UHNW Insights

Our award-winning thought leadership publications provide you with unique insights and findings. We understand what your biggest challenges are and provide the best thinking on various topics such as philanthropy, billionaires, family offices and others.

New Release

"The Global Philanthropy Report: Perspectives on the global foundation sector" is the most comprehensive analysis to date of global philanthropic practices and trends. The report was authored by researchers at the Hauser Institute for Civil Society at Harvard University and funded by UBS.

Billionaires

Billionaires Report 2017 - New value creators gain momentum?

Welcome to the fourth edition of the UBS/PwC Billionaires Report. Now in its third year, the report draws upon UBS and PWC’s extensive networks, and aims to better understand the billionaire population globally. This year we have analyzed data covering 1,550 billionaires looking back over two decades. Our database includes 14 of the largest billionaire markets, which account for around 80% of global billionaire wealth. Further, we’ve conducted over 25 interviews with billionaire advisors and further face-to-face interviews with more than 30 billionaires and approximately 30 of their heirs.


Billionaires Report 2016 - Are billionaires feeling the pressure?

Welcome to the third edition of the UBS/PwC Billionaires Report. Following our first comprehensive reports on billionaire wealth in 2015, we continue our investigation into this historic era of wealth generation. This year we have analyzed data covering 1,397 billionaires looking back over two decades. Our database includes 14 of the largest billionaire markets, which account for around 80% of global billionaire wealth. Furthermore, we’ve conducted over 20 interviews with billionaire advisors and face-to-face interviews with more than 30 billionaires and approximately 30 of their heirs. UBS and PwC advise a large number of the world’s wealthy and have unique insights into their changing fortunes and needs.


Billionaires Report December 2015 - Changing faces of billionaires

This report’s findings, which build upon UBS/PwC’s Billionaires Report released in May 2015, "Master architects of great wealth and lasting legacies," revealed that the number of female billionaires is growing faster than the number of their male counterparts. Women have been controlling greater average wealth than men and becoming more influential in family businesses, philanthropic enterprises and governance. The report also highlights the fleeting nature of great wealth, finding that only 126 billionaires or 44% of the class of 1995 are billionaires today. It underscores the strategies these prevailing billionaires have employed to build and preserve lasting legacies.

Looking back 20 years, we surveyed 1,300 people in the 14 markets that account for 75% of global billionaire wealth.


Billionaires Report May 2015 - Master architects of Great Wealth and lasting legacies

UBS commissioned PwC to develop a report to examine the differences between billionaires' wealth creation, preservation and philanthropic practices across the U.S., Europe and Asia.

Global Family Office

Global Family Office Report 2017

In partnership with UBS, Campden Wealth Research has surveyed 242 family offices and conducted over 25 interviews with principals, executives and advisers of family offices, with an average size of USD 759 million assets under management. With its unique insights on family offices the Global Family Office Report identifies the future trends of this industry and is the go-to publication for family members and non-family members alike.


Global Family Office Report 2016

In partnership with UBS, Campden Wealth Research has surveyed 242 family offices and conducted over 25 interviews with principals, executives and advisers of family offices, with an average size of USD 759 million assets under management. With its unique insights on family offices the Global Family Office Report identifies the future trends of this industry and is the go-to publication for family members and non-family members alike.

Philanthropy

Values and Vision: Perspectives on Philanthropy in 21st Century China

We are delighted to introduce this study, conducted by Harvard University, and focusing on philanthropic giving among China's very wealthy citizens.


From prosperity to purpose

Family Advisory

Family Office Compass - Built for generations

Our inaugural Family Office Compass, developed in partnership with the Cambridge Institute for the Family Enterprise, is a practical guide for families who wish to set up their own dedicated family office. With a backdrop of geo-political uncertainty, and the expectation that 70 percent of family offices will experience generational transition in the next 15 years, the world’s wealthy are facing increasing complexities. The Family Office Compass is also a valuable tool for you and your family office to navigate these and other strategic challenges.


Great Wealth Investment Report - The Great Opportunity

Our inaugural Investment Report addresses some of the opportunities and advantages that Ultra High Net Worth individuals enjoy when developing an investment strategy. We explore some of these opportunities, including illiquidity, capitalizing on increased regulation and tapping into personal information networks, to highlight how they can transform an individual’s investment strategy.