World's Richest Families Stockpiling Cash

The UBS and Campden Research Survey reveals that 42% of global family offices are increasing cash reserves due to a pessimistic market outlook. Family offices are concerned about the lack of returns across asset classes, including equities and bonds, and are moving towards cash and deleveraging. Despite their preference for alternative investments like private equity, they face challenges in accessing top-tier funds. This cautious approach by family offices, which manage significant wealth, could impact the broader market.

What percentage of global single and multifamily offices are increasing their cash reserves according to the UBS and Campden Research survey?

• 30%

• 60%

• 42%

• 50%

What is the general sentiment among family offices regarding the future of equities and bonds?

• Neutral

• Optimistic

• Pessimistic

• Uncertain

How does the sentiment of family offices compare to that of average investors?

• Less informed

• More optimistic

• More pessimistic

• About the same

What percentage of their overall allocation do family offices dedicate to alternatives like real estate, private equity, and hedge funds?

• 50%

• 40%

• 30%

• 20%

What is a significant challenge family offices face when trying to allocate more to private equity?

• High fees

• Regulatory issues

• Lack of interest

• Access to top-tier funds