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Private Wealth
The firm had previously been expecting to hit Fund VI’s $13bn target by end-2025.
Industry insiders say managers should expect a more industry-friendly SEC, as well as more scrutiny on products offered to retail investors, during Trump’s second term.
Opening the asset class to retail investors is disrupting capital raising, popularising evergreen funds and prompting the adoption of technology to take care of distributions.
In spite of their rapidly growing popularity, some family offices remain wary of semi-liquid funds.
A new template for financial advisers and their wealth clients combines public and private markets exposure into one scalable portfolio.
Listed private equity firms are leading the industry’s push into the US retirement space.
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.
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.