Upskill your advisors
Bring all your advisors up to speed on alternative investments with our content library, in-person training sessions and seminars featuring senior executives from the industry leading fund managers.
Improve client retention
A study by the Boston Consulting Group (BCG) has shown that higher shares of private equity in portfolios tend to increase client retention due to longer-term nature of investments.
Build new relationships
An established private markets programme can be an attractive tools to differentiate your practice with improved investment outcomes for your clients over the long-term.
Diversify your income streams
Increase share of wallet from existing clients with new revenue streams from distribution fees and reduce your income volatility with low-correlation asset classes.