Friday Frame: Unlock Growth Through Private Markets
October 17, 2025
RIAs Turn to Private Markets to Meet Demand, Differentiate, and Drive Growth
RIAs are increasingly expanding their allocations to private markets as part of a broader business growth strategy. As demand from high-net-worth and qualified purchaser clients continues to rise, firms are recognizing the need to offer differentiated investment opportunities that go beyond traditional public market exposure. Access to private investments signals sophistication and exclusivity—traits that resonate with a more discerning investor base. For RIAs, this shift isn’t just about access, but about creating a competitive edge through customization, often by partnering with experienced platforms and providers that can streamline operational complexity while maintaining a personalized client experience.
From the client perspective, the appeal of private markets lies in true diversification and the potential for enhanced returns. In a landscape where public market performance remains concentrated among the “Magnificent 7,” private investments can act as authentic sources of uncorrelated income and potential alpha. They allow advisors to design portfolios that capture long-term growth opportunities across different economic cycles while mitigating volatility tied to public markets. Ultimately, the move toward private markets aligns both business objectives and client outcomes—supporting firm growth while delivering stronger, more resilient portfolios.
Why RIAs Are Embracing Private Markets
Expanding Private Markets for RIAs: While demand from high-net-worth clients grows, many firms are still navigating the operational and strategic complexities of offering these exclusive opportunities.
Driving Client and Business Impact: Private markets provide true diversification, uncorrelated income, and potential alpha—helping RIAs differentiate their offerings and strengthen long-term growth.
Topics Covered:
- How private markets attract high-net-worth clients and drive differentiation
- How diversification and uncorrelated income enhance portfolio outcomes
