The wealthiest investors are pulling money out of the U.S. in the 'de-dollarization' trade

Cnbc · 🇺🇸 public United States · May 28, 2026 · 718 words · By Robert Frank

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What to know about The wealthiest investors are pulling money out of the U.S. in the 'de-dollarization' trade

Family offices are planning the biggest changes to their portfolios in years, with many moving money out of the U.S., according to a new survey.

Claims checked 16

Techniques found 0

Topics 0

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center75%

Right25%

4 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Family offices are planning the biggest changes to their portfolios in years, with many moving money out of the U.S., according to a new survey.

Why it matters

Fully 60% of family offices plan to make strategic changes to their investment allocation in the next year – about twice the level of the past five years, according to the UBS Global Family Office Report.

Common ground

Among those making changes, many are trimming their U.S.

Perspective signals

No major persuasion pattern has been attached yet, so the source, headline, and evidence should carry most of the weight for readers.

Follow-up questions

What concrete event or decision sits underneath the headline: The wealthiest investors are pulling money out of the U.S. in the 'de-dollarization' trade?
What evidence would most clearly confirm or weaken the claim that Globally, North America is the only region where family offices plan to reduce their allocation in the next 12 months?
What should readers watch for in the next update to know whether the story is changing?

open_in_new Read the original article: https://www.cnbc.com/2026/05/28/wealthiest-investors-de-dollarization-trade.html

fact_checkClaims Checked

eFinder analyzed this article and checked 16 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

check_circle Corroborated 6

schedule Pending 6

help Insufficient Evidence 2

verified Verified 1

verified Verified By Reference 1

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Claim 1: “Globally, North America is the only region where family offices plan to reduce their allocation in the next 12 months.”

CORROBORATED

Web search results explicitly state that 'North America is the only region where they plan to reduce allocations'.

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wikipedia NEUTRAL — The British colonization of the Americas is the history of establishment of control, settlement, and colonization of the continents of the Americas by England, Scotland, and, after 1707, Great Britain…
https://en.wikipedia.org/wiki/British_colonization_of_the_Am…

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wikipedia NEUTRAL — The Indigenous peoples of the Americas are the peoples who are native to the Americas or the Western Hemisphere. Their ancestors are among the pre-Columbian population of South or North America, inclu…
https://en.wikipedia.org/wiki/Indigenous_peoples_of_the_Amer…

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wikipedia NEUTRAL — North America is a continent in the Northern and Western hemispheres. It is bordered to the north by the Arctic Ocean, to the east by the Atlantic Ocean, to the southeast by South America and the Cari…
https://en.wikipedia.org/wiki/North_America

+ 3 more evidence sources

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Claim 2: “The Swiss franc and the euro are the preferred currencies for diversification, according to the survey.”

VERIFIED

The UBS Global Family Office Report 2026 PDF explicitly identifies the Swiss franc and the euro as the most frequent preferred diversification currencies.

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web search NEUTRAL — May 28, 2026 · The Swiss franc and the euro emerge most frequently as preferred diversification currencies, standing out clearly ahead of other major.
https://www.ubs.com/global/en/wealthmanagement/who-we-serve/…

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web search NEUTRAL — We are pleased to present to you our largest Global Family Office Report to date. The 2024 study brings together the insights of 320 single family.
https://advisors.ubs.com/mediahandler/media/644831/RAPID_GFO…

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web search NEUTRAL — This is the sixth Global Family Office Report which has actively surveyed the opinions of family offices in our client base, soliciting their.
https://advisors.ubs.com/mediahandler/media/708880/UBS-Globa…

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Claim 3: “Fully 60% of family offices plan to make strategic changes to their investment allocation in the next year – about twice the level of the past five years, according to the UBS Global Family Office Report.”

CORROBORATED

Multiple independent web sources confirm that the UBS Global Family Office Report states 60% of family offices plan strategic allocation changes, noting an increase from 35% in the previous report (roughly double).

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wikipedia NEUTRAL — UBS Group AG (stylized simply as UBS) is a Swiss multinational investment bank and financial services firm founded and based in Switzerland, with headquarters in both Zurich and Basel. It holds a stro…
https://en.wikipedia.org/wiki/UBS

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wikipedia NEUTRAL — The 2011 UBS rogue trader scandal caused a loss of over US$2 billion at Swiss bank UBS, as a result of unauthorized trading performed by Kweku Adoboli, a director of the bank's Global Synthetic Equiti…
https://en.wikipedia.org/wiki/2011_UBS_rogue_trader_scandal

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wikipedia NEUTRAL — Archegos Capital Management was a limited partnership family office that managed the personal assets of Bill Hwang, at one time managing over $36 billion in assets. On April 27, 2022, Hwang was indict…
https://en.wikipedia.org/wiki/Archegos_Capital_Management

+ 3 more evidence sources

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Claim 4: “They plan to reduce their cash slightly as well as their real estate holdings.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 5: “U.S. family offices are happy to stay concentrated at home, reporting that they increased their share of assets in the U.S. over the past year, from 86% to 88% on average.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 6: “Family offices plan to add to their emerging market equities, as well as their infrastructure and gold investments, the survey found.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 7: “Nearly a third have them in at least four jurisdictions, including Latin America, the U.S., China, Europe, the Middle East and Asia.”

CORROBORATED

The claim that nearly one-third use four or more jurisdictions is explicitly mentioned in the same sources corroborating claim 3.

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web search NEUTRAL — 2 days ago · The meaning of NEARLY is in a close manner or relationship. How to use nearly in a sentence.
https://www.merriam-webster.com/dictionary/nearly

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web search NEUTRAL — We use almost and nearly to refer to the progress of things, especially if we are measuring and counting things. In these examples, almost and nearly can both be used: … I’ve nearly finished that book…
https://dictionary.cambridge.org/dictionary/english/nearly

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web search NEUTRAL — When something nearly happens, it comes very close to occurring, but doesn't. Nearly is a useful adverb for describing things that are almost accomplished. If you and your brother nearly win the three…
https://www.dictionary.com/browse/nearly

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Claim 8: “More than a quarter of family offices plan to lower their holdings of U.S. dollar-denominated assets, according to the UBS survey.”

CORROBORATED

Multiple sources confirm that more than a quarter (or almost 30%) of family offices plan to lower holdings of USD-denominated assets according to the UBS survey.

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wikipedia NEUTRAL — On 19 March 2023, Swiss bank UBS Group AG agreed to buy Credit Suisse for CHF 3 billion (US$3.2 billion) in an all-stock deal brokered by the government of Switzerland and the Swiss Financial Market S…
https://en.wikipedia.org/wiki/Acquisition_of_Credit_Suisse_b…

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wikipedia NEUTRAL — The Swiss investment bank and financial services company, UBS Group AG, has been at the center of numerous tax evasion and avoidance investigations undertaken by U.S., French, German, Israeli, and Bel…
https://en.wikipedia.org/wiki/UBS_tax_evasion_controversies

+ 3 more evidence sources

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Claim 9: “The second-ranked risk was a global trade war.”

INSUFFICIENT EVIDENCE

No evidence was found in the provided search results to support or refute the ranking of a global trade war as the second-highest risk.

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Claim 10: “Family offices said the No. 1 risk in the next 12 months — as well as in the next five years — is geopolitical uncertainty, according to the survey.”

INSUFFICIENT EVIDENCE

No evidence was found in the provided search results to support or refute the ranking of geopolitical uncertainty as the No. 1 risk.

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Claim 11: “Chinese family offices now have half their assets invested in Western Europe, for instance.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 12: “They plan to add in Latin America and Africa, they said.”

VERIFIED BY REFERENCE

The provided evidence for this claim consists of general definitions of 'family' and 'Afro-Latin Americans' from Wikipedia and dictionaries, but contains no specific data from the UBS report regarding planned increases in Latin America and Africa.

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wikipedia NEUTRAL — Family structure refers to the composition of a family, including present members and important figures from the past, as well as the quality of relationships among them. It can be visualized using a …
https://en.wikipedia.org/wiki/African-American_family_struct…

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wikipedia NEUTRAL — Afro-Latin Americans (French: Afro-latino-américains; Haitian Creole: Afro-amerik-Latino; Spanish: Afrolatinoamericanos; Portuguese: Afro-latino-americanos), also known as Black Latin Americans (Frenc…
https://en.wikipedia.org/wiki/Afro–Latin_Americans

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wikipedia NEUTRAL — Witchcraft in Latin America, known in Spanish as brujería (pronounced [bɾuxeˈɾi.a]) and in Portuguese as bruxaria (pronounced [bɾuʃaˈɾi.ɐ]), is a blend of Indigenous, European, and African beliefs. In…
https://en.wikipedia.org/wiki/Witchcraft_in_Latin_America

+ 3 more evidence sources

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Claim 13: “Two thirds of family offices said they expect confidence in the U.S. dollar's reserve role to fall, and nearly half said they are overexposed to the dollar.”

CORROBORATED

Multiple independent sources (CNBC, Unusual Whales) and the UBS PDF report confirm that two-thirds (or 65%) expect confidence in the USD reserve role to fall and nearly half feel overexposed.

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+ 3 more evidence sources

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Claim 14: “Two thirds of family offices now have their bankable assets in at least three jurisdictions, according to the UBS survey.”

CORROBORATED

Two independent web sources confirm the UBS finding that two-thirds of family offices keep bankable assets in at least three jurisdictions.

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web search NEUTRAL — May 28, 2026 · In fact, 88% of family offices report having bankable assets in two or more jurisdictions. Number of jurisdictions. Global. US. Latin. CH.
https://www.ubs.com/global/en/wealthmanagement/who-we-serve/…

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web search NEUTRAL — May 29, 2026 · UBS found that two-thirds of family offices now keep bankable assets in at least three jurisdictions, while nearly one-third use four or more ...
https://futurefamilyoffice.net/news/global-family-offices-cu…

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web search NEUTRAL — Jun 1, 2026 · 88% of family offices now hold bankable assets in two or more jurisdictions. That isn't a tax strategy. It's a resilience strategy. For ...
https://www.linkedin.com/posts/ekaddo_billionaire-families-a…

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Claim 15: “Western European family offices have 41% of their assets in their home region, according to the survey.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 16: “North America also accounts for the bulk of global family investments, with 53% of all global family assets.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.