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Manila Times Business

Family Offices in Asia Pacific Lead Global Portfolio Outperformance, Direct Investing and AI Investment Opportunities‌, Citi Wealth 2026 Survey Reveals

Asia Pacific family offices report the highest portfolio outperformance globally, with 26% achieving returns above 15% year-to-date, while 22% target annual returns exceeding 15%, nearly double the global average.The region expresses the most interest in AI for new direct investment activity.HONG KONG and SINGAPORE, Sept. 22, 2026 /PRNewswire/ -- Citi Wealth today released its 2026 Global Family Office Report, offering an inside perspective into the thinking and behaviors of the world's most sop

Context & Analysis

Family offices are private wealth-management vehicles run for one or a few wealthy families. Unlike banks or mutual funds, they can take longer investment horizons, concentrate in fewer bets, and move directly into companies, real assets, or startups without public-market discipline. That makes them useful barometers of where serious private capital is hunting. Growing attention to unlisted deals and AI-linked opportunities suggests that regional deal flow is becoming more attractive—not just in liquid equities, but in technology-enabled businesses and infrastructure-adjacent assets.

For the Philippines, this matters because local wealth creation has been broadening beyond old conglomerates. New entrepreneurs, professional families, diaspora earners, and corporate insiders are increasingly building balance sheets that can support private investment structures. At the same time, foreign family offices may be scanning Southeast Asia for companies with scalable operations, strong cash flows, and exposure to digitalization. Philippine firms in business process services, fintech, health tech, logistics, renewable energy, and consumer platforms could find themselves in that conversation if they are investable: clean ownership records, credible financial statements, clear data-privacy posture, and realistic governance. For consumers, the upside is more competition and better services; the risk is that hot capital inflows can push up property, equity, or input costs.

The regulatory backdrop is important. The SEC oversees investment companies and private funds, the BSP polices payment and digital banking touchpoints, and the privacy regulator monitors how personal information is handled. For any company courting family-office money, these agencies are not just compliance boxes; they affect deal speed and investor comfort. A business that can explain its regulatory path—licensing, data controls, tax structure, and board oversight—is more likely to attract patient capital.

What to watch next is whether survey-level interest converts into actual transactions in the Philippines and wider Southeast Asia. Look for co-investment structures with local partners, minority stakes in unlisted companies, and AI-related deals tied to real operational use rather than hype. If that happens, the signal will be less about who has the most assets and more about which Philippine businesses are ready to host outside money at scale.

Analysis by IJE Software — original commentary on the story above.

This is an excerpt. Read the full article at the original source:

Source: manilatimes.net

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