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June 15, 2022

Sanctuary Wealth launches alternative investments platform

Sanctuary Wealth has launched a customised alternative investments platform to help its partner firms streamline the management of alternative investments across their full investment life-cycle.

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Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.
  • The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
  • The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
  • The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
  • The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
  • The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.
The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.
by GlobalData
Enter your details here to receive your free Report.

Powered by +SUBSCRIBE, the platform features product menu centralisation, investor onboarding, product training and education, compliance controls, electronic subscription documents, and integrated order workflows.

It is designed to allow advisers to make investments in alternative investment funds “automagically” and manage client positions through the investment life cycle.

Sanctuary Wealth CEO and co-founder Jim Dickson said: “With our new platform, Sanctuary Wealth becomes the first hybrid RIA to offer this kind of digital access to alternative investments, where everything has been sourced and vetted by our own team rather than outsourced to a third-party vendor.”

Sanctuary Wealth managing director and head of Alternative Investments Patrick McGowan added: “Our investment in the development of this bespoke technology platform allows us to scale our in-house manager selection and deliver a best-in-class operating platform to our retail and institutional clientele.”

+SUBSCRIBE provides enterprise software solutions for allocators, sponsors, and service providers to help drive digital transformation in the alternative investments space.

Commenting on the partnership with Sanctuary, +SUBSCRIBE founder and CEO Rafay Farooqui said: “By using our technology, Sanctuary has delivered a custom alternative investment platform that integrates with any fund manager, third-party custodian, reporting provider, or other vendor to ensure an easy and seamless workflow.

“We are thrilled to partner with them on this important private markets initiative.”

This April, Sanctuary Wealth added Fuentes Hondermann Wealth Management to its network, expanding its Latin American footprint.

Last year, the firm set up a new subsidiary called Sanctuary Global to cater to the Latin American market.

Free Report
img

Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.
  • The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
  • The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
  • The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
  • The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
  • The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.
The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.
by GlobalData
Enter your details here to receive your free Report.

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