Private Equity Wire

FEBRUARY 13, 2025

Additionally, a growing class of high-net-worth individuals is seeking to diversify their portfolios beyond traditional equity and fixed income investments. An EY report from last year highlighted that private credit investments in India totalled $9.2bn across 163 deals.

High Net Worth Individuals 69

High Net Worth Individuals Venture Capital Stakes Debt 69

The Motley Fool

AUGUST 28, 2023

There are many pathways to a million-dollar retirement portfolio. A major opportunity for the company is high-net-worth individuals. This group currently only allocates about 1% to 2% of their portfolio to alternatives compared to 25% to 30% for institutional investors. That's a very achievable return.

Initial Public Offering 246

Initial Public Offering High Net Worth Individuals Assets Asset Management 246

The Motley Fool

OCTOBER 3, 2024

Some are a little fanciful -- for example, Ark thinks high-net-worth individuals will buy Bitcoin because it's a seizure-resistant asset, but regulators have successfully confiscated significant amounts of the cryptocurrency in recent years, so that doesn't hold much water in my opinion.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Exchange-Traded Funds Assets 246

The Motley Fool

MARCH 26, 2024

High-net-worth individuals: Ark believes Bitcoin will account for 1% (bear) to 5% (bull) of assets held by high-net-worth individuals (HNWIs) by 2030. An emerging market is a country undergoing robust economic growth, but that does not yet possess all the qualities of a developed country.

High Net Worth Individuals 189

High Net Worth Individuals Exchange-Traded Funds Investing Hedge Funds 189

The Motley Fool

JUNE 20, 2024

They're often fund managers who are paid by high-net-worth individuals to get results, and these days, they're buying Nike rival Lululemon Athletica (NASDAQ: LULU). There are plenty of reasons to hold on to Nike stock. Consider when Nvidia made this list on April 15, 2005.

High Net Worth Individuals 227

High Net Worth Individuals Accounting Investors Returns 227

The Motley Fool

MARCH 29, 2024

Seizure-resistant asset: Between 1% and 5% of the global wealth held by high net worth individuals could be stored in Bitcoin to protect it from the government. So far, the 10 approved ETF operators -- including Ark -- manage more than $58 billion worth of assets in their Bitcoin funds, and that figure is growing.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Exchange-Traded Funds Financial Institutions 246

Private Equity Professional

OCTOBER 24, 2023

Fund VI’s limited partners include family offices, endowments, foundations, consultants, asset managers, insurance companies and high-net-worth individuals, including 25 former portfolio company executives and family-founder partners. The successful fundraise… This content is for members only.

High Net Worth Individuals 130

High Net Worth Individuals Funds Consulting Consultants 130

The Motley Fool

APRIL 30, 2024

Unless you meet income or net worth thresholds that qualify you as an accredited investor , your ability to invest in private businesses will be limited. Private equity firms raise money from a syndicate of high-net-worth individuals and invest that capital on their behalf.

Accredited Investors 240

Accredited Investors Private Equity Firms Private Equity Firms High Net Worth Individuals 240

The Motley Fool

DECEMBER 14, 2023

HNWI assets : Financial assets owned by high-net-worth individuals (HNWI), a term usually applied to people with at least $1 million in investments. Ark measures this opportunity against U.S. bank settlement volume, anticipating that Bitcoin will account for 1% (bear) to 10% (bull) of that total in 2030.

High Net Worth Individuals 246

High Net Worth Individuals Hedge Funds Investing Assets 246

Private Equity Insights

JUNE 7, 2024

ADC’s latest fund closed at more than three times its predecessor, American Discovery Fund I, which closed in 2019 and invested $60m across six portfolio companies and 17 add-on acquisitions.

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Capital 130

Private Equity Insights

MAY 31, 2024

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up JPMorgan’s asset management arm manages funds for high-net-worth individuals and institutions such as endowments and pension funds.

Asset Management 130

Asset Management High Net Worth Individuals Assets Private Equity Firms 130

Private Equity Wire

APRIL 26, 2024

The fundraise was oversubscribed and attracted support from existing and new LPs representing institutions, sovereign investors, insurance companies, endowments, foundations, fund of funds, family offices and high-net-worth individuals.

High Net Worth Individuals 98

High Net Worth Individuals Funds Banks Capital 98

The Motley Fool

JUNE 19, 2023

This area of finance is of tremendous interest to those who are unsatisfied with the low returns on their traditional fixed-income portfolios. Private credit is a type of lending that uses private capital instead of banks to provide financing to companies or individuals. How does private credit work?

Assets 147

Assets High Net Worth Individuals Finance Financing 147

Private Equity Wire

AUGUST 27, 2024

Formerly part of the Formuepleje Group, Absalon serves European institutional investors and Danish high net worth individuals. Kristensen and the four portfolio managers from Absalon will be based in Impax’s new Danish office in Køge, near Copenhagen.

High Net Worth Individuals 98

High Net Worth Individuals Asset Management Banks Assets 98

Private Equity Insights

JUNE 21, 2024

TOF II’s investor base includes public and corporate pensions, endowments, foundations, financial institutions, fund of funds, asset managers and family offices, as well as high-net-worth individuals.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Insights

JUNE 21, 2024

TOF II’s investor base includes public and corporate pensions, endowments, foundations, financial institutions, fund of funds, asset managers and family offices, as well as high-net-worth individuals.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

The Motley Fool

JUNE 10, 2024

High-net-worth individuals and accredited investors currently don't have many ways to access alternative investments. This partnership will help provide these retail investors with more opportunities to add alternatives to their portfolios. Is KKR a buy after last month's rally?

High Net Worth Individuals 130

High Net Worth Individuals Accredited Investors Asset Management Assets 130

Private Equity Insights

OCTOBER 19, 2023

Fund VI secured limited partner commitments from a diversified global investor base of family offices, endowments, foundations, consultants, asset managers, insurance companies and high-net-worth individuals, including 25 former portfolio company executives and family-founder partners.

High Net Worth Individuals 130

High Net Worth Individuals Funds Private Equity Firms Private Equity Firms 130

Private Equity Wire

NOVEMBER 9, 2023

The Global Fund Program is a private markets portfolio designed to provide comprehensive exposure by spanning all of Adams Street’s investment strategies, including primaries, secondaries, co-investments, growth equity, and private credit, across North America, Europe, and Asia. Adams Street first implemented the Global Fund Program in 1996.

High Net Worth Individuals 98

High Net Worth Individuals Funds Assets Investment Firms 98

The Motley Fool

NOVEMBER 23, 2024

But Ferrari's target audience of extremely high-net-worth individuals are better able to navigate recessions than the vast majority of people -- without making many changes to their lifestyles. Sure, an economic downturn in which unemployment soars and consumer spending is pressured might have a small negative impact.

High Net Worth Individuals 130

High Net Worth Individuals Initial Public Offering Portfolios Returns 130

Private Equity Wire

MARCH 20, 2024

Fund II, which attracted commitments from private and public pensions, family offices, high-net worth individuals and sovereign wealth funds, will make primary and secondary investments in companies across technology, healthcare and climate tech, with a focus on North America and Asia.

High Net Worth Individuals 98

High Net Worth Individuals Capital Funds Consultants 98

Private Equity Insights

OCTOBER 19, 2023

The Fund received strong support from a diverse group of both new and existing investors globally, including public pension plans, sovereign wealth funds, insurance companies, financial institutions, endowments, private wealth and fintech platforms, family offices and high-net-worth individual investors.

High Net Worth Individuals 130

High Net Worth Individuals Funds Financial Institutions Debt 130

Private Equity Wire

SEPTEMBER 26, 2024

The inaugural report, Forging New Paths: How private investors are capitalising on the evolution of private markets, sheds light on the resilience and growth potential of private equity (PE), and venture capital (VC), identifying the key trends that private investors could consider when building a diversified portfolio.

High Net Worth Individuals 94

High Net Worth Individuals Venture Capital Private Equity Managers Bidding 94

Private Equity Wire

JANUARY 17, 2024

It acts as a provider of liquidity in ‘GP‑led’ and spinout transactions, as well as to owners of fund interests and/or portfolios of direct holdings in private companies via tailor-made transactions, typically ranging from €10m to €100m in size.

High Net Worth Individuals 95

High Net Worth Individuals Funds Financial Institutions Venture Capital 95

Private Equity Wire

AUGUST 2, 2024

Andy Briggs, Group CEO of Phoenix Group, said: “This partnership with Schroders represents a significant step forward in our strategy to diversify our investment portfolio and enhance returns for our policyholders. By combining our resources, we can offer a unique proposition in the private markets space.”

High Net Worth Individuals 92

High Net Worth Individuals Pension Funds Investing Leveraging 92

Private Equity Professional

JUNE 25, 2024

Limited partners in TOF II include public and corporate pensions, endowments, foundations, financial institutions, fund of funds, asset managers and family offices, as well as high-net-worth individuals.

High Net Worth Individuals 100

High Net Worth Individuals Funds Financial Institutions Asset Management 100

Private Equity Insights

FEBRUARY 2, 2024

Returning LPs included pension plans, asset managers, insurance companies, endowments, foundations, family offices and high-net-worth individuals. Read more Morgan Stanley plans to double private credit portfolio to $50bn Morgan Stanley's asset management division aims to double its private credit portfolio to $50.

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 130

Private Equity Insights

OCTOBER 10, 2023

The firm remains committed to constructing a differentiated and diversified portfolio characterized by high-conviction theses and strong operating performance. “We are well positioned to take advantage of the current market environment and will continue to build a globally diverse, sustainable portfolio for our investors.

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 130

Private Equity Insights

JUNE 27, 2023

Investors in the Fund, which were a mix of numerous new investors as well as existing New Mountain Net Lease investors, include pension funds, insurance companies, asset managers, endowments, family offices and high net worth individuals. Since inception, New Mountain’s net lease strategy has completed $1.9

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Wire

JUNE 4, 2024

ADC’s latest fund closed at more than three times its predecessor, American Discovery Fund I, which closed in 2019 and invested $60m across six portfolio companies and 17 add-on acquisitions. According to a press statement, ADF II will continue to target companies in the business services and software sectors.

High Net Worth Individuals 75

High Net Worth Individuals Capital Private Equity Firms Private Equity Firms 75

Private Equity Wire

JULY 10, 2024

Managers are also expanding their fundraising bases, with high-net-worth individuals (HNWI) identified as a primary pool of capital expected to contribute to fundraising growth. Nine in ten (90%) managers expect a growing level of investment from HNWIs in the year ahead.

High Net Worth Individuals 98

High Net Worth Individuals Deal Flow Buyout Assets 98

Private Equity Insights

AUGUST 31, 2023

As of today, 30% of the fund has been soft-committed with plans to segment the remainder amongst family offices, ultra-high-net-worth individuals, and institutional investors.

Capital 130

Capital High Net Worth Individuals Funds Private Equity Firms 130

The Motley Fool

JANUARY 2, 2024

Cash is continually flowing into my portfolio. That caution proved costly as shares rallied more than 35% in 2023 as it secured several joint ventures to shore up its balance sheet so it could maintain its dividend (currently yielding 3.7%) while expanding its portfolio. I have regularly scheduled deposits that add money each month.

High Net Worth Individuals 130

High Net Worth Individuals Stakes Asset Management Assets 130

Private Equity Insights

OCTOBER 23, 2023

. “We are pleased to partner with Bain Capital and BMO to support the continued success of Harrington as a leader in the specialty distribution industry and advance its ability to deliver mission-critical offerings to its diverse customer base,” said Eric Muller , Portfolio Manager and Partner at OHA. Rowe Price Group, Inc.

Finance 130

Finance Financing High Net Worth Individuals Collateral 130

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.

Mutual Funds 130

Mutual Funds Funds High Net Worth Individuals Hedge Funds 130

This is going to be BIG.

FEBRUARY 4, 2019

They list portfolio companies—companies whose investors you can see listed on Crunchbase and other sites. It’s certainly a very nice strip mall—but is it really the epicenter of investment activity for billions of dollars of family office wealth? In the VC world, it’s hard to fake a job.

High Net Worth Individuals 141

High Net Worth Individuals Venture Capital Startups Funds 141

The Motley Fool

NOVEMBER 23, 2023

You don't need to do anything fancy -- a portfolio of basic index funds can be a great way to go. Don't get me wrong, it would certainly be a good problem to have, but the reality is that many ultra-high-net-worth individuals have a team of people who help them manage their finances. A financial planner isn't free.

High Net Worth Individuals 130

High Net Worth Individuals Taxes Investing Education 130