Dubai Roundtable Puts 5% Gold Allocation at Center of UHNW Wealth Planning
Updated
Updated · Hubbis · Oct 16
Dubai Roundtable Puts 5% Gold Allocation at Center of UHNW Wealth Planning
1 articles · Updated · Hubbis · Oct 16
Summary
8 October discussions in Dubai showed wealth advisers increasingly treating gold as a strategic UHNW allocation, with 5% cited as a common benchmark and some investors considering larger positions.
Currency risk, geopolitical uncertainty and central-bank buying drove that shift, while participants stressed that allocation should be judged against a family’s full balance sheet—not just managed portfolios.
J. Rotbart & Co. argued for directly owned physical bullion over ETFs for long-term preservation, emphasizing segregated bars, private-vault custody, annual audits and storage across at least two jurisdictions.
Succession and liquidity emerged as practical tests of that strategy, with advisers focusing on access arrangements, recognized bullion standards, partial-sale flexibility and loans of up to 75% loan-to-value.
Bitcoin, tokenized gold and silver broadened the debate, but attendees treated them as separate tools with different volatility, redemption and industrial-demand profiles rather than substitutes for gold.