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April 2025

Transforming Portfolio Visibility: Three Critical Capabilities for Private Equity Success

According to EY, in 2025 private equity (PE) firms' emphasis on growth through improved operations will be a key trend shaping the sector. The consultancy identifies data and analytics capabilities as playing a crucial role in PE growth strategy, particularly for meeting stakeholders' increasing demands for greater transparency into performance, risk management, and value creation strategies. For PE firms looking to capitalize on this trend, focusing on three specific data analytics capabilities can provide a significant competitive advantage.
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Institutional Excellence, Personal Control: Adapting Sovereign Wealth Fund Practices for Ultra-High-Net-Worth Success

In February 2025, when US President Trump signed an executive order to formulate a plan for creating a federal-level sovereign wealth fund (SWF), it highlighted a growing recognition of the importance of such financial structures when it comes to preserving and growing national wealth management. With trillions under management, SWFs often demonstrate remarkable resilience during economic downturns and market volatility.
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Sovereign Wealth, Sovereign Data: Why Digital Control Matters for Elite Investors

In a world where data rivals oil in value, sovereign wealth funds (SWFs) are prioritizing data sovereignty to ensure that only they — and the wealthy governments they serve — control their critical financial information. UHNWIs and their advisors should take note: they can adopt SWF-inspired strategies to protect sensitive wealth data from geopolitical and cyber risks.
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Beyond Scattered Giving: The Sovereign Wealth Fund Playbook for UHNW Philanthropy

Sovereign wealth funds (SWFs) have long shaped financial markets through meticulous governance, multi-decade foresight, and strategic asset allocation. Now, a growing number of affluent families see parallels between SWFs’ institutional rigor and the framework required to achieve meaningful, long-term philanthropy. By weaving in principles like transparency, diversification, and disciplined governance — plus leveraging platforms such as Altoo’s for centralised oversight — families can better direct their capital toward sustained global impact.
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Strategic Convergence: Five Investment Principles UHNWIs Can Adapt from Sovereign Wealth Funds

Following our exploration of sovereign wealth fund (SWF) governance frameworks in our previous article, this second piece on the SWF-UHNWI connection examines how the investment strategies of these massive state-owned vehicles offer valuable principles that UHNWIs can adapt to their own wealth management approaches.
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