UK $93 Billion Private Markets Asset Manager Schroders Capital Partners with Alternative Investment Marketplace Platform iCapital to Provide Wealth Managers Access to Schroders Capital Semi-Liquid Global Private Equity Strategy
27th April 2024 | Hong Kong
UK private markets asset manager Schroders Capital with $93 billion AUM (Assets under Management) has announced a partnership with alternative investment marketplace platform iCapital to provide wealth managers with access to Schroders Capital semi-liquid global private equity strategy on iCapital platform. Announcement (24/4/24): “Schroders Capital, a global private markets manager, and iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, today announced a strategic partnership that enables Schroders Capital to broaden access to wealth managers for its semi-liquid global private equity strategy. Through this collaboration, Schroders Capital, which provides investors with a broad range of private markets investment opportunities, portfolio building blocks and customised strategies, will leverage iCapital’s cutting- edge technology platform and operating system to manage the investment and education experience at scale. iCapital Marketplace is a one-stop-shop connecting wealth managers, financial advisors, and their clients to a wide selection of alternative investment opportunities offered by the world’s leading asset managers. By listing the Schroders Capital semi liquid global private equity strategy on the platform Schroders Capital gains access to iCapital’s global network of wealth managers, supporting the expansion of its distribution strategy. With $93.7 billion in assets under management, Schroders Capital offers a broad range of private market investment opportunities to institutional investors and private wealth investors, including a series of semi-liquid funds. The partnership with iCapital, which initially focuses on markets in Latin America, Asia and Switzerland, is testament to Schroders Capital’s aim to support access to private markets among private wealth clients.” In 2024 January, Schroders with $923 billion AUM (Assets under Management) launched a new multi-asset income fund exclusive to HSBC Global Private Banking & Wealth clients for 6 months. The new fund (Schroder ISF Dynamic Income) invests in equities, fixed income & alternatives including convertible bonds, securitised debt, insurance-linked securities & emerging market debt.
“ UK $93 Billion Private Markets Asset Manager Schroders Capital Partners with Alternative Investment Marketplace Platform iCapital to Provide Wealth Managers Access to Schroders Capital Semi-Liquid Global Private Equity Strategy “
Georg Wunderlin, Global Head of Private Assets, Schroders Capital: “The partnership between Schroders Capital and iCapital is an important step in our strategic priority of ensuring we are a leading partner for wealth managers and private banks to better access private markets. The Schroders Capital semi-liquid global private equity strategy provides an even broader set of investors with the means to invest in some of the most established global private equity open-ended funds worldwide. With a multi-year track record and a strong focus on small-mid buyouts in Europe, North America and growth investments in Asia, this sets it apart from many other comparable private equity funds in the market.”
Gonzalo Binello, Head of Latin America, Schroders: “During the last decade or so we have seen the private assets investment market growing in demand and evolving its pipeline. Latin America has not been an exception to this global trend, and we have seen this growth evidenced in the strong demand from the region for our global private equity ’evergreen‘ Luxembourg-based strategy two years ago, especially from countries such as Chile, Costa Rica, Peru, Mexico and the US market. Private equity is the new must-have product for Latin American investors. To meet this evolving need, Schroders Capital has decided to extend the availability of the ’evergreen‘ strategy through the iCapital platform to allow our clients to choose the option that better suits their investment objectives and operational preferences. Schroders Capital has been building a compelling range of next generation ’evergreen‘ private assets strategies, that we have the intention to bring to Latin America in due course to continue working for our clients’ benefit.”
Marco Bizzozero, Head of International at iCapital: “We are delighted to partner with Schroders Capital, a leading private markets manager with over 25 years of private equity investment experience, to support them in their mission to be at the forefront of unlocking new private markets investment opportunities to the wealth management channel. This partnership demonstrates that iCapital is the partner of choice for asset managers accessing the growing pool of private wealth, as wealth managers globally are increasingly interested in how private markets can potentially offer enhanced diversification and superior returns for their clients’ portfolios.”
Schroders Capital
Schroders Capital provides investors with access to a broad range of private asset investment opportunities, portfolio building blocks and customised private asset strategies. Its team focuses on delivering best-in-class, risk-adjusted returns and executing investments through a combination of direct investment capabilities and broader solutions in all private market asset classes, through comingled funds and customised private asset mandates. The team aims to achieve sustainable returns through a rigorous approach and in alignment with a culture characterised by performance, collaboration and integrity. With $86.7 billion (£68.2 billion; €79.5 billion)* assets under management, Schroders Capital offers a diversified range of investment strategies, including real estate, private equity, secondaries, venture capital, infrastructure, securitised products and asset-based finance, private debt, insurance-linked securities and BlueOrchard (Impact Specialists).
Schroders plc
Schroders is a global investment management firm with £726.1 billion (€846.1 billion; $923.1 billion) assets under management, as at 30 June 2023. Schroders continues to deliver strong financial results in ever challenging market conditions, with a market capitalisation of circa £7 billion and over 6,100 employees across 38 locations. Established in 1804, the founding family remains a core shareholder, holding approximately 44% of Schroders’ shares. Schroders has benefited from a diverse business model by geography, asset class and client type. It offers innovative products and solutions across four core growing business areas; asset management, solutions, Schroders Capital (private assets) and wealth management. Clients include insurance companies, pension schemes, sovereign wealth funds, high net worth individuals and foundations. Schroders also manages assets for end clients as part of its relationships with distributors, financial advisers and online platforms. Schroders aims to provide excellent investment performance to clients through active management. It also channels capital into sustainable and durable businesses to accelerate positive change in the world. Schroders’ business philosophy is based on the belief that if we deliver for clients, we will deliver for our shareholders and other stakeholders.
About iCapital
iCapital powers the world’s alternative investment marketplace offering a complete suite of tools, end-to-end enterprise solutions, and an innovative operating system. iCapital is the trusted technology partner to independent financial advisors, wealth managers, and asset managers, offering unrivaled access, technology, and education to incorporate alternative assets into the core portfolio strategies for their clients. At the forefront of the digital transformation in alternative investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $176[2] billion in global platform assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools.
$923 Billion Schroders Launched New Multi-Asset Income Fund Exclusive to HSBC Global Private Banking & Wealth Clients for 6 Months, Schroder ISF Dynamic Income Invests in Equities, Fixed Income & Alternatives Including Convertible Bonds, Securitised Debt, Insurance-Linked Securities & Emerging Market Debt
17th January 2024 – UK asset manager Schroders with $923 billion AUM (Assets under Management) has launched a new multi-asset income fund exclusive to HSBC Global Private Banking & Wealth clients for 6 months. The new fund (Schroder ISF Dynamic Income) invests in equities, fixed income & alternatives including convertible bonds, securitised debt, insurance-linked securities & emerging market debt. Schroders: “Schroder ISF Dynamic Income (‘the Fund’) is designed to deliver an attractive and resilient income stream by investing in a diversified portfolio of assets worldwide, including equities, fixed income, and alternative investments such as convertibles bonds, securitised debt, insurance-linked securities, and emerging market debt. The Fund also seeks to provide capital growth through controlled thematic opportunities and regular income components to ride out market volatility. Blending the best of Schroders’ investment capabilities, the Fund will be actively managed by Schroders’ Head of Multi-Asset Growth and Income Remi Olu-Pitan, and Head of Multi-Asset Income Dorian Carrell to capture quality global income opportunities. The Fund will also incorporate environmental and/or social characteristics, within the meaning of Article 8 of the SFDR. Schroder ISF Dynamic Income aligns with HSBC Global Private Banking and Wealth CIO’s focus on quality assets with resilient earnings to offer investors an investment entry point and diversification benefits at current market levels.”
Peter Harrison, Group CEO of Schroders: “What has worked over the past decade may not work in the next decade for investors in search of income and capital growth. In a world of elevated inflation and interest rates, investors’ capital needs to work harder. This exclusive distribution arrangement reflects the shared commitment of Schroders and HSBC to delivering value-added investment solutions and empowering investors with access to innovative strategies. Combining Schroders’ extensive investment expertise with HSBC’s strong distribution network, Schroder ISF Dynamic Income provides HSBC Global Private Banking and Wealth clients with a differentiated investment solution that aims to deliver consistent income and long-term capital growth. It also further demonstrates Schroders’ commitment to working closely with our distributors to deliver tailored investment solutions, thanks to our diversified and market-leading investment platform.”
Lavanya Chari, Global Head of Investments and Wealth Solutions of HSBC Global Private Banking & Wealth: “We are pleased to continue our programme of global fund launches, now with an actively managed investment solution which will enable our clients to access a range of asset classes across global markets. A diversified investment approach enables our clients to stay invested through different market cycles. This launch complements our existing strong fund offering to provide an additional option for our clients to put cash to work for their portfolios.”
Schroders plc
Schroders is a global investment management firm with £726.1 billion (€846.1 billion; $923.1 billion) assets under management as at 30 June 2023. Schroders continues to deliver strong financial results in ever-challenging market conditions, with a market capitalisation of circa £7 billion and over 6,100 employees across 38 locations. Established in 1804, the founding family remains a core shareholder, holding approximately 44% of Schroders’ shares. Schroders has benefited from a diverse business model by geography, asset class and client type. It offers innovative products and solutions across four core growing business areas; asset management, solutions, Schroders Capital (private assets) and wealth management. Clients include insurance companies, pension schemes, sovereign wealth funds, high-net-worth individuals and foundations. Schroders also manages assets for end clients as part of its relationships with distributors, financial advisers and online platforms. Schroders aims to provide excellent investment performance to clients through active management. It also channels capital into sustainable and durable businesses to accelerate positive change in the world. Schroders’ business philosophy is based on the belief that if we deliver for clients, we will deliver for our shareholders and other stakeholders.
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