Key Takeaways
- • Rothschild & Co's private client unit can commit up to €150m per fund to private equity strategies, according to private markets head Jessica Sellam.
- • The asset and wealth management division is seeking to rebalance its private equity portfolio, per PEI Private Equity.
- • The unit's focus spans buyout and co-investment opportunities across Asia-Pacific, North America and Western Europe.
Summary
Rothschild & Co's private client unit is looking to rebalance its private equity portfolio, according to PEI Private Equity. Jessica Sellam, head of private markets at the asset and wealth management division, told the publication that the unit can commit up to €150m per fund.
The disclosed commitment ceiling gives a clear indication of the scale at which the wealth manager is prepared to back individual private equity managers. The article is tagged with buyout, co-investment and limited partner strategies, pointing to a mandate that spans primary fund commitments and direct co-investment alongside them.
The article covers investor activity across Asia-Pacific, North America and Western Europe, indicating the portfolio rebalancing is not confined to a single region. The source article is brief, and further detail on target allocations, specific fund commitments or timing was not included in the material available for this summary.
The disclosed commitment ceiling gives a clear indication of the scale at which the wealth manager is prepared to back individual private equity managers. The article is tagged with buyout, co-investment and limited partner strategies, pointing to a mandate that spans primary fund commitments and direct co-investment alongside them.
The article covers investor activity across Asia-Pacific, North America and Western Europe, indicating the portfolio rebalancing is not confined to a single region. The source article is brief, and further detail on target allocations, specific fund commitments or timing was not included in the material available for this summary.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.