THANK YOU FOR SUBSCRIBING
However, most of the high-net-worth market remains underserved because of the lack of access to institutional-quality alternative investment managers and overpriced retail products in the market. For instance, high-net-worth investors are often excluded from the same alternative investment opportunities as an endowment or foundation.
With that premise in mind, PPB Capital Partners provides premier alternative investment solutions for the wealth advisory community to gain the same exposure as institutional investors while streamlining “middle-office” operational burdens through turnkey solutions. The company offers a platform of alternative investment funds from industry-leading managers and designs and operates feeder funds and customized fund-of-fund solutions for wealth advisory firms.
As a fiduciary, the firm works closely with wealth advisors to solve the challenges of investing in private investments. Through extensive research and careful due diligence, PPB aligns itself with specially selected fund managers, offering unique and differentiated strategies with over 250 years of combined investment management expertise in portfolio construction, implementation, onboarding, and operations.
Over the years, PPB has earned a reputation as an expert partner of the wealth management community and consistently engages in peer-to-peer and educational meetings and key conferences within the wealth management industry.
PPB offers operational expertise in multiple fund structures and alternative strategies, including - private equity, private credit, private real estate, venture capital, hedge funds, impact investing, infrastructure, and direct investments, with lower investment minimums and tight cost controls. The firm serves as a niche provider in delivering alternative investment solutions that offer less red-tape and greater personalized service than other competitors’ alternative platforms.
PPB’s vertically integrated alternative platform enables users to tailor alternative fund solutions to their firm’s and clients’ needs, such as direct access to premier fund sponsors, creating a single investment feeder fund, customize fund-of-funds, and more. Users can also receive legacy fund reporting and operational support of directly held alternative investments across numerous client accounts.
Launched in 2008 at the beginning of the recession and successfully navigating through the financial crisis, PPB understands the importance of building a highly stable business model by providing the highest level of service to wealth advisory partners. Today, with the end of the pandemic on the horizon, investors remain starved for yield and private credit strategies focusing on direct lending. PPB’s service-centered model, which is the cornerstone of the firm’s culture, enables wealth advisors to capitalize on these opportunities with niche offerings that invest in the private market.
The firm recently partnered with an industry-leading venture capital firm to provide the wealth advisor community exposure to investing in Silicon Valley-based technology companies. Through such strategic partnerships and platform of alternative investment funds, PPB is in a unique position to bring exclusive investment opportunity to wealth advisors. “Our commitment to client relationships and knowledge of the operational intricacies of alternative investments ensure that we have the resources to support wealth advisor clients,” concludes Lake.
Share this Article: Tweet
PPB Capital Partners
Brendan Lake, Founder, and President
Launched in 2008, PPB Capital Partners brings premier alternative investment solutions and streamlined processing to the wealth advisory community. PPB provides a platform of alternative investment funds from industry-leading managers and designs and operates access funds and customized fund-of-funds for wealth advisory firms. As a fiduciary, PPB Capital Partners works alongside wealth advisors to solve the challenges of investing in private investments. The firm offers operational expertise in multiple fund structures and alternative strategies, including venture capital, private equity, private credit, private real estate, hedge funds, impact investing, infrastructure, and direct investments, with lower investment minimums and tight cost controls