Founded in 2005, Wingrove Securities has brokered opportunities for the ultra-wealthy to incorporate alternative investments into their portfolios.
It's no secret that the ultra-rich have access to the best alternative investments that are often unavailable to the average investor, like expensive wine, fine art, and equity in private companies.
Total alternative assets are projected to grow 470% by 2027
From alternative to mainstream
Ultra-high-net-worth investors devoting half their portfolios
Younger investors and wealthier investors are more likely to be satisfied with the performance of their alternative investments, according to new data from EY
Sixty-three percent of the millennial clients EY surveyed are happy with how their alternative investments have performed, compared to just 40% of baby boomers.
When it comes to wealth, 45% of clients EY describes as mass affluent are satisfied with their alternative investments’ performance, compared to 63% of very-high-net-worth clients and 69% of ultra-high-net-worth clients.
Overall, 48% of clients EY surveyed are satisfied with how their alternative investments have performed.
North America is the region with the lowest usage of alternative investments. This is most likely due to the strong historical performance of the stock market, as investors don't need to seek out alternatives to get a good return.