Investment vehicles in private markets

Investment vehicles are revolutionising private markets and alternative investments, bridging the gap in democratisation and innovation

As investors’ appetite for alternative investment assets has grown consistently over the last decade, the industry has been left with little choice but to react. For many, white-labelled alternative investment vehicles provide a viable solution.

We've explored this evolution in detail and analysed how investment vehicles are making an impact on private markets in our latest report, covering:

· The democratisation of private markets
· Is the industry creating better access to private markets?
· Investment vehicles: What they are and what do they do?
· Case Studies: Investa Solutions & Bolt Angels

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Benefits of investment vehicles

Democratise
investor access
Aggregate investors more efficiently
Mitigate
regulatory risk
Enhance
investor experience
Retain client assets under management

The democratisation of private markets

The last 25 years have witnessed a significant shift in the role of private markets. Until recently, alternative assets have remained the exclusive domain of institutional or ultra-high-net-worth individuals. Minimum ticket sizes that would typically involve seven figures meant that direct investments and funds were inaccessible to all but the top 1% of wealthy individuals or financial institutions that could deploy the significant assets under their management.

Alternative investments have long been considered unsuitable for the majority of investors given their illiquidity and risk profile. However, a significant change in investor sentiment over the last two decades has meant that they have become an attractive investment option for a much wider audience.

Explore the full story

Accessing alternative asset investment opportunities

How is the industry creating better access to private markets?

With such a variety of players involved in the industry – including traditional banks, wealth managers, fund managers, private equity firms and new entrants – the way in which it has evolved has been intriguing to watch as there are many different routes taken in its attempts to democratise access for investors.

From traditional financial institutions slowly evolving their digital strategies, to disruptive new entrants and the emergence of marketplaces offering fractional ownership of niche assets, a lot of progress has been made. However, there is still a long way to go before private markets can be considered a truly ‘accessible’ financial product.

Discover the market trends

Alternative investments regulatory governance

Investment vehicles: What are they and what do they do?

While private markets may still have some way to go before investor access can be said to be truly democratised, there has undoubtedly been progress in this respect. New and innovative routes to alternative assets are encouraging investors to diversify their portfolios and deploy their capital in new ways.

There’s a wide array of investment vehicles available for financial institutions to choose from, including off-the-shelf options and bespoke structures, the challenge of selecting the right option can be a daunting one.

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Case studies: Investa Solutions and Bolt Angels

Investa Solutions is a team of professionals with over 50 years of combined experience, spent at some of the leading global wealth management firms covering both product development and delivering investment solutions. Learn how they’ve combined the power of a white-labelled Delio Core platform and investment vehicles to reduce the time to launch, cover their regulatory challenges and deliver a diversified private markets offering.

Bolt Angels is the head of a wider group of multi-industry companies including Bolt Digital, Bolt Talent and Bolt Brands. After observing the growing demand for funding required by promising start-up and scale-up companies across their portfolio, Bolt Angels recognised that their collective expertise made them uniquely positioned to identify and support the most promising early-stage businesses. Learn how they used Delio’s investment vehicles expertise and technology to raise £4.5m in less than 12 months.

Explore the case studies

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