Funds - Looking Through The Lens

Funds are often seen as simple vehicles for diversification and liquidity, but they do have nuances. From legal structure and jurisdiction to redemption terms, leverage, valuation, and governance, the details matter just as much as the investment strategy. Our wealth planning team gives some key insights into how funds are built, who the key parties are, and what investors should look out for before committing capital. We also look at whether private funds are only for institutions, or whether individuals can establish their own structures too.