Solution introduction

Treble Peak for wealth managers

Our white label portals provide private banks, wealth managers and family offices with the onboarding, structuring and reporting solutions needed to give their clients access to private markets

Why give your clients more access to private markets?

Meet rising demand
Individual investors are expected to more than double their committment to private markets funds by 2025.

Increase diversification
Not only do private markets add diversification to a clients’ portfolio, but by reducing the investment minimum clients can achieve diversification within the asset class.

Building long-term relationships
The long-term lifecycle of private market funds, gives wealth managers increased opportunity to build deeper relationships with their clients.

 

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