Shasat - Valuation Services’ Post

An excellent article highlighting a growing need to assess valuation skills when selecting investment trust board members. In a high-interest rate environment, and amid increasing appetite for alternative asset classes, the structures in place for investment trust NEDs to review and challenge valuations of private company investments are coming under fresh scrutiny. This should be a key consideration for investment trust boards when conducting skills assessments and nominating Directors in the coming year, as regulatory pressure to improve governance and discipline around private market valuations mounts.   As with investment trust boards, we expect this to be of increasing relevance to family offices, as demand for private investments by the UHNW market continues. We agree with the views of those represented within the article that NEDs with the experience and skills required to play a significant role in the oversight of valuations put forward by the asset manager or investment advisor will be of increasing importance.   Read more here: https://lnkd.in/e3chA4_Q   Interested in discussing further the themes outlined here? Please contact us at [email protected] or [email protected]   #FamilyOffices #WealthManagement #InvestmentTrusts #InvestmentCompanies #FO #SFO #MFO #UHNW #BoardAssessment #NED #NonExecutive #BoardAdvisory #LutyensAdvisory #TalentAcquisition #IndustryTrends #Valuation #Governance

The Association of Investment Companies (AIC) has asked analysts and wealth managers for their favoured higher risk sectors and trusts. These ideas are intended for investors who already have a core portfolio in place and are looking for higher risk investments and we share them below. #InvestmentTrust https://lnkd.in/evJXyXuW

I contributed to an article in Private Banker International this week. The theme of the article was private equity investment in the UK wealth management sector, covering why now is a good time to invest, the risks of investing and what the future may bring. #wealthmanagement #privatebanking Private equity boom in the UK’s wealth management sector (https://lnkd.in/e7zkkrjj)

A combination of expanding net worth and new investment offerings have given investors more opportunities than ever to diversify their portfolio in ways historically available to institutions and the ultra-wealthy. Private equity, private real estate and infrastructure, and private credit strategies are now available from top alternatives managers for those investors considered "accredited investors." Read on to better understand the risks and rewards of an allocation to alternatives. #alternativeinvestments

Our guide to investing in UK micro-caps details how investment trusts can provide investors with access to the high-growth UK micro-cap sector, where companies have consistently outperformed their larger-cap counterparts over the long term. Read the full guide here: https://lnkd.in/eebD6b2i Capital at risk.

The Apex Investment Advisory team can justifiably claim real expertise in Private Markets. In the past couple of years they have been flat out, but they are now sharing some of that knowledge again more widely. Here’s an example from Steven Hickey. Yes, ‘Private Credit Secondaries’ is niche, but Private Markets is a world of niches and you really need to master the details if you want to avoid the pitfalls. More such pieces to follow…

𝗥𝗥𝗖'𝘀 𝗟𝗮𝘁𝗲𝘀𝘁 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵: 𝗖𝗜𝗧𝘀 As summer winds down, we invite you to share your insights in our brief survey on Collective Investment Trusts (CITs). Your feedback will contribute to a deeper understanding of CITs and their impact on the industry. 𝗧𝗶𝗺𝗲: Less than 5 minutes 𝗗𝗲𝗮𝗱𝗹𝗶𝗻𝗲: September 30th 𝗖𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁𝗶𝗮𝗹 & 𝘼𝙣𝙤𝙣𝙮𝙢𝙤𝙪𝙨 Share your opinion on the future of CITs here:  https://lnkd.in/ep_Py4eJ

While private equity investments are high-risk strategies, there are many attributes that may make them an attractive option for investors to consider. Read our expert analysis. #investing #privateequity #alternativeinvestments #plantemoranwealthmanagement #plantemoran

Discover how smaller institutions are navigating the complexities of alternative investments in Steven Brod's recent Forbes Finance Council article. Steven highlights key considerations for these smaller institutional investors, which include limited resources, high operational costs, and the need to efficiently deploy assets while keeping costs under control. Alternative investment platforms allow smaller investors to access opportunities more efficiently and at a reduced cost, democratizing the investment landscape. Read more about how strategic shifts and innovative platforms are empowering institutions of all sizes to enhance returns and manage risks effectively: https://lnkd.in/gWJVdtbX #alternativeinvestments #privateequity #institutionalinvesting #investmentstrategies For registered investment advisors only. Important Disclosure: https://lnkd.in/e3VJtU2Q

Discover how smaller institutions are navigating the complexities of alternative investments in Steven Brod's recent Forbes Finance Council article. Steven highlights key considerations for these smaller institutional investors, which include limited resources, high operational costs, and the need to efficiently deploy assets while keeping costs under control. Alternative investment platforms allow smaller investors to access opportunities more efficiently and at a reduced cost, democratizing the investment landscape. Read more about how strategic shifts and innovative platforms are empowering institutions of all sizes to enhance returns and manage risks effectively: https://lnkd.in/gWJVdtbX #alternativeinvestments #privateequity #institutionalinvesting #investmentstrategies For registered investment advisors only. Important Disclosure: https://lnkd.in/e3VJtU2Q