Measure the Quality of your Private Markets judgement
A structured capability diagnostic for wealth advisers and investment managers.
- Approximate completion time: 25–35 minutes
- Best completed in one uninterrupted sitting
- Best completed on desktop or tablet in a quiet setting
- Detailed personalised report provided at the end and by email
- Individual responses are confidential and used to generate your report.
Measure the Quality of your Private Markets judgement
A structured capability diagnostic for wealth advisers and investment managers.
- Approximate completion time: 25–35 minutes
- Best completed in one uninterrupted sitting
- Best completed on desktop or tablet in a quiet setting
- Detailed personalised report provided at the end and by email
- Individual responses are confidential and used to generate your report.
Your Personalised Report
You will receive a structured capability report designed to support individual development, managerial oversight and scalable advisory consistency.
Capability Profile Across Six Domains
Identify where private-markets capability is strong, where judgement is inconsistent, and where implementation discipline may require strengthening.
Behavioural & Judgement Analysis
Surface patterns in suitability reasoning, governance awareness, implementation confidence and communication quality.
Prioritised Development Focus
Translate assessment outcomes into targeted development priorities aligned to real advisory situations and implementation risk.
Practical Coaching & Oversight Tool
Use the report to support your professional development, capability conversations, training focus and broader advisory consistency.
Recommendation & Suitability Discipline
Strengthen the quality and defensibility of client conversations around liquidity, valuation, implementation and expected outcomes.
The Private Markets Capability framework
Not a terminology quiz.
A structured diagnostic of judgement, suitability and implementation quality.
How You Will Benefit
Receive a structured report, not just a score
Get a detailed readout of strengths, gaps and development priorities.
Identify blind spots before they surface in client situations
Spot weaknesses in liquidity reasoning, valuation interpretation, implementation discipline or communication.
Strengthen suitability and governance discipline
Focus on the parts of private-markets advice that carry the most client and conduct risk.
Use the results in conversations with managers or L&D
Turn the report into a practical coaching or development discussion.
See where your capability really sits
Benchmark yourself across six domains and five maturity levels.
Test judgement, not just familiarity
The assessment is designed to distinguish real advisory capability from product recall or narrative confidence.
Who this is designed for
- Wealth managers
- Investment managers
- Private client advisers
- Discretionary managers
- RIAs
- Private bankers
Before a client tests your thinking, test it yourself.