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The Great Wealth Transfer pt. 1/3: A digital ultimatum for modern wealth management

With 90% of heirs switching wealth managers, the message is crystal clear: adapt to the digital expectations of the next generation or risk being left on "read”.

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Money-Weighted Rate of Return (MWRR): A breakdown of the metric and how to calculate it

One of the most commonly used forms of return is the money-weighted rate of return (MWRR). This article will give you a deeper understanding of the metric and teach you how to calculate it.

Jun 04, 2024

Academy

The Great Wealth Transfer pt. 3/3: The rise of the trusted advisor

In this third and final part of our series on the Great Wealth Transfer, we delve into why HNWIs are increasingly seeking comprehensive, holistic advisory from a trusted advisor.

May 21, 2024

NextGen

The Great Wealth Transfer pt. 2/3: A launchpad for sustainable investment

As a whopping 30% of global wealth is being passed on to the next generation within the coming decade, it’s not just fortunes that are shifting but priorities too.

Apr 29, 2024

NextGen

The Great Wealth Transfer pt. 1/3: A digital ultimatum for modern wealth management

With 90% of heirs switching wealth managers, the message is crystal clear: adapt to the digital expectations of the next generation or risk being left on "read”.

Apr 15, 2024

NextGen

7 things to be mindful of when creating a private equity overview

Creating a private equity overview is not as simple as compiling key figures from different funds. In this article, we look into what you should be aware of when creating an overview of your investments.

Feb 11, 2024

Private equity

Investment costs associated with private equity

There are as many types of cost structures as there are funds. Nevertheless, we give you an overview of the most commonly used types of expenses and cost structures to be aware of.

Feb 09, 2024

Private equity,

Academy

Total Value to Paid In (TVPI) decoded: Understanding key private equity metrics

Total Value to Paid In is a ratio metric that reflects both the realized and unrealized return on your private equity investment.

Feb 05, 2024

Private equity,

Academy

Residual Value to Paid In (RVPI) explained – Grasping a key private equity metric

RVPI is a ratio metric that reflects the unrealized return on your private equity investment. Read on to get a break-down of this key private equity metric.

Jan 31, 2024

Private equity,

Academy

Distributed to Paid In (DPI) unwrapped – Breaking down the key private equity metric

DPI is a ratio metric that reflects the realized return on your private equity investment. Read on to get a break-down of this key private equity metric.

Jan 29, 2024

Private equity,

Academy

Internal Rate of Return (IRR) – Understand the crucial private equity metric

IRR is one of the most important metrics when evaluating your private equity investments. We break it down to provide you with a thorough understanding of it.

Jan 25, 2024

Private equity,

Academy

How to invest in private equity and trade commitments

Get a walkthrough of the different ways to invest in private equity and trade commitments and limited partnership units.

Jan 16, 2024

Private equity,

Academy

What are capital funds and venture funds? Discover the various private equity fund types

Private equity is an umbrella term for many types of funds with different strategies. I'll walk you through the various types.

Jan 11, 2024

Private equity,

Academy

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