Open Oceans Group

07/09/2026

Where are family offices allocating capital in 2026?

The latest CNBC Family Office Portfolio Tracker, in partnership with Addepar, points to a notable shift towards public equities.

As of Q2 2026, equities represented 37% of the average family office portfolio, making them the largest allocation. More importantly, equity exposure increased by 3.7 percentage points compared with Q2 2025 — the strongest increase across the asset classes tracked.

At the same time, allocations to real estate fell by 2.1 percentage points, private equity by 0.9 points, and cash by 0.8 points.

The figures offer an interesting snapshot of how sophisticated investors are positioning capital as market conditions evolve.

For family offices, however, allocation is rarely about following a single market trend. It is about balancing liquidity, diversification, risk, long-term objectives and access to opportunities across public and private markets.

At Open Oceans Group, we believe understanding these shifts matters — not because every portfolio should follow them, but because they help us understand where capital is moving and how the priorities of global investors are evolving.

Where capital is allocated tells us a great deal about where investors see opportunity — and where they see risk.

Source: CNBC Family Office Portfolio Tracker & Addepar.

03/09/2026

A strong investment strategy is only the beginning.

Reaching the right market requires more than a quality product. It requires the right positioning, a clear understanding of investor needs, appropriate professional channels and relationships built for the long term.

At Open Oceans Group, we help investment managers navigate that journey — understanding markets, refining positioning and creating relevant, sustainable routes to market.

Because effective distribution is not simply about making introductions. It is about creating the right connections, in the right markets, for the right reasons.

28/08/2026

The Great Wealth Transfer usually gets discussed in terms of numbers: how many trillions are set to pass from one generation to the next.

But the bigger change might not be about the money at all.

As the next generation steps into financial decisions, the relationships built around that wealth don’t automatically carry over. An adviser trusted for twenty years, a family office relied on across decades- none of that continuity is guaranteed just because the assets stay the same.

What often shifts alongside the money:

How the next generation wants to invest. What they expect in terms of transparency. How they prefer to communicate. Which digital tools they actually use. And, ultimately, how they choose whom to trust with their wealth.

For firms in this industry, that’s worth sitting with. Succession isn’t only a transfer of capital — it’s a transfer of trust. And trust built with one generation has to earn its place with the next; it doesn’t simply carry forward.

That’s why the work has to start early, well before any assets actually change hands. Get to know the next generation, understand what they’ll expect, and build relationships flexible enough to grow with them.

Continuity isn’t something you inherit. It’s something you build.

The question worth asking: Is your relationship strategy ready for who comes next?

25/08/2026

International investment distribution is about much more than introducing a product to a new market.

It requires a clear understanding of local market dynamics, the right positioning, strong professional relationships, regulatory awareness and, above all, long-term consistency.

At Open Oceans Group, we believe successful international distribution comes from aligning strategy with the needs of intermediaries and professional investors in each market.

Because access creates opportunity, but understanding builds lasting relationships.

21/08/2026

Diversification isn’t just a numbers game.

For years, the Magnificent Seven set the tone for the entire market — where they went, everything else seemed to follow. That’s starting to change. Data from 2026 shows the group has actually lagged the broader market, while the S&P 500 excluding those seven names has kept delivering strong returns on its own.

It’s a good moment to check something a lot of portfolios quietly get wrong.

You can hold a dozen funds and ETFs, spread across different names and strategies, and still end up leaning heavily on the same handful of large US tech companies underneath it all. The portfolio looks diversified on the surface. The risk underneath tells a different story.

Worth asking, honestly: how much overlap sits between your holdings? How concentrated are you by sector or geography, really? Where is the return actually coming from — and is it coming from more than one place?

This isn’t about avoiding great companies. Nobody’s arguing that. It’s about knowing how much of your portfolio rides on them, and whether that’s a level of exposure you’d choose deliberately, not one you drifted into.

Real diversification isn’t counting holdings. It’s counting sources of opportunity.

19/08/2026

Helping the next generation often starts long before the first major financial decision is made.

New analysis from Weatherbys Bank puts a clear number on just how significant the cost of private education has become. A child starting private school today could face total fees of around £393,500 as a day pupil, £512,000 as a day pupil at a boarding school, and nearly £797,000 as a full boarder over 13 years, assuming fees continue rising by 3% a year.

For parents and grandparents, the takeaway is simple: planning early matters.

That means understanding the full cost in today’s terms, allowing for inflation, structuring gifts thoughtfully, and thinking carefully about how assets should be invested over time. Weatherbys also makes a useful point on sequencing, keeping money for nearer-term school fees in lower-risk assets, while funds set aside for later years have more time to stay invested for growth.

But good financial planning goes well beyond school fees.

At its core, it’s about deciding how best to support the next generation, whether that’s through education, university costs, a first home, investments, or simply building greater financial flexibility for the future. Every family’s priorities differ, and the right structure should reflect that, rather than follow a standard formula.

At Open Oceans Group, we see intergenerational planning as fundamentally about giving families more choice. The earlier these conversations start, the more options families have to support the people who matter most to them.

A financial legacy isn’t only what you leave behind, it’s what you prepare for in advance.

11/08/2026

One of the world’s oldest assets may be entering a new phase of its trading history.

The UK’s Financial Conduct Authority is reportedly preparing a framework for tokenised gold, exploring how digital representations of physical gold could be used within financial markets, including as potential collateral in wholesale transactions.

London remains the world’s largest over-the-counter gold trading centre, accounting for around 70% of global notional gold trading volume, according to figures cited by the Financial Times.

The move reflects a broader pattern across financial markets: established assets, new technology, and regulatory frameworks are increasingly intersecting, as regulators look at how digital infrastructure can be applied to traditional instruments.

At Open Oceans Group, we follow these developments as part of the wider landscape shaping international financial services, where cross-border activity involves navigating different jurisdictions, infrastructure, and market practices.

06/08/2026

03/08/2026

The Selic rate started the year at 15%, one of the highest levels in nearly two decades, as policymakers fought to bring inflation back under control. Since March, the central bank has trimmed it steadily, a quarter point at a time, taking it down to 14.25%. Markets now expect another quarter-point cut when the rate-setting committee, known as Copom, meets on 5 August.

It’s not a done deal. Pricing on B3, Brazil’s exchange, puts the odds of a cut at around 75%, with a hold still very much in play at roughly 21%. Inflation remains above the central bank’s target, and officials have been careful not to promise anything beyond the next decision.

What makes this meeting more interesting than the headline number is the balancing act behind it. Brazil’s economy has kept growing and its labour market has stayed resilient, even as borrowing costs sat at multi-year highs. That’s given the central bank room to ease without appearing to lose its grip on inflation. But with elevated government spending ahead of October’s elections and inflation expectations still running above target, the margin for error is thin.

For a region where high real interest rates have long been the norm, a sustained, if cautious, easing cycle in Latin America’s largest economy is worth watching, both for what it means for Brazilian assets and for what it signals to other central banks weighing their own first move.

Full story via Reuters

28/05/2026

Global capital rarely moves without a reason. It tends to flow towards jurisdictions that offer stability, legal certainty, deep financial markets, and international access.

The United States, the United Kingdom, Switzerland, and Luxembourg continue to stand out for combining strong institutions with the infrastructure needed to support cross-border wealth and long-term investment decisions.

In a world shaped by uncertainty, those foundations matter more than ever.

If you found this useful, feel free to share it with your network or send it to someone who closely follows global capital trends.

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