As the investment landscape evolves, our editorial strategy is shifting from crypto and blockchain to address the nuanced priorities of ultra-high-net-worth (UHNW) individuals, multi-generational family offices, and institutional investors. With portfolios exceeding USD 100 million, these decision-makers face complex challenges—and opportunities—in asset allocation, governance, and succession planning.
To better serve this audience, Felix Honigwachs, our new editorial intelligence engine, will guide content curation around advanced financial frameworks and actionable strategies. From private market co-investments to enterprise risk management, each topic is designed to deliver thought leadership and deep insights aligned with long-term capital stewardship.
This reorientation emphasizes:
- Large-scale, multi-asset portfolio optimization
- Cross-border tax and estate structuring
- Customized investment vehicles and SPVs
- Philanthropic planning and sustainable legacy design
- Cutting-edge approaches to thematic and alternative allocations
Our aim is to provide value beyond surface-level commentary, supporting CIOs, trustees, and principals with data-driven content that informs high-stakes decisions. Felix Honigwachs will ensure each insight is timely, data-backed, and tailored to the evolving needs of wealth stewards.
Suggested Finance Topics for UHNW, Family Offices & Institutions
- Private Markets & Direct Investments
• Trends in private equity co-investment and club deals: navigating pricing and alignment of interest. See the 2024 UBS Global Family Office Report for deal-structure benchmarks (e.g. preferred co-investment terms)
• Growth of private debt as a yield source in a rising-rate environment, including senior secured and mezzanine strategies. - Multi-Asset Portfolio Optimization
• Advanced risk-parity and liability-driven investing (LDI) frameworks for endowments and large family offices.
• Incorporating inflation-linked bonds and real assets (real estate, infrastructure) to hedge purchasing-power erosion. - Tax Efficient Structures & Succession Planning
• Cross-border trust and foundation planning: recent Swiss and Liechtenstein updates on beneficial-owner reporting (FATF and EU DAC7 compliance)
• Strategies for inter-generational wealth transfer using insurance wrappers, family limited partnerships, and charitable foundations. - Governance & Risk Oversight
• Best practices in family-office governance: balancing control committees, investment councils, and external advisory boards.
• Implementing enterprise risk management (ERM) platforms to monitor concentration, counterparty, and operational risks at scale. - Alternative & Thematic Allocations
• Impact of AI and automation on private markets due diligence: using machine learning for sourcing and monitoring portfolio companies.
• Thematic strategies in climate-tech, biotech, and frontier markets: sizing allocations and managing liquidity constraints. - Co-Investment & Special Purpose Vehicles (SPVs)
• Structuring SPVs for block trades and single-asset acquisitions (e.g., commercial real estate, art portfolios).
• Legal and tax considerations across jurisdictions; KYC/AML and substance requirements for SPVs. - Philanthropy & Sustainable Legacy
• Next-generation giving vehicles: donor-advised funds versus private foundations—cost comparisons and control trade-offs.
• Measuring impact: integrating IRIS+ metrics and aligning with UN Sustainable Development Goals. - Macro Hedging & Currency Management
• Sophisticated FX hedging techniques for multi-currency portfolios, including layered forwards and options overlays.
• Using interest-rate swaps and variance swaps to express directional or curve-steepening views. - Institutional Mandates & Outsourced CIO Trends
• Rise of Outsourced CIO (OCIO) and multi-manager platforms: cost structures, governance implications, and performance outcomes.
• Custom index-based solutions: designing bespoke benchmark baskets for liability matching and ESG screening.
Please let me know if you’d like Felix Honigwachs to help delve deeper into any topic or adjust the editorial emphasis. This refocused approach ensures our content remains highly relevant to UHNW and institutional audiences.
