FinCap launches private markets platform targeting wholesale investors

Private markets specialist FinCap has launched a managed account platform designed to broaden wholesale investor access to institutional grade private market opportunities, as demand for alternatives continues to grow.

The FinCap Private Markets Platform will initially offer three managed portfolios spanning private equity, private credit and real assets, supported by institutional research, due diligence and governance frameworks.

FinCap head or portfolio and investment solutions Ben Davis said the platform was created to address a longstanding gap between institutional and wholesale investors.

"Private markets portfolio construction has historically been the domain of large institutions with dedicated resources," Davis said.

"What we are building at FinCap changes that. Increased manager specialisation and the rise of evergreen investment structures have broadened access beyond traditional multi-strategy platforms."

The platform's flagship Helm Income and Helm Growth portfolios will hold between 10 and 20 funds, with around 15 preferred positions and a 15% cap on exposure to any single fund. FinCap said every manager will undergo institutional grade investment and operational due diligence before receiving an allocation.

Davis said the portfolios were designed to complement existing public market exposures rather than replicate them.

"FinCap has designed these highly concentrated portfolios to be genuinely complementary to existing public market holdings rather than diluted private markets beta that an adviser could replicate themselves," he said,

Global Investment research from BCA Research has been appointed to provide top-down asset allocation research and capital market assumptions, while a separate global manager research partner will oversee manger selection and due diligence.

FinCap executive chair Chrisitan Ryan said the platform was built to overcome barriers that have traditionally limited investor participation in private markets.

"The platform addresses three problems that have historically locked wholesale investors out of private markets at scale: liquidity, technology and governance," Ryan said.

Alongside the managed portfolios, FinCap has also launched FinCap Direct, a co-investment channel providing access to go single asset opportunities in private equity and real estate.

Ryan said private markets represented a significant portion of the global investment universe and argued a modest allocation could improve portfolio outcomes.

"A strategic allocation of 10% to 20% to private markets can materially enhance portfolio outcomes without compromising overall flexibility," he said.

The launch comes as FinCap, founded by Ryan and backed by a strategic investment from Pinnacle Investment Management Group, looks to expand its private markets offering, including offshore and closed-end investment structures later this year.