How to to Talk to Clients About Private Markets
Private assets, including private equity, private credit, real estate or other alternatives, are not so private anymore.
According to a 2025 Invesco survey, nearly one in five investors already hold private assets in their portfolio, with 79% of those surveyed expressing interest in adding or keeping these alternatives in their portfolio over the next few years. High net worth and younger clients — two segments who have expressed interest in alternatives — will be looking for advisors who understand the unique challenges of investing in private markets. Savvy advisors can stand out by shifting the conversation and educating clients on implementation, and by communicating the importance of a customized strategy that explains how…
