HNWIs

Innovation within the private wealth space will bring wider benefits to the private equity industry at large, say Ardian’s Jan Philipp Schmitz and Erwan Paugam.

Specialisation trends are beginning to emerge in the evergreens space, allowing for more structured investments, according to Pantheon’s Michael Hutten and Victor Mayer.

Innovation in technology and product development is helping to widen access and bring efficiency to private markets investing, says iCapital chairman and CEO Lawrence Calcano.

Many of the most exciting investment themes today are taking place in private markets – and investors are eager to participate, says Kyle Kniffen, global head of alternatives, third-party wealth, at Goldman Sachs.

As financial advisers better understand the fundamental benefits of investing in the private markets, they are focusing on portfolio construction and implementation, says Bob Long, CEO of StepStone Private Wealth.

A Deloitte report forecasts that retail investors’ allocations to private capital could expand to $2.4trn by 2030 in the US.

"We harbour that view as a firm that a lot of the alternatives growth over the next five to 10 years will come globally," chief executive John Sweeney tells PEI.

Such models could provide individuals with exposure to private credit, private equity and real estate through a single investment, head of global wealth Shane Clifford tells PEI.

The end of cheap money and macroeconomic tailwinds is prompting investors to seek managers that are experts in specific sectors, Maurizio Arrigo tells PEI.

In this video, global head of private wealth solutions Joan Solotar discusses the firm's growing list of funds offered to private wealth investors and where she sees opportunities.