Wealth managers shift to alternatives as bonds offer low returns
More than two thirds of wealth managers have added new asset classes in the past three years
More than two thirds of wealth managers have added new asset classes in the past three years
Video: Father and son duo also explain how trust donates 0.9% of assets every year to UK literacy charities
Comes after major shareholder LGIM warns against private equity firms taking over supermarket chain for ‘the wrong reasons’
Investors’ attraction to private assets has grown thanks to the likes of Scottish Mortgage
Warburg Pincus had shown interest in the UK wealth manager all the way back in 2016
56% of fund selectors are looking to increase their allocation to the asset class
JPMAM expects returns on the traditional US stock-bond portfolio to fall 10bps
Scrutiny of unquoted holdings in open-ended funds comes as companies stay private for longer
Life sciences holding sold for 55% discount to its ‘conservative intrinsic value’
Casey Forester has experience working in private equity and infrastructure
There will be no performance fee and investors can redeem units quarterly
Yields look tempting but risk awareness is paramount