Wealthy families cut dollar exposure, survey finds [View all]
Source: Reuters
The world's richest families are trimming exposure to the U.S. dollar as geopolitical tensions and rising sovereign debt drive a broader rethink of portfolio risk, UBS (UBSG.S), opens new tab said in a report published on Thursday.
About two-thirds of family offices surveyed by the Swiss bank expect confidence in the dollar as a reserve currency to weaken over the year, UBS found. The survey was conducted between January and late March, before the dollar started to outperform many peers.
Here are details from UBS's Global Family Office Report 2026:
•The dollar's depreciation in the year before the survey was conducted has prompted many family offices to review their portfolios, with almost half concluding they are overexposed to the U.S. currency across asset classes, according to UBS strategist Maximilian Kunkel.
•Plans to reduce exposure to dollar-denominated assets reflect a wider reconsideration of U.S.-centric portfolios, UBS found. Family offices plan to add emerging market stocks and infrastructure, while trimming real estate holdings.
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Read more: https://www.reuters.com/business/finance/wealthy-families-cut-dollar-exposure-survey-finds-2026-05-28/?link_source=ta_bluesky_link&taid=6a1830a68b85890001e05f60&utm_campaign=trueanthem&utm_medium=social&utm_source=bluesky
ZURICH, May 28 (Reuters)
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