Four in five advisers say clients broadening range of assets held
Advisers said clients are building ‘more international and diversified portfolios’
Private Equity
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Institutional investors double their equity exposure over the past year
Equity holdings in multi-asset funds surpassed their long-term average
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Will economic green shoots entice investors back to the UK market?
Value stocks and smaller companies could benefit from a UK equity revival
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Alternatives managers eyeing ‘bumper’ 2024
The firm asked managers whether they anticipate increased, decreased or flat fund raising
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Royal London makes senior hire as it eyes up private markets
Who was previously chief investment officer of private and alternative assets at M&G
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UHNW investors eyeing up more private equity assets
Making it the second-largest asset allocation in UHNW portfolios
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Global fintech firm unveils private markets wealth hub
IFAs will have access to a range of funds around private equity, private credit, real estate and venture capital
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Parent company of UK advice firm gets PE backing
Deal will help accelerate the group’s growth strategy
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PE firm invests £6.7m in UK advice firm
Funding has facilitated the retirement of the financial planning company’s co-founder
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PE firm snaps up global advice group for $7bn
Deal will see the wealth business become a privately owned company
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Private markets investment firm sets up wealth arm
It will be led by an ex-UBS managing director
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US private equity firm takes majority stake in Titan Wealth
Marking its first platform investment in the UK