Facing continued market uncertainty, wealth advisors are increasingly shifting toward private market strategies to protect and grow client portfolios.
In response, PPB Capital Partners has expanded its offerings by 50% over the past year, introducing access to high-demand asset classes such as litigation finance, energy infrastructure, venture technology and digital assets.
This expansion comes as traditional portfolios face mounting challenges – from elevated public equity valuations to rising geopolitical tensions. Advisors are seeking more resilient, uncorrelated investments and PPB is stepping in with curated, institutional-grade solutions tailored to evolving client goals.
“By working closely with our network, we curate high-conviction strategies that help advisors build resilient, future-ready portfolios,” said Frank Burke, CFA at PPB.
The firm’s rebranded platform, Capital Markets Solutions, is built not as a product shelf but as a problem-solving model. It provides access to exclusive strategies, robust diligence, and outsourced investment consulting, giving advisors tools to manage risk and generate PPB.
“We deliver more access to elite, distinguished managers for uncorrelated, differentiated returns with the ability to generate alpha,” said Evan Deussing, CIMA’s head of Distribution.
Strategies are now available through platforms like CMS span Hedge Funds, Private Credit and Multi-Family Real Estate.
By transforming direct feedback into actionable investment solutions, the firm remains committed to helping advisors navigate today’s complex market envirnonemtn while positioning portfolios for long-term success.
For Funds Society, Madrid