Out on a limb? A guide to when you should recommend esoteric investments

ALTERNATIVES

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Demand for esoteric investments is rising, but which type of client are they suitable for? Daniel Kiernan, director of Intelligent Partnership, explains.

The case for including some esoteric alternative investments in client portfolios is compelling: they can provide above-market returns that are not correlated to conventional investments and they allow a portion of wealth to be held in tangible assets that help mitigate the impact of inflation. However, as with all investments, there are some issues around recommending esoteric investments to clients. Definition To be clear, by esoteric investment I am not referring to any form of collective investment scheme or UCIS. I am referring to direct purchases of land or property or ‘real’ ass...

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