AIS Financial Group announced in an email to its clients that, together with its partners at EBW, they will be covering the firm Monroe Capital, one of the most recognized private debt managers internationally.
“We know the importance that alternative investments have been gaining in portfolios recently, especially in these volatile environments. That is why we found it appropriate to bring a proven idea with many years of experience to the table,” the note says.
“At the same time, we are aware of the operational difficulties that these types of investments can cause, and therefore, we have ensured that it is easily accessible for all platforms, including iCapital and soon, using AIS‘s capabilities, an AMC, which will have a cumulative retail class,” adds AIS Financial Group.
Monroe Capital is a diversified provider of private credit solutions with $20.3 billion in assets. Protecting client capital against losses is at the core of Monroe’s philosophy, serving as the driver to consistently attract high-quality investment opportunities, which has enabled the Firm’s growth for nearly two decades.
AIS Financial Group was founded in 2016 as a Swiss investment boutique with the goal of offering advisory and customized solutions, mainly to independent advisors in Latin America, with a strong focus on structured products. Over time, it has expanded its asset offering to include investment funds, securitizations, and, more recently, a bond line.
For Guadalupe Barriviera