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Private Market Investments

Over the past few years, demand has soared for private market investments. It is estimated that the private market investment industry will reach $14 trillion in 2023, up from $10.2 trillion in 2019 and $3.1 trillion in 2008*. Traditionally private market investments were mainly utilized by large institutional investors due to the high minimum investment, long holding periods and complicated nature of fund structures which impeded individual investors from access to these types of investments.

VWG Wealth Management believes that Qualified Purchasers may benefit from non-correlated, private market investments.

VWG believes 4 key factors of private markets investments can enhance client portfolios:

  1. Diversification

  2. Access to select skilled managers across different assets classes

  3. Better risk adjusted and excess returns**

  4. Inflation hedge/protection

VWG employs the following Private Market Solutions to help our clients diversify and enhance their risk return profile.

Private Equity Venture Capital

Private equity investments in companies via third-party managers that offer growth and return enhancement

Hedge Fund Solutions

Single manager hedge funds and fund of funds that seek to dampen volatility while outperforming the traditional equity and fixed income markets

Special Situations

Niche strategies designed to take advantage of complex and misunderstood situations that often originate from shifting market trends or market dislocations

Private Credit

Private credit and debt investments through third-party managers that provide investors with yield and uncorrelated returns.

Real Estate Infrastructure

Private investments in real estate through third-party managers that seek diversified risk-adjusted returns and serve as a hedge against inflation

* Source: Preqin
** Sources: J.P. Morgan Asset Management, EDHEC Risk and Asset Management Research Centre (based on historical returns)

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