Wealth Management: Bolton Global, iCapital to Enhance Access to Private Markets for Latin American, US Clients

Bolton Global Capital, an independent wealth management firm, and iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, announced a partnership “to provide Bolton’s extensive network of financial advisors with a range of private market offerings and resources.”

Bolton will “launch a customized marketplace powered by iCapital’s technology and solutions to deliver private equity, private debt, and real estate investment offerings to advisors across Latin America as well as US advisers servicing US resident and non-resident LATAM clients.”

Unicorn Strategic Partners, a distribution partner to asset managers and a strategic partner to iCapital in the LATAM region, will “support Bolton in their distribution efforts and will educate Bolton’s network of advisors on the asset class and funds available on Bolton’s marketplace.”

Steve Preskenis, Bolton’s President, said:

“Financial advisors are increasingly looking for a broader array of investment options to meet clients’ growing appetite for private market offerings. Our partnership with iCapital provides advisors with streamlined access to a selective range of alternative investment solutions, while empowering them with the resources to make informed decisions about how this asset class can potentially benefit client portfolios.”

Bolton’s digital marketplace “will automate the subscription process to improve the efficiency and client experience of alternative investing.”

Marco Bizzozero, Head of International at iCapital, said:

“There is increasing unmet demand from wealth managers and their clients in the region for private markets as value creation is increasingly taking place outside public markets while companies are still private. We are delighted to further strengthen our presence domestically and in Latin America and to support the Bolton team in our shared mission to provide institutional-quality investment offerings to the US and LATAM wealth management communities.”

In addition, iCapital will “offer research, due diligence, education, and investment product training to Bolton’s advisor network of more than 50 affiliated offices.”

Wes Sturdevant, Head of Client Solutions LATAM, said:

“A lack of education has prevented many advisors from using more alternative investments. This partnership is emblematic of iCapital’s key value proposition because it helps advisors and their clients understand private market investments through education to produce successful outcomes.”

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