Citi Wealth report shows family offices shift incremental capital to public equities

• 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.
• 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.
• Private markets stayed a core allocation, while AI adoption moved into implementation to lift productivity in analysis, reporting, and due diligence.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Citigroup Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 202609220830BIZWIRE_USPR_____20260922_BW001587) on September 22, 2026, and is solely responsible for the information contained therein.