Hello advisers,With regulation making it easier for retail investors to access private assets and the chancellor's recent Mansion House speech, has this had any impact on your approach/sentiment towards private assets investing? What is your general approach?Over the next 12 months would you consider increasing/decreasing your allocation to private assets? (Why?) Or no change?&nbsp;

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Your approach to private assets investing

We're pretty vanilla when it comes to investing our clients' money; keeping it simple and allocating as much to global equities as they are comfortable with and their financial plans allow for. Private assets may have a place, but much the same as anything else that has concentration and illiquidity risk; it'd be for a small proportion of an overall portfolio. Similar diversification exposure could be gained through VCTs or EISs but with added tax benefits to offset the increased risk.

Ross Lacey

I'm the Director of Fairview Financial Management.  A Chartered Financial Planner, Independent Financial Adviser (IFA) and Whole of Market Mortgage Broker.

Our business specialises in helping people make the most of their money, so they can make the most of their time.

Your approach to private assets investing

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Ross LaceyVerified

Director & Independent Financial Adviser at Fairview Financial Management

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