Story perspectives

Ultra-Wealthy Shift to Private Equity for Higher Returns

5/7/2025

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Summary

Story summary

Ultra-high-net-worth individuals invest 46% of their assets in alternatives, compared to just 3-5% for traditional investors.
Since 1986, global private equity has delivered an average annual return of 15.8%, outperforming global equities.
Access to premier private equity funds typically demands substantial capital or established connections.
Accredited investors favor interval funds for private market exposure and periodic liquidity.
Selecting high-performing managers is crucial for successful private equity investments.

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Story summary

Ultra-high-net-worth individuals invest 46% of their assets in alternatives, compared to just 3-5% for traditional investors.
Since 1986, global private equity has delivered an average annual return of 15.8%, outperforming global equities.
Access to premier private equity funds typically demands substantial capital or established connections.
Accredited investors favor interval funds for private market exposure and periodic liquidity.
Selecting high-performing managers is crucial for successful private equity investments.