ALTERNATIVE ASSETS, REAL ESTATE CROWDFUNDING

How Wealth Management Trends Are Shifting

Published On: December 20th, 2023

The latest study from Campden Wealth and RBC, as discussed in this CNBC article, reveals an intriguing trend: family offices are increasingly reallocating their investments from traditional stocks to private markets.

The article states: “Their stock allocation has come down from 31% the year before, while their private investments increased from 27%. The remaining assets were invested in cash, bonds, alternatives, hedge funds, commodities, real estate, and other investments.”

This change is noteworthy because, for the first time, investments in private markets have exceeded those in public stocks among these entities.

The article, “Family Offices Move Money Out of Stocks and Into Private Markets“, offers an in-depth look at the reasons behind this shift.

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