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Insights


Private Credit and Secondaries in Wealth Portfolios: Why Access Is Only the Starting Point
Private wealth is becoming one of the most important growth channels for private markets. As RIAs increase allocations to private credit, secondaries, and alternative investments, the challenge is no longer access alone. Success will depend on due diligence, liquidity management, portfolio construction, and client education. The advisors who apply institutional-quality standards will play a key role in shaping how private markets are incorporated into wealth portfolios.
Tania Tugonon
Jun 10


Understanding Debt Financing for Robotics as a Service (RaaS) Business Model
In recent years, the Robotics-as-a-Service (RaaS) model has gained traction as companies pursue automation without absorbing significant upfront capital expenditures. Rather than purchasing equipment outright, customers subscribe to robotic systems, shifting CapEx to OpEx. For providers, however, the capital burden does not disappear. It shifts to the balance sheet. Debt financing has increasingly become a strategic tool to bridge that gap. According to the International Fede
Tania Tugonon
Feb 24
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