Asia’s wealthiest investors are moving much more of their money into direct investment opportunities and away from capital markets as they see greater opportunities in other businesses and real estate rather than equity and bond markets.

This is among the main findings of the second annual UBS/Campden research report on Asia-Pacific Family Officers. The report, entitled Coming of Age: Asia-Pacific’s Family Offices Find Their Footing, details the size, features and concerns of family offices throughout Asia-Pacific.

 “Asia’s wealthiest families are becoming more optimistic about investment returns, but that doesn’t mean they are piling into equities and hedge funds. On the contrary they are cutting their investment allocations to these asset classes and like their counterparts in Europe investing more in direct investment opportunities like other businesses and property,” said David Bain, Head of Research at Campden Wealth.

More than 35 family offices from across Asia-Pacific participated in the research by means of an extensive questionnaire and/or an interview. Participants varied from long-established operations servicing at least four generations of the same family across multiple jurisdictions – and with an extensive range of investment, advisory and personal services – to newer establishments, currently developing their services to second-generation family members, or non-related families. The level of wealth managed by participating offices also varied enormously, from under $100 million to well over $1 billion.

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Editor

David Bain

David Bain is editorial director of Campden Wealth. He joined Campden in July 2010 from Dow Jones, where he worked on Wealth-Bulletin and Financial News, as well as contributing to the Wall Street Journal. He has had 20 years' experience as a journalist and economist working at various organisations, including Schroders and the Economist Intelligence Unit, part of the Economist. He holds an economics degree from London School of Economics.

Writer

Andrei Postelnicu

Prior to joining Campden,  Andrei Postelnicu worked as an independent consultant, advising senior executives and policymakers - also working as a senior advisor in a presidential campaign. His 12 year career also includes stints at Bloomberg News and the Financial Times, where he worked as a journalist covering capital markets, regulation and asset management. Andrei holds a master’s degree from the Fletcher School of Law & Diplomacy and is fluent in English, French and Romanian.
 
Partner

UBS

UBS draws on its 150-year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland. Its business strategy is centered on its pre-eminent global wealth management businesses and its leading universal bank in Switzerland. Together with a client-focused Investment Bank and a strong, well-diversified Global Asset Management business, UBS will expand its premier wealth management franchise and drive further growth across the Group. Headquartered in Zurich and Basel, Switzerland, UBS has offices in more than 50 countries, including all major financial centers, and approximately 61,000 employees. UBS AG is the parent company of the UBS Group (Group). Under Swiss company law, UBS AG is organized as an Aktiengesellschaft, a corporation that has issued shares of common stock to investors. The operational structure of the Group comprises the Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, the Investment Bank, Global Asset Management and Retail & Corporate.

Wealth Management & Swiss Bank: Wealth Management & Swiss Bank focuses on delivering comprehensive financial services to high net worth and ultra-high net worth individuals around the world – except to those served by Wealth Management Americas – as well as private and corporate clients in Switzerland. The Wealth Management business unit provides clients in over 40 countries, including Switzerland, with financial advice, products and tools to fit their individual needs.

Global Family Office Group: A joint venture between UBS’s Investment Bank and Wealth Management divisions, the Global Family Office Group’s approach to client service offers holistic advisory services, full access to UBS cross-divisional expertise, operational excellence and full accountability with dedicated teams in London, Zurich, Hong Kong and Singapore.   
 

Related conferences

Follow the link below for Campden Conferences, independently facilitated peer-to-peer exchanges for the global community of families and family offices, fostering in-depth learning and collaboration around the challenges of wealth management.

http://www.campdenconferences.com/article/calendar

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Campden FB

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