Citi’s Family Office Clients Are Hunting for Direct Investments

  • Technology, real estate, health care are most popular sectors
  • Over half of firms are boosting allocations to fixed income

Technology, real estate and health care were the most popular sectors for these investments, which involve buying directly into a company or asset.

Photographer: Benjamin Girette/Bloomberg
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Citigroup Inc.’s family office clients are continuing to hunt for direct investments in private markets as they target bargains amid a shifting macroeconomic landscape.

More than half of investment firms for the world’s super-rich are looking for opportunistic direct deals based on attractive valuations, Citi found in a survey of 268 family offices representing $565 billion in net worth. Technology, real estate and health care were the most popular sectors for these investments, which involve buying directly into a company or asset rather than investing through a fund or other intermediary.