Hedge funds
We strive to provide our clients with objective hedge fund insights derived from our deep investment and operational due diligence.
Drawing on expertise from across our global organization, our goal is to select institutional-caliber hedge fund strategies consistent with clients’ objectives and risk tolerance.
Our dedicated professionals conduct extensive qualitative and quantitative due diligence across hedge funds globally.
We believe that hedge funds can help to pursue a wide range of objectives within suitable client portfolios. We therefore work with each client to understand their goals and how our platform may best help achieve them.
Diversify your portfolio with hedge funds
OBJECTIVITY
We select hedge fund managers from across the industry based on our intensive analysis.
Our research analysts cover thousands of managers, conducting rigorous investment and operational due diligence reviews on potential candidates.
We then work with you to select strategies consistent with your risk, return and liquidity goals.
CUSTOMIZATION
We provide a range of strategies and investment structures to enable tailored hedge fund allocation.
We offer single manager funds to help you get focused exposure to individual themes and other sources of returns.
We also offer fund of funds for broad-based exposure as well as custom portfolios for tailored access.
EXPOSURE
Our platform incorporates hedge funds offering risk exposure to various market factors, with a view to enabling each client’s broader portfolio objectives.
We offer both directional funds that seek returns in more positive market environments, and diversifying funds that seek less correlated exposure.
We can also help clients combine different funds to meet more bespoke objectives.
Meet our people
Michael Stein
Meet our wealth expert
Mike leads a global team of professionals focused on the origination, diligence, structuring and oversight of hedge fund and traditional investment opportunities for clients of Citi Wealth.
His prior experience at Citi includes serving as Global Head of Hedge Fund Research and Management, a senior portfolio manager in charge of hedge fund portfolio management, and as a senior member of the Hedge Fund Research team.
Previously, Mike was Head of Business Strategy at Field Street Capital Management, LLC. Earlier, he held senior research and portfolio management roles at UBP and Battersby Capital. He began his career at D.E. Shaw & Coin 2002.
Mike holds a bachelor’s in business administration from Georgetown University.
Daniel G. O’Donnell
Meet our wealth expert
Daniel leads a global team of private equity, real estate, hedge fund, and traditional asset class professionals. He oversees the origination, diligence, structuring, and oversight of a broad range of third-party investment strategies.
Prior to this role, he served as Global Head of Alternative Investments for Citi Wealth, where his team launched more than 150 new alternative offerings and raised over US$32bn in new commitments from 2010 to 2023.
Before joining Citi in 2010, Daniel held a senior role within Bank of America’s Alternative Investment Group, focusing on private equity and real estate origination and investment management.
In a previous role, he worked for Mercer Inc., advising institutional clients. He began his career as an actuary at Mercer Inc.
Daniel holds a bachelor’s from The Pennsylvania State University and an MBA from The University of Chicago Graduate School of Business.
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