Our alternative investment platform
RBC Wealth Management offers a curated and differentiated inventory of alternative investment funds that target various risk, return and income characteristics. To better understand each product’s suitability, we evaluate the market backdrop, investment expertise and execution, as well as product features, such as investor eligibility requirements.
We work with you to help make sure funds are well-aligned with your short- and long-term wealth needs and goals, including your time horizons, risk profiles and liquidity needs. Our full spectrum of strategies includes more than 150 funds, cumulatively, with 30 to 40 funds open at any given time, offering exposure to private equity, private credit, real assets and hedge funds.
Growth / buyout
Distressed & special situations
Our alternative investment due diligence process
Due to the complex nature of alternative investments, we have developed a rigorous selection and review process. Our Global Manager Research Team — responsible for $250 billion in assets globally — conducts investment and operational due diligence culminating in evaluation by our Investment Committee prior to making alternative investment fund options available.
We only use third-party managers and of the hundreds who reach out each year, only a select few are considered for our platform. To provide you with transparency into fund performance, we offer a digitally-enabled investment interface coupled with robust ongoing reporting.
Contact me today to explore whether alternative investments are a fit for your wealth plan.