Private Equity

Investing in private companies with the aim of achieving long-term capital appreciation

What is private equity?

Private equity refers to a type of investment that involves investing in private companies, either by acquiring them outright or taking a significant stake in their ownership. Private equity investments are typically made by private equity firms or funds, which are managed by professional investors with expertise in identifying, evaluating, and managing private companies.

Private equity investments are generally made with the aim of achieving long-term capital appreciation, rather than generating regular income. This is because private equity investments are often made in companies that are not yet publicly traded or are undergoing a major restructuring or expansion, and may not yet be generating significant profits or cash flow.

Why private equity?

Investing in private equity is a flexible and customizable process, allowing investors to tailor their investment strategy to meet their specific needs and goals. With the help of a financial advisor, investors can create a private equity investment solution that aligns with their risk tolerance, investment goals, and overall financial plan. Overall, private equity is a powerful and potentially lucrative investment option that offers investors access to exciting and innovative companies with high growth potential. With the right investment strategy and guidance, private equity can be a powerful tool for achieving your financial goals and building long-term wealth.

Benefits

• Structured Investments as part of their customisability, are complex. Each investment features various levels of risk. Before deciding to invest in Structured Investments, investors need to understand how the investment functions under a variety of different market situations and read disclosure documents like the Product Disclosure Statement (PDS) and/or Investment Term Sheet that provides the full details of the risks and features each investment has.
• The performance of the underlying asset or asset group within a Structured Investment may be significantly below expectations, resulting in reducing the expected return on the investment and loss of the principal.
• The early exit of a Structured Investment is conditional and may incur the loss of the principal.
• Exposure to the credit risk of the issuer must also be considered. If the issuer becomes insolvent, the holder of the investment will be treated as a unsecured creditor.

Risks(including but not limited to)

• Structured Investments as part of their customisability, are complex. Each investment features various levels of risk. Before deciding to invest in Structured Investments, investors need to understand how the investment functions under a variety of different market situations and read disclosure documents like the Product Disclosure Statement (PDS) and/or Investment Term Sheet that provides the full details of the risks and features each investment has.
• The performance of the underlying asset or asset group within a Structured Investment may be significantly below expectations, resulting in reducing the expected return on the investment and loss of the principal.
• The early exit of a Structured Investment is conditional and may incur the loss of the principal.
• Exposure to the credit risk of the issuer must also be considered. If the issuer becomes insolvent, the holder of the investment will be treated as a unsecured creditor.

Key Features

How do I get qualified as a Wholesale Investors?

We assist Wholesale Investors in gaining access to Structured Investments that were only available to large institutions like banks and their private clients.

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