Preparing for retirement
Private equity investment cycles, which generally last between 8 and 10 years, naturally fit into a retirement planning horizon. By its very nature, private equity is part of a long-term wealth management strategy, consistent with the objectives of building and structuring retirement capital.
An asset class aligned with the long term of retirement
A differentiating performance engine
Over the long term, private equity has historically outperformed public markets, in return for a longer investment horizon and reduced liquidity. This performance is based on actively supporting unlisted companies and creating value that is uncorrelated with market fluctuations.
When preparing for retirement, it therefore provides an additional performance lever to traditional assets, supporting a long-term wealth management strategy.
Real and structural diversification
Private equity brings structural diversification to portfolios by offering exposure to unlisted companies, a variety of sectors, and diverse geographical areas. This diversification helps make portfolios more robust and resilient, particularly in the face of economic cycles.
Giving meaning to your retirement savings
Beyond its financial characteristics, private equity allows for direct allocation to the real economy by financing business development and supporting long-term growth dynamics. This transparency in the use of capital meets investors' growing expectations in terms of clarity, understanding of investments, and economic impact.
Our use cases
Preparing for retirement for a senior executive retiring in 10 years
Horizon
More than 10 years.
Objective:
Preparing for retirement
Available capital:
300 000€
Why include private equity in a retirement strategy?
- Align capital accumulation with a long-term retirement horizon
- Accessing differentiated performance potential within the allocation
- Strengthen asset diversification through uncorrelated exposure
- Directing part of savings toward the real economy
- Structure and professionalize the long-term development of assets
See our other solutions
Preparing for retirement
Private equity addresses three key aspects of a strategy to generate additional income: a long-term investment horizon, the potential for differentiated performance, and the ability to generate distributions over time, supplementing existing income.
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Whether you want to understand our solutions, integrate unlisted assets into your asset allocation, or become a partner, we are available to answer your questions and guide you toward the best options for your situation.
