The study, based on surveys of 146 family offices across North America, Europe, and Asia-Pacific, underscores the evolving challenges and strategies for ultra-high-net-worth families managing multigenerational wealth.
UBS sees potential in Taiwanese, Indian and Chinese tech stocks, while BNP Paribas maintains a bullish outlook on China's domestically-driven market, particularly in consumer and tech sectors.
As market uncertainties persist, UBS is guiding clients toward FX hedging, global diversification and alternative investments—strategies that could define portfolio resilience in the coming decade.
Apollo Global Management, Blue Owl Capital and Brookfield Oaktree Wealth Solutions have been actively adding their Asian wealth forces to serve clients' needs on alternatives assets.