Group 1 - The core finding of the Fidelity International survey indicates that nearly half (45%) of investors in the Asia-Pacific region intend to increase their stock investments in the next 12 months, while Hong Kong investors prefer to maintain their current stock allocations, with a quarter planning to reduce investments this year [1][2] - Among investors who reduced their US stock allocations, over half (56%) have shifted their funds to local markets, particularly Chinese mainland investors (67%), while 73% of Hong Kong investors have redirected their investments to mainland and Hong Kong markets [1] - The survey, conducted across six Asia-Pacific markets, reveals that 43% of respondents have increased their savings year-to-date, with 39% increasing their investments, and stocks (67%) remain the most favored financial product in the region, followed by time deposits (60%) and insurance (57%) [1] Group 2 - The survey shows that 23% of Asia-Pacific investors have reduced their US stock allocations year-to-date, while another 23% have increased their allocations in response to market conditions, and 54% have maintained their US stock allocation [2] - A total of 39% of investors in the region are optimistic about the stock market outlook, expecting moderate gains in the next 12 months, with Australian (69%) and Chinese mainland (50%) investors being particularly optimistic [2] - In terms of investment expectations, Asia-Pacific investors anticipate an average return of 6.5% over the next 12 months, which is more than double the year-to-date market return of 3.2% [3]

Core Insights - UBS released the "2025 Global Family Office Report," which summarizes insights from 317 single-family offices across over 30 markets globally [1] - The average net worth of the surveyed family offices is $2.7 billion, with an average asset under management of $1.1 billion [1] Investment Trends - The Asia-Pacific region (excluding Greater China) is where the majority of family offices (35%) plan to increase investments over the next five years [1] - 55% of Asia-Pacific family offices intend to increase investments in the region (excluding Greater China), while 30% plan to increase investments in Greater China [1] - In the next 12 months, 22% of Asia-Pacific family offices plan to increase exposure in India and Taiwan, and 39% plan to increase investments in mainland China [1] Asset Allocation Preferences - The preferred asset classes for Asia-Pacific family offices are developed market equities and bonds [1] - In 2024, the average allocation to developed market equities is projected to be 24%, while bonds are expected to be 20% [1] - 48% of Asia-Pacific family offices wish to increase investments in developed market equities over the next five years, and 40% aim to increase investments in emerging market equities [1]