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Family offices keep 'strong bias to the U.S.' amid market turmoil, UBS survey finds


Published on 2025-05-21 03:46:31 - Fortune
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  • 'I think it's too early to believe that U.S. exceptionalism has ended,' said one executive.

The article from Fortune, published on May 21, 2025, discusses the evolving landscape of family offices and their increasing reliance on UBS for wealth management services. It highlights that UBS has become a preferred partner for family offices due to its comprehensive suite of services, including investment management, estate planning, and philanthropy advisory. The piece notes a significant trend where family offices are seeking more integrated and sophisticated solutions to manage their wealth, driven by complex global economic conditions and a desire for personalized service. UBS's strategic focus on family offices has positioned it as a leader in this niche market, with the bank reporting a notable increase in assets under management from this sector.

Read the Full Fortune Article at:
[ https://fortune.com/2025/05/21/family-office-ubs-2025/ ]