From wealth to purpose

As the world of investments continues to evolve, family offices stand at a unique crossroads. With their traditional focus on preserving and growing wealth, they're now embracing sustainability and growth in their portfolios. This shift isn't just about financial return - it's about fulfilling a broader purpose for future generations.

Investment Trends

According to the latest study, Swiss family offices are leading in outbound investments, redirecting their focus away from local deals. The data shows a significant rise in outbound investments from 36% to 64% since 2015, indicating a strategic pivot to tap into global opportunities.

Swiss family offices have been increasing their allocation towards larger deals. While small to medium investments have traditionally been favored, there is a growing trend towards substantial global deals.

Family offices are increasingly favoring club deals, co-investing with other investors. Alarmingly, 80% of all transactions in Switzerland are now part of these club deals. This strategy not only spreads risk but also leverages shared expertise, offering a collaborative path to growth.

In 2024, Swiss family offices crossed a milestone with over 50% of investments dedicated to impact investments. The focus on sustainability serves dual purposes: securing financial returns and creating a positive social impact.

There's been a clear shift from real estate and funds to more direct investments like start-ups and private equity. The increasing proportion of private equity transactions suggests an optimistic outlook towards future entrepreneurial success stories.

For family business owners, the message is clear: It’s time to think beyond preserving wealth. Swiss family offices are evolving strategies to balance growth with sustainability. This transformation is not only redefining portfolios but is also helping to solidify legacies that are both impactful and enduring.