wealth manager or private banker meeting a client

Do your customers want to invest in Private Equity?

A new way to access private markets

Access a portfolio of independently assessed and valued companies, for free. INVEST DIRECT showcases opportunities validated by our experts, allowing you to explore detailed company profiles, stay informed about their industries, and securely share key information with your clients at any time.

If a client invests in direct deals, won’t my assets under management decrease?

We are actively working to offer ISIN for a growing number of deals. This will enable us to add value to your clients’ portfolios. In any case, if they want to make direct investments, it would be preferable to offer them an effective solution rather than disappoint them. You’ll then become their “reference” partner, which could lead to a more fruitful relationship.

How can I recommend investments I don’t know or grasp?

Despite market-beating returns, we understand that private equity may remain exotic for some of you.
We are working to make this asset class more accessible and transparent. This could take the form of themed meetings or training sessions with recognized experts.

Will I be remunerated as an asset manager or private banker?

It is possible to include a subscription fee in the holding vehicle for each transaction, in full transparency and within the limits set by the law in force in your jurisdiction.

Join our exclusive network of investors and gain access to high-potential companies.