US-based fintech firm and wealth management platform iCapital has extended its global partnership with private markets investor Pantheon with an eye to further enhancing investor access to evergreen funds, namely the Pantheon Global Credit Secondaries strategies.
iCapital and Pantheon’s initial partnership, established in October 2017, has expanded from providing feeders to closed-ended funds in the US to enhance private wealth’s engagement to Pantheon’s evergreen offerings globally, including Pantheon’s first open-ended, private equity offering outside of the US.
Through its complete suite of technology and structuring capabilities, iCapital will deliver enhanced reach to the strategies across the UK, Switzerland, Middle East, Latin America and Asia.
This partnership is underpinned by the fintech’s ability to design tailored investment solutions – whether through feeder structures or direct access – to seamlessly support investors throughout the lifecycle and connect globally with distributors and third-party platforms.
Marco Bizzozero, the fintech’s head of international, adds: “The expansion of this partnership is a further demonstration that we are the trusted technology partner globally for private markets, enabling efficient distribution for asset managers and seamless access for wealth managers seeking broader portfolio diversification and enhanced financial outcomes for their clients.”