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NATIONAL POST NEWS OPINION MARKETS INVESTING PERSONAL FINANCE FP MAGAZINE TECH EXECUTIVE ENTREPRENEUR MIDAS LETTER SUBSCRIBE
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With stock markets like the S&P 500 setting new all-time highs, interest rates testing new all-time lows and alternative investments
such as hedge funds performing badly investors have begun to look elsewhere for return potential one such area is private equity.
Here at TriVest weve noticed that private equity typically resonates very well especially among those families who generated their
wealth by running operating businesses themselves.
We are not alone in this observation as the 2016 Campden Wealth-UBS Global Family Office Report highlights that the average
family office has a 22% portfolio allocation to private equity. Approximately two-thirds of this is done through direct and co-investing
rather than private equity funds. This makes some sense as it provides more control over the investment process and families can
better utilize their previous hands-on business experience.
Related
Martin Pelletier : Winter is coming, investors, time to consider taking risk off the table
http://business.financialpost.com/investing/investing-pro/why-private-equity-is-appealing-for-high-net-worth-families
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Why private equity is appealing for high net worth families | Financial Post
9/28/16, 11)54 AM
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http://business.financialpost.com/investing/investing-pro/why-private-equity-is-appealing-for-high-net-worth-families
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Why private equity is appealing for high net worth families | Financial Post
http://business.financialpost.com/investing/investing-pro/why-private-equity-is-appealing-for-high-net-worth-families
9/28/16, 11)54 AM
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