Retail Investors

Cash income, J-curve mitigation and diversification make GP stakes an attractive option for private wealth and retail investors. But a lack of liquidity could be a problem.

The six factors fiduciaries should consider when adding alts to 401(k) and other DC plans, as highlighted by the US Labor Department this week, are areas even the most sophisticated institutional investors can find tricky to navigate.

The proposal would provide safe harbour to pension fiduciaries who offer alternatives such as private equity in 401(k) and other retirement plans.

Valuation vaguery could prove a sticking point in PE's 'democratisation'; another GP launches a continuation fund strategy; climate investors target opportunistic 'grey areas'.

Lynne Kostakis, executive director for alternative investments, wealth management at the $1.8trn AUM banking institution, discusses the suitability of private markets for individuals in this four-minute video.

Mixing unaccredited investor capital with wealth capital via vehicles with differing levels of regulation could lead to a backlash against the industry, the private markets veteran told delegates at PEI Group's NEXUS 2026 event.

Clients need to have options and managers need to provide them with more opportunities for deployment, Thomas de Villeneuve, CEO of Seven2 – formerly Apax France – tells PEI.

The listed giant's private wealth capital-raising grew 40% last year.

The territory's financial watchdog has met with over 30 entities so far and is working with several advanced applicants on potential listings.

The latest issue of Private Equity International magazine is out, including a new feature; a survey of DC pension funds in the UK finds low appetite for enforced local investing; an ex-Investcorp exec's firm says it has raised $3bn for tech and growth deals.