Opportunities and barriers in traditional investment decision-making

Only 2% of UK advised client assets are invested in private market assets. That compares to 15% globally. Why the difference? Our Private Market Assets report explores attitudes and approaches among UK financial advisers when it comes to private market investing and establishes the investment case at a high level.

Private market investing is attracting headlines. Governments are looking at ways to unlock capital to fund growth initiatives, and investors are looking to minimise risk through diversification while maximising investment returns. In the UK, though, take-up of private market investing is lower among clients of financial advisers than in other markets.

This purpose of this paper, kindly supported by Aviva Investors, Franklin Templeton and Schroders, is two-fold:

• Identify the barriers to investing in private market assets and what needs to be done to overcome them; and
• Raise awareness among financial advice and wealth management firms of the investment case for private market assets.

Methodology

The analysis in this report draws on NextWealth’s on-going research in retail wealth. We also undertook dedicated research on this topic, including:

• Survey of 100 financial advisers in July 2024.

• In-depth interviews with 10 investment decisions-makers at financial advice firms.

• Roundtable with a mix of representatives from across the value-chain including representatives from DFMs, financial advice firms, asset managers and financial advice investment committee members.

• Analysis of Investment Association data.

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