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FUNDS · GLENMORGAN'S SPECIALIST CAPABILITY

Alternative Assets

Alternative assets are central to Glenmorgan's business. The firm's stated aim is to give traditional investors access to alternative-asset funds that would otherwise be difficult to reach.

01 / OVERVIEW

Beyond traditional
asset classes.

Alternative assets include private-market investments, digital assets, emerging-technology exposure and other strategies that sit outside conventional listed shares, bonds and cash.

Because their returns can be driven by different factors, alternatives are commonly used to broaden a portfolio. They also tend to be less liquid, more complex and higher risk.

02 / GLENMORGAN'S APPROACH

Access for
a wider investor base.

In January 2025 Glenmorgan stated that offering traditional investors direct access to alternative-asset funds was a key part of its growth plans, including through the brokerage accounts investors already hold.

The firm describes its alternative-asset range as innovative and strategically diversified, with the Digital Asset Innovation Fund as a specialist strategy within it.

03 / CONSIDERATIONS

Risk
considerations.

  • Lower liquidity than listed investments
  • Complex structures and valuation methods
  • Higher sensitivity to market conditions in some strategies
  • Investor protections vary by product and country

FREQUENTLY ASKED QUESTIONS

Alternative Assets
questions.

What are alternative assets?

Investments outside traditional shares, bonds and cash — such as private-market investments and digital assets.

Are alternatives suitable for everyone?

No. They are generally higher risk and less liquid. Consider your objectives and seek independent advice.

COMPANY NEWS

From the
newsroom.

Reported informationFigures and arrangements described on this page come from Glenmorgan press releases published in January and February 2025. They describe what was reported at that time. They are not a statement of current fund size, performance, availability or assets under management, and they are not a guide to future results.

ImportantInformation on this website is general in nature and does not take into account your objectives, financial situation or needs. Investments carry risk, including the possible loss of capital. Past performance is not a reliable indicator of future performance. Consider seeking independent professional advice before making an investment decision. Legal & Company Information

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