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
All access premium subscription
Please Log in if you are currently a Trusts & Estates subscriber.
If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.
Questions about your account or how to access content?
Contact: [email protected]