The latest "UBS Family Office Report" shows how the "smart money" remains invested even in times of crisis - and in doing so focuses on private equity (PE) in a targeted manner.
(Link to the article in the comments.)
Family offices use PE not only to increase returns, but also for diversification and as a long-term source of growth - especially in areas such as AI, health & energy.
Particularly exciting: 44% of allocations are allocated to alternative investments such as PE, and many FOs are actively switching within this asset class.
While they often resort to specialized vehicles and platforms, the question for us private investors is: How do we manage to access PE in a meaningful way?
Hence my question to the community here:
💡 How have you integrated private equity into your portfolio?
- Directly via listed investment companies (e.g. KKR, Partners Group, Blackstone)? Or via the PE ETF from iShares?
- Or via digital platforms such as LIQID, Moonfare & Co, which bundle PE vehicles and make them accessible?
- Or is PE not (yet) an issue for you?
Looking forward to your insights - maybe we can take a leaf or two out of the FOs' book... 😅
