Alternative Investments
Types of Alternatives
- Private equity and venture capital for higher returns and diversification
- Private credit, hedge funds, and real assets (e.g., infrastructure, farmland)
- Real estate (direct and through REITs) for income and appreciation
- Art, collectibles, and digital assets (NFTs, crypto) for strategic exposure
The road to sustainable wealth
The table above shows a shift in favor of Alternative Investments as pensioners move to high-net-worth and to Ultra-high-net-worth investors (UHNWIs).
UHNWIs, often face complex challenges when managing substantial wealth.
With portfolios that typically span multiple asset classes, they require a strategic approach to high-net-worth wealth management—one that accounts for diversification, market fluctuations, and long-term planning.
Managing risk while aiming for growth involves more than traditional investing; it often includes integrating estate planning, tax strategies, and liquidity considerations within a broader private investment management framework.
Asset allocation at this level usually includes a blend of equities, fixed income, real estate, and alternative investments.
By distributing capital across these asset types, UHNWIs can reduce concentrated exposure and better align their portfolios with their goals.
Effective wealth advisory services help ensure that asset distribution remains flexible and adaptive, supporting both near-term needs and multigenerational objectives.
Business Acquisitions
Buying an existing business can be a good way to grow wealth. Wether you are planning to actively manage it or passively invest in it and keep the existing management team maintaining its inertia, is a strategic decision that can be studied in more details.
Business Acquisitions Flywheel
Our business partner flywheeel model allows business owners and buyers a step by step practical guide to buy, grow, exit and repeat without having to go through the hassle of startups.