In a lower prospective return environment, investors need to review their wealth plan to ensure their portfolios are prepared to achieve their long-term goals.

We explain why it is worthwhile to look beyond listed companies and how investors can integrate private markets investments into their portfolios.

Overview of Private Market assets

Leveraged Buyout

Buyout managers use debt to acquire majority stakes in mature companies and generate incremental revenue through value-add strategies.


Growth Equity

Growth equity funds target companies with high, profitable growth rates where business entities are already established. Attractive target companies demonstrate the potential for scalable, repeatable growth.


Venture Capital

Venture capital managers fund start-up companies that bring the potential for disruptive innovation.


Real Estate 

Real Estate investments are comprised of rental income and capital gains from the acquisition and ownership of land and buildings. The three core strategies in Private Real Estate are Core, Value-Add and Opportunistic


Direct Lending


In Private Markets, Direct Lending is defined as the extension of loans by non-bank lenders. The target companies are mostly medium-sized enterprises.


Distressed Debt


The Distressed Debt strategy aims to monetize investments by maximizing value through normalizing corporate profitability, restructuring or liquidating assets.



Infrastructure strategies invest in utilities, transportation, energy, communications and social infrastructure. In doing so, infrastructure managers leverage their expertise in deal sourcing, repositioning, development  and operational execution to identify, value and market infrastructure assets. 

Get in touch

Chart of CAPE Global Private Equity Index
We view private markets as key components of both Longevity and Legacy strategies, and investors should consider whether adding exposure to private markets could be beneficial to their overall plan.
Our private markets specialist for Germany, Sebastian Boesen, is at your disposal with our global team of more than 60 specialists.