Private markets include assets not traded on public exchanges, such as private equity, credit, and real assets. They can offer unique sources of diversification and return potential, but typically require longer commitments and careful selection.

In some cases, yes. We will connect you with specialists who assess suitability based on your liquidity needs, risk profile, and broader investment objectives.

We will introduce you to providers who apply rigorous due diligence, diversify across opportunities, and integrate private holdings thoughtfully within your overall portfolio strategy.

The advisers we work with consider private markets as a complement to traditional assets, offering differentiated returns and resilience without adding unnecessary complexity.

Private markets offer access to distinctive opportunities beyond listed equities, from private equity and credit to real assets. We help you find trusted providers who offer disciplined access, thorough due diligence, and strategies designed to complement your broader portfolio.

Find and Compare Wealth Managers With Private Market Expertise

I found Compare Wealth Management online when I didn’t know how to decide among the multiple companies out there, or how to work out who was better/worse. I feared a deluge of cold-calling, but instead had a very informative follow-up call with Rory Scott.

Mr C. Barry

Invaluable help with choosing a wealth manager

I was highly impressed by the level of care and attention I received from Compare Wealth Managers and Neil. If you’re unfamiliar with the financial or investment world, it can be daunting and overwhelming to know where to start. Neil took the time to understand my circumstances and future goals before suggesting suitable advisers. He explained everything clearly, without jargon, and made sure I felt confident about every step. What stood out most was how personal the experience  there was never any pressure, just thoughtful guidance and genuine expertise. Thanks to Compare Wealth Managers, I now have a trusted financial partner and a clear plan for the years ahead.

Mr K.

Outstanding …

I came across Paul Dredge and Compare Wealth Managers when looking to competitively evaluate my current wealth management company. Paul saved me the job of having to evaluate prospective firms, by introducing me to companies already vetted by CWM.

Find and Compare Wealth Managers With Private Market Expertise

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