Direct Investments (Part 1): Trends and Motivations

Overview

High-net-worth families are increasingly looking to direct investments, a strategy gaining popularity with institutional investors. Direct investments appeal to wealthy individuals and family offices because they not only eliminate the management fees charged by investment firms, but also because the investments can align more closely with the values and mindset of the investor. In this paper, part one of three, we take a closer look at the trends in direct investing and motivations for private wealth clients. In part two, we examine the performance of direct investments. In part three, we discuss some factors to keep in mind while developing a direct investment strategy.

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