Talking PointJul 21 2023

What advisers said about their future allocation to private assets

Supported by
Schroders
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Supported by
Schroders
What advisers said about their future allocation to private assets
(Photo by Timur Saglambilekvia via Pexels)

Just a third of advisers are looking to increase their allocation to private assets over the next year.

The poll asked: over the next 12 months would you consider increasing your allocation to private assets?

Half (50 per cent) said no, a third (33.3 per cent) said yes while one sixth (16.7 per cent) said they were unsure.

Speaking about his approach to private assets investing, Ross Lacey, director and chartered financial planner at Fairview Financial Management, said: "We're pretty vanilla when it comes to investing our clients' money; keeping it simple and allocating as much to global equities as they are comfortable with and their financial plans allow for.

"Private assets may have a place, but much the same as anything else that has concentration and illiquidity risk; it'd be for a small proportion of an overall portfolio. Similar diversification exposure could be gained through VCTs or EISs but with added tax benefits to offset the increased risk."