igh-quality alternative investments previously only available to institutional investors. This partnership represents a significant shift in the traditional wealth management space, as high-net-worth individuals now have the opportunity to diversify their portfolios beyond stocks and bonds.
Gratus Capital’s CEO, Chris Umberger, highlighted the importance of this collaboration, stating, “We are constantly looking for innovative ways to enhance our clients’ investment options and deliver superior results. Partnering with iCapital allows us to offer exclusive access to top-tier alternative investment managers, providing our clients with unique opportunities for growth and risk mitigation.”
According to industry reports, the demand for alternative investments among high-net-worth individuals has been steadily increasing in recent years. This trend reflects a growing interest in diversification and risk management strategies, as well as a desire for higher returns in a low-interest rate environment.
The partnership between Gratus Capital and iCapital not only showcases the firm’s commitment to meeting the evolving needs of its clients but also underscores the broader trend towards democratizing access to alternative investments in the wealth management industry. As more firms embrace fintech solutions to cater to the demands of a new generation of investors, the landscape of wealth management is poised to undergo further transformation in the coming years.
