In an environment of lower returns going forward, investors need to rethink their wealth planning to ensure their portfolios are appropriately positioned to achieve their long-term investment goals. The approach "Liquidity. Longevity. Sharing." approach enables investors to align their portfolios with their goals. We consider private markets to be a key component of both the longevity and pass-through strategies. Investors should therefore consider whether increased exposure to private markets can be beneficial to their overall financial plan.
Find out more about how you can integrate private markets into your wealth.