2025-11-18 / The Fed and ECB have both signalled a likely pause after December. Real yields on 10-year USTs and Bunds have turned positive again. Prime real assets and European family-controlled businesses will be the strongest offence/defence combination for the next five years.
From 2026, shorten fixed-income duration to under 5 years while gradually increasing stable-yield European family businesses and infrastructure to 25-35% of total portfolio.
2025-10-30 / The 2025 US current-account deficit is still projected at 4.2% of GDP. Gold and euro reserve shares are rising slowly, but no currency can replace the dollar for settlement in the near term.
Maintain 30-40% USD liquidity exposure, while gently de-dollarising via gold (10%) and euro-denominated real assets (15%) — hedging without sacrificing liquidity.
2025-11-12 / GP-led continuation vehicles now represent 48% of volume, with average discounts narrowing to 12%.
First half of 2026 is the best secondaries entry window in five years. Commit to 3–5 Europe-focused mid-to-large buyout continuation vehicles for expected 14-18% net IRR with significantly earlier liquidity.
2025-10-22 / Post full CBAM implementation, renewable and grid-upgrade projects deliver 250-400 bps higher IRRs than traditional infrastructure.
Prioritise first-close green infrastructure funds, lock in 8-12 year duration, target 20-30% of alternatives allocation — combining resilient returns with intergenerational ESG alignment.
2025-11-05 / Survey of 42 European centennial families shows 31% higher wealth-survival rates for those updating
Complete next constitution revision before 2026, mandating ≥30% independent directors and value-anchoring clauses — materially improving investment decisions and generational continuity.
2025-10-15 / The most sought-after 2025 programmes among European families have shifted to climate leadership and AI ethics.
Allocate 15-20% of next-gen education budget to climate and technology leadership programmes — developing successors while positioning the family as the most forward-thinking investor for the next three decades.
LuxePoint Capital, founded 2018 in Zurich, independent multi-family office serving 60+ UHNW families with over US$10 billion, preserving wealth across generations.