None
EN
Private equity confidence grows but only 2 in 5 investors understand what they hold
[]
The PRWIRE Press Releases
"There's a growing trend of investors wanting access to private equity, but only around a third understand key aspects like liquidity and exit strategies," says Andrew Dunbar, Director and Head of Advice, Apt Wealth Partners.
Confidence vs. UnderstandingApt Wealth Partners' survey also found that 84% of respondents say understanding their investments provides them with confidence.
"Private equity has a place in many modern portfolios, but only when the investorunderstands the full picture," says Dunbar.
About Apt Wealth Partners:Apt Wealth Partners is an award-winning Australian financial advice firm helping clients live for today while planning for tomorrow.
With offices in Sydney and Melbourne, Apt Wealth Partners delivers personalised, transparent and values-based advice to individuals, families and business owners across Australia.
['partners'
'wealth'
'investors'
'private'
'understand'
'hold'
'grows'
'confidence'
'clients'
'equity'
'understanding'
'financial'
'apt']