The Future of Private Assets in European Retail Investors’ Portfolios
June 15, 2023
Understand European UHNW and HNW investors’ demand for private assets and approaches managers can take to address these needs.
While institutional investors remain Europe’s major allocators to private assets, high-net-worth (HNW) and ultra-high-net-worth (UHNW) investors are underexposed and set to drive increased demand. Our latest white paper explores the top challenges that managers must consider as they approach this market.
Key Highlights
Demand by Asset Class
Which asset classes—private debt, private equity, infrastructure, and real estate—are in highest demand from HNW and UHNW investors now and in the future?
Platform Development
Evaluate wealth managers’ usage of tech-driven distribution platforms to access private assets and the need (or importance) for asset managers to partner with such platforms to scale distribution and mitigate operational challenges.
Product Innovation
Understand where product innovation is happening and explore key developments in the semi-liquid and ELTIF space.
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Report Authors
Justina Deveikyte, CAIA
Director
Bio →
Justina Deveikyte, CAIA
Director
Justina joined Cerulli Associates in February 2014 and heads the European Institutional Asset Management research practice. In her role, she is responsible for all research activities relating to institutional investors, the firm’s analysis of alternative investments, the environmental, social, governance (ESG) section, and all data-science-based activities. She also contributes to multiple strategic consulting engagements and The Cerulli Edge series.
Justina is the lead author of several Cerulli reports, covering insurance, retirement, ESG, and alternative investments. Throughout her career, she has successfully developed partnerships with industry associations and has presented at several conferences and events across the Europe.
Prior to joining Cerulli, Justina was a Financial Manager and Global Analyst at Global Food Consulting; she previously has provided professional advice on banking products, including unit-linked insurance and third-pillar pension products at SEB Bank Group.
Full biography here.
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