Portfolio Advisors partners with global investment firm for private markets offering
The Connecticut-headquartered firm will help its partner to extend its offering for selected wealth management clients.
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.
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