Global Family Office Report 2025: preferred assets are developed market equities and bonds

Recently, UBS releasedGlobal Family Office Report 2025This annual report combines the views and insights of 317 single family offices from more than 30 markets around the world.

With an average net worth of $2.7 billion and average assets under management of $1.1 billion, the surveyed family offices' figures reflect the report's most comprehensive and authoritative analysis of this influential group of investors. 

#01

More Asia Home Office starts

Seeking investment back to Asia

About a quarter of the global family offices surveyed were from thethe Far East, the second largest region surveyed.

The report shows thatthe Far East(except Greater China) to becomeGlobal Home Office's top choice for increased investmentOver the next five years, up to50%Family Office Programs in the Middle East RegionIncreasing investment in the Asia-Pacific region.45% may increase its investment in Greater China.

In terms of specific asset allocation, the top choices for family offices in Asia Pacific in 2024 areshow (one's feeling)amount tomarketStocks and bondsThe average will24%'s assets are allocated to equities(math.) genus20% Invested in bonds. The report argues that the public stock market offers investors the opportunity to participate in transformative innovations, such as emerging technologies like generative artificial intelligence.

#02

Hong Kong Family Office

Asia-Pacific Asset Allocation "Super Hub"

In the Asia-Pacific region, Hong Kong, as the world's third largest financial center with a mature capital market and diversified investment channels, isCore financial hub in the Asia-Pacific regionIn this context, its family offices have demonstrated multiple strategic advantages and becomeA key node connecting global capital with Asia-Pacific opportunities.

Financial center status:Hong Kong is the world's third largest financial center, with a mature capital market and diversified investment channels, family offices can conveniently allocate global assets, especially stocks, bonds and private equity in the Asia Pacific region (except Greater China).

Tax Benefits:Hong Kong offers profits tax exemption for single-family offices and is free from capital gains tax, estate duty and VAT, and has an extensive network of tax treaties to minimize the tax risk of cross-border investments.

Rule of law and asset protection:Hong Kong follows a common law system with well-established trust law and a robust privacy protection mechanism, providing a secure legal environment for family wealth.

Talent and service networks:Hong Kong has a large group of wealth management practitioners, certified public accountants and lawyers, forming a one-stop service chain covering legal, tax and investment, and the government has also strengthened the supply of talents through organizations such as the Hong Kong Wealth Management Institute.

Strategic location:As the "Belt and Road" super-contact, Hong Kong serves as a bridge between the Mainland and the global market, as well as a gateway to the Asia-Pacific region (except Greater China), and family offices can leverage on its status as a free port to flexibly allocate assets in emerging markets.

Under the Asia-Pacific investment trends revealed in the UBS report.Hong Kong not only provides a safe haven for family wealth, but also helps family offices capture growth opportunities in emerging markets through its cross-border connectivity, realizing the triangular balance of "wealth preservation - cross-generational inheritance - social impact".

Hong Kong remains an irreplaceable strategic fulcrum for global families seeking opportunities in Asia Pacific. If you are interested in a family office in Hong Kong, please feel free to contact us!