Updated
Updated · marketsgroup.org · May 29
Singapore Family Offices Shift Portfolios Toward Asia at 160-Investor Forum as AI and US Risks Reshape Bets
Updated
Updated · marketsgroup.org · May 29

Singapore Family Offices Shift Portfolios Toward Asia at 160-Investor Forum as AI and US Risks Reshape Bets

3 articles · Updated · marketsgroup.org · May 29

Summary

  • Singapore family office investors said at a May 14 forum they are actively cutting US concentration and redirecting capital toward Asia rather than waiting for the next cycle.
  • AI drove much of that rethink: Tsao Family Office CEO Bryan Goh said it now shapes every allocation discussion across traditional and alternative assets, no longer a niche theme.
  • Jamus Lim of ESSEC and Singapore's parliament argued Asia is better placed for medium- and long-term gains from demographics, information flows and rising regional capital.
  • Hong Leong's Jeffrey Yap said stretched US equities, Middle East tensions and high oil prices are pushing clients toward North and Southeast Asian equities, private markets, infrastructure, real estate and more gold.
  • The remarks came from a closed-door annual gathering in Singapore that brought together 160 family offices, wealth managers and private bankers, underscoring a broader regional search for alternatives to the crowded US trade.

Insights

As family offices flee US markets for Asia, are they trading known risks for hidden dangers?
With gold outperforming stocks for 30 years, is it the ultimate safe haven for family offices?
Investors now use AI as a core tool, but how are they preventing costly digital hallucinations?

The 2026 Family Office Report: Strategic Shifts Toward Alternatives, Asia, and Technological Integration

Overview

As of June 2026, family offices are rapidly evolving their investment strategies in response to growing market uncertainties and complex global dynamics. Driven by a heightened awareness of risks, they are proactively re-evaluating their portfolios, focusing on building resilience and preparing for a wider range of market outcomes. The UBS Global Family Office Report 2026 highlights a clear shift towards diversification and reduced portfolio concentration, as family offices seek to adapt to unpredictable conditions. This strategic transformation reflects a broader trend of reassessing long-term goals and risk management, ensuring family offices remain agile and future-ready in a changing world.

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