...

Banking Series - Private Equity: Toward a New Wealth Management Framework

share on

Special Reports

Understanding Private Equity Trends

Banking Series - Private Equity: Toward a New Wealth Management Framework

Published on

13

Amended on

13

Download the file

share on

Banking Series - Private Equity: Toward a New Wealth Management Framework

In this file, you will discover:

This article has been automatically translated. Please excuse any inaccuracies or translation errors.

Dieser Artikel wurde automatisch übersetzt. Bitte entschuldigen Sie etwaige Ungenauigkeiten oder Übersetzungsfehler.

Long considered an alternative asset class, private equity is now an integral part of a broader wealth management strategy. Geographic and sector allocation, diversification by investment year, cash flow management, business sales, or succession planning: incorporating private equity requires a genuine long-term strategy.

In this fifth episode of the Banking Series, Pierre Ferron examines the role of private equity in high-net-worth portfolios, the differences in approach between French and international investors, and the most common mistakes. One conviction runs throughout his analysis: when it comes to wealth management, foresight and methodology are essential.

‍

See other articles related to this topic

See all resources

Other content in the series

Explore our content collections, which bring together different formats around a single subject/issue/theme.

View the Banking series

Illustration from the Banking Series No. 04 on the Silent Disintermediation of Private Banks by Private Equity

Understanding Private Equity Trends

Private Equity: The Silent Disintermediation of Private Banks

Private banks continue to believe they have private equity under control. In reality, they are gradually losing control of it. This is not a sudden break or a visible shock, but a slow, almost imperceptible shift (and yet one that is already well underway). This trend is all the more striking because it is driven, in large part, by their own clients

Distributing Private Equity in Banking: The Key Challenge of Client Support

Understanding Private Equity Trends

Distributing Private Equity in Banking: The Key Challenge of Client Support

Private equity doesn't have a problem with appetite, but with execution. Private equity is going through a major evolutionary phase. Long reserved for institutional investors (pension funds, insurers, Family Office ), it is gradually opening up to a wider wealth management clientele, seeking diversification, performance uncorrelated with listed markets and long-term investment solutions.

The New Gen, driving Private Equity renewal in Private Banking

Understanding Private Equity Trends

The New Gen, driving Private Equity renewal in Private Banking

As the largest intergenerational transfer of wealth in history gets underway, private banks face an unprecedented challenge: winning over and retaining the loyalty of a new generation of investors who no longer see wealth as an inheritance, but as a lever for action. This colossal transfer of capital is not only upsetting the balance, it's redefining the way wealth is thought of and used. This generation of committed, connected investors in search of meaning is overturning the codes of private banking, and in this movement, private equity is establishing itself as the common language between capital and impact.

Banking Series 1: Managers and Private, an alliance that makes sense

Follow portfolio news

Managers and Private Equity, an alliance that makes sense

What if the real engine of corporate transformation was to be found where it was least expected? Private equity, long seen as a tool reserved for major financial maneuvers, is now emerging as a genuine catalyst for growth, innovation and entrepreneurial success. A few years ago, this type of financing was still considered confidential, but it is now attracting a growing number of SME and ETI managers looking to scale up, structure or conquer new markets. Why is it so popular?

Banking Series - The New Generation: Driving Renewal in Private Equity Banking

Mastering the challenges of private equity

Banking Series - The New Generation: Driving Renewal in Private Equity Banking

In this second episode, Eliott Vincent, Key Account Manager at Altaroc, is joined by Virginie Lalanne, Managing Director of Nami Consulting. For nearly a decade, she has been supporting private banks in their strategic, digital, and organizational transformations.

Banking Series - Executives & Private Equity: A Natural Fit

Mastering the challenges of private equity

Banking Series - Executives & Private Equity: A Natural Fit

For this first episode, Isabelle Autier Bury, Key Account Manager at Altaroc Emmanuel Papadacci-Stephanopoli, Deputy CEO and Mayor of Village by CA Paris, for a discussion on the connections between innovation, entrepreneurship, and financial institutions.