Private markets test wealthy investors’ liquidity as advisers adapt to AI era

Locked holdings, layered investment vehicles and limited collateral value are complicating private-market exposure, while AI is changing what wealthy clients expect from their relationship managers.
Private markets test wealthy investors’ liquidity as advisers adapt to AI era

Private assets may offer higher return potential, but they can also leave wealthy investors with less room to raise cash, manage leverage or respond when markets move. That trade-off is keeping allocations contained, according to Varun Mittal, managing director and Singapore country head at Keenai Global.

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