Alternative Investments

"Clients don't 'need' a product, they need advice." – HNW specialist

As calls grow for the necessity of alternatives in client portfolios, one advisor looks for utility while avoiding an urgent tone

"Clients don't 'need' a product, they need advice." – HNW specialist

Investor confidence in venture capital rises as dealmaking nears three-year high

Fourth quarter of 2024 saw significant rise in deals, totaling $87.4B

Investor confidence in venture capital rises as dealmaking nears three-year high

Advisors to drive significant growth in alternatives, report says

Wealth management channel to account for more than U$3T in 2029

Advisors to drive significant growth in alternatives, report says

CI GAM introduces structured notes fund

It offers structured note exposure with active management

CI GAM introduces structured notes fund

Fund managers plan to allocate more to hedge funds, BofA survey reveals

But many investors are disappointed with the asset class's returns

Fund managers plan to allocate more to hedge funds, BofA survey reveals

MD Financial Management launches new private real estate trust for clients

Physicians clients gain access to a new suite of alternatives with MD's latest Platinum Trust offering

MD Financial Management launches new private real estate trust for clients