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3w ago

Asian Billionaires Shift Billions From US Assets Over Trade Policy Uncertainty

Wealthy families redirect investments to China, Hong Kong, and Europe as US tariffs and policy unpredictability spark the largest private sell-off in decades.

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Overview

  • At least ten Asian family offices and ultra-rich advisers have reduced or frozen investments in US equities and Treasuries, citing trade-policy unpredictability under President Trump.
  • Some investors, including a family office managing Chinese billionaire assets, have fully exited US holdings, reallocating 20–30% of portfolios to China and Europe.
  • Major asset managers like Janus Henderson and Amundi report increasing client flows into European funds as US markets lose appeal.
  • Safe-haven assets like cash and gold are gaining traction, with one top Asian bank executive moving 60% of his US holdings into these alternatives.
  • Hong Kong equities, up over 13% in 2025, and attractive valuations in China and Europe are drawing capital, while US benchmarks like the S&P 500 show declines.