High Net Worth Individuals Management Fees Portfolios 
The Motley Fool
FEBRUARY 5, 2025
Interval funds are closed-end investment companies that might appeal to investors looking for different ways to diversify their portfolio by providing access and exposure to illiquid strategies or alternative assets.
The Motley Fool
SEPTEMBER 22, 2023
While more than doubling its AUM and fee-bearing capital over the next five years might seem like a lofty goal, Brookfield might be a bit conservative. In 2018, it planned to double its fee-bearing capital by 2023. It could use its strong cash-rich balance sheet to acquire an asset manager that complements its existing platform.
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The Motley Fool
FEBRUARY 23, 2025
The REIT generates plenty of stable cash flow to cover its high-yielding dividend. It owns a diversified portfolio (retail, industrial, gaming, and other properties) net leased to many of the world's leading companies. The REIT estimates that the total addressable market for net lease real estate is $5.4 That's a 1.5%
Private Equity Wire
JANUARY 17, 2025
Canada’s Sagard Holdings is launching a private equity fund aimed at retail investors, marking a significant move as alternative asset managers expand their focus beyond institutional clients and ultra-high-net-worth individuals, according to a report by Wealth Management. A subsidiary of Power Corp.
The Big Picture
JANUARY 7, 2025
And we get asked by pension plans, endowments, foundations, family offices saying, Hey, we’ve held this portfolio now for eight years, nine years, it’s getting long in the tooth. And here’s the most important fact that as ultra high net worth and high net worth individuals build out their portfolios.
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