Geopolitical diversification of assets is the leading topics for family investments in the last 12 months, according to a Julius Baer report outlining the priorities for wealth clients.
In terms of investment-related matters, geopolitical diversification of assets was the most burning topic for wealthy families in the last 12 months, according to Julius Baer’s «Family Barometer Report 2023». This was agreed by 22 percent of the respondents and was ranked in the top spot across all regions, including Asia (25 percent).
This was followed by private direct investments (14), real estate investments (7 percent), investment coaching (7 percent) and Lombard loans (7 percent).
Beyond Investments
Outside of investments, respondents chose family wealth structures (24 percent) as the top subject followed by tax and regulation (19 percent), family governance (10 percent), political stability (10 percent) as well as philanthropy (9 percent).
In Asia, the top non-investment topics were related to family wealth (23 percent), tax and regulation (22 percent), political stability (16 percent), philanthropy (14 percent) and family governance (9 percent).
The report was produced in collaboration with PwC Switzerland. It was based on responses from 1,500 internal and external experts across Europe, Asia, the Middle East, Africa and the Americas.
