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Brice Thionnet, UBP

UBP using direct deals to gain access to private markets

Client portfolios in private assets should be split between real estate, infrastructure, private debt and private equity, believes Brice Thionnet, global head of private markets at UBP

West Lockhart, BlackRock

Private market strategies becoming core parts of wealth portfolios

Access to private markets is becoming easier for high net worth investors, but wealth managers have a duty to ensure clients are well aware of both the upsides and potential downsides of these investments

Michael Ostro 2

Private markets: the dividends and dangers of illiquid investment

Given their breadth, this relatively predictable market can provide untapped opportunities for diligent portfolio managers

PWM 0323 cover

Global Asset Tracker: Banks urge investors to embrace alternatives

Hedge funds and private assets can help diversify portfolios and reduce volatility, but private clients remain sceptical 

John Argi UBP

Hedge funds return to Swiss private banking menu

UBP is recommending a 15 per cent allocation to alternatives in a balanced portfolio, despite its experiences during the financial crisis

Mark Haefele, UBS GWM

Investment outlook 2023: things likely to get worse before they get better

Equity markets could be in for a rough ride this year, although there are opportunities in fixed income and alternatives

Jan Blakeley Holman, Thornburg Investment Management

Reasons not to be cheerful about alternatives

As we enter 2023 and beyond, what will you remember about 2022 and the investment decisions you made in the wake of very challenging markets?

Hubert Keller, Lombard Odier

Lombard Odier bets on sustainability and alternatives to navigate economic transformation

Hubert Keller, transitioning to the role of senior managing partner at Lombard Odier, is determined to boost exposure to private markets and hedge funds, while adding a sustainable flavour to the product suite

Tamer Ozmen, Mintus

How fine art can bring a dash of colour to investors’ portfolios

Fine art has been recognised as a store of monetary and cultural value for centuries and fractionalisation means it no longer need be the preserve of the ultra-rich

Colm Walsh, ICG Enterprise Trust

Private View Blog: Investors must look beyond public markets to achieve true diversification

Access to private markets is being increasingly democratised for individuals and family offices, but many are not yet taking advantage

Governance — Effective Philanthropic Strategies Ch 2/4

Jersey has built a system of governance of charities, philanthropy and impact investments, establishing projects that help those in developing nations.

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