Citi Wealth report shows family offices shift incremental capital to public equities
C•Private markets and AI remain in focus
Private markets stayed a core allocation, while AI adoption moved into implementation to lift productivity in analysis, reporting, and due diligence.
Family offices increase public equity exposure
Citigroup’s Citi Wealth report found family offices shifting incremental capital toward public equities as liquidity and flexibility regain priority.
Nearly 50% increased public equity exposure; global developed equities ranked as the top target for future net allocations.
Returns remain solid despite higher macro uncertainty
About 90% reported positive year-to-date performance; 41% still target 7%-10% annual returns despite higher macro uncertainty.
Inflation led risk concerns, ahead of interest rates, financial system stability, and market volatility; many offices favored hedging over major reallocations.
