Panel: Selecting the Right Wealth Playbook

Feb 4, 202603:00 pm - 3:30 PM
Plenary Room

Wealth. It means different things to different firms. Some offer advisory and discretionary models, whilst others are providing access through feeder funds and closed-end structures. How does the “allocator” model evolve? What remain the demands from family and UNHW/HNW capital? Where do semi-liquids fit into the mix, if at all?

Presented by

Moderator