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Family offices increase PE allocations, says UBS report

Family offices have increased their allocation to private equity, according to the UBS Global Family Office Report 2022, which surveys 221 single family offices around the world with total net worth of USD2.2 billion.

The report reveals that while family offices are reducing fixed income allocations, investments in private equity, real estate, and private debt, are all on the increase. Forty-two per cent plan to increase direct private equity allocations, while 38% intend to raise investments in private equity funds and funds of funds. Real estate is favoured by 37%, while 27% are turning to private debt.

Eighty per cent of family offices report investing in private equity, which stands out as the only asset class where the number of family offices making allocations has risen steadily year after year. This is up from 77% in 2021 and 75% in 2020.

Ninety-six per cent of family offices in the US invest, with family offices in Switzerland not far behind, at 86%. Eighty-three per cent and 79% of family offices in the Middle East and Asia Pacific invest in private equity respectively. Even in Western Europe and Latin America, where private equity investment lags, participation is high at 73% and 76% respectively.

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