Alternative investments
Seeking diversification and potential returns with alternative investments
Our alternative investments team combines global experience and local insight to enable access to opportunities across private equity, real estate and hedge funds. For qualified investors, alternatives can help grow wealth and mitigate risk over time.
With approximately 100 professionals worldwide, our team oversees $15.2 billion in assets under management1.
Why invest in alternatives?
In today’s market landscape, investing can be a challenge. Alternative investments can provide balance and diversification to a portfolio for suitable investors.
Leveraging our breadth of research and due diligence capabilities, we offer a comprehensive suite of private equity, real estate and hedge fund strategies for clients of varying sizes, levels of sophistication, and risk tolerances.
The long-term outlook for alternatives
For risk assets, 2022 was a tumultuous period. However, we believe this turmoil may lead to potential opportunities in alternatives over the coming 12 to 24 months and thereafter. At an asset class level, the long-term outlook for private equity, real estate and hedge funds now looks much brighter than it did at the end of 2021*.
In our view, qualified investors should consider a disciplined, multi-year and cross-cycle approach to allocating capital to alternatives. Finding the right financial strategy and portfolio allocation depends on your objectives and risk tolerance. Our team can work with you to help achieve your investment goals.
Anticipating potential opportunities
To discover more about our long-term outlook for alternatives, including why our conviction remains high for 2023 and beyond, download our latest thought leadership.
Your alternative investments questions answered
We define alternative investments as private equity, real estate and hedge funds. They are non-traditional investments, unlike equities, bonds or cash. Investing in alternatives is only suitable for qualified investors.
We use our research and due diligence experience to offer a broad range of alternative investment strategies for clients with varying levels of wealth, sophistication and risk tolerance. Our research team undertakes rigorous analysis to screen and select from prominent global investment managers.
Thoughtful allocations in your portfolio to private equity, real estate and hedge funds can provide additional diversification and sources of return uncorrelated to public markets.
Alternative investments also come with varying degrees of risk, including high fees, volatility of returns and illiquidity (long lock-up periods or irregular distributions). Aside from the investment risks, individual strategies will have specific risks related to their investment programs that will vary from manager to manager.
Our dedicated Operational Due Diligence team seeks to identify and mitigate such risks prior to investing in hedge funds, private equity and real estate. They cover thousands of managers and conduct rigorous due diligence reviews. They also perform ongoing due diligence on all managers on the platform once onboarded.
Have more questions?
Get in touch about alternative investments
Why Citi Private Bank for alternative investments?
OBJECTIVITY
We work with you to select the opportunities appropriate for your risk, return and liquidity goals
Managers on our platform are selected based on their merits and our due diligence. Starting with a top-down approach, we pursue themes which we believe have multi-year investment potential and managers whose strategies offer suitable thematic exposure.
To do this, our research analysts cover thousands of managers and conduct rigorous investment and due diligence reviews on potential candidates.
CUSTOMIZATION
We offer an array of ways to access alternative investment strategies
These include:
Single manager funds if you seek to express a particular view or pursue a particular strategy;
Fund of funds for broad-based exposure as well as custom portfolios for tailored access;
Private equity and real estate investment clubs, co-investment deals and separately managed accounts (in addition to standard funds.
EXCLUSIVITY
We provide differentiated opportunities across the alternative investment spectrum
Since 2010, over 75% of opportunities offered in the private equity and real estate space were exclusive to – or bespoke for – our clients.
We also have long-term capacity agreements in place with soft and hard closed managers.
We have 100 alternative investment professionals globally with an average of 20 years of industry experience.
Contact us below to speak to our team
Contact us
Contact us
