Pantheon, a leading global private markets investor, and iCapital, a prominent fintech platform connecting wealth management with alternative investments, have formed a strategic partnership. This collaboration aims to broaden the distribution of Pantheon’s open-ended products within the wealth management sector globally.
Pantheon boasts a four-decade history of innovation and value creation in private markets. The firm invests across various stages of the investment lifecycle, encompassing secondary transactions, direct co-investments, and primary fund commitments. Their specialized expertise spans private equity, real assets, and private credit. A pioneer in expanding access to private markets, Pantheon introduced its first listed private markets fund in 1987. Today, they offer a diverse range of evergreen solutions, managing a combined $7 billion in assets.
iCapital’s comprehensive technology and structuring capabilities will facilitate enhanced global access to Pantheon’s evergreen investment offerings. This includes Pantheon’s first open-ended, semi-liquid private equity product available outside the US, specifically targeting growing demand in Europe, the Middle East, Latin America, and Asia.
Victor Mayer, Head of International Private Wealth at Pantheon, emphasized the significance of iCapital’s global leadership in expanding the alternative investment marketplace. He highlighted the partnership’s potential to provide a wider range of international investors with access to high-quality assets and fund managers. This collaboration underscores Pantheon’s commitment to leveraging its expertise in private markets to help individuals build secure financial futures.
Marco Bizzozero, Head of International at iCapital, expressed enthusiasm for the partnership and its alignment with Pantheon’s mission to democratize access to evergreen private market investment products. He noted the increasing strategic importance of private markets for wealth managers seeking diversification and superior returns for their clients. iCapital’s role as a trusted technology partner empowers asset managers to expand their offerings to the burgeoning private wealth sector.
Pantheon’s 40-year track record includes partnerships with over 650 clients, ranging from large institutional investors to a growing number of private wealth advisors and individuals, managing approximately $65 billion in discretionary assets. With a global team spanning Europe, the Americas, and Asia, Pantheon leverages specialized experience and expertise to build secure financial futures for its clients.
iCapital’s platform, with $187.5 billion in global assets, automates and streamlines the complexities of private market investing. It seamlessly integrates with clients’ existing infrastructure and tools, providing a complete suite of portfolio management capabilities, including education, transactions, data flows, analytics, and client support. Employing over 1,450 people globally and operating from 17 offices worldwide, iCapital’s consistent recognition for innovation and industry leadership reinforces its position as a key player in the fintech space.
This partnership between Pantheon Partners and iCapital signifies a crucial step in broadening access to private market investments for the wealth management industry on a global scale. By combining Pantheon’s investment expertise with iCapital’s technological prowess, this collaboration offers a compelling solution for investors seeking diversified portfolios and potentially higher returns.
