Family offices rethinking strategies for uncertain markets

InvestorDaily

As inflation, central bank unpredictability and geopolitical risks continue to rattle global markets, family offices have begun rethinking traditional investment strategies, according to new research released by active investment manager Schroders. The 2025 Schroders Global Investor Insights Survey, based on responses from 90 family offices worldwide, has revealed that sophisticated investors are pursuing portfolio resilience while remaining open to strategic opportunities. This includes a move towards active management along with both public and private equity to balance risk and growth.

The survey showed that 51 per cent of family offices now consider private equity as their most attractive asset class, while 48 per cent favoured public equities. Theone Star, head of private wealth at Schroders Australia, said the investment manager has observed a “notable shift” in family office portfolio construction as economic headwinds have created “an environment where the traditional investment playbooks are no longer suitable”. “Portfolio resilience” was identified as the top priority for 56 per cent of family offices over the next 12 to 18 months, while 46 per cent of respondents indicated plans to reduce their risk appetite.

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