Nearly One-Third of Advisors Plan to Allocate 20% or More of Client Portfolios to Private Markets in 2025, Hamilton Lane Private Wealth Survey Finds
Hamilton Lane's recent survey reveals a significant shift in private market investment trends, with 30% of investment advisors planning to allocate 20% or more to private markets in 2025, and another 29% planning 10%+ allocations. This represents a 15% increase from 2024.
Private infrastructure shows particular promise, with 48% of respondents planning to increase exposure, attracted by features like high barriers to entry, durable cash flows, and portfolio diversification. Private equity and credit remain top allocation choices.
The survey highlights that 76% of respondents view private markets as offering higher rewards compared to traditional investments, primarily driven by performance and diversification benefits. While 63% of advisors rate their private markets knowledge as 'advanced' (up from 55% last year), a knowledge gap persists.
Interest varies by generation, with highest engagement from Gen X (94%) and Millennials (89%). Geographically, Asia Pacific (51%) and the Americas (48%) show the strongest interest in private market investments.
Il recente sondaggio di Hamilton Lane rivela un cambiamento significativo nelle tendenze di investimento nei mercati privati, con il 30% degli advisor che pianificano di allocare il 20% o più ai mercati privati nel 2025, e un altro 29% che prevede allocazioni superiori al 10%. Questo rappresenta un aumento del 15% rispetto al 2024.
Le infrastrutture private mostrano particolare potenziale, con il 48% dei rispondenti che prevede di aumentare l'esposizione, attratti da caratteristiche come alte barriere all'ingresso, flussi di cassa duraturi e diversificazione del portafoglio. Il private equity e il credito rimangono le scelte principali per l'allocazione.
Il sondaggio evidenzia che il 76% dei rispondenti considera i mercati privati come più redditizi rispetto agli investimenti tradizionali, principalmente a causa dei benefici in termini di performance e diversificazione. Anche se il 63% degli advisor valuta la propria conoscenza dei mercati privati come 'avanzata' (rispetto al 55% dell'anno scorso), persiste un divario di conoscenza.
L'interesse varia per generazione, con il massimo coinvolgimento da parte di Gen X (94%) e Millennials (89%). Geograficamente, l'Asia Pacifico (51%) e le Americhe (48%) mostrano il maggiore interesse per gli investimenti nei mercati privati.
La reciente encuesta de Hamilton Lane revela un cambio significativo en las tendencias de inversión en mercados privados, con el 30% de los asesores de inversión planeando asignar el 20% o más a los mercados privados en 2025, y otro 29% planeando asignaciones superiores al 10%. Esto representa un aumento del 15% respecto a 2024.
La infraestructura privada muestra un particular potencial, con el 48% de los encuestados planeando aumentar su exposición, atraídos por características como altas barreras de entrada, flujos de caja duraderos y diversificación de la cartera. El capital privado y el crédito siguen siendo las principales opciones de asignación.
La encuesta destaca que el 76% de los encuestados considera que los mercados privados ofrecen mayores recompensas en comparación con las inversiones tradicionales, impulsadas principalmente por los beneficios de rendimiento y diversificación. Si bien el 63% de los asesores califica su conocimiento sobre los mercados privados como 'avanzado' (frente al 55% del año pasado), persiste una brecha de conocimiento.
El interés varía por generación, con mayor participación de Gen X (94%) y Millennials (89%). Geográficamente, Asia-Pacífico (51%) y las Américas (48%) muestran el mayor interés en las inversiones en mercados privados.
해밀턴 레인의 최근 설문조사는 사모 시장 투자 경향의 중대한 변화를 드러냅니다. 30%의 투자 고문이 2025년에 사모 시장에 20% 이상을 배정할 계획이며, 또 다른 29%는 10% 이상의 배정을 계획하고 있습니다. 이는 2024년에 비해 15% 증가한 것입니다.
사모 인프라는 특히 유망한데, 응답자의 48%가 높은 진입 장벽, 지속적인 현금 흐름, 포트폴리오 다변화와 같은 특성에 이끌려 노출을 늘릴 계획입니다. 사모 주식 및 신용은 여전히 주요 배정 선택입니다.
설문조사는 76%의 응답자가 사모 시장이 전통적인 투자보다 더 높은 보상을 제공한다고 보고하며, 이는 주로 성과 및 다변화 혜택에 의해 주도됩니다. 63%의 고문이 사모 시장에 대한 지식을 '고급'으로 평가하고 있지만 (지난해 55%에서 증가), 지식 격차는 여전히 존재합니다.
세대에 따라 관심이 다르며, Gen X (94%)와 밀레니얼 세대 (89%)가 가장 높은 참여를 보입니다. 지리적으로 아시아 태평양 (51%)과 아메리카 (48%)가 사모 시장 투자에 가장 강한 관심을 보입니다.
Le récent sondage de Hamilton Lane révèle un changement significatif dans les tendances d'investissement sur les marchés privés, avec 30% des conseillers en investissement prévoyant d'allouer 20% ou plus aux marchés privés en 2025, et un autre 29% prévoyant des allocations de plus de 10%. Cela représente une augmentation de 15% par rapport à 2024.
Les infrastructures privées montrent un potentiel particulier, avec 48% des répondants prévoyant d'augmenter leur exposition, attirés par des caractéristiques telles que des barrières d'entrée élevées, des flux de trésorerie durables et la diversification de portefeuille. Le capital-investissement et le crédit restent les principales options d'allocation.
Le sondage met en évidence que 76% des répondants considèrent que les marchés privés offrent des récompenses plus élevées par rapport aux investissements traditionnels, principalement en raison des avantages en termes de performance et de diversification. Bien que 63% des conseillers évaluent leur connaissance des marchés privés comme 'avancée' (en hausse par rapport à 55% l'année dernière), un écart de connaissance persiste.
L'intérêt varie selon les générations, avec la plus forte implication venant de Gen X (94%) et des Millennials (89%). Géographiquement, l'Asie-Pacifique (51%) et les Amériques (48%) montrent le plus grand intérêt pour les investissements sur les marchés privés.
Die aktuelle Umfrage von Hamilton Lane zeigt einen signifikanten Wandel in den Investitionstrends auf dem Privatmarkt, wobei 30% der Anlageberater planen, im Jahr 2025 20% oder mehr in private Märkte zu investieren, und weitere 29% planen Zuweisungen von über 10%. Dies stellt einen Anstieg von 15% im Vergleich zu 2024 dar.
Private Infrastruktur zeigt ein besonderes Potenzial, da 48% der Befragten planen, ihre Exposition zu erhöhen, angezogen von Merkmalen wie hohen Markteintrittsbarrieren, stabilen Cashflows und Portfoliodiversifizierung. Private Equity und Kredite bleiben die Top-Wahlmöglichkeiten für Zuweisungen.
Die Umfrage hebt hervor, dass 76% der Befragten die Ansicht vertreten, dass private Märkte im Vergleich zu traditionellen Investitionen höhere Renditen bieten, hauptsächlich getrieben durch Leistungs- und Diversifikationsvorteile. Während 63% der Berater ihr Wissen über private Märkte als 'fortgeschritten' bewerten (Steigerung von 55% im Vorjahr), bleibt eine Wissenslücke bestehen.
Das Interesse variiert nach Generationen, wobei das größte Engagement von Gen X (94%) und Millennials (89%) kommt. Geografisch zeigen der asiatisch-pazifische Raum (51%) und die Amerikas (48%) das größte Interesse an Investitionen in private Märkte.
- None.
- None.
- Annual global report, surveying more than 300 investment advisors, finds diversification and performance continue to drive private wealth interest in the asset class
- Private infrastructure is poised to gain market share, with
48% of those surveyed planning to increase exposure in that sector - Despite interest, many investors have only "beginner" knowledge of the asset class, highlighting importance of ongoing education as well as opportunity to deepen client relationships
Interest in infrastructure investing
Private infrastructure is poised to gain market share according to the survey, with
Attractiveness of private markets
More than three-fourths (
Increased acumen but knowledge gap persists
Despite increased acumen on the part of advisors, with
Other key findings
- One key reason advisors offer private market investments is to have a competitive edge when attracting and retaining clients, with
70% of advisors reporting that helping clients invest in private markets deepens those relationships. - While all age groups show an interest in private market exposure, interest is highest among Gen Xers (
94% ), Millennials (89% ) and Baby Boomers (77% ). Following were Gen Z (59% ) and those aged 75+ (43% ). - Globally,
Asia Pacific (51% ) and theAmericas (48% ) reported the highest percentage of clients who are "very interested" in the asset class. Unsurprisingly, knowledge of the private markets correlated with interest, with those regions topping the number of those who described their knowledge as either "advanced" or "intermediate."
Steve Brennan, Head of Private Wealth Solutions at Hamilton Lane, commented: "This year, our survey results showed a growing enthusiasm around and appreciation for the diversification and performance benefits the private markets can provide. Just a few years ago, we would never have expected to see nearly
"As we look ahead, we expect interest in the infrastructure space to continue to grow, and hope to see investors who describe their knowledge of the private markets as 'advanced' tick up even further. At Hamilton Lane, we continue to be focused on bringing high-quality private markets investment opportunities to advisors and their clients while expanding investor access and knowledge of this asset class."
For more information on Hamilton Lane's Private Wealth business, click here. To view the full report and findings, click here.
Survey Methodology
The online survey was conducted from October 29 to December 4, 2024. The 320 global respondents included private wealth firms, RIAs, family offices and other advisor professionals from APAC,
About Hamilton Lane
Hamilton Lane is one of the largest private markets investment firms globally, providing innovative solutions to institutional and private wealth investors around the world. Dedicated exclusively to private markets investing for more than 30 years, the firm currently employs approximately 730 professionals operating in offices throughout
View original content:SOURCE Hamilton Lane
FAQ
What percentage of advisors plan to allocate to private markets in 2025 according to Hamilton Lane (HLNE)?
How much has advisor interest in private markets increased from 2024 to 2025?
What percentage of advisors are planning to increase exposure to private infrastructure in 2025?
Which generations show the highest interest in private market investments according to HLNE's survey?
Which regions show the strongest interest in private market investments?
What percentage of advisors say private markets knowledge helps deepen client relationships?
