Manuel Keiser

Tapping into the private wealth segment requires a fundamentally different approach than institutional fundraising. From product design and platform integration to investor education and communication, allocators face a unique set of challenges in meeting the needs and expectations of wealth clients.  

This session will explore where pain points persist, how investor behaviour is shifting, and what makes raising capital from this audience more complex than it may appear.  

Discussion will also address how firms can align product sophistication with investor capability, the importance of introducing structures at the right time, and why careful product timing and client suitability are essential to sustainable growth. 

Hear why standard playbooks often fall short – and what is on offer for the firms that can adapt to serve this growing market.