Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
Why Ultra-Wealthy Investors Are Using Private Credit
In this episode of The High Net Worth Podcast, Lucas and Luna explore the rapid rise of private credit as a preferred asset class for ultra-wealthy investors. With banks retreating from middle-market lending, private credit funds have stepped in, offering yields of 8-12% with floating-rate structures. Lucas explains how family offices and high-net-worth individuals are allocating 10-20% of portfolios to direct lending and mezzanine debt, bypassing traditional fixed income. The conversation dives into a specific case: a $50 million private credit deal negotiated by a single-family office in Q1…
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