Riding the Tide - Perspectives from Family Offices

Time : 4 PM, Mumbai | 11:30 AM, London | 6:30 AM, New York | 6:30 PM, Hong Kong

The recent escalation of the Coronavirus pandemic and subsequent global lock-down has led to uncertain and unsettling times. Families are closely monitoring their wealth now, more than ever before and probably revisiting their financial goals. This session will have CIOs from some of the leading Family Offices share their perspectives, strategies and outlook on managing the families’ wealth for the next 12-18 months.

Key Takeaways:

• Family Offices along with the CIO should use this time to discuss and review their portfolios.
• Markets will be volatile, so its time to go back to basics and be comfortable with ones portfolio.
• Back the winners in your portfolio and stick to market leaders when it comes to further investments.
• No Alpha chasing, this is the time for survival and capital preservation.
• Diversification of your portfolio is the key- specially if you don't have any global assets/ exposure to global markets.
• Globally diversified portfolio not only helps in returns but also helps in currency de-risk/ inflation
• Communication & trust between family members & family office CIOs will go a long way in achieving the family office goals.

Speaker Handouts