Citigroup Private Bank – Capital market ideas

By Ravi Raju, Head of Investments, Asia Pacific & Middle East

Youssef Affany, Senior Investment Counsellor, Europe , The Citigroup Private Bank

Asset allocation for the $20-million investor

In this difficult market, investors need to look beyond equities and bonds and consider alternative investments like hedge funds and private equity. While many financial advisors use quantitatively driven asset allocation models to construct portfolios for high-net-worth private clients, those models typically represent only liquid assets, such as stocks, bonds, cash, and in some cases, hedge funds.