$624 Billion Private Equity KKR Hires Blackstone Principal Yoshikatsu Takemoto as Managing Director to Lead KKR Global Wealth Solutions Platform in Japan, 23 Years of Asset Management & Private Equity Industry Experience at Blackstone & Nikko Asset Management
25th December 2024 | Hong Kong
Leading private equity firm KKR ($624 billion AUM) has hired Blackstone Principal Yoshikatsu Takemoto as Managing Director to lead KKR Global Wealth Solutions platform in Japan. Yoshikatsu Takemoto has 23 years of asset management & private equity industry experience, joining KKR from Blackstone (Founding member of Blackstone Wealth team in Japan and served as Japan Head of Product Strategy). Prior to Blackstone, Yoshikatsu Takemoto was with Nikko Asset Management for more than 19 years. Based in Tokyo, Yoshikatsu Takemoto reports to Markus Egloff, KKR Head of Global Wealth Solutions, International. KKR (20/12/24): “Yoshi Takemoto (竹本好克) joined KKR in Tokyo as a Managing Director to lead KKR’s Global Wealth Solutions platform in Japan. Before joining Blackstone, he worked at Nikko Asset Management, serving as Head of Product Development and overseeing the firm’s alternative product strategies. He began his career at Shizuoka Bank. Takemoto-san earned his Bachelor of Science in Mathematics from the University of Tokyo … … KKR has a deep and highly active presence in Japan, having opened its Tokyo office in 2006 and built a sizable local team over nearly two decades. Today KKR manages ~US$18 billion in AUM in Japan, which forms the largest part of KKR’s Asia Pacific portfolio. Japan is the second-largest destination for KKR’s private equity and real estate capital today.” In 2024 March, KKR appointed APAC COO & ex-Goldman Sachs Chairman of Investment Banking Asia ex-Japan Kate Richdale as Head of Global Client Solutions Institutional Sales & Family Capital for APAC. In late March 2024, KKR launched a new Global Wealth Investment Council (GWIC) comprising of 8 experts from 6 global wealth management firms UBS, Morgan Stanley, Nomura, Brown Advisory, Hightower Advisors & Bank of Singapore.
“ $624 Billion Private Equity KKR Hires Blackstone Principal Yoshikatsu Takemoto as Managing Director to Lead KKR Global Wealth Solutions Platform in Japan, 23 Years of Asset Management & Private Equity Industry Experience at Blackstone & Nikko Asset Management “
Markus Egloff, Managing Director at KKR and Head of Global Wealth Solutions, International: “Japan is a key market for KKR’s private wealth strategy, and we believe that Japanese individual investors can benefit from greater access to our private market investment expertise. We are delighted to have Yoshi Takemoto join KKR to lead our partnerships with local Japanese distributors and to help further scale our business across all KKR strategies in the wealth channel.”
Leading $553 Billion Private Equity Firm KKR Appoints APAC COO & Ex-Goldman Sachs Chairman of Investment Banking Asia ex-Japan Kate Richdale as Head of Global Client Solutions Institutional Sales & Family Capital for APAC
30th March 2024 – Leading private equity firm KKR with $553 billion AUM (Assets under Management) has appointed APAC COO & ex-Goldman Sachs Chairman of Investment Banking Asia ex-Japan Kate Richdale as Head of Global Client Solutions Institutional Sales & Family Capital for APAC. Kate Richdale had joined KKR from Goldman Sachs in 2019 and was Goldman Sachs Chairman of Investment Banking Asia ex-Japan. Kate Richdale Profile – Kate Richdale (Hong Kong) joined KKR in 2019 and is a Partner. Ms. Richdale serves as Head of Global Client Solutions Institutional Sales & Family Capital for Asia Pacific. She sits on the Asia Portfolio Management Committees across all strategies – Private Equity, Infrastructure, Real Estate, and Credit. She is the Responsible Officer for the firm’s Asset Management business and Capital Markets business. Prior to this role, Ms. Richdale served as Chief Operating Officer and Head of Strategy & Business Development for Asia Pacific. Prior to joining KKR, Ms. Richdale was at Goldman Sachs & Co. in Hong Kong, where she was chairman of investment banking in Asia ex-Japan, prior to which she was the co-head of the investment banking division. Prior to her role at Goldman Sachs, she was head of investment banking for Asia Pacific at Morgan Stanley. In late March 2024, KKR launched a new Global Wealth Investment Council (GWIC) comprising of 8 experts from 6 global wealth management firms UBS, Morgan Stanley, Nomura, Brown Advisory, Hightower Advisors & Bank of Singapore. More info below:
$553 Billion Private Equity Firm KKR Launches Global Wealth Investment Council Comprising of 8 Experts from 6 Global Wealth Management Firms UBS, Morgan Stanley, Nomura, Brown Advisory, Hightower Advisors & Bank of Singapore
Paula Campbell Roberts, Chief Investment Strategist for Global Wealth at KKR and Chair of the GWIC: “We are thrilled to convene an esteemed and diverse group of investment experts for this first-of-its-kind initiative. We believe that through collaboration and dialogue, we can develop actionable insights that benefit not only our respective organizations but also the broader investment community.”28th March 2024 – Leading global private equity firm KKR with $553 billion AUM (Assets under Management) has launched a new Global Wealth Investment Council (GWIC) comprising of 8 experts from 6 global wealth management firms UBS, Morgan Stanley, Nomura, Brown Advisory, Hightower Advisors & Bank of Singapore. The 10 members of the KKR Global Wealth Investment Council (GWIC) are Sid Ahl, CFA (Co-CIO of Private Clients, Endowments and Foundations, Brown Advisory), Karim Cherif (Head of Alternatives, Chief Investment Office, UBS Wealth Management International), Jean Chia (Global Chief Investment Officer, Bank of Singapore), Jason Draho, PhD (Head of Asset Allocation Americas, UBS Global Wealth Management), Christopher “Kif” Hancock (Chief Investment Officer for International, Brown Advisory), Tomochika Kitaoka (Managing Director, Chief Strategist, Nomura Securities Fiduciary Research and Consulting, CIO Management Division), Stephanie Link (Chief Investment Strategist and Portfolio Manager, Hightower Advisors) and Lisa Shalett (Chief Investment Officer, Morgan Stanley Wealth Management). KKR (25/3/24): “KKR, a leading global investment firm, today announced the launch of its Global Wealth Investment Council (“GWIC”). Comprised of ten experts from leading wealth management firms around the world, the GWIC is designed to serve as a forum for constructive dialogue and knowledge exchange on the topics of macroeconomics, capital markets, asset allocation and the role of private markets in individual portfolios. Earlier in January 2024, KKR launched a new online alternatives investing education website for financial advisors & investors, providing macroeconomic insights, investment perspectives & educational content across private equity, infrastructure, real estate & credit. More info below:
Eric Mogelof, Partner and Head of Global Client Solutions at KKR: “Open communication and exchange of ideas and insights are core to our business and ability to serve the private wealth community. By bringing together these leading minds in wealth management, we hope to create a resource that supports our industry in bringing the benefits of alternatives to more investors.“
Members of the Global Wealth Investment Council (GWIC) include:
- Sid Ahl, CFA – Co-CIO of Private Clients, Endowments and Foundations, Brown Advisory
- Karim Cherif – Head of Alternatives, Chief Investment Office, UBS Wealth Management International
- Jean Chia – Global Chief Investment Officer, Bank of Singapore
- Jason Draho, PhD – Head of Asset Allocation Americas, UBS Global Wealth Management
- Christopher “Kif” Hancock – Chief Investment Officer for International, Brown Advisory
- Tomochika Kitaoka – Managing Director, Chief Strategist, Nomura Securities Fiduciary Research and Consulting, CIO Management Division
- Stephanie Link – Chief Investment Strategist and Portfolio Manager, Hightower Advisors
- Lisa Shalett – Chief Investment Officer, Morgan Stanley Wealth Management
To mark the launch of the GWIC, KKR surveyed its members on their key macroeconomic views and thoughts on asset allocation. Key takeaways included:
- Concerns about sticky inflation, and the potential slowdown in consumer spending and job growth are top of mind for GWIC members.
- The majority of the GWIC members believe that of the major global economies North America is best positioned for economic growth in 2024 and China is the most challenged.
- Most GWIC members believe that the economy will experience a ‘soft landing’ but views were more mixed on the timing of rate cuts and the outlook for the U.S. dollar.
- Most GWIC members pointed to AI and transformative tech as the most important theme to get right in 2024.
- From an asset allocation perspective, most of the members believe that High-Net-Worth individuals are overweight to cash and underweight to Alternatives this year. They also believe that stock/bond correlations are likely to remain high in 2024, driving the need to source diversification elsewhere.
- The majority of members believe that generating income is the most popular goal of High-Net-Worth Investors in 2024.
KKR History
On May 1, 1976, Henry Kravis and George Roberts co-founded KKR alongside their mentor Jerome Kohlberg with $120,000, launching what we now know as the alternatives industry. Initially only a U.S-focused private equity firm, today we are global, with multiple types of capital that we invest all over the world on behalf of our clients, and those investments are helping address some of the world’s most pressing challenges. First cousins and the closest of friends, the bond of partnership between Henry and George and their entrepreneurial spirit are embedded in our firm’s DNA.
$528 Billion Private Equity Firm KKR Launches New Online Alternatives Investing Education Website for Financial Advisors & Investors, Provides Macroeconomic Insights, Investment Perspectives & Educational Content Across Private Equity, Infrastructure, Real Estate & Credit
23rd January 2024 – Leading private equity firm KKR with $528 billion AUM (Assets under Management has launched a new online alternatives investing education website for financial advisors & investors, providing macroeconomic insights, investment perspectives & educational content across private equity, infrastructure, real estate & credit. KKR: “Even though 81% of financial professionals agree that offering opportunities in alternatives investment is a competitive differentiator, only 1.4% of the estimated $192 trillion in the wealth sector globally was allocated to alternative asset classes in 2022. Perceived inaccessibility and complexity of the asset class are creating challenges for wider adoption by financial advisors.” Eric Mogelof, Partner and Global Head of Global Client Solutions, KKR: “The knowledge gap around the alternatives landscape has long served as a barrier for individuals’ access to private markets. Alternatives Unlocked was created to bridge that gap, so individuals can understand the same investments that have long been a good source of returns and diversification for institutional investors. KKR has nearly five decades of experience delivering investment excellence for institutional investors. We are delighted to be able to share this expertise to help advisors and individual investors better grasp private markets investing in practice.” More info below:
$528 Billion Private Equity Firm KKR Launches New Online Alternatives Investing Education Website for Financial Advisors & Investors
17th January 2024 – Today, KKR, a leading global investment firm, unveiled “KKR Alternatives Unlocked,” a digital platform designed to empower financial advisors and their clients to better understand the alternatives investing landscape. The platform features a variety of content for financial advisors and individual investors, including macroeconomic insights, investment perspectives and educational content across private equity, infrastructure, real estate, and credit asset classes.
Features of the platform include:
- Multimedia content leveraging a deep bench of experts across private market asset classes, with live presentations and events presented by investment professionals and product specialists.
- A range of topics serving all audience levels, from the basics to complex portfolio construction topics.
- A digital, interactive experience with foundational materials available in a simple format supported by easy-to-understand infographics.
- A webcast platform offering continuing education credits exclusively for advisors.
Alternatives Unlocked is currently available globally to financial professionals. To learn more, visit https://www.kkr.com/alternativesunlocked.
About KKR
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries. For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKR’s website at www.kkr.com. For additional information about Global Atlantic Financial Group, please visit Global Atlantic Financial Group’s website at www.globalatlantic.com.
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