Private Wealth is Heading to Alternatives–What’s Driving it and Where is it Going?

High-net-worth and ultra-high-net-worth investors have long been active investors across the alternatives landscape, and this shows no sign of slowing in 2023. In this article, we unpack and discuss five key takeaways:

• Individual wealth is growing and both mass affluent and high-net-worth investors are increasingly interested in alternative strategies and private markets.
• Three investor segments showing signs of significant growth include women, engaged first-time investors, and mass affluent investors.
• Private credit has evolved and grown exponentially over the past decade.
• New registered alternative investment vehicles are giving individual investors what they want: more liquidity and transparency.
• Market uncertainty and radical macroeconomic shifts reinforce the role of alternatives within a diversified portfolio.

MF2933856,  6/23

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