Alternative investments

Alternative investments are an important asset class that offer your clients diversification, and offer you a key means of differentiating your practice. But they have traditionally been difficult to source, subscribe to, and integrate within your traditional portfolio. We’ve changed all of that. Privatemarket.io offers an end-to-end online platform that streamlines the alternative investment process—with a fully digital investment journey.

Our current focus in a changing investment landscape

Private Equity

Private Debt

Real Estate

Given the volatility and recent underperformance of the public markets, more professional investors are shifting their focus toward investments that have, historically, yielded consistently higher performance. Private market products decrease the correlation of your portfolio to the overall public market. Major global institutions have substantially higher allocations to these asset classes than wealth managers and their clients. For example, in 2018 the Harvard Endowment Fund allocated approximately 16% to private equity, 13% to real estate, and 2% to private debt.*

*Source: A message from the CEO of the Harvard Management Company of Harvard University

Making investing in private and alternative securities accessible

Private markets have been notoriously hard to invest in.
We understand the pain of investing in private market funds the traditional way. Limited product selection, lack of product expertise, high minimum investment amounts and heavy administrative burdens make it difficult for a wealth manager to build an investment case to present to their clients. Through harnessing the power of technology, and a securitised and compliant structure, we have successfully addressed these issues.

Private market funds are marketed and distributed through limited channels. As a result, wealth managers have limited information and are unable to have an thorough view of the overall space for investment comparison.

Through our consolidated dashboard, we allow you to search and discover many institutional-quality deals.

Even if you have managed to source a fund of interest, minimum investment amounts tend to account for a significant portion your portfolio, which may constitute a concentration risk, and makes it impossible to diversify across asset classes.

Through significantly lower investment minimums you can build, for your client base, a comprehensive private markets portfolio, and a well diversified overall portfolio.

Investing into a private market fund requires a significant amount of manual work. Gathering documents and administrative burden pulls your focus away from your clients. By leveraging technology, we have made it easier for you to save time and dedicate more resources to your clients through a seamless digital subscription and reporting process.

How it works

1. Discover

A curated selection of quality products and services are posted online.

2. Review

Wealth Manager evaluates offers on the app.

3. Subscribe

Wealth Manager easily requests an allocation to a product and then subscribes to the offer online, no paper required.

4. Compliance

Privatemarket.io manages Know Your Customer and Anti-Money Laundering compliance requirements efficiently so that the Wealth Manager and his/her client save time and resources.

5. Settlement

Instructions set out by Wealth Manager to Private Bank or Broker goes through our Clearing House partner for a fast and secure settlement process.

6. Online dashboard

View statements, confirmations, distributions and performance for all your private investments made on the app.

How it works

1. Discover

A curated selection of quality products and services are posted online.

2. Review

Wealth Manager evaluates offers on the app.

3. Subscribe

Wealth Manager easily requests an allocation to a product and then subscribes to the offer online, no paper required.

4. Compliance

Privatemarket.io manages Know Your Customer and Anti-Money Laundering compliance requirements efficiently so that the Wealth Manager and his/her client save time and resources.

5. Settlement

Instructions set out by Wealth Manager to Private Bank or Broker goes through our Clearing House partner for a fast and secure settlement process.

6. Online dashboard

View statements, confirmations, distributions and performance for all your private investments made on the app.

For larger financial institutions

Get in touch and see how we can help your improve your product offerings