Solution introduction

We provide you with the infrastructure

To Integrating private markets into your offering – simple, transparent, cost-effective, and proven

Advisory

  • Support in Asset Allocation
  • Private Markets Advisor Training
  • B2B Institutional Placement

Due dilligence

  • Due Diligence performed by the ​Kapnative Investment Committee​
  • Accelerated Due Diligence as a Service ​powered by the AI-Agents

Reporting

  • Ongoing Reporting / Analysis​ of Investments
  • Booking of non-ISIN based funds into existing custodian accounts

Infrastructure

  • Regulatory compliant investment ​and advisory processes
  • Streamlined corporate finance ​deal flow processes

APIs

  • Integration with existing Portfolio Management Tools or Custodian Providers​

Pooling

  • Cost advantages through pooling, ​e.g. into cheapest ELTIF tranches
  • Access to institutional tickets with lower ​min. investments

 

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.