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Retail Investors

In our first deep dive into the democratisation of the asset class, the PEI team learned exactly what has driven this trend – and how much work still needs to be done.
Union Jack flag
Defined contribution schemes in the UK are forecast to grow to more than £1trn in assets by 2030.
Pound coins in a jar
Mooted removal of performance fees from the charge cap applied to direct contribution pensions will open up PE and VC to retail investors.
Agreed changes to the ELTIF represent a step forward as the region seeks to expand access to alternatives.
The PE giant recorded $950.9bn of assets as of 30 September, rising 30% year-over-year, as it reels in nearly $50bn of inflows across strategies in the quarter.
Piles of coins being placed strategically on a hexagon-tiled board
S64 expects its AUM to reach at least $5bn by next year as it expands across financial hubs in EMEA, Asia and Australia, according to founder Tarun Nagpal.
Apollo global wealth
Apollo Aligned Alternatives seeks to eliminate friction points that have stopped high-net-worth investors from embracing alternatives, CEO Marc Rowan said on the firm’s Q2 earnings call.
Retail investors KKR
The firm plans to expand retail offerings across all its asset classes in an attempt to fill the 'white space' in the market, says head of investor relations Craig Larson.
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