Private markets need more scrutiny than the sales pitch suggests
Genium’s Tim Murphy says advisers need to look far harder at structure, incentives and product design before embracing private market funds.
Genium’s Tim Murphy says advisers need to look far harder at structure, incentives and product design before embracing private market funds.
Perhaps the best way to categorise alternatives isn’t through asset-class labels, but through risk factors, and function.
Advisers have traditionally thought in terms of the process, but the new model requires focus on other factors — with identity and positioning at the head of the queue.
As the financial advice sector grapples with structural upheaval, shrinking adviser numbers and rising client expectations, Genium Investment Partners is carving a niche as a high-conviction partner for practices seeking to thrive through precision, not scale.