Retail Investors

Tokenised secondaries funds are a great match for first-time investors in private markets, says Securitize co-founder Jamie Finn.

The strategy is the firm's fastest growing unit from a headcount perspective, according to chief executive David Layton.

Firms may have to rethink their operating and accounting models if they want to embrace the potential of private wealth.

From accessing alternative pools of capital to enhancing efficiency through the investment lifecycle, digital tools will open new doors for the industry, says Bridget Walsh at EY.

As the digitalisation of real-world assets gathers pace, it is imperative that managers and fund domiciles are ready to meet the opportunities this presents, say Elliot Refson and Philip Pirecki at Jersey Finance.

Individuals want to dig into the liquidity mechanisms and return characteristics of the private markets products offered to them.

Private equity’s blue-chip firms are setting their sights on Asia’s private wealth prospects – especially in Japan.

Private markets products geared towards the wealthy require the same standard of care as institutional investor offerings, according to the firm’s president and COO.

Speaking at PEI Group's NEXUS 2024 summit, the Carlyle co-founder said his firm could have done a better job developing its non-institutional offering in the past.