Retail Investors

Transparency and education are key pillars for individual investor access to private equity, a panel has heard.

There is a growing number of liquidity providers looking for a piece of the private wealth market, all trying to demonstrate a distinct edge

Wealthy individuals must grapple with at least two setbacks compared with their institutional peers when considering adding private equity to their portfolios

It is getting easier for the affluent to invest in alternatives. But for GPs that want access to the wealth channel, it still takes significant resources and scale to develop dedicated propositions to target them

Fundraising platforms-turned-GPs are revolutionising a traditionally laborious commitment process for wealth managers and their clients

In this deep dive, PEI examines how private equity is bolstering access to one of its most lucrative and fastest growing sources of LP capital

Carlyle Group’s partnership with distribution platforms iCapital and Allfunds this week is the latest example of firms wanting to tap the private wealth market.

As more PE firms look to institutionalise their business, part of their strategy is to increase allocations from new investor bases.

Retail investors want to be in alternatives for the same experience as institutional investors and should not be pushed on products, said Marc Lipschultz.

Firms pushing for democratisation in private markets need to ensure educating retail investors is a critical part of the journey, says the firm’s global head of alternatives.