Stock Market Trends Among Wealthy Investors
In recent market sell-offs, wealthy investors have been shifting their strategies significantly. According to a Deloitte survey, family office holdings in equities decreased from 34% in 2021 to 25% in 2023. Meanwhile, their investments in private equity rose from 22% to 30% over the same period. This shift reflects a broader trend where investors are moving from public to private markets due to concerns about an overheated tech sector. A UBS survey also highlighted that family offices now hold 35% of their portfolios in private equity, compared to just 28% in equities.
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