Markets
Private credit at scale: what a family should ask before they lend
Private credit has grown from a niche corner of finance into a core allocation worth nearly two trillion dollars. Before a family …
Perspectives
Insights
Research and perspective on private wealth: the trends, the methods and the questions that matter to families of significant means and the advisers who serve them.
Markets
Private markets at $32 trillion: how families are reshaping allocation
Wealthy families have quietly become one of the most important sources of capital in private markets. The shift changes how a portfolio …
Markets
Liquidity planning in a private-markets portfolio
An allocation to private markets is a commitment of time as much as capital. The families who do well are not the …
Markets
Managing a concentrated position without losing the plot
A founding shareholding is often where a family's wealth began. Managing the risk it carries is rarely only an investment question, which …
Markets
Mapping the ultra-wealthy: 510,000 families and where wealth is growing
The ultra-high-net-worth population is larger, younger and more global than it was a decade ago. Understanding its shape is the starting point …