For ultra-high-net-worth (UHNW) clients, private equity (PE) has gone mainstream, with sizable assets owned through their trusts or co-investment entities. Last year, 81% of UHNW investors made a PE investment, up from just 34% in 2008, with this asset class now representing one-fifth of their overall portfolios.1 This embrace of PE isn’t surprising. For more than a decade, adding exposure to PE in a diversified portfolio has been viewed as a way to help produce potentially market
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