The Private Markets Readiness Gap Report

Private markets are becoming an increasingly important part of wealth management portfolios. As retail access continues to expand, advisers face growing pressure to educate clients, assess suitability, and navigate an increasingly complex investment landscape.

The Private Markets Readiness Gap explores how prepared advisers are for this shift.

Based on independent research with 400 wealth managers and financial advisers across the UK and US, our study reveals how advisers assess private market opportunities, where confidence gaps remain, and how asset managers can better support client conversations.

What you'll discover

• How prepared advisers are for private markets:  Where they feel confident, where knowledge gaps remain, and how effectively they communicate the opportunities and risks to clients.
• How advisers assess client suitability: The factors they use to identify which investors are appropriate for private market investments, and who they choose not to recommend them to.
• The impact of recent private credit developments: How market headlines are influencing adviser sentiment, client discussions, and future recommendations.
• What drives asset manager selection: Whether advisers favour specialist private market firms or diversified asset managers, and the factors that influence their decisions.
• What clients are asking: The key questions advisers are receiving, and why conversations increasingly extend beyond liquidity alone.
• How asset managers can better support advisers: The tools, education, and resources advisers need to build confidence and engage a broader client base.

Whether you're developing your private wealth strategy, refining your messaging, or looking to better understand adviser perspectives, this research provides practical insights into one of the fastest-evolving areas of wealth management.

Request your complimentary copy

Complete the contact form to receive your copy of The Private Markets Readiness Gap. The report is available in both UK and US editions.

Get in touch: https://www.phronesis-partners.com/contact