BNY Wealth調查：單一家辦另類資產占比首度過半達60%
Wealth Professional · 2026-10-14
BNY Wealth委託Harris Poll調查290家資產逾2.5億美元的單一家辦，另類資產占配置60%、首度超越傳統資產；56%計畫加碼基礎建設，AI連續三年為首要主題（68%），但半流動私募信貸贖回潮帶來流動性風險。
學習單字
- semi-liquid半流動性，指可定期但有限度贖回的基金結構
- pre-leased預租，資產完工前即已簽妥租約
- illiquidity risk流動性不足風險，資產難以及時變現的風險
BNY Wealth survey: alternatives reach 60% of single family office portfolios, overtaking traditional assets
A Harris Poll study for BNY Wealth of 290 single family offices with at least US$250 million found alternatives now make up 60% of allocations, topping traditional assets for the first time. 56% plan more infrastructure exposure, AI is the top theme for a third year (68%), and redemptions at semi-liquid private credit funds flag liquidity risk.