Adopt an investment strategy similar to the wealthiest families

One of the key arguments in favor of investing in private equity can be found by examining the investment practices of the world’s wealthiest individuals. U.S. family offices, managing assets exceeding $200 million, now allocate more than 30% of their assets to private equity, compared to approximately 20% a decade ago. This growth reflects a strong conviction: this asset class has established itself as a strategic pillar for investors with a long-term vision and no immediate liquidity constraints. Three main reasons explain this enthusiasm. First, the historical outperformance of private equity relative to public markets. Second, lower volatility, due to the absence of daily trading. Finally, partial decorrelation with traditional financial markets, making it a particularly effective diversification tool. Conversely, in France, private investors’ exposure remains marginal. Of approximately €1 trillion in high-net-worth savings (divided between private banks and wealth management advisors), less than 1% is reportedly invested in private equity. This significant gap compared to international practices is largely due to a historical lack of access to institutional-quality funds for private investors.It is precisely to address this gap thatAltaroc created, with the ambition of democratizing access to this asset class. The picture is clear: while the world’s wealthiest individuals have already incorporated private equity into their portfolios on a massive scale, French private investors remain largely under-exposed, suggesting considerable potential for growth.