Introduction
Private market investments, once the domain of institutional investors, are now increasingly accessible to private investors. Despite challenges such as liquidity concerns and knowledge gaps, the allure of higher returns and portfolio diversification is driving this shift. According to a 2024 Schroders survey of over 1,000 wealth managers and financial advisers worldwide, 50% are already offering private market access to clients, with another 20% planning to do so within the next two years.
This trend is set to fuel significant growth in the sector. Preqin research predicts that private equity investments by individuals will nearly double the industry’s assets to $12 trillion within six years, driven in part by products tailored for the wealth management sector.
However, as private markets become a cornerstone of wealth management strategies, the complexities of managing these investments grow. From navigating illiquidity and regulatory requirements to delivering transparency and integrating sustainability metrics, the operational challenges are significant.
This document explores how Linnovate Partners Managed Services empowers wealth managers and family offices to overcome these obstacles. By combining advanced technology with a comprehensive managed service approach, Linnovate Partners streamlines operations, enhances transparency, and delivers greater value to clients in the private markets space.
To your success,
THE LINNOVATE PARTNERS TEAM
