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.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
