How do private assets fit into an investment portfolio?

Aug 2, 2023

Challenges faced by private asset investing, including lack of liquidity and high fees. Barriers to entry for private wealth clients and the opportunity for retail private wealth to increase allocations. Recent policy statement allowing Elthouse units to be categorized as a restricted mass market investment. Effects of consumer duty on private assets investment. The future of private assets in investment portfolios and the importance of easier access and automation.

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Introduction

00:00 • 3min

Barriers to Entry for Private Wealth Clients in Private Markets

02:58 • 12min

The Impact of Allowing Restricted Retail Investors to Invest in Elthouse

14:59 • 4min

The Impact of Consumer Duty on Private Assets Investment

19:10 • 2min

The Future of Private Assets and Their Importance in Investment Portfolios

21:16 • 3min