Wealth Management: Investment Views – The rise of private markets

William Haggard, William Therlin, Amaya Gutiérrez, Raphaela Schröder and Andreas Doepfert, Wealth Management

Important Information

This content is produced by Rothschild & Co Bank AG for information purposes only. This content does not constitute a personal recommendation or an offer or invitation to buy or sell securities or any other banking or investment product. 

Nothing in this content constitutes investment, legal, accounting or tax advice. The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your original investment. Past performance should not be taken as a guide to future performance. 

Where an investment involves exposure to a foreign currency, changes in rates of exchange may cause the value of the investment and the income from it, to go up or down. Investments in Emerging Markets carry a higher degree of risk. A portfolio that invests in bonds and other fixed income securities may fall in value if interest rates change. Hedge funds often engage in leverage; borrowing money to increase returns and other speculative investment practices that may increase the risk of investment loss.

Although the information and data herein are obtained from sources believed to be reliable, no representation or warranty, expressed or implied, is or will be made and, save in the case of fraud, no responsibility or liability is or will be accepted by Rothschild & Co Bank AG as to or in relation to the fairness, accuracy or completeness of this content or the information forming the basis of this content or for any reliance placed on this content by any person whatsoever. In particular, no representation or warranty is given as to the achievement or reasonableness of any future projections, targets, estimates or forecasts contained in this content. Furthermore, all opinions and data used in this content are subject to change without prior notice.

This content is distributed in Switzerland by Rothschild & Co Bank AG (registered office; Zollikerstrasse 181, 8034 Zurich, Switzerland; authorized and regulated by the Swiss Financial Market Supervisory Authority FINMA), in Hong Kong by Rothschild & Co Wealth Management Hong Kong Limited (registered Office: 16/F, Alexandra House, 18 Chater Road, Central, Hong Kong SAR; licensed and regulated by the Hong Kong Securities and Futures Commission SFC, and in Belgium by Rothschild & Co Wealth Management, Belgium (registered office; Avenue Louise 166, 1050 Bruxelles;authorized and regulated by the Belgian Financial Service and Market Authority FSMA. Law or other regulation may restrict the distribution of this content in certain jurisdictions. Accordingly, recipients of this content should inform themselves about and observe all applicable legal and regulatory requirements. For the avoidance of doubt, neither this content nor any copy thereof may be sent to or taken into the United States or distributed in the United States or to a US person. Furthermore, in Hong Kong, this content is solely distributed to professional investors.

If you have any questions on this content, your portfolio or any elements of our services, please contact your client adviser.

 

Click here to view more wealth insights

 

In this Investment Views:

Download the full The rise of private markets in PDF format (1.31 MB)

More Information

View more Wealth Insights


Back to top