Titanbay’s Group General Counsel, Sara O’Reilly, attended Funds Congress 2025 in London and shares her key takeaways in our latest post.
Last Thursday, I had the opportunity to attend Funds Congress 2025 in London, representing Titanbay as Group General Counsel. Co-hosted by PwC, Carne, and Dechert LLP, the event was packed with insightful discussions on the economic shifts, regulatory shake-ups, and technological revolutions transforming asset management.
The conversations at Funds Congress confirmed many of the trends we’ve been tracking at Titanbay, reinforcing our Walled Garden and Taming the Jungle strategies. If one thing is clear, it’s that structured access and cutting-edge innovation aren’t just important—they’re essential for staying ahead in private markets.
6 Key Takeaways from Funds Congress 2025
1. The 40:40:20 Rule – A New Portfolio Standard
The old playbook is out. Diversification is no longer a buzzword but a necessity, and the 40:40:20 allocation model is gaining traction as a new industry benchmark for balancing private and public market exposure.
2. AI is Reshaping Asset Management – Are You Ready?
Margin pressures are forcing firms to rethink operations, and AI is leading the charge. From portfolio construction to regulatory compliance, AI is making investment processes faster and more cost-efficient.
3. The Access Gap is Real – and It’s a Missed Opportunity
I was surprised to hear that 19% of institutional investors still have no exposure to private markets. With evergreen structures, ELTIF/ELTAF frameworks, and digital platforms expanding accessibility, this is a gap that won’t last much longer.
4. Private Equity’s Wealth Expansion – What It Means for Investors
We’re seeing a major push to democratise private equity, opening doors to wealth managers and high-net-worth individuals. The challenge? Balancing liquidity needs with long-term investment objectives.
5. Tech Disruptors Are Shaking Up the Industry
Innovation isn’t coming from the big players alone. Smaller tech firms are attracting significant strategic investments, proving that agility and innovation are key drivers of success in asset management.
6. Regulators Are Getting Smarter – AI is Changing Compliance
Even regulators are turning to AI to improve oversight and streamline processes. Discussions around Evergreen structures, ELTIFs, and UCI Part II frameworks highlighted the evolving regulatory landscape and what firms need to do to stay ahead.
My Takeaway? Adapt Now or Fall Behind
Funds Congress 2025 reinforced a critical message: private markets are evolving fast, and those who embrace structured access and technology will lead the way. At Titanbay, we’re committed to helping wealth managers and institutional investors navigate these rapid changes with confidence.
If you’d like to continue the conversation or learn more about how we’re addressing these challenges at Titanbay, feel free to reach out!