Schroders Capital partners with iCapital to widen access to Semi-Liquid Global Private Equity strategy
The new collaboration supports Schroders Capital in meeting increased demand for private market investment opportunities from the wealth management channel
Schroders Capital, a global private markets manager, and iCapital1, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, today announce a strategic partnership that enables Schroders Capital to broaden access to wealth managers for its global private equity strategy.
Through this collaboration, Schroders Capital, which provides investors with a broad range of private markets investment opportunities, portfolio building blocks and customised strategies, will leverage iCapital’s cutting-edge technology platform and operating system to manage the investment and education experience at scale.
iCapital Marketplace is a one-stop-shop connecting wealth managers, financial advisors, and their clients to a wide selection of alternative investment opportunities offered by the world’s leading asset managers. By listing the Schroders Capital global private equity strategy on the platform Schroders Capital gains access to iCapital’s global network of wealth managers, supporting the expansion of its distribution strategy.
With US$93.7 billion in assets under management2, Schroders Capital offers a broad range of private market investment opportunities to institutional investors and private wealth investors. The partnership with iCapital, which initially focuses on markets in Latin America, Asia and Switzerland, is testament to Schroders Capital’s aim to support access to private markets among private wealth clients.
Georg Wunderlin, Global Head of Private Assets, Schroders Capital, said:
“The partnership between Schroders Capital and iCapital is an important step in our strategic priority of ensuring we are a leading partner for wealth managers and private banks to better access private markets.”
“The Schroders Capital global private equity strategy provides an even broader set of investors with the means to invest in some of the most established global private equity strategies worldwide. With a multi-year track record and a strong focus on small-mid buyouts in Europe, North America and growth investments in Asia, this sets it apart from many other comparable private equity strategies in the market.”
Marco Bizzozero, Head of International at iCapital, said:
“We are delighted to partner with Schroders Capital, a leading private markets manager with over 25 years of private equity investment experience, to support them in their mission to be at the forefront of unlocking new private markets investment opportunities to the wealth management channel.”
“This partnership demonstrates that iCapital is the partner of choice for asset managers accessing the growing pool of private wealth, as wealth managers globally are increasingly interested in how private markets can potentially offer enhanced diversification and superior returns for their clients’ portfolios.”
1 iCapital, Inc., and its affiliates (together, “iCapital”).
2 As at 31 December 2023.
For further information, please contact:
Hilary Espinosa, Penta Asia | +65 9423 5851 | |
Clarence Chen, Schroder Investment Management (Singapore) Ltd. | +65 6800 7397 |
Schroders Capital
Schroders Capital provides investors with access to a broad range of private market investment opportunities, portfolio building blocks and customised private market strategies. Its team focuses on delivering best-in-class, risk-adjusted returns and executing investments through a combination of direct investment capabilities and broader solutions in all private market asset classes, through comingled funds and customised private market mandates.
The team aims to achieve sustainable returns through a rigorous approach and in alignment with a culture characterised by performance, collaboration and integrity.
With $93.7 billion (£73.5 billion; €84.8 billion)* assets under management, Schroders Capital offers a diversified range of investment strategies, including real estate, private equity, secondaries, venture capital, infrastructure, securitised products and asset-based finance, private debt, insurance-linked securities and BlueOrchard (Impact Specialists).
*Assets under management as at 31 December 2023 (including non-fee earning dry powder and in-house cross holdings)
Schroders plc
Schroders is a global investment management firm with £750.6 billion (€866.2 billion; $956.9 billion) assets under management, as at 31 December 2023. Schroders continues to deliver strong financial results in ever challenging market conditions, with a market capitalisation of circa £7 billion and over 6,100 employees across 38 locations. Established in 1804, the founding family remains a core shareholder, holding approximately 44% of Schroders’ shares.
Schroders has benefited from a diverse business model by geography, asset class and client type. It offers innovative products and solutions across four core growing business areas; asset management, solutions, Schroders Capital (private markets) and wealth management. Clients include insurance companies, pension schemes, sovereign wealth funds, high net worth individuals and foundations. Schroders also manages assets for end clients as part of its relationships with distributors, financial advisers and online platforms.
Schroders aims to provide excellent investment performance to clients through active management. It also channels capital into sustainable and durable businesses to accelerate positive change in the world. Schroders’ business philosophy is based on the belief that if we deliver for clients, we will deliver for our shareholders and other stakeholders.
Important Information
This is prepared by Schroders for information and general circulation only, and the opinions expressed are subject to change without notice. This is not an advertisement or a publication in connection with any offer. It does not constitute an offer or solicitation to deal in units of any Schroders fund (the “Fund”) in any jurisdiction or to any person to whom it is unlawful to make such an offer or sale and does not have regard to the specific investment objectives, financial situation or the particular needs of any specific person who may receive this. Investors may wish to seek advice from a financial adviser before purchasing units of any Fund. No reliance should be placed on any information (or their accuracy or completeness) and opinions contained in this document for any purpose. In the event that the investor chooses not to seek advice from a financial adviser, he should consider if a potential investment product is suitable for him. Past performance of the Fund or the manager, and any economic and market trends or forecast, are not necessarily indicative of the future or likely performance of the Fund or the manager. The value of units in the Fund, and the income accruing to the units, if any, from the Fund, may fall as well as rise. Investors should read the prospectus, available from Schroder Investment Management (Singapore) Ltd or its distributors, before deciding to subscribe for or purchase units in any Fund. Funds may carry a sales charge of up to 5%. This press release has not been reviewed by the Monetary Authority of Singapore.
About iCapital
iCapital[1] powers the world’s alternative investment marketplace offering a complete suite of tools, end-to-end enterprise solutions, and an innovative operating system. iCapital is the trusted technology partner to independent financial advisors, wealth managers, and asset managers, offering unrivaled access, technology, and education to incorporate alternative assets into the core portfolio strategies for their clients.
At the forefront of the digital transformation in alternative investing, iCapital's secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $176[2] billion in global platform assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools.
iCapital employs more than 1200 people globally, and has 13 offices worldwide including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance including Forbes FINTECH 50 for 2018 2019, 2020, 2021, 2022, and 2023 (list since 2018), and MMI/Barron’s Industry Awards as Solutions Provider of the Year for 2023, 2021, 2020.
To learn more about iCapital, visit our website here or follow us on LinkedIn, X (Twitter).
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[1] 1. iCapital, Inc., and its affiliates (together, “iCapital”).
[2] As of December 31, 2024