Addicus Not Surprised by UBS Survey Results

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The multi-family office recently reviewed the UBS Investor Watch 3Q 2013 survey results. The insights provided came as no surprise to Addicus, who see the findings daily with their clients.

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Addicus creates the most transparent and dynamic view of our clients' combined business and personal interests...This clarity gives Addicus clients the ability to make informed decisions in an ever-changing environment with confidence.

Addicus, a multi-family office focusing on personal client solutions, reports on the findings in the third quarter UBS Investor Watch survey.

The survey dealt with the topic “What is 'wealthy'?” The top insights include defining wealth as equaling no financial constraints on activities, cash still provides a security blanket, and many investors control risk by “bucketing” their money. UBS found that four in five investors now provide financial support for their parents or adult children 20% of investors share a home with one or both of these groups.

The findings also summarize that “comprehensive financial planning must include long-term care and financial support across generations.” Addicus found none of these findings surprising. It’s already seen these trends because of the hands-on and personal approach Addicus takes with each client.

“Addicus creates the most transparent and dynamic view of our clients’ combined business and personal interests,” said Addicus Managing Director Stephen Miles. “This type of view of our clients’ assets typically has not been seen by our clients prior to their relationship with us. This clarity gives Addicus clients the ability to make informed decisions in an ever-changing environment with confidence.”

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Addicus Managing Partner, Drew Adams, adds: “We intend our services to be carried out much like a concierge at a 5 star hotel where our job is to know you and take care of your needs, often times before you ask. We intend to be thorough and well researched, knowing exactly what we are talking about, and how one thing affects another because we see the whole picture. We think critically and strategically using the vast information, expertise and experience we have to be forward thinking, having vision to think 15 steps ahead anticipating what is to come and making plans that will accommodate the later next steps.“

About Addicus
Addicus is a full service firm driven by economics, not finance. Our global perspective and approach often challenges conventional wisdom with amazing results. We specialize in providing services usually reserved for family offices of the world’s top earners providing our clients a boutique style approach with a personal touch. Addicus’ Private Wealth Development services start with a discovery phase by piecing together a full and thorough profile of one’s personal and business finances. Leading with your mission statement, Addicus designs and uniquely crafts a playbook to accomplish your goals and initiatives. Contact Addicus today and get started with a playbook of your own. Please visit

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Britton Holleman
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