Public markets were the backbone of wealth management for decades. In contrast, private equity, venture capital, or private debt were considered niche – exclusive, non-transparent, difficult to access. But those times are over. According to Preqin, assets under management in private equity are expected to rise to nearly twelve trillion US dollars by 2029, and private debt promises double-digit returns. The trend is clear: Alternative investments are becoming the standard – and thus also a technological challenge.

Complex Mandates, New Requirements

The requirements for transparency and reporting can no longer be met with Excel spreadsheets," says Kai Linde, founder of the wealthtech company Qplix. Platforms with integrated accounting, structured data models, and automated reports are the basis for managing liquid and illiquid assets equally efficiently.

The three classic hurdles fall

Family Offices Under Pressure

Technology as a Competitive Advantage