WealthManagement.com’s Government Editor for Investments, David Bodamer, chats with Robert Collins, co-head of personal wealth at Companions Group.
Companions Group, another asset supervisor, was an early mover into the worldwide wealth market, together with a preferred 15-year-old personal fairness fund in the US. Collins explores the shift from public to personal markets and its significance for traders, highlighting evergreen funds’ tax advantages and compounding benefits. He additionally discusses the corporate’s partnership with BlackRock and the personal markets mannequin portfolios the agency is bringing to the market in 2025.
David and Rob focus on:
- The market shift from public to personal markets and its implications for traders
- The advantages Companions Group sees in evergreen funds, together with decrease minimums and tax simplicity
- A brand new partnership with BlackRock to supply diversified personal market mannequin portfolios beginning in 2025
- World insights and improvements in personal markets, like tokenization in Singapore
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About Our Visitor:
Robert Collins is Co-Head of Non-public Wealth, Head of Companions Group’s New York Workplace, and a member of the World Government Board. He’s President, Portfolio Supervisor, and Member of the Board of Managers of Companions Group Non-public Fairness (Grasp Fund), LLC. He additionally chairs Companions Group (USA) Inc.’s Funding Committee. Robert joined the agency in 2005 as a member of the Non-public Fairness funding staff and has 24 years of trade expertise. Previous to becoming a member of Companions Group, he labored at UBS Warburg and Salomon Smith Barney. Robert holds an MBA from the Johnson College at Cornell College, the place he was a Roy H. Park Management Fellow, and a bachelor’s diploma from Tulane College, the place he majored in economics and historical past. He’s a CFA charterholder.
