Stephen Kattou

Communicating the value of private markets to clients remains one of the most persistent challenges for wealth managers. From unfamiliar terminology to long investment horizons, complex structures and liquidity constraints, these products often require deeper explanation and a different framing than traditional holdings. This session will examine where clients are struggling to connect with the private markets proposition, how expectations are being misaligned across the lifecycle of investments, and what makes relationship conversations effective. Hear how firms are showing HNWIs why stepping into private markets makes sense, and how they are leading the journey for those clients who already have private markets exposure.