Comparison of Alternative Investments Advisory vs. Fund of funds investing for HNWIs and UHNWIs
17/04/2024
As a High-net-worth individual or Ultra-high-net-worth individual you can consider two options of diversifying your portfolio to alternative investments asset classes:
- Individual Alternative Investments Advisory and Portfolio setup; or
- Fund of funds solution
Below stated table shows a general comparison of these two approaches:
Generaly these points are winning on the Individual Advisory side:
- Lower fees
- Tailor-made portfolio
- Individual portfolio management
- Control over the investments
- Personal advisory
On the other hand Fund of funds solution benefits mainly from:
- Better liquidity
- Lower investment minimums
- Might have better diversification
It is beeing said that combine both options is always possible and you can get the best from both approaches. I can manage your alternative investments in both ways.