← Front page

Bloomberg Surveillance · Thursday, July 16, 2026

Ultra High Net Worth Investors Allocating 20-30% to Alternatives

Rayham Mitrid notes that ultra-high net worth clients, with multi-generational time horizons, are increasing their allocation to alternatives. In many cases, this allocation is between 20% and 30% to benefit from return premiums in less liquid markets.

The tape

2 quotes
So our client base is primarily ultra high networth, so we work with ultra high net worth, multi generational type time horizons, so you're able to really dial that up a little bit and benefit from the return premiums that you can get in those illoquoid markets.
Speaker 8
So we do, in a lot of cases have maybe twenty to thirty percent in alternatives for the right clients.
Speaker 8
Heard on Bloomberg Surveillance — “The Equity Bull Case, published Thursday, July 16, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via publisher transcript · $0.00
Ultra High Net Worth Investors Allocating 20-30% to Alternatives — Heardvine