India beats China for int'l family offices
More than a quarter (28 per cent) of family offices are planning to increase their exposure to India over the next 12 months while almost a fifth (18 per cent) are planning to increase exposure to China, the report mentioned, clearing indicating the robust macro-economic indicators and strong domestic growth in India.
'Middle Eastern family offices were the most likely to increase exposure to India,' the report further stated. Middle Eastern family offices, followed by those in Europe, were the most likely to increase exposure to India.
The report captured the views of 317 UBS family office clients. The average net worth of participating families was $2.7 billion, with their family offices managing $1.1 billion each.
'Some of the most notable changes based on the latest survey include a shift toward developed market equities, with family offices likely seeking to access structural growth opportunities,' said the report.
They also increased investments in private debt, possibly in search of extra yield, and some indicated that they are planning to increase developed market fixed income allocations, perhaps in a bid to diversify.
'Family offices are most likely to have clear investment strategies for healthcare and/or medicine, and electrification. But they're keen to understand the promise of a range of emerging technologies, seeing opportunities in both public and private markets,' the report explained.
Within operations, they're most likely to use generative artificial intelligence (AI) for financial reporting/data visualisation and text analysis over the next five years.
Another report last month said that in the Asia Pacific region, single-family offices have grown to 2,290 (surged by 28 per cent since 2019) and the region is expected to outpace North America moving forward, growing 40 per cent to reach 3,200 offices by 2030, adding that India is undergoing a similar evolution. A growing number of ultra-high-net-worth individuals and startup founders in the country are turning to institutional family office structures to manage wealth and succession planning, according to a white paper by Lighthouse Canton, a global investment institution.
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Financial experts suggest ETFs like SPDR Gold Shares (GLD) and iShares Gold Trust (IAU) offer convenient access without the complexities of storage or security. As of mid-August 2025, GLD trades at $305.39, while IAU sits at $62.53. Investors should consider factors such as management fees and tracking differences relative to spot prices when selecting their preferred instruments. Implications for the Broader Market Gold's 2025 performance highlights broader market dynamics: Diversification Becomes Critical: With equities and crypto markets experiencing volatility, gold's consistent gains reinforce its role as a hedge. Investor Sentiment: The rush toward gold reflects cautious optimism. Markets are rewarding assets that provide both safety and liquidity. Global Economic Signals: Central bank buying and ETF inflows suggest confidence in gold as a strategic asset amid uncertain monetary policy environments. Gold Futures and Influences In the U.S., December gold futures recently settled at $3,378 per ounce. Analysts note that short-term price fluctuations may occur due to the stronger dollar and political developments, including President Donald Trump's meetings with Ukrainian and European leaders. For investors, understanding these dynamics is crucial. Even as prices climb, geopolitical news and currency strength can create temporary volatility. Monitoring macroeconomic indicators such as inflation reports, Federal Reserve statements, and international trade developments is essential for anticipating gold price movements. How to Gain Gold Exposure Through ETFs For those seeking gold investment without buying physical bullion, ETFs remain a practical option. Popular choices include SPDR Gold Shares (GLD) and iShares Gold Trust (IAU), which currently trade at $305.55 and $62.55 per share, respectively. Investors should weigh factors like management fees and tracking error against the spot price of gold. These instruments offer liquidity and accessibility, making them attractive for portfolio diversification. Additionally, ETFs can be easily incorporated into retirement accounts or broader investment portfolios, allowing for strategic allocation to gold without the complexities of storage and insurance. Gold as a Strategic Hedge Beyond price gains, gold offers long-term strategic value for investors seeking protection against systemic risks. Its historical performance during periods of inflation, currency depreciation, or market crises reinforces its reputation as a reliable store of value. Wealth managers increasingly advise incorporating gold as a percentage of a diversified portfolio to reduce overall risk exposure and enhance stability during periods of economic uncertainty. Global Implications and Market Sentiment The strong global demand for gold is also influencing mining companies and production strategies. Higher prices encourage exploration and extraction, potentially reshaping supply dynamics over the next few years. Meanwhile, investor sentiment suggests that gold's popularity will continue to grow as concerns over monetary policy, geopolitical instability, and economic uncertainty persist worldwide. While gold is trending, caution is essential: Short-Term Volatility: Prices can fluctuate based on U.S. dollar strength, Federal Reserve announcements, and geopolitical developments. ETF vs Physical Gold: ETFs offer ease of trading but carry management costs; physical gold requires secure storage and insurance. Portfolio Balance: Financial advisors recommend tailoring gold exposure to individual goals, typically as 5–15% of a diversified portfolio. 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