Unicorn strategic partners and iCapital® partner provide LATAM wealth managers with access to institutional-quality alternative investment opportunities | Job Binary


MIAMI, ZURICH AND NEW YORK–(BUSINESS WIRE)–Unicorn Strategic Partners (UnicornSP), a leading distribution partner of asset managers, and iCapital1a global fintech platform providing access to alternative investments for the wealth management industry, has announced an exclusive partnership to distribute private market and hedge fund investments to financial advisors in Latin America and intermediaries serving LATAM non-resident clients in the US.

UnicornSP serves as a local distribution partner and product specialist introducing funds available on iCapital’s flagship platform to wealth managers in the region. To ensure comprehensive market coverage, UnicornSP is adding new senior staff dedicated entirely to individual markets to its teams in Argentina, Brazil, Chile, Colombia, Mexico, Uruguay and the United States. To best serve its clients, iCapital provides product support to UnicornSP through its in-house research and development team and a dedicated suite of educational tools.

“This is a new chapter for Unicorn’s strategic partners and its clients. This underscores our commitment to providing wealth managers and their clients with greater access to diverse investment opportunities,” said David Ayastuy, Managing Partner of UnicornSP. “By launching our partnership with iCapital, we will strengthen our ability to meet high net worth investors’ growing demand for individual market and hedge fund strategies and better support their desired portfolio outcomes.”

UnicornSP serves clients including private banks, broker-dealers, registered independent advisors, multi-family offices and foreign asset managers in Latin American markets and financial intermediaries serving non-resident LATAM clients in the US. Launched in 2017, UnicornSP is a leading fund allocation specialist in the region, offering comprehensive strategies and diverse investment solutions.

iCapital and UnicornSP see significant demand for private market and hedge fund investments in LATAM in addition to their commitment to supporting comprehensive education.

“We are pleased to strengthen our presence in the Latin American market in partnership with our strategic partners Unicorn,” said Marco Bizzozero., Head of the International Department of iCapital. “Latin America is of strategic importance for iCapital. This partnership represents our commitment to help wealth managers in our region achieve their clients’ investment objectives by providing them with relevant private markets and hedge fund investment solutions, expertise and knowledge.”

About Unicorn’s strategic partners

Unicorn Strategic Partners was founded in 2017 by well-known professionals in the asset management distribution industry in LATAM, supported by NFQ Group in resources and infrastructure. UnicornSP offers its managers a first-class distribution team with exceptional adaptability and consolidated experience in traditional and alternative distribution businesses across the LATAM markets. The most important asset of this organization is a team of professionals with an average experience of more than 20 years in the field of asset management. UnicornSP specializes in selecting the best opportunities in each asset class, representing managers who share the same meritocracy and performance-based culture to develop long-term partnerships. The UnicornSP team provides sales and marketing support to major malls, broker-dealers, independent channels, global private banks and family offices. It has local presence in New York, Miami, Buenos Aires, Montevideo, Santiago de Chile, São Paulo, Bogotá, Lima, Mexico and Madrid.

For more information visit the UnicornSP website www.unicornsp.com | LinkedIn: https://www.linkedin.com/company/unicorn-strategic-partners

About iCapital

Founded in 2013, iCapital is a leading global fintech company powering the world’s alternative investment market. iCapital has revolutionized how the wealth management, banking and asset management industries facilitate access to investments in private markets for its high net worth clients by offering intuitive, end-to-end technology and service solutions; educational tools and resources; and robust due diligence, compliance and portfolio analysis capabilities. iCapital’s solutions enable organizations to streamline and scale their operational infrastructure for alternative investments and provide access to direct investments and feeder funds with lower minimums through simplified digital workflows. Platforms operated by iCapital offer wealth advisors and their high-net-worth clients access to a broad menu of private investments, including equity, credit, real estate, infrastructure, structured investments, annuities and risk-managed solutions. iCapital has been recognized annually on the Forbes Fintech 50 list from 2018 to 2022, Forbes America’s Best Startup Employers 2021 and 2022, and MMI/Barron’s Industry Awards 2020, 2021 and 2020 Solutions Provider 2022. As of 30, 2022, iCapital services more than US$148 billion in global client assets, of which approximately US$33 billion is from international investors (non-US domestic) in more than 1,130 funds. Employing more than 1,040 people worldwide, iCapital is headquartered in New York and has offices worldwide, including Zurich, London, Lisbon, Hong Kong, Singapore and Toronto.

For more information, visit iCapital’s website at www.icapital.com | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Twitter: @icapitalnetwork

This material is for informational purposes only and should not be construed as legal, tax, or investment advice, as an offer or as an offer to sell, an offer to buy, or an endorsement by Institutional Capital Network, Inc. or any offer of interest in any fund or security offered by its affiliates (collectively, “iCapital”). Alternative investments are complex, speculative investment vehicles and are not suitable for all investors. This material is not intended to address the financial goals, circumstances or specific needs of any individual investor. The information contained herein is subject to change and may not be complete. This is industry information and its significance is only an opinion and should not be relied upon as the only relevant information available. The information contained herein is obtained from sources believed to be reliable, but not guaranteed, and iCapital assumes no responsibility for the information provided.

This material is confidential, proprietary to iCapital and may not be shared without iCapital’s written permission. No part of this material may be reproduced in any form or referenced in any other publication without the express written permission of iCapital.

The products offered by iCapital are private placements generally sold to qualified clients of iCapital in transactions exempt from registration under the Securities Act of 1933 pursuant to Rule 506(b) of Regulation D promulgated thereunder (“Private Placements”). An investment in any product issued pursuant to a Private Placement, such as the Funds described, involves a high degree of risk and there is no guarantee that the investment objectives of any alternative investment fund will be achieved or that investors will receive a return on their capital. . In addition, such investments are not subject to the same levels of regulatory scrutiny as publicly listed investments and, as a result, investors may have access to significantly less information than they have access to with respect to publicly listed investments. Prospective investors should note that investments in the described products require a long lock-in period and do not provide investors with liquidity.

Relationship between iCapital and Underlying Fund GPs (defined as Underlying Fund GPs of products offered on the iCapital platform for which iCapital acts as an investment advisor). iCapital’s principal manager is not a current client or investor of the private fund it advises; however, iCapital sponsors and manages the Access Fund, which is or is expected to be an investor in the Underlying Fund, a private fund managed by the Principal Manager. Prospective investors in an Access Fund should be aware that as a result of the relationship between iCapital and the Underlying Fund GPs and its affiliates created by the Access Fund Agreement discussed herein, (1) iCapital will be financially compensated for the agreement by paying certain management fees. (which are calculated as described in the “SUMMARY OF THE MAIN TERMS OF THE ACCESS FUND – Management Fee” or the final section of the memorandum of presentation of the Access Fund) and, if necessary, certain fees for placing investors in the Access Fund or the Base Fund (usually calculated as a percentage of the total commitment of the investor to the relevant fund) and (2) the existence of such compensation may create a conflict of interest, as a result of which, for example, iCapital may (a) be inclined to establish access funds (including the Access Fund) (i) to the Underlying Funds sponsored or managed by GPs of the Underlying Fund and its affiliates (the Underlying (including the fund) to invest, rather than investing in investment funds sponsored or managed by other fund managers, and (ii) on terms and conditions favorable to the Underlying Fund’s RP and its affiliates than iCapital otherwise agrees in the absence of such compensation. ; (b) make favorable statements about the GPs of the Underlying Fund and its affiliates in order to encourage investors to commit more to the Access Fund, thereby increasing the fees paid to iCapital, or (c) exercise voting or consent rights in relation thereto. Interests in the underlying funds (including the Underlying Fund) held by the Access Funds (including the Access Fund) are more favorable to iCapital GPs and its affiliates than iCapital would otherwise vote or exercise in the absence of such compensation.

Securities and services may be offered through iCapital Securities, LLC, Axio Financial LLC and/or SIMON Markets LLC, each of which is a registered broker/dealer, a member of FINRA and SIPC, and a member of Institutional Capital Network, Inc. (“iCapital”) is a subsidiary. “). iCapital Advisors, LLC, a subsidiary of iCapital, is an investment adviser registered with the US Securities and Exchange Commission (“SEC”). These registrations and memberships do not imply endorsement by the SEC, FINRA, or SIPC of the facilities, products, or services discussed herein. iCapital and iCapital Network are registered trademarks of Institutional Capital Network, Inc. Additional information is available upon request.

© 2022 Institutional Capital Network, Inc. All rights reserved.

_______________________

1
Institutional Capital Network, Inc. and its subsidiaries (collectively “iCapital”)





Source link