Exclusive diversification with depth
Private Equity and Selected Private Markets
Those who take a holistic approach to wealth management look beyond the stock market. Private markets offer precisely this opportunity and encompass a wide range of investments that are not publicly traded. They span a broad spectrum, from private equity and venture capital to infrastructure and private debt funds.
“90% of investment opportunities are found in private markets. Investors are expanding their investment horizons beyond the public market while reducing their exposure to short-term market fluctuations.”
Private Equity:
Capital for the next phase of a company
Private equity provides companies with equity capital for a clearly defined period of time—whether for startup, growth, or major restructuring. What matters most is not just the capital, but also the active role played by investors: they work closely with companies, provide strategic guidance, and drive targeted development.
In this way, value is created not only through financing, but also through active participation in the business.
- Expanded investment universe: Private equity expands the investment universe and enables investments in companies that are not accessible through the stock market.
- Attractive return opportunities: Thanks to the active involvement of fund managers in the companies, private equity has historically generated returns that exceed those of the public capital markets.
- Portfolio diversification: Because private equity has a lower correlation with publicly traded investments, it can help optimize a portfolio’s risk-return profile.
- Long-term value creation: The long-term investment horizon and the active strategic development of portfolio companies are designed to unlock sustainable value creation potential.
Infrastructure
Investing in the long-term future
Infrastructure is the backbone of a modern economy and is therefore indispensable—from data centers and fiber-optic networks to wind and solar farms, power grids, airports, and toll roads. Given high levels of government debt and ongoing fiscal consolidation, many countries are increasingly unable to finance all necessary infrastructure projects. Infrastructure funds help bridge the resulting financing gap.
- Essential tangible assets: Infrastructure assets provide essential services to the public and are therefore less susceptible to market cycles.
- Attractive return opportunities: Investors gain exclusive access to an attractive, regulated market with high barriers to entry and promising return opportunities.
- Predictable cash flows & Inflation protection: Income is often tied to long-term, index-linked contracts, which provides a more stable cash flow and better protection against inflation. In addition, investors benefit from regular distributions throughout the fund’s term.
- Portfolio diversification: In the past, infrastructure has shown a lower correlation with other asset classes such as stocks, bonds, and real estate. Infrastructure investments therefore serve as an effective addition to help stabilize the overall portfolio.
Private Debt
Companies looking for alternative financing options
Private debt gives companies access to debt financing outside of banks and public markets. Credit funds act as lenders and provide targeted financing for growth or transformation phases—often in close coordination with existing investors.
- Attraktive, stabile Renditen:Private debt offers the potential for higher returns than publicly traded corporate bonds with comparable ratings.
- Regular distributions:Investors benefit from ongoing distributions from loan servicing payments, which, in the case of debt products, begin relatively early in the investment cycle.
- Balanced risk-return profile:The senior position in the capital structure ensures that repayment claims are met on a priority basis in the event of the borrower's default and provides a balanced risk-return profile.
- Access to a resilient asset class:Investors gain exclusive access to an attractive market characterized by high resilience to economic downturns, historically low volatility, and low correlation with liquid assets.
Venture Capital
Equity investment in innovative growth companies
Investing in the markets of tomorrow: Much of the value created by new companies and business models is generated long before they go public. Investors benefit directly from the appreciation in value of portfolio companies and, as a result, significantly from current megatrends in digitalization.
- High potential returns:Leading growth and venture capital managers generate above-average returns. Managers in the top performance quartile have historically outperformed global equity markets by a significant margin.
- Investing in the champions of the next generation:Exceptional growth driven by companies' innovative strength – investors are putting their money into tomorrow's industry leaders and reaping the greatest returns.
Private Equity:
Capital for the next phase of a company
Private equity provides companies with equity capital for a clearly defined period of time—whether for startup, growth, or major restructuring. What matters most is not just the capital, but also the active role played by investors: they work closely with companies, provide strategic guidance, and drive targeted development.
In this way, value is created not only through financing, but also through active participation in the business.
- Expanded investment universe: Private equity expands the investment universe and enables investments in companies that are not accessible through the stock market.
- Attractive return opportunities: Thanks to the active involvement of fund managers in the companies, private equity has historically generated returns that exceed those of the public capital markets.
- Portfolio diversification: Because private equity has a lower correlation with publicly traded investments, it can help optimize a portfolio’s risk-return profile.
- Long-term value creation: The long-term investment horizon and the active strategic development of portfolio companies are designed to unlock sustainable value creation potential.
Infrastructure
Investing in the long-term future
Infrastructure is the backbone of a modern economy and is therefore indispensable—from data centers and fiber-optic networks to wind and solar farms, power grids, airports, and toll roads. Given high levels of government debt and ongoing fiscal consolidation, many countries are increasingly unable to finance all necessary infrastructure projects. Infrastructure funds help bridge the resulting financing gap.
- Essential tangible assets: Infrastructure assets provide essential services to the public and are therefore less susceptible to market cycles.
- Attractive return opportunities: Investors gain exclusive access to an attractive, regulated market with high barriers to entry and promising return opportunities.
- Predictable cash flows & Inflation protection: Income is often tied to long-term, index-linked contracts, which provides a more stable cash flow and better protection against inflation. In addition, investors benefit from regular distributions throughout the fund’s term.
- Portfolio diversification: In the past, infrastructure has shown a lower correlation with other asset classes such as stocks, bonds, and real estate. Infrastructure investments therefore serve as an effective addition to help stabilize the overall portfolio.
Private Debt
Companies looking for alternative financing options
Private debt gives companies access to debt financing outside of banks and public markets. Credit funds act as lenders and provide targeted financing for growth or transformation phases—often in close coordination with existing investors.
- Attraktive, stabile Renditen:Private debt offers the potential for higher returns than publicly traded corporate bonds with comparable ratings.
- Regular distributions:Investors benefit from ongoing distributions from loan servicing payments, which, in the case of debt products, begin relatively early in the investment cycle.
- Balanced risk-return profile:The senior position in the capital structure ensures that repayment claims are met on a priority basis in the event of the borrower's default and provides a balanced risk-return profile.
- Access to a resilient asset class:Investors gain exclusive access to an attractive market characterized by high resilience to economic downturns, historically low volatility, and low correlation with liquid assets.
Venture Capital
Equity investment in innovative growth companies
Investing in the markets of tomorrow: Much of the value created by new companies and business models is generated long before they go public. Investors benefit directly from the appreciation in value of portfolio companies and, as a result, significantly from current megatrends in digitalization.
- High potential returns:Leading growth and venture capital managers generate above-average returns. Managers in the top performance quartile have historically outperformed global equity markets by a significant margin.
- Investing in the champions of the next generation:Exceptional growth driven by companies' innovative strength – investors are putting their money into tomorrow's industry leaders and reaping the greatest returns.
What Sets Us Apart
Personalized Consultation from Our Specialists
More Than 25 Years of Experience in the Private Markets
Moderate Minimum Investments
Regular Meetings with Fund Managers
Our Offers for You
Evergreen Private-Markets-Fonds
Evergreen funds offer more flexible and continuous access to private markets. They allow you to invest with lower minimum amounts and benefit from defined entry and exit windows, as well as high transparency and investor protection. We’ll help you choose the right investment.
Closed-End Private Market Funds
Invest in select private markets funds through ABN AMRO’s exclusive investment structures, which are available only to a limited group of investors. Define your own investment priorities in terms of strategies, regions, and sectors. We present the options; you make the decision.
Where There Are Opportunities There Are Also Risks: A realistic look at private markets
Opportunities
Attractive Investment Opportunities: In the private markets sector, there is an opportunity to generate attractive long-term returns that often significantly exceed those of the liquid market. This is due, in part, to the low correlation with capital markets and the potential for appreciation in the value of real assets.
Portfolio Diversification: Private markets expand the investment universe to include unlisted companies and projects, making them ideal for portfolio diversification.
Balanced Risk-Return Profile: Historically, private market investments have exhibited lower volatility compared to publicly traded investments and have helped strengthen the risk-return profile of the investment portfolio.
Exclusive Access: Access to internationally successful funds with outstanding track records and a strong reputation
Illiquidity Premium: Earning a yield premium through long-term illiquid investments
Growth Financing: Participation in the opportunities presented by major transformation projects and disruptive business ideas
Significant Risks
Verlustrisiko: Private-Markets-Anlagen sind unternehmerische Beteiligungen, die das Risiko eines Teil- bzw. Totalverlusts des investierten Kapitals bergen.
Illiquidity: Investments in private markets are long-term investments whose liquidity is very limited compared to publicly traded investments.
Complexity: Private-market investments are often more complex than publicly traded investments and are therefore suitable only for investors with the appropriate knowledge and experience.
Level of Difficulty: Valuing private-market assets is often more difficult than valuing publicly traded investments due to limited transparency and data availability.
Opportunities
Attractive Investment Opportunities: In the private markets sector, there is an opportunity to generate attractive long-term returns that often significantly exceed those of the liquid market. This is due, in part, to the low correlation with capital markets and the potential for appreciation in the value of real assets.
Portfolio Diversification: Private markets expand the investment universe to include unlisted companies and projects, making them ideal for portfolio diversification.
Balanced Risk-Return Profile: Historically, private market investments have exhibited lower volatility compared to publicly traded investments and have helped strengthen the risk-return profile of the investment portfolio.
Exclusive Access: Access to internationally successful funds with outstanding track records and a strong reputation
Illiquidity Premium: Earning a yield premium through long-term illiquid investments
Growth Financing: Participation in the opportunities presented by major transformation projects and disruptive business ideas
Significant Risks
Verlustrisiko: Private-Markets-Anlagen sind unternehmerische Beteiligungen, die das Risiko eines Teil- bzw. Totalverlusts des investierten Kapitals bergen.
Illiquidity: Investments in private markets are long-term investments whose liquidity is very limited compared to publicly traded investments.
Complexity: Private-market investments are often more complex than publicly traded investments and are therefore suitable only for investors with the appropriate knowledge and experience.
Level of Difficulty: Valuing private-market assets is often more difficult than valuing publicly traded investments due to limited transparency and data availability.
A Look Behind the Scenes of the Markets
What Private Investors Should Know
Is private equity right for me? Alexander Herbert, Head of Private Equity at Bethmann HAL, explains the unique features of private equity investments.
Don't Miss Out On Investment Opportunities
More than 90 percent of investment opportunities are found in private markets. Our investment expert, Andreas Hegedüsch, believes you shouldn’t miss out on them.
Private Equity bleibt ein Wachstumssegment
Eine goldene Zukunft für Private Markets? Alexander Herbert spricht über die Entwicklungen der vergangenen und der kommenden Jahre.
Contact Us
Do you have any questions or suggestions and would like to contact us? Please feel free to use our contact form.
Risikohinweis
Risk Disclosure:This document, prepared by ABN AMRO Bank N.V., Frankfurt Branch (hereinafter referred to as “Bethmann HAL”), is intended for clients as defined in Section 67(1) of the German Securities Trading Act. It does not in itself constitute an offer, advice, recommendation, or solicitation to buy or sell any financial instrument. Rather, it is provided for informational purposes only and cannot replace investment advice tailored to the specific investor and investment. This document is not a financial analysis. It was not prepared in accordance with legal provisions designed to promote the independence of financial analyses and is not subject to any prohibition on trading following the dissemination of financial analyses. If available, the purchase of a financial instrument mentioned in this document should be based exclusively on the information contained in the prospectus, supplemented, if applicable, by the most recently published annual report and semi-annual report, provided that such reports are of a more recent date. The prospectus and the key investor information document or the PRIIP key information document are made available to the client in German at Bethmann HAL, Mainzer Landstraße 1, 60329 Frankfurt am Main, and are also available on the issuer’s/management company’s website. Bethmann HAL assumes no liability for errors regarding the accuracy, completeness, and timeliness of this document, including all calculations, unless such errors were caused by Bethmann HAL through willful misconduct or gross negligence. This document is intended exclusively for clients who are neither residents of the United States nor U.S. citizens and may not be distributed in the United States or to U.S. citizens. U.S. persons may also include partnerships or corporations formed under the laws of the United States or of a U.S. state, territory, or possession. This document may not be photocopied or reproduced in any other manner without the prior written consent of Bethmann HAL.
Risk Disclosure:The information contained in this document is provided solely for the recipient’s information and is not intended to replace personalized investment advice tailored to the recipient’s specific needs. In this context, we expressly note that this document was not prepared in accordance with legal provisions designed to promote the independence of financial analyses and is also not subject to any prohibition on trading following the dissemination of financial analyses. However, the Bank’s internal guidelines (organizational instructions) address the latter in such a way as to ensure that conflicts of interest are avoided. To the extent that statements are made regarding market developments, returns, price gains, or other increases in value, as well as risk indicators, these represent merely forecasts for which we assume no liability. In particular, past performance, simulations, or forecasts are not a reliable indicator of future performance. Asset values can rise as well as fall. All information has been carefully compiled, in some cases using information provided by third parties. Individual details may prove to be no longer accurate, or no longer fully accurate, particularly as time passes, due to changes in the law, current market developments, or other factors—even at short notice—and are subject to change at any time without prior notice. No warranty is therefore provided as to the accuracy, completeness, or timeliness of any information. The information is based on our assessment of the current legal and tax situation. To the extent that tax or legal matters are addressed, these should be discussed by the recipient with their tax advisor or attorney. Complete information regarding the fund(s) presented can be found in the respective key investor information documents and the respective prospectus, supplemented by the most recent audited annual report and the respective semi-annual report, if such a report is more recent than the last annual report. These documents constitute the sole binding basis for the purchase. You may obtain the aforementioned sales documents free of charge in electronic or printed form in German at the offices of Hauck Aufhäuser Lampe Privatbank AG, Kaiserstrasse 24, 60311 Frankfurt am Main, or 7, rue Gabriel Lippmann, L-5365 Munsbach, or at Hauck & Aufhäuser Fund Services S.A., 1c, rue Gabriel Lippmann, L-5365 Munsbach. Units in the Fund(s) may only be offered in countries where such an offer or sale is permitted and/or where approval has been obtained from the local regulatory authority. This information document is not intended for U.S. citizens or persons permanently residing in the United States, nor may it be distributed in the United States. For Kapital 1852 SCS SICAV-SIF, there is a key information document for each strategy, which you can access free of charge in electronic form and in German at https://www.hal-privatbank.com/produktinformationsblaetter.
Legal Notice
By selecting your investor profile, you will be redirected to our Private Markets section and additional information tailored specifically to your investor category.
In the selection process, we distinguish between “retail clients” and “institutional investors.” By “institutional investors,” we mean clients who qualify as professional clients within the meaning of Section 67(2) of the German Securities Trading Act (WpHG) or eligible counterparties within the meaning of Section 67(4) of the WpHG and/or as professional investors within the meaning of Section 1(19)(32) of the German Capital Investment Code (KAGB). By “Retail Clients,” we mean clients who qualify as retail clients within the meaning of Section 67(3) of the German Securities Trading Act (WpHG) and semi-professional investors within the meaning of Section 1(19)(33) of the German Capital Investment Code (KAGB). By selecting the investor profile, you confirm that you belong to the corresponding group of persons.
As alternative investment funds, the sub-funds of Kapital 1852 SCS SICAV-SIF are subject to the Luxembourg Law of July 12, 2013, on Alternative Investment Fund Managers. Under the German Capital Investment Code (“KAGB”), limited partnership interests may be subscribed to in Germany only by semi-professional and professional investors.
The information presented based on the selected investor profile is intended exclusively for this group of individuals and may not be suitable for other categories of investors.
If you are unsure of your investor profile, please contact your financial advisor.
The information on this website is expressly not intended for distribution in the United States or to U.S. persons (U.S. citizens, residents of the United States, entities incorporated in the United States, or persons with ties to the United States or U.S. citizens). Consequently, the funds/sub-funds are neither offered nor sold in the United States nor to or on behalf of U.S. persons. Transfers of fund shares to U.S. persons are prohibited.