Fundraising

Apex Group has launched a private wealth platform, which is a key component of a larger technology initiative to foster accessibility to private markets for individual investors. The service provider’s new offering is called the WealthTech platform. It enables wealth managers to make private funds available to their clients, said Zion Hilelly, Apex’s chief product […]

The consulting firm reminds wealth managers to conduct due diligence as investment opportunities for individuals soar.

There is an often-overlooked $17trn market where the mid-market and smaller managers can compete within their own weight class for retirement capital, writes Eric Satz, founder and CEO of self-directed IRA platform Alto.

Strategically approaching the launch of a new business line can help GPs successfully launch an evergreen fund alongside their other offerings.

GPs face hurdles in areas pertaining to LP relations and compliance, according to a recent survey by the index and data provider.

The survey also found that GPs are negotiating fund terms more often, further adding to their compliance burden.

The company is set to launch its offering in the fourth quarter, which will be integrated with GPs and private banking platforms.

The private wealth technology platform’s CEO shared how its new proceeds will help sponsors – and expand its product offerings.

Investors in the firm's Private Assets Fund overwhelmingly approved a change to the way carry is calculated, says executive co-chair Hartley Rogers.