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What about dedicated funds in the unlisted market?

At a time when wealth management strategies are becoming more complex and access to unlisted assets is becoming more democratic, a good knowledge of investment vehicles such as feeder funds and funds of funds is becoming essential for financial advisors. These structures now offer private clients with intermediaries a gateway to diversified strategies. Understanding their differences, their mechanisms and their strategic uses not only enables a better response to the expectations of wealth management clients, but also the structuring of effective allocations, aligned with the most demanding market standards.

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Why are dedicated funds on the unlisted market on the rise?

Faced with the standardisation of offers, dedicated funds enable wealth and asset management professionals to differentiate themselves by offering tailor-made investment solutions.

Institutional access to private assets

Thanks to the efficiency of digital processes, structuring a dedicated fund is becoming accessible, as are the institutional mandates offered to institutions by the major private equity players.

Adapted, flexible solutions

Financial Advisors can define differentiating strategies along several axes: Thematic strategies: energy transition, sustainable infrastructure, private debt, etc. Segmented approaches: to adapt to the end investor. Vintage approach: optimised diversification thanks to funds that are renewed on a regular basis.

A change of posture for Financial Advisors

The role of advisers is changing: from intermediaries, they are becoming true architects of investment solutions, offering their clients solutions that are fully integrated into a coherent and evolving wealth strategy.

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Citywire in brief

Citywire is a financial media and specialised information company, founded in 1999 in the UK, aimed primarily at professionals in asset management, investment and financial services. It provides analysis, news, data and information on the financial markets, as well as rankings and specific research on funds, fund managers and investment strategies.

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