Adding direct lending to your clients’ portfolio – a report for intermediaries

Bovill

With increasingly uncertain fixed interest and equity markets, the search for yield continues. In the post-crisis world, with low long-term interest rates and rising inflation, private investors are looking at a far wider range of opportunities. But according to new research, 50% of private investment in direct lending is done without advice.

We have partnered with industry analysts AKG on a new report ‘Direct Lending as an Asset Class’. Aimed at intermediaries, including financial advisers, planners and paraplanners, the report looks at the potential relevance and suitability of direct lending as an investment asset for sophisticated retail investors. The paper also looks at the asset class in more detail, with contributions from leading investment managers Triplepoint and Foresight.

The research showed a clear willingness by private investors to consider investment outside the traditional equity or cash-based solutions, albeit largely outside of the advice process. The report explores the potential opportunities for financial advisers to meet their clients’ continued search for yield and reduced volatility, alongside the challenges and hurdles for providers and advisers in making access to such solutions available.

To download a copy of the report click here.

Contact us to find out more about our services for financial planners, and our work with alternative asset managers.

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