Sustainability continues to be a key priority for family offices, according to UBS's new Global Family Office Report 2024.

Almost half of family offices view climate change as a major risk to returns in the near term, and a similar proportion use sustainability criteria in their investing. For many, sustainability is ‘fundamentally important’.

Climate technology is a popular investment theme, creating opportunities for climate tech startups looking for direct investment.

But family offices are let down by sustainability regulations and analytical tools, which many of those surveyed see as inadequate.

Luckily, Sugi has a bespoke offering for family offices and wealth managers, including independent, robust climate and green analytics across a range of traditional and alternative assets. We work with leading global wealth platforms and services, including Addepar and Mirador (now part of iCapital), to provide a customised, frictionless experience. We also help investors manage the carbon impact of their portfolios via high-integrity carbon projects.

Learn more about our offering here.

The full UBS report, which surveyed 320 single family offices with >$600bn AUM, can be found here.