Apex Insights
Leading the shift: Transforming private markets in a retail-driven landscape
A comprehensive Global Custodian research report exploring the retail revolution in private markets
Private markets are experiencing unprecedented change. Once exclusive to institutional investors, they're now becoming increasingly accessible to retail investors seeking diversification and higher returns.
Exclusive insights from industry leaders
Drawing from 117 senior executives across global financial centres, including C-suite leaders and portfolio directors from firms managing $1 billion to $50+ billion in assets.
Key findings
- Outperforming the market: Private equity funds exceeded public equities by 1,079 basis points on average
- Technology driving change: 69% identify improved platforms as crucial for retail expansion
- Operational evolution: 76% of firms have adopted outsourced services for better efficiency
- Asset class preferences: Private equity (67%) and real estate (55%) lead retail interest
- Future of finance: 58% rank blockchain and tokenisation as key technological advancements
Report explores
- How retail investors are reshaping private markets
- Breaking down traditional entry barriers
- Technology's role in market democratisation
- The evolution of outsourcing strategies
- Latest trends in lift-out arrangements
Global perspective
Our research spans multiple financial centres, including the US, UK, Hong Kong, and Singapore, offering a truly global perspective on this transformative trend.
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