UBS's Stadler on Work to Expand Family Office Inflows

The video discusses the impact of geopolitical issues, particularly in the South China Sea, on global trade. It highlights the high cash holdings among clients due to risk management strategies. UBS's efforts to increase market share from family offices through global presence and diverse investment opportunities are explored. The video also examines investment trends among family offices in North America, Asia, Europe, and emerging markets, noting regional differences in asset allocation and growth strategies.

What percentage of global trade passes through the South China Sea?

• 40%

• 30%

• 50%

• 20%

Why do clients maintain high cash holdings despite a drop compared to last year?

• To pay off debts

• To increase liquidity for acquisitions

• To protect against risks in their enterprises

• To invest in new opportunities

What is the current market share of UBS in family office investments?

• 5%

• 10%

• 15%

• 20%

Which regions are UBS physically present in to boost their market share?

• Only in Europe and Asia

• Only in North America and Africa

• Only in Latin America and the Middle East

• Globally, including Asia, Europe, and the Middle East

How do North American family offices differ in their investment approach compared to European ones?

• They invest heavily in commodities

• They focus more on real estate

• They are more exposed to equities and hedge funds

• They prefer government bonds