credit Suisse Family 1000 in 2018 report by the Credit Suisse Research Institute.

July 3, 2018

Americans are living longer. Forty years ago, average life expectancy was 73.5. Today the average US citizen can expect to blow out candles on their 79th birthday. Even living to 100 was once consigned to science fiction. No more.

Americans are living longer. Forty years ago, average life expectancy was 73.5. Today the average US citizen can expect to blow out candles on their 79th birthday.

Even living to 100 was once consigned to science fiction. No more.

Indeed, getting long in the tooth has caught the eye of finance wonks at UBS, the Swiss bank, whose latest report probes investment intentions of would-be centenarians.

April 16, 2018

How do families keep the creative spark alive while keeping order? The awkward truth at the heart of family governance is that procedural frameworks and innovation are not natural bedfellows

How do families keep the creative spark alive while keeping order? The awkward truth at the heart of family governance is that procedural frameworks and innovation are not natural bedfellows.

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