Family office has increased its exposure to public and private equity to 43 percent, according to Citibank’s Global Family Office 2024 Survey Insights report.
The shift toward public equity was strongest in Asia, 68 percent. Only 31 percent raised their weighing to cash, compared to 47 percent last year, while 37 percent cut their holdings in 2024.
Half of the respondents increased their allocation to fixed income. Allocations to real estate saw the most stability for the second year running, despite concerns over high interest rates.
To read the full report,