Multi-Asset Allocation

Multi-asset allocation is no longer a static exercise of spreading investments across stocks, bonds, and cash. High-net-worth individuals and family offices are increasingly looking for sophisticated strategies that combine traditional assets with alternatives such as private equity, hedge funds, real estate, commodities, and even tokenized digital assets. The goal is to achieve robust risk-adjusted returns while maintaining flexibility to respond to sudden shifts in markets or geopolitical events. According to Preqin, global alternative assets under management reached $16 trillion in 2025, and this number is projected to grow steadily as investors seek diversification and protection against volatility.