Where can I find private clients? With the rapid development and progress of society, the requirements of employees in various industries are constantly improving, and it is difficult to find a satisfactory and suitable job. Private placement is a common financial management method in today's financial circles, and its income is also considerable. Next, let's find out where we can find private clients.

Where can private equity clients find 1? First of all, it should be divided into two categories: direct customers and channels.

Among direct customers, there are two types: human customers and institutional customers.

A human client, including your relatives and friends, is basically the first person who can support your private placement. Their characteristic is that you don't need to introduce your strategic investment concept to people who recognize you. They recognize you. For example, many of our investors have known each other for 20 years.

The second category is your shareholders. Some private placements will have a strong shareholder background, that is, the so-called financier, or they will give money or can pull money, which is often very important for a private placement to start. There is a hidden danger in this. How to coordinate the contradiction between investment and capital will be analyzed in detail later.

The third category is some real high-net-worth customers, often obtained through various consignment channels. The advantage is that this customer will develop very fast when the wind is smooth, sometimes even more stable than institutional customers, and some requirements for your risk control are still relatively low.

The disadvantage is that you may come to you when your performance is not good. If you want to break it down into millions of individual customers and tens of millions of people, it is generally easier to deal with richer people. On the one hand, they are more tolerant of risks, on the other hand, they also abide by some business rules.

There are also some corporate funds. Although it is an institution, it is not a real investment institution. You can also regard them as a kind of high-net-worth customers, because often many high-net-worth customers are business owners themselves.

Institutional customers are mainly all kinds of FOF, and I am divided into three categories.

One is the background of financial institutions, including banks, brokers, fund companies and so on. The advantage is that they are all financial institutions, so it is relatively easy to get money from bank dad. When funds are tight, there are still certain advantages in relying on licenses.

The second category is a variety of three parties, behind which are some high-net-worth customers. Relatively speaking, the conditions are not as high as those of financial institutions, but funds are also affected by market fluctuations, and tripartite cooperation is more important for the consideration of credibility.

The third category is all kinds of private equity institutions, some are full-time FOF, and some are in transition. I have seen those who make their own investments, real estate, municipal engineering. ...

The characteristics of the above-mentioned institutional customers are relatively professional, and the expectations of income, risk and return are relatively reasonable. Of course, the general rate and other conditions will be worse. Of course, if we can negotiate, it is still very cost-effective.

In addition, channels are mainly divided into three parties and brokers.

The demands of the three parties are relatively simple, that is, to make money by selling products. In addition to sales, brokers and futures companies may also take a fancy to your trading volume and custody volume, among which the ability of brokers is far greater than that of futures companies. For the channel, your historical performance is very important, but your reputation may be more important (otherwise you can't brag to customers). Therefore, it may not be suitable for those small private equity partnerships that have just started, unless you are a well-known fund manager from Public Offering of Fund.

What kind of customers should we look for at different stages?

In your initial stage, you must rely on your own money+friends' money+shareholders' money.

The reason is that you don't need any historical achievements to prove yourself. Many private owners themselves may be rich second generation, so it is natural to have start-up capital or earn the first pot of gold through other means. This is the best.

For example, I know that a private placement S, with a scale of nearly 5 billion, is basically the money of people around several bosses, and its own boss circle has strong ability and does not need special fundraising channels.

Of course, if not, we can also find some capable shareholders to cooperate, but we should pay attention to some problems here.

Let's talk about a relatively successful case, private placement B, which is basically the boss responsible for investment and the industrial shareholder. It began to make achievements with the money of shareholders and some relatives and friends, and then slowly spread the investment of more and more friends, and then began to find some channels to sell them on a commission basis. Now it has a scale of nearly 3 billion and has a certain popularity in the market.

In addition, it is not necessarily good, especially in quantitative private placement, which often finds a relatively rich shareholder, but investors often have to meet the investment director in charge of investment. As a result, the investment director is busy with roadshows and dealing with investors every day, and has no time to code research strategies, so his performance is average.

Performance generally can't raise money, and rich shareholders will think that your poor investment performance is your pot. The person in charge of investment will think that you are the result of making money, and every time you play with me, it is your pot, and then a vicious circle. Why is this kind of thing often quantified?

Because it really takes a lot of time to keep thinking about problems, unlike active investment, you can think about problems at any time, and you only need to look at one or two problems to get good returns, so the interruption of meeting investors in roadshows has little impact on those who actively invest.

When you have finished the first step, you should start looking for some external funds. At this time, quantification and initiative often have different choices.

For quantification, it is more appropriate to find some institutional funds, because they tend to be more recognized for quantitative strategies and performance, and can also understand what you are doing relatively professionally. Different fofs also have different hobbies. For example, some of them especially like to invest in some earlier private placements, so they don't call names to avoid the suspicion of advertising. Contact for a long time will understand that this circle is also very small, basically such a wave of people and then what style.

For initiatives, institutional funds are often not highly recognized, so they often seek the funds of some high-net-worth customers through some channels. There are many advantages behind this, because they are well-known in the retail group itself, and everyone is more willing to cooperate, not to mention Wang Yawei. There are also successful ones, such as Giant Sequoia, Shang Hong and Arbitrary. If you don't have this advantage, then you can only endure the performance for a while and then wait for better market opportunities.

When your scale reaches several hundred million and the market has a certain popularity, you will have a certain time to accumulate performance and enter the second stage.

Quantification, you can take the bank's money or private bank's consignment, or you can have some tripartite or securities and futures consignment.

For the initiative, you can start with high-net-worth customers, take some institutional money, or enter the white list of some banks and take the bank's consignment.

One figure I have seen is that, generally speaking, for mature private placements, there are slightly more individual customers than institutional customers in terms of quantification. For active private placement, this ratio may be higher. Then wait for the year to break out. In the past few years, there have been many examples of private placement from unknown hundreds of millions to billions. At this time, all channels should be used.

The story is not over yet, and it is difficult to fight the river. In fact, your real challenge has just begun at this time. How to maintain your performance under this scale is the most challenging place. There are too many examples of going up and down, and then you may never go up again. Therefore, it is also very important to keep performance and scale synchronized.

Where can private equity clients find 2 1? The first stage: primitive accumulation stage.

I define this stage as: the management scale below 200 million.

At this time, I (representing the vast number of private placements) have no fame, no channels and insufficient financial resources to incite this market. And only a few trustworthy partners around me have confidence in their investment. This stage is very critical. If you rush over, it will be another world. If you don't rush over, you will be mediocre and even die.

I think so:

Main idea: From the outside to the inside. No matter how young you are, more external thinking consciousness and more absorption of resources will definitely help you invest better.

Self-investment: the key among the keys. All your confidence in doing this comes from your own account performance, starting with at least one million, and of course dozens are no problem. Don't talk about investment, just talk about market-oriented thinking. If you are weak, your aura will be weak and no one will help you. If you have confidence in yourself, your state will be different. Work actively, engage in research and talk about cooperation. You know, in the asset management market, you want four or two pounds, which is four or two pounds.

Partner: Very critical. Telling the truth and seeing fate are nothing more than resource-based and technical. Because I found that there must be a vacuum in doing this, and it needs the joint contribution of partners anyway. My vacuum period appeared some time after my routine surgery. This is where I thank them most. I must do it well.

Reception and financial management: these investors should be our angel customers, with 0.8 or 0.9 liquidation and 2-8 or 3-7 returns. Don't fucking think about earning their commission, I will especially despise it and take an attitude. I think that as long as the financial situation is good, there will definitely be more investors who manage money on behalf of customers, which will really bring unexpected surprises. Before a gentleman is a villain, don't fool people who trust you, because this is trust and your exclusive wealth that top private investors can't take away.

Initial product: This must be completed as soon as possible. Compared with a sunshine product, a single account is almost meaningless. It is very easy to find a brokerage and futures company for Sunshine Products. At first, it may be structured, that is, configuring a little priority (it should not work now). The management type is good, and the larger the scale, the better. I know two or three hundred dollars can be paid, but the ratio of custody fee to channel fee is relatively high. Don't be sad, everything is difficult at the beginning.

This is what I said about my vacuum period, because you closed the money in your account for the first time 1 year, and you were a little careful.

But I think it's worth it Sunshine products will bring many benefits, such as making the net worth public, improving persuasiveness, borrowing brokers to do research (very important), being familiar with the business on the other side of the channel, following compliance procedures, keeping the shell open and so on.

If I guess correctly, the first product of most private placements is their own money. At least they should subscribe to one, so as to set an example for everyone. Although it is very simple to issue a product now, and it is also part of more than 10000 private placement, you think it is at least more than that of hundreds of thousands of financial management teams (although you are haha). Are you excited?

Channel resources: Brokers and futures companies will introduce some customers to you from time to time. On the one hand, they also hope that customers will be stable for a long time in terms of cooperation interests (after all, customers will not do it or often lose money). On the other hand, it is a firewall problem, and sometimes it is more risky for them to do it themselves. And some customers sometimes want to choose some small and medium-sized investments from the beginning. Whether it is a valet or a product. This should be our first official roadshow, so buy a good suit, change a good hairstyle, tidy up the messy PPT and take this step bravely. Remember not to fool around, say one thing and do another.

Compensation is compensation, and earning is earning. Sometimes I feel that customers only ask about strategy, risk control and the like. It is difficult for anyone to stand out in such a matter, which depends on the nature of personal preference. I even suspect that a person who doesn't look at the performance curve very much may be an honest and enterprising small investor, better than those smooth operators. On the other hand, it is your fault, not yours. It's no use getting down on your knees. Being supercilious is the law of caring (I invented it myself).

Managing resources: My feeling now is that the management has a lot of money and a big market. Some FOF sub-fund investments, small and medium-sized private placement incubation plans, competition and ranking of fund operation rights, etc. Everything you hear falls into this category. It's really quite a lot. Pay more attention, so I won't list them one by one. Some need to re-open an account to issue products and do what they can.

However, it should be noted that some employers, I think, are selling dog meat by hanging sheep's heads. In fact, what they actually do is to raise funds, keep their eyes open and ask more questions. I pulled a few strokes, which means that the more I do, the easier it is, and at the same time I can find many problems of myself, such as strategy explanation and risk control explanation.

2. The second stage: the development dividend stage.

I'm sorry to say that I haven't reached this stage (I think it's 200 million to 1 billion), so any of my ideas are meaningless and I really didn't think much. But I still say a few more words:

Investment concept: The last stage is much more pragmatic, and this stage may need something bigger to attract more social resources. I found that small private roadshows are all about explaining strategies, and many large private roadshows give speeches on investment ideas and identities. Therefore, it is true that natural science is the foundation of philosophy. After all, what you have done is likely to be tall in the future. But it also extends to the point that correct investment values are very important. There is no denying that some investment values just can't reach this level, not to mention being hated.

Market: At present, private placement products, three-party full agency, main channel and white list have become the norm, which may be decided more according to the overall market situation and macro atmosphere. I have a little guess that it is much easier to issue products to raise funds when the market hits 5000 points than when it hovers around 2000 points. In this case, counter-cyclical financing is even more important.

All right, that's it. I can't squeeze it out at this stage.

I'm a little sleepy and ready to go back to sleep. Finally, I gave the children's shoes in the private equity industry a sour poem of my own, which made future generations complain.

Why does the investment of high-net-worth clients shift from the property market to private equity funds (specific reasons)

With the rapid development of China's economy, the national income is also increasing, and the number of high-net-worth people is also increasing. They will choose more investment methods to give their wealth more opportunities to realize appreciation, among which private equity funds are particularly popular.

In recent years, the scale of private equity funds is growing. Up to now, the total scale has exceeded 12 trillion! At the same time, the necessary private placement in the asset allocation of high net worth people has become a trend, and the investment concept of no equity and no wealth has also been deeply rooted in the hearts of the people. The reasons behind the hot private placement, Jiafeng Ruide financial planner summed up several key reasons to understand:

Private equity funds meet the needs of personalized allocation

Compared with ordinary investment products, the investment threshold of 6,543,800 yuan for private equity funds seems a bit high. Some high-quality private equity funds are not only scarce, but the investment threshold may reach 3 million or even higher.

Private investment funds are privately issued to specific qualified investors, and they must be certified by qualified investors in the early stage, that is, the risk tolerance of investors is consistent with the income risk of the products they invest in before they can be purchased. Private equity funds can meet the personalized allocation needs of high-net-worth investors, which is one of the reasons why high-net-worth people favor them.

Where can private clients find 3 private institutional clients? The key to the rapid development of private equity fund business lies in customers' recognition of private equity fund and its operating performance. Whether the private equity fund business can develop smoothly depends on the establishment of the responsibility and interest-bearing mechanism between private equity fund and customers about the income, risk and loss of wealth management business.

The main way for private equity funds to manage their clients' money is obviously not as simple as saving deposits and buying government bonds. Private equity fund can't be an endowment insurance with a long term and a definite name. In most cases, it can only be a high-risk and high-yield wealth management product such as buying stocks.

Private equity fund financing is a high-yield and high-risk business, and everyone has this requirement. Private equity funds are also mainly seeking high-yield and high-risk stock investment fields. If it is just a general savings deposit and treasury bond investment business, private equity fund customers do not need to find private equity funds, and private equity funds can operate directly by themselves.

Investing in stocks is risky. If the result of investment is profit and the profit rate is very high, private equity funds are naturally very good. It is a win-win situation for both sides to pay and be wise. The basic income that customers deserve, the risk income, and the agency return that private equity funds should enjoy have all been settled. In other words, in addition to these basic benefits, private equity funds have an additional investment income that can be distributed between the two parties, and this distribution ratio should be relatively easy to determine.

However, if the investment result of private equity fund is a loss, and the amount of loss is large, not only the due income and risk income of customers can not be obtained, but also the principal of private equity fund has suffered considerable losses. Private financial institutions have worked in vain, private funds will also suffer serious losses, and private funds may have to pay a sum of money, which is something that everyone does not want to see, but it is inevitable. This forces private equity funds to be cautious, carefully manage the funds entrusted by customers, guard against possible dangers and finally get better results.