BEV Capital Releases Comprehensive Report on Family Office Investment Strategies for 2025

BEV Capital Releases Comprehensive Report on Family Office Investment Strategies for 2025

Milano, Lombardia Sep 8, 2024 (Issuewire.com) - BEV Capital, a global boutique advisory firm specializing in corporate finance, mergers & acquisitions (M&A), and fundraising, has unveiled its latest report, Insights into Family Office Investment Strategies for 2025. The comprehensive study sheds light on emerging trends and key focus areas as family offices prepare for the challenges and opportunities of the coming year.

The report is based on BEV Capitals proprietary research, which involved interviews and surveys with around 200 family offices in its global network, offering unique and actionable insights to help family offices enhance their strategic decision-making.

Key Statistics and Insights from the Report:

Alternatives Leading Asset Allocation: Family offices are allocating 44% of their portfolios to alternative investments, with private equity (18%), real estate (16%), and hedge funds (10%) making up the largest shares. Notably, 57% of family offices plan to increase their real estate holdings in 2025.

Rising Interest in Fixed Income: Due to increasing yields, 39% of family offices are looking to expand their investments in fixed-income securities, signaling a shift toward lower-risk instruments amidst market volatility.

Technology Investments on the Rise: Approximately 72% of Asia-Pacific family offices have experienced cybersecurity breaches, prompting a 50% surge in investments in cybersecurity solutions. Globally, 35% of family offices are adopting artificial intelligence (AI) tools for portfolio management, with digital transformation becoming a key driver of operational efficiency.

Regional Focus Areas:

Asia-Pacific: 60% of family offices in the region are prioritizing investments in technology startups, with a particular focus on cybersecurity and IT infrastructure.

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EMEA: 68% of family offices in Europe, the Middle East, and Africa are integrating ESG (Environmental, Social, and Governance) factors into their investment strategies, responding to increased regulatory pressures and societal expectations.

North America: 48% of family offices in North America are increasing allocations to venture capital, particularly in technology, healthcare, and sustainable enterprises.

Impact Investing and ESG Integration: The report highlights that 40% of family offices are planning to increase their allocation to impact investing in sectors such as renewable energy, affordable housing, and social enterprises. Additionally, 32% of family offices have already implemented formal ESG criteria in their investment decisions, with another 28% planning to adopt these practices in the near future.

Methodology:

The data and insights in this report are derived from a comprehensive analysis conducted through interviews, surveys, and direct consultations with approximately 200 family offices worldwide. BEV Capital gathered feedback from its extensive network to provide a detailed picture of current trends and future strategies in the family office space.

Our research shows that family offices are increasingly focused on technology and sustainable investments as they look to navigate market uncertainties, said Benjamin Radomski, Founder and CEO of BEV Capital. This report delivers essential insights for family offices that want to stay ahead of global trends while preserving and growing their wealth.

To Download the Full Report:

The BEV Capital 2025 Family Office Investment Strategy report is available for download now. For more information or to request a copy, please visit www.bev.global or contact BEV Capital at [email protected].

About BEV Capital:

BEV Capital is a global boutique advisory firm focused on corporate finance, including mergers & acquisitions, fundraising, and strategic financial advisory services. With a focus on innovation and sustainable growth, BEV Capital partners with family offices and high-net-worth individuals to help them achieve their long-term investment and wealth preservation goals.

BEV Capital Releases Comprehensive Report on Family Office Investment Strategies for 2025BEV Capital Releases Comprehensive Report on Family Office Investment Strategies for 2025BEV Capital Releases Comprehensive Report on Family Office Investment Strategies for 2025

Source :BEV Capital

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