Once considered the domain of institutional investors, financial advisers are being increasingly exposed to opportunities to invest in private markets. While some advisers have been integrating such strategies into their client portfolios for years, for others, this may be the first time they are exploring such strategies. No matter where you are in this journey, BT is here to help.
We are pleased to announce we have partnered with Preqin – a global leader in providing education, research and insights into alternative asset classes including private equity, real estate, private debt, infrastructure and natural resources. Through BT Academy, you now have access to a range of in-depth educational content and insights.
Private market assets are an extension of traditional assets such as stocks and bonds but differ in that they are not publicly traded on an exchange.
BT Panorama investments is a comprehensive investment offer for your investment and SMSF clients, offering you efficiency, simplicity, choice and flexibility.
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