Why Ultra-Wealthy Investors Can, and Should, Invest Like an Institution

The investment management industry is built for two distinct categories: institutional clients and individual investors. While institutional advisors serve large, multi-billion-dollar pensions and sovereign entities, by contrast, wealth management firms work with clients who fall on the other end of the spectrum—retail investors with roughly $500,000 to $5 million of investable assets.

But what if an individual amasses the wealth of a large company? Since the industry isn’t built to serve people with $100 million or more in assets, these investors fall to traditional wealth managers who largely offer a one-sized-fits-all approach, even when working with this different breed of investor.

Funneling the well-heeled into the same channel as a mass affluent or high-net-worth investor is akin to your regular mechanic who works on a sedan in a garage vs. a Formula 1 mechanic working on a race car at the track. Tools and outcomes are mission driven and re-tooling is necessary when working with clients whose circumstances have evolved along the wealth spectrum.

Please let us know if you have any questions or would like to discuss further. 

For our latest insights, please read our thinking on why wealthy investors need to invest like an institution.