The Private Markets Readiness Gap

Breakfast Briefing  ·  Thursday 2 July  ·  The Ned, London

The data is in. Following 200 interviews with wealth managers and advisers across the UK and US, Phronesis Partners is pleased to present the findings from our Private Markets for Wealth Study.

As retail access to private markets continues to expand, wealth managers face increasing pressure to educate clients, assess suitability, and navigate a rapidly evolving investment landscape. Our research explores how prepared advisers are for this shift, where knowledge gaps remain, and what asset managers can do to better support client conversations.

Join us at The Ned on Thursday 2 July for an exclusive breakfast briefing where we will share the key findings and discuss the implications for private market and wealth management firms.

Key questions we’ll answer

• Are advisers equipped to talk to their clients about private markets?
• How do they determine who to recommend private market products to, and who to avoid?
• The impact of recent private credit headlines – what are advisers saying to their clients about the headlines?
• How well advisers understand the risks of private credit, and whether they can explain them effectively to their clients.
• Adviser perceptions of which managers are most suitable for retail investors – private market ‘specialists’ or whole-of-market ‘generalists’?

Agenda

• 8.30 – 9.00am Registration, incl. coffee & pastries
• 9.00 – 9.45am Keynote & presentation
• 9.45 – 10.00am Q&A
• 10.00 – 10.30am Networking
• 10.30am Close

We’ll explore the reasons why these trends are happening and provide clear recommendations on what managers need to do to equip advisers with the tools necessary to deepen conversations with their clients.