Private Wealth

We have been at the forefront of building private markets investment solutions for individual investors.

>USD 46 billion AuM in private wealth solutions

30% of total AuM in evergreen structures

>20 years of experience catering to individual investors

Building Wealth via Private Markets

Since 2001, we have built and launched a wide range of innovative private markets investment solutions for individual investors.

Our solutions aim to overcome the historical barriers to entry of high minimum commitment amounts and limited liquidity while providing access to the same investment content we offer to institutional investors.

Our products are designed to meet the specific goals of individual investors, enabling them to benefit from the attractive return profile and diversification benefits provided by exposure to private markets.

Our Investment Strategies for Private Wealth

Infographic image on Investment Strategies for Private Wealth

Our Track Record in Private Wealth

In more than two decades of creating private markets investment solutions for individual investors, we have had many industry firsts: first private markets evergreen fund, first private equity 1940 Act Fund, first ELTIF, and first private markets funds designed for the world's three largest defined contribution pension systems.

Our long track record of innovation means that our private wealth solutions have been successfully tested across various crises since the turn of the millennium. Our clients benefit from this extensive experience as we prepare to navigate through future macroeconomic events.

Private Wealth milestones throughout the years

“We are committed to meeting the needs of individual investors. We take on the complexity of private markets and in return offer simple, meaningful private wealth solutions to our clients.”

Robert Collins

Partner, Global Co-Head Private Wealth

“We believe educating advisers and intermediaries is crucial. We make sure our investors have a long-term perspective and understand the specific features of our funds and their value propositions.”

Christian Wicklein

Managing Director, Global Co-Head Private Wealth

News & Views

Perspectives

Five lessons from 20+ years in evergreens