Portfolio Advisors, LLC is partnering with Vontobel to help the Swiss-based global investment firm offer private markets investments to selected clients.
It will leverage the U.S. firm’s expertise to offer investments in asset classes such as private equity, private debt, venture capital, real estate, and infrastructure, with the intention of clients being able to make long-term investments in private markets through a multi strategy fund in the future.
Portfolio announced a merger with leading alternative assets manager FS Investments earlier this year to form a $75 billion AUM company and the transaction closed at the end of June.
The firm already works with a series of renowned pension funds in Switzerland and is headquartered in Darien, Connecticut, with offices in Dallas, London, Zurich, Hong Kong, and Singapore.
"With the team at Portfolio Advisors, LLC we have a partner at our side which, with its many years of experience in the private markets segment and in working with institutional investors, can support us in developing attractive investment solutions in this asset class for our clients. Private markets investments can be an attractive longer-term addition to large, sophisticated portfolios in particular," stated Christel Rendu de Lint, Head Investments at Vontobel.
Vontobel is a global investment firm managing the equivalent of more than $310 billion in client assets.
RIAs need to find universities that offer financial planning programs and sponsor or host events, advisor suggests.
The leading wealth tech provider is helping more advisors access active ETF models through its exclusive partnership.
Case of once-wealthy family highlights risks, raises questions on firms' duties to sophisticated investors suffering cognitive decline.
“The evidence in this case was overwhelming,” says an attorney.
The move marks the culmination of a decade-long journey for the new leader at the Ohio-based RIA and Natixis affiliate firm.
Uncover the key initiatives behind Destiny Wealth Partners’ success and how it became one of the fastest growing fee-only RIAs.
Key insights from Gabriel Garcia on adapting to demographic shifts and enhancing client experience in a changing market
