Exploring the research produced by UBS in partnership with their colleagues from the UBS Evidence Lab. The average assets under management of the 121 clients surveyed is significantly larger than that of any other comparable study in the market, so the findings offer a unique window into the actions of the world’s biggest family offices. Our panellists explain why applying meticulous asset-allocation strategies and rigorous investment processes – coupled with an ability to embrace and manage risk – have enabled Family Offices to weather recent storms.
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