Private Equity Firm AssetMark Prepares to Venture into Private Investment Markets
In a significant move, AssetMark, a leading wealth management firm, has announced its plans to expand into private markets in Q4 2025. This expansion aims to integrate private assets into AssetMark's managed solutions, offering advisors a new opportunity to diversify their clients' portfolios beyond traditional asset classes.
The expansion focuses on private credit, private real estate, and private equity funds. These new offerings will be integrated into AssetMark’s managed strategies and discretionary programs, providing advisors with professionally managed, diversified portfolios that combine public and private market exposures.
Key features of the new program include an intuitive, scalable digital platform designed to simplify complexity for advisors. This platform will offer portfolio rebalancing tools across asset classes, comprehensive due diligence, and enhanced digital experiences with client-ready communications and educational resources.
The aim is to help advisors build modern, diversified portfolios aligned with evolving client expectations, particularly for personalised and holistic wealth planning. AssetMark's approach emphasises simplicity and ease of use for advisors in managing private market investments.
Lou Maiuri, Group CEO and Chairman of AssetMark, and David McNatt, Executive Vice President and Chief Wealth Solutions and Strategy Officer, are leading this initiative. They believe that private markets are essential for modern diversification and are committed to helping advisors access these markets in an intuitive and scalable manner.
This expansion is intended to help advisors meet the evolving expectations of younger clients seeking personalised, holistic planning. AssetMark's private markets program is designed to enable advisors to create more resilient and personalised portfolios, supported by AssetMark's technology platform and educational resources.
More details on the private markets program will be available soon. AssetMark views private markets as a strategic core allocation that offers diversification from public markets and enhances investor long-term goals.
[1] AssetMark's focus on due diligence, asset allocation, and a digital experience for advisors. [2] AssetMark's goal to make accessing private markets easy, accessible, and actionable. [3] AssetMark's emphasis on simplicity and ease of use for advisors in managing private market investments. [4] AssetMark's commitment to helping advisors access private markets in an intuitive and scalable manner. [5] AssetMark's intention to help advisors meet the evolving expectations of younger clients seeking personalised, holistic planning.
- With its attention on due diligence, asset allocation, and a streamlined digital experience, AssetMark is strategically positioned to simplify and expedite the process of investing in private markets for financial advisors.
- By making private equity, private credit, and private real estate funds more accessible and actionable through an intuitive, scalable digital platform, AssetMark seeks to help advisors create more resilient and customized portfolios that cater to the evolving preferences of younger clients.
