Ken Licence, Chief Executive Officer at Principle Advisory Services, hosted a panel of seasoned investors at the recent AVCJ Private Equity Forum Australia & New Zealand 2026 in Sydney. The discussion focused on private wealth platforms as an increasingly important source of alternative investment capital, targeted by global GPs marketing evergreen products and single-country managers looking to raise traditional blind pool funds. Investor education is a vital component, requiring managers to put resources on the ground – or find reliable partners – and recognise and respond to local nuance. Beyond that, they must consider what rising private wealth participation means for the development and retention of institutional investor relationships.
Other topics discussed included:
- What does best practice look like from an education perspective?
- Can wealth products be customised to deliver a certain risk-return profile?
- How does technology help managers address the complexities of scale?
- Which at asset classes and strategies are most popular with private wealth?
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