Bloomberg Businessweek HSBC's Oden on Private Markets, Women and Wealth
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Nov 26, 2025 A new report reveals how affluent women in the US are reshaping wealth and philanthropy. This generation is shifting away from superficial giving, focusing on meaningful impact in their communities. Raquel Oden discusses the rising interest in private markets and diversification strategies among clients. She also highlights the importance of giving while living and the generational and racial confidence gaps in investing. A fresh take on financial priorities is emerging, with 60% of women prioritizing financial giving over simple accumulation.
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Private Markets As A Diversification Sleeve
- Private markets serve as a diversification sleeve rather than a core holding for most wealthy clients.
- Raquel Oden says clients typically allocate around 5–10% to alternatives including private credit and private equity.
Alternatives Mix Varies By Individual
- The alternatives sleeve often mixes private credit, venture, private equity, and occasionally crypto based on individual preference.
- HSBC does not broadly endorse crypto exposure; it depends on the client's objectives and risk appetite.
Match Alternatives To Risk Tolerance
- Assess risk tolerance before allocating to alternatives and avoid using them as your retirement plan.
- Raquel Oden warns to balance risk so alternatives don't become your primary means of retirement income.