James Cowper, Director at Principle Advisory Services, was a panellist at the recent AVCJ Private Equity Forum Australia & New Zealand 2025 in Sydney. Panellists considered and discussed the investment selection and the long-term implications of democratising access to alternatives for private wealth platforms and family offices. These represent one of the fastest growing sources of capital for alternative investment managers, yet their diversity defies characterisation as specific blocs. Education is paramount when tapping non-institutional channels, as well as matching customers with most appropriate products. Refined approaches are often required in areas such as reporting, fees, financial modelling and co-investment.
Other topics discussed:
- Which sectors and strategies get the most traction with these investors?
- What is best practice in terms of high-net-worth investor education?
- Is customisation on capital calls and reporting realistic for blind pool funds?
- In which areas are wealth platforms looking beyond evergreen products?
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