From UBS to Knight Frank, the most reputable annual reports reveal how the world’s rich invest, spend, and structure their assets. This curated list highlights 2025’s most insightful wealth management publications.
High-net-worth families and their advisors rely on specialized reports to understand trends, tax exposure, and investment flows. Here are 8 must-read publications in 2025 for serious wealth stakeholders:
- UBS Global Family Office Report 2025 Covers allocation trends across >200 ultra-wealthy families Includes ESG adoption data and CIO commentary
- Knight Frank Wealth Report 2025 Real estate, global migration, and investment outlook Tracks private jet, art, and luxury spending indices
- Credit Suisse Global Wealth Report Macro wealth distribution + forecasts in developing markets Statistical depth + inequality metrics
- Henley & Partners Global Mobility Report Ranks passports, migration flows, and visa-free access Useful for relocation and global flag theory planning
- Campden Wealth Private Wealth Survey Focused on family office governance, fees, and performance benchmarks
- OECD CRS & BEPS Reports Impact of global tax cooperation and reporting changes
- EY Global Tax Risk Outlook Useful for compliance and multi-jurisdictional tax structuring
- PwC Global Family Business Survey Emphasizes generational transitions and conflict management
These reports offer more than just numbers—they offer insight into what wealthy families are doing and why. Some are free; others require registration.
FAQs:
- Q: Where can I access these reports? A: Most are available online. We provide direct links in our newsletter.
- Q: Are they suitable for individual investors? A: Yes, especially those managing $1M+ portfolios or international holdings.
- Q: Which is best for real estate investors? A: Knight Frank and UBS provide detailed property outlooks.
- Q: Do these reports help with tax planning? A: Yes—EY, OECD, and Credit Suisse touch on cross-border tax impact.
- Q: Can I request physical copies? A: Some publishers offer hardcopies to qualified clients.
User Comments:
- TrustBridgeEU: “UBS report is a goldmine. We cite it in our client proposals.”
- LegacyNavigator: “Campden Wealth saved us from overpaying on fees.”
- AsiaNextGen: “Knight Frank is underrated for migration trends.”
- FamilyFundsAdvisor: “We use PwC’s insights in all succession workshops.”
- MobilityPlanner: “Henley’s passport data is central to our residency pitch deck.”
Editor's Note:
Information is the new leverage. Staying informed through credible, data-backed reports is essential to preserve and grow your family capital. Bookmark this page and revisit quarterly.
(Editors: admin)