THE LIQUIDITY REPORT
Investors who hold between $5 million and $30 million in alternative assets – mid-to-high net worth (MHNW) investors – are a unique segment that, surprisingly, can be underserved by large investing firms. Often, they are viewed as having too many assets to fit most financial firms’ cookie-cutter solutions, but too few assets for the special products that ultra-high net worth individuals and large institutional investors may qualify for.
FAMILY OFFICES
Wealth managers of family offices need to stay ahead of these four trends to better serve the goals, interests, and aspirations of their clients in the coming year.
GENERAL PARTNERS
Locating the right liquidity provider means conducting a detailed analysis of several firms and what they have to offer, from pricing to the quality of their bids to the integrity of their IT systems. The following seeks to provide financial services professionals with a framework for evaluating and selecting the best liquidity provider for their needs.
GENERAL PARTNERS
A nervous Limited Partner (LP) can throw a wrench into a General Partner’s (GP) best-laid plans for launching a new fund or restructuring an existing one. When the hypothetical firm featured in this fund restructuring use case scenario, Venture Capital GP A, faces a challenge with liquidity, it decides to work with a provider to develop secondary liquidity solutions that satisfy the needs of both their LPs and the GP.
GENERAL PARTNERS
The reasons why a General Partner (GP) may want to exit a fund can vary wildly, from limiting the losses from a non-performing investment, to optimizing investor relationships or seeking an edge for fundraising efforts.
GENERAL PARTNERS
Liquidity: it is an important element for every manager of alternative assets funds, but it can often be the most challenging type of service to provide. Alternative funds, like private equity, private debt, private real estate and fund-of-funds, are usually structured as illiquid investments.
