花旗银行:2024年第二季度家族办公室投资报告(英文版)(28页).pdf

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花旗银行:2024年第二季度家族办公室投资报告(英文版)(28页).pdf

1、Family Office Investment ReportQ2 2024 CAPITAL FLOWS&INSIGHTSThis analysis is based on investment assets held by single family office clients at Citi Private Bank.Citi Private Banks Global Family Office Group considers a single family office to have US$250mm+net worth and one or more dedicated profe

2、ssionals covering i.portfolio of assets/investments&liabilities;ii.legal matters;iii.finance and accounting;iv.trusts&tax planning;and/or v.philanthropy&foundations.Data is taken from more than 1,200 single family office clients globally and filtered for size and allocation characteristics.This publ

3、ication presents a general snapshot of how Citi Private Banks single family office clients are positioned and provides insight into regional flows.The data provided is not representative of and should not be deemed to be attributable to any particular family office client.Please refer to page 22 for

4、 methodology information.Investment assets that single family office clients hold at Citi Private Bank were captured on March 31 and June 30,2024.The asset classes included align with Citi Private Banks Global Investment Committee definitions and nomenclature.Please refer to pages 23-24 for index de

5、finitions and page 25 for asset class definitions.All information presented in this publication is for informational purposes only,is based on past activity,is not intended to represent investment advice nor any projection of forward-looking performance,and is not the product of Citis Research Depar

6、tment.You are solely responsible for consulting your own independent advisors as to the legal,tax,accounting and related matters concerning the information herein and nothing in this document or in any communication,whether or not in writing,between you and Citibank/Citigroup or any of their affilia

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