Cerulli Report

High-Net-Worth Investors Embrace Alternative Investments

Date:

Author: Funds Society, Miami

  1. Up from 7.7% of client portfolios in 2020, HNW clientele now have an average of 9.1% of their assets allocated to alternative investing options, and advisors expect this to increase to 9.6% by 2024
  2. Private equity leads the way, with 50% of advisors and executives planning to increase their allocations
  3. HNW practices are also increasing offerings such as alternative manager search and selection as a primary service, growing from 50% in 2016 to 67% in 2022