Daijiworld Media Network - New Delhi
New Delhi, May 27: Global family offices are showing heightened interest in India, with the country emerging as a top destination for increased investment allocations over the coming year, according to the 2025 Global Family Office Report by UBS.
The report reveals that 28% of global family offices plan to boost their exposure to India in the next 12 months — a significantly higher figure than the 18% looking to increase investments in China. This trend reflects growing confidence in India’s robust macroeconomic fundamentals, strong domestic demand, and positive growth outlook.
The interest is especially pronounced among Middle Eastern family offices, followed by those in Europe, with both regions keen on tapping into India’s promising market trajectory.
Compiled from insights gathered from 317 UBS family office clients — with an average family net worth of $2.7 billion and an average office managing $1.1 billion — the report highlights key shifts in global investment strategies.
“Family offices are rotating toward developed market equities, private debt, and fixed income opportunities,” the report notes, attributing the shift to a hunt for structural growth, yield, and diversification.
Emerging sectors like healthcare, medicine, and electrification have captured the strategic attention of many offices. There’s also strong curiosity about emerging technologies, with family offices seeing compelling opportunities in both public and private markets.
On the operational front, the adoption of generative AI is gaining traction. Over the next five years, family offices are expected to implement AI tools for financial reporting, data visualization, and text analysis to enhance efficiency.
India’s rise as a magnet for global wealth is further corroborated by parallel research. A recent report by Lighthouse Canton revealed a sevenfold increase in the number of family offices in India — growing from 45 in 2018 to nearly 300 by 2024.
This surge is driven by a growing base of ultra-high-net-worth individuals and startup founders who are increasingly embracing institutional family office models to manage wealth, succession, and complex portfolios with a professionalized approach.
Looking ahead, the Asia-Pacific region — and India in particular — is projected to outpace North America in the growth of single-family offices, expected to expand by 40% to reach 3,200 offices by 2030. This shift underscores the region's growing influence in global wealth management and investment landscapes.