NAV Lending & Liquidity Options: A Definitive Guide for UHNW Investors
Private markets are no longer an exotic niche. By 2025, alternative investments account for more than 20% of global institutional […]
Evergreen & Interval Funds: The Liquidity Bridge for UHNW Investors
Liquidity Meets Alternatives For decades, private equity and private credit funds were synonymous with long lock-ups. Ten years was considered
Late-Stage Secondaries & Private Markets Access: A Definitive Guide for UHNW Investors
Why Secondaries Matter in 2025 Private markets have long been considered the exclusive playground of institutional allocators, sovereign wealth funds,
Private Credit Ladders & Structured Finance: A New Era for HNW Investors
The Shift Away from Traditional Allocations The wealth management landscape in 2025 is undergoing a profound transformation. The once-sacred 60/40
Whisky vs Gold: The Case for Scotland’s Liquid Gold
Two Icons of Wealth Preservation For centuries, investors have sought reliable assets to protect wealth during uncertain times. Gold has
Alternatives to the 60/40 Portfolio: Why UHNW Investors Are Rewriting the Rules in 2025
The Death of an Orthodoxy For decades, the 60/40 portfolio – 60% equities and 40% bonds – has been the
The Rise of Private Credit: Why HNW Investors Are Turning to Alternative Lending
A Wealth Shift in Motion In the corridors of private banks and family office boardrooms, one phrase is gaining traction:
Global Capital Raising Trends 2025: UHNW Investors Step into the Spotlight
A New Era for Capital Raising For decades, traditional banks dominated the capital raising landscape – offering debt, syndicated loans,
Capital Raising in 2025: Why Traditional Bank Financing Is No Longer Enough
The Capital Raising Shift For decades, businesses seeking growth capital defaulted to one route – the bank loan. Banks were
Private Equity Insights 2025: From Exit Constraints to Healthcare and AI Opportunities
Private Equity in a Pivotal Year The private equity industry is entering a defining phase. For decades, private equity firms