Private equity
Venture
Growth / buyout
Secondaries
Private credit
Direct lending
Structured
Distressed & special situations
Real assets
Real estate
Infrastructure
Agriculture
Hedge funds
Long/short equity
Long/short credit
Event-driven
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 select our funds from a range of 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 may be a fit for your wealth plan.