04
Mar
Fundraising: All eyes on private wealth
Private wealth platforms are an increasingly important source of alternative investment capital, targeted by global GPs marketing evergreen products and single-country managers looking to raise traditional blind pool funds. Investor education is a vital component, requiring managers to put resources on the ground – or find reliable partners – and recognise and respond to local nuance. Beyond that, they must consider what rising private wealth participation means for the development and retention of institutional investor relationships.
- What does best practice look like from an education perspective?
- Can wealth products be customised to deliver a certain risk-return profile?
- How does technology help managers address the complexities of scale?
- Which at asset classes and strategies are most popular with private wealth?
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SpeakersKen Licence Managing Director Principle Advisory Services
Brad McCarthy Managing Director & Head of APAC, Carlyle Global Wealth Carlyle
Scott Thomas Head of Private Wealth Solutions, Australia Hamilton Lane
Gillian Gordon Head of Alternative Investments & Responsible Investing JBWere
Nick Kelly Portfolio Manager Wilson Asset Management
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Ken Licence joined Principle in 2009 and was appointed to the role of Managing Director in December 2010. Mr. Licence has over 25 years’ financial services experience across a range of investment strategies including property, private equity and infrastructure. He has held senior management positions with Lend Lease, Deutsche Asset Management, and CP2, assisting major domestic and international institutional clients.
Mr. Licence has been a Board Member of the Association of Superannuation Funds of Australia (NSW) and holds a Bachelor of Commerce from Griffith University and a Masters of Business Administration from the University of Queensland.
Brad McCarthy is a Managing Director and Head of Asia-Pacific for Carlyle Global Wealth. He is responsible for expanding Carlyle’s wealth platform across the region. He also oversees the institutional wealth channel for Carlyle in Australia and New Zealand. He is based in Singapore.
Mr. McCarthy has more than 25 years of experience in wealth and asset management, where he has led sales and client servicing teams, product launches, and distribution strategies. He joined Carlyle from Citi Private Bank and Global Wealth, where he was a Managing Director and Asia-Pacific Head of Alternative Investment Sales.
Before Citi, Mr. McCarthy was Head of Asia at Permal, where he was responsible for growing the firm’s regional business as an alternative investment provider. He has also held various investment and wealth management roles at ABN AMRO Asset Management and BT Financial Group.
Mr. McCarthy holds a Bachelor of Business from Queensland University of Technology in Australia and is a Chartered Alternative Investment Analyst (CAIA).
Scott is a Principal and Head of Private Wealth Solutions for Australia. He is responsible for the firm’s high-net-worth investors in the region.
Prior to joining Hamilton Lane, Scott was Director of Investment Strategy at Invesco Australia. He focused on being an expert in investment strategies of focus and launching new business initiatives in the Australian marketplace.
Scott has over 20 years of experience in funds management. He has worked in an Absolute Return Multi Asset investment team as a bridge between investments and global sales, marketing, and client service functions. He has also worked in senior distribution roles across both wholesale and institutional channels, providing clients with an array of investment solutions ranging from the more traditional to both open-ended and closed-ended alternative solutions.
Scott holds Bachelor of Business degrees from the University of Western Sydney and Simon Fraser University, as well as a Diploma of Financial Services from Deakin University. He is also a member of the CAIA Association and Financial Services Institute of Australasia (FINSIA).
Gillian joined JBWere in May 2019 and is Head of Alternative Investments and Responsible Investing (RI), in addition to being an Executive Director of the firm. As Head of Alternatives, Gillian leads the Alternatives strategy, investing selection and execution across Private Equity, Private Debt, Real Assets including Infrastructure and Property and Uncorrelated Assets. Gillian also leads the further expansion of JBWere’s approach to Responsible Investing spanning ESG, ethical/impact investing, and stewardship of capital. Prior to joining JBWere, Gillian held senior multi-asset global investment and structuring roles on trading floors, working across Europe, North America, Asia, Africa and the Middle East, within Standard Chartered Bank (SCB) and Bank of Montreal (BMO) Capital Markets. Gillian was also the global structuring sustainability lead for capital markets in both SCB and BMO. Gillian’s roles have included leading sales and structuring for SCB’s Alternative Asset Group (AUM +USD 2bio) in London, in addition to leading and designing multi-asset investment solutions across Fixed Income, Equities, FX, Alternatives, Credit, Commodities and Responsible Investments (RI) for Institutional, Private Bank and High Net Worth clients.
INSEAD Executive Education (TGM, 2022)Bachelor of Commerce, University of QueenslandBachelor of Business (Management), University of QueenslandCertified Practicing Accountant (CPA) AustraliaCapital Markets Programme, Chartered Institute of Securities and Investments (CISI)UK Diploma of Investment Advice (Qualified UK Financial Adviser), Chartered Institute of Securities and Investments (CISI)
Nick has over 20 years’ experience in the investment industry and joined Wilson Asset Management in 2025 as the Portfolio Manager for WAM Alternative Assets. Prior to joining, Nick spent 12 years at Willis Towers Watson (WTW) in Sydney where he was Asia Pacific Head of Private Markets. Nick held other senior leadership roles at WTW including being a member of the Australian Portfolio Management Group and Head of Growth for the Australian investment business. Prior to WTW, Nick spent eight years with PwC as a senior manager within their risk advisory practice in Sydney.