Greasing the Skids: How Technology Is Opening Private Equity to the Taxable Investor

Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
30 April 2018
William Trout

Technology-enabled alts platforms: spark for private equity democratization, or solution in search of a problem?

Key research questions

  • What advisory channels have emerged to support the UHNW investor?
  • What does a technology-enabled alts platform offer the general partner?
  • What is the fundamental challenge facing the alts platforms?

Abstract

Historically, private equity general partners have looked to institutional channels for distribution. The emergence of new technologies designed to eliminate friction has made distribution to wealthy taxable investors and their advisors more attractive.

This report takes a look at the platforms supporting greater taxable distribution, assesses their impact and future prospects, and gauges the extent to which the trend to democratization will play out.

Subscription required

Access to this content requires a Celent research subscription.

Subscribers should sign in to access this research.

sign in or register to read more

Insight details

Industry or Business Focus
Investment Management, Securities & Investments, Wealth Management
Insight Format
Reports
Geographic Focus
EMEA, North America