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Private wealth portfolios

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 26, 2025 by Ted Seides · across every show →

Everything said about Private wealth portfolios, oldest first

May 26, 2025 neutral
Assertion Not checkable as stated
Mass affluent hold 2-5% in alternatives versus 20-50% for institutions
“Private wealth portfolios, particularly the so-called mass affluent, typically hold only two to five percent of their assets and alternatives, compared to a range of 20 to 50% per institutions.”
Ted Seides May 26, 2025 ▶ 5:00 Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
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