Family office insights

Taking control of your wealth

At UBS, we understand the unique needs of family offices and craft personalized financial solutions that help them protect and grow their investments. Explore this page and hear from leading experts about the latest trends in the family office space and the topics shaping our economic and geopolitical landscape.

Shifts in geopolitics

Hear from renowned experts Dr. Yu Jie and Nico Lange on the latest geopolitical developments in China and Ukraine.

Speakers:

Dr. Yu Jie, Senior Research Fellow on China, Chatham House

Nico Lange, Senior Advisor to GLOBSEC and former Chief of Executive Staff at the German Federal Ministry of Defense

Asia as an engine for global prosperity

Helen Zhu oversees NF Trinity, the financial investments arm of Hong Kong-based Nan Fung Group. In this interview, Helen shares her insights about the main drivers of Asia’s impressive growth.

Speaker:

Helen Zhu, Managing Director and CIO, NF Trinity

"Better not to forecast. Always to observe."

Meet Robyn Grew who is the CEO of 240-year-old hedge fund manager Man Group which holds USD 151.7bn in assets under management. Robyn is one of the most powerful women in fund management and shares her insights around hedge funds, what her clients are most concerned about and where she sees the biggest opportunities in the coming years.

Speaker:

Robyn Grew, CEO, Man Group

The return of hedge funds as diversifiers

Speakers:

René Steiner, Head Hedge Fund Solutions Investment Specialists, UBS Asset Management

Daniel Insunza, Head Hedge Fund Specialists, UBS Global Wealth Management

How are family offices investing in real estate?

In the latest 'Family office insights' interview our UBS experts explore how family offices invest in the asset class and the regional differences they see when it comes to the culture of investing.

Speakers:

Thomas Veraguth, Chief Investment Office Real Estate Specialist, UBS Global Wealth Management

Nicki-Marco Weber, Head Europe Investment Sales Specialists, UBS Asset Management

What major asset allocation shifts are family offices planning?

Speakers:

Aline Haerri, Great Wealth Advisory, UBS Global Wealth Management

Maximilian Kunkel, Chief Investment Office Global Family & Institutional Wealth, UBS Global Wealth Management

Global Family Office Report 2024

Discover what’s on the minds of the world’s largest family offices. Read the latest Global Family Office Report to learn more.

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