家族办公室 · 2026 年 10 月第 3 周

BNY Wealth调查:单一家办另类资产占比首度过半达60%

Wealth Professional · 2026-10-14

BNY Wealth委托Harris Poll调查290家资产逾2.5亿美元的单一家办,另类资产占配置60%、首度超越传统资产;56%计划加码基础建设,AI连续三年为首要主题(68%),但半流动私募信贷赎回潮带来流动性风险。

学习单字
  • semi-liquid半流动性,指可定期但有限度赎回的基金结构
  • pre-leased预租,资产完工前即已签妥租约
  • illiquidity risk流动性不足风险,资产难以及时变现的风险

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.

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