Suche
Mein Konto
Austria's super-rich are focusing on sustainability: a new era of investing!
The PwC analysis of family offices shows new trends in Austria's investments: focus on sustainability, real estate and start-ups.
Austria's super-rich are focusing on sustainability: a new era of investing!
The investment strategies of wealthy families in Austria are undergoing profound changes. A current one Analysis by PwC shows that the number of millionaires in the country fell by around 8,000 last year, while the super-rich saw an increase. This development is part of a global trend that shows that family offices, the entities that manage the wealth of wealthy families, are increasingly focusing their investment strategies.
The analysis, which is based on data from over 11,000 family offices worldwide, shows that increasing capital is flowing into selected large-scale investments with social or environmental concerns. The total value of investments in Austria rose impressively from $3.5 billion in 2023 to $5.3 billion in 2024.
Changes in asset allocation
Family offices in Austria are increasingly showing long-term perspectives and are increasingly acting according to a clear stance. Over half of the invested funds, specifically 59%, still flow into real estate, with the proportion of investments in start-ups having almost doubled to 36% since 2015. This reflects the global trend where 54% of global investments go to startups, while 30% is invested in real estate.
A notable increase was also noticed in impact investments: they reached a record level of 58% in Austria in 2024. Family offices are particularly involved in healthcare, followed by education and energy projects. The focus on impact investing is part of a broader movement that seeks to combine capital with positive social and environmental impacts.
Optimism despite challenges
Despite global uncertainties, family offices show an optimistic attitude. According to a recent Study by Roland Berger, which surveyed over 100 family officers and employees, the sector remains optimistic. 78% of family offices see the greatest risk in increased interest rates, followed by geopolitical upheavals, which worry 65% of those surveyed.
Shifting asset allocations is also important. Real estate remains important to 92% of family offices, but only 44% plan to increase their allocation. Private equity in particular is becoming increasingly important; 87% of family offices consider it important, and 57% plan to increase the allocation.
Sustainability in focus
A central aspect of current investment strategies is the topic of sustainability. Loud All About Family Offices the focus shifts from traditional financial returns to long-term environmental and social impact. Family offices are increasingly willing to invest in green technologies and sustainable projects in order to actively address social and environmental challenges.
Examples include investments in renewable energy and initiatives to reduce plastic waste in oceans. Supporting impact funds shows that family offices are willing to take on social responsibility while at the same time protecting their portfolio against emerging risks. Strategies such as hiring sustainability experts are increasingly being implemented to ensure that their investments make not only financial sense, but also environmental sense.
The developments in Austria reflect the global trends of family offices that are actively working to shape a sustainable future. By making targeted investments in relevant sectors, they not only contribute to their own prosperity, but also to the improvement of society as a whole.