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BLOGS. March 21, 2025

Navigating Private Wealth Distribution in a Changing  Market

The landscape of private wealth distribution has undergone a significant transformation over the past few years. Historically, traditional asset managers were the key players in distributing mutual funds that held traditional assets like stocks and bonds within the portfolio. However, the market has since evolved, and private market managers who once focused solely on raising capital for drawdown funds via institutions, family offices and ultra-high net worth individuals are now venturing downstream into the private wealth space, opening new avenues for capital raising.