Private equity

Private equity gives you the opportunity to invest in privately held companies. Usually this means a long-term commitment, often in new or fast-growing sectors. The aim is typically to develop or add value to a particular business or company.

We can uncover such opportunities for you, helping you invest with experienced private equity professionals into themes that complement the scale and scope of your investment ambitions. As private equity is a long-term, illiquid investment with a high degree of risk it may not be suitable for all investors.

Our specialists select opportunities that give you the chance to invest alongside experts in areas where we have high conviction, always focusing on managers supported by rigorous due diligence, experience, track record, and other key criteria.

Private equity funds are generally reserved for investors who have knowledge and experience with sophisticated investments, as they are long-term investments with no possibility of early withdrawal and are high risk.

Benefits and risks

Before investing in a private equity fund, you should carefully weigh the benefits and understand the potential risks involved.

As private equity may involve significant investment risks, there are stringent guidelines determining an investor’s eligibility to invest in these vehicles.

Benefits

Private equity investments provide access to specialised investment managers.
Private equity investments typically seek higher absolute and risk-adjusted returns.
Since private equity investments typically demonstrate a low correlation with traditional stock and bond investments, they may provide investors with: Enhanced diversification, the potential to lower overall portfolio volatility, thereby helping manage risk; and the potential for downside protection during varying market conditions.
Private equity funds may provide access to investment opportunities that are not available via public markets.
Investing alongside experienced experts: private equity fund managers typically invest substantial portions of their personal net worth in their funds.

Risks

Limited marketability and transferability
Illiquidity (lock-ups of 12 or more years)
Complex tax considerations
Lack of regulatory oversight and protection
Delayed or limited valuation information.

Legal information
The information on this site refers to services or products which are not available in certain locations, or which, in any relevant location, have components, methods, structures and terms different from the ones described, as well as restrictions on client eligibility. Before proceeding, please refer to the full disclaimer.