IPEM, International Private Equity Market, is the premier relationship broker for global private equity. IPEM Events are world renowned for bringing together the industry’s leading investors, allocators, advisors, and service providers allow to Its dynamic business format is designed to drive innovation and shape the debate across private markets.

Private wealth represents a major Private Markets growth area

The wealth revolution is opening a new and potentially disruptive era for private capital, and private wealth is rapidly emerging as a key industry growth area.

  • Individual investors hold an estimated 50% of global assets under management
  • Private wealth assets are forecasted to grow by 12% annually until 2032
  • Democratization of Private Markets lowers the cost of access, making it easier for individual investors to access all asset classes
  • Momentum is building, the time is now to begin developing new products and building new relationships to access HNW & UHNW investor segment

Significant challenges to get the private wealth journey right

In a brand new playbook, IPEM has compiled all the key considerations when tapping into the private wealth market:

Market Opportunity

  • The scale of private wealth
  • Private wealth expected to be a key growth driver in global alternatives AUM
  • Momentum is building!

Target Segments

  • UHNW investors
  • HNW investors
  • Mass affluent investors

Product Design

  • Single drawdown closed-ended feeder
  • Evergreen funds
  • Hybrid funds

Regulations

  • Expanding investment opportunities ELTIF 2.0
  • Invest rules under ELTIF 2.0
  • Operational readiness for ELTIF 2.0

Distribution Channels

  • Private wealth distribution methods
  • Popular fund platforms
  • Building relationships with private banks

Brand Building

  • Elements of brand building
  • Demonstrating investment edge

Market and Salesforce Education

  • Content marketing for ongoing relationships
  • Regular dialogue with advisors
  • Cost and complexity of marketing education

Tech and Backoffice Considerations

  • Managing evergreen fund liquidity demands
  • System agility and requirements
Download the IPEM Wealth Playbook

Join the wealth revolution at IPEM Cannes | Wealth

IPEM Cannes | Wealth is the first pan-European event connecting private capital and wealth channels. Stay ahead of the game and learn to navigate the wealth revolution together, all right on the French Riviera. IPEM Cannes | Wealth includes:

  • Program featuring a focused Wealth track of expert panels & keynotes.
  • The IPEM Wealth Awards recognizing the best wealth management innovators of the year.
  • Dedicated Wealth lounge and social events for unmatched networking opportunities.

Learn more about our next Cannes | Wealth event

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