Unicorn Strategic Partners and iCapital® Partner to provide Latin American wealth managers with access to institutional quality alternative investment opportunities

Unicorn Strategic Partners and iCapital® Partner to provide Latin American wealth managers with access to institutional quality alternative investment opportunities

Miami, Zurich and New York – () –Unicorn Strategic Partners (UnicornSP), the main distribution companion for asset managers, and iCapital1The worldwide monetary expertise platform that’s driving entry to various investments for the wealth administration trade, has introduced an unique partnership to distribute personal market investments and hedge funds to monetary advisors in Latin America and brokers in the US to serve non-resident Latin American purchasers.

UnicornSP will act as an area distribution companion and product specialist to supply the funds obtainable on iCapital’s premier platform for wealth managers within the area. To make sure complete market protection, UnicornSP will add new senior workers totally devoted to the personal markets to its groups in Argentina, Brazil, Chile, Colombia, Mexico, Uruguay and the US. To raised serve its purchasers, iCapital UnicornSP will present product help by means of its in-house analysis and diligence crew, and a personalized suite of academic instruments.

“This can be a new chapter for Unicorn’s strategic companions and purchasers. This underscores our dedication to offering wealth managers and their purchasers with broader entry to a variety of numerous funding alternatives.” By launching our partnership with iCapital, we’re strengthening our potential to fulfill rising demand,” mentioned David Ayastoy, Managing Associate at UnicornSP. For top internet value buyers on proprietary market methods and hedge funds, higher help for his or her desired portfolio outcomes.”

UnicornSP companies purchasers together with personal banks, brokers, sellers, registered impartial advisors, multi-family workplaces, exterior asset managers throughout Latin American markets, and US monetary brokers serving non-resident Latin American purchasers. Launched in 2017, UnicornSP is a number one cash distribution specialist within the area, providing complete methods and diversified funding options.

iCapital and UnicornSP are seeing a excessive demand for personal market investments and hedge funds in Latin America together with a need for complete academic help.

“We’re happy to strengthen our presence within the Latin American market in partnership with Unicorn’s strategic companions,” he mentioned. Marco PizzeroAnd the Head of the Worldwide Division at iCapital. “Latin America is of strategic significance to iCapital. This partnership represents our dedication to wealth managers within the area by offering them with related personal markets, hedge fund funding options, expertise and training to assist them obtain their purchasers’ funding objectives.”

About Unicorn Strategic Companions

Unicorn Strategic Companions was based in 2017 by a gaggle of famend professionals within the asset administration distribution trade in Latin America, with the help of the NFQ Group in Sources and Infrastructure. UnicornSP affords the managers you signify a first-class distribution crew, with extraordinary adaptability and a confirmed monitor file within the conventional and various distribution enterprise throughout the Latin American and Caribbean markets. Crucial asset of this group is its crew of pros, who’ve over 20 years of expertise within the asset administration distribution enterprise. UnicornSP focuses on choosing the right capabilities in every asset class, representing managers who share the identical benefit and performance-driven tradition to develop long-term partnerships. The UnicornSP crew supplies gross sales and advertising help to main assortment facilities, brokers, retailers, impartial channels, international personal banks and household workplaces. It has an area presence in New York, Miami, Buenos Aires, Montevideo, Santiago de Chile, Sao Paulo, Bogota, Lima, Mexico and Madrid.

For added info, please go to the UnicornSP web site at www.unicornsp.com | LinkedIn: https://www.linkedin.com/company/unicorn-strategic-partners

About iCapital

Based in 2013, iCapital It’s a main international monetary expertise firm that helps the world’s various funding market. iCapital has modified how the wealth administration, banking and asset administration industries facilitate entry to non-public market investments for his or her excessive internet value purchasers by offering intuitive and complete expertise options and companies; training instruments and assets; Robust diligence, compliance and portfolio analytics capabilities. iCapital’s options allow organizations to simplify and scale their operational infrastructure for various investments and supply entry to direct investments and minimally nurtured funds by means of streamlined digital workflows. Platforms operated by iCapital present wealth advisors and their excessive internet value purchasers with entry to an intensive listing of personal investments, together with equities, credit score, actual property, infrastructure, structured investments, annuities and risk-managed options. iCapital was a favour Within the Forbes Fintech 50 listing annually from 2018 to 2022, Forbes America’s Greatest Employers for Startups in 2021 and 2022, and the MMI/Barron’s Trade Awards as Resolution Supplier of the Yr in 2020, 2021 and 2022. As of September 30, 2022, iCapital companies greater than $148 billion in international shopper property, of which roughly $33 billion got here from worldwide buyers (exterior the home US) throughout greater than 1,130 funds. iCapital employs greater than 1,040 individuals worldwide, iCapital is headquartered in New York Metropolis and has workplaces all around the world, together with in Zurich, London, Lisbon, Hong Kong, Singapore and Toronto.

For added info, please go to the iCapital web site at www.icapital.com | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Twitter: icapitalnetwork

This materials is offered for informational functions solely and isn’t supposed to, and might not be relied upon in any manner as authorized, tax or funding recommendation, or a suggestion, or as a proposal to promote, or solicitation of a proposal to purchase, or suggestion of any curiosity in any fund or assure provided by Institutional Capital Community, Inc. or its associates (collectively, “iCapital”). Various investments are complicated speculative funding automobiles and are usually not appropriate for all buyers. This materials shouldn’t be supposed to deal with the monetary objectives, scenario, or particular wants of any particular person investor. The data herein is topic to vary and can also be incomplete. This info concerning the trade and its significance is simply an opinion and shouldn’t be relied upon as the one vital info obtainable. The data herein was obtained from sources believed to be dependable, however shouldn’t be assured, and iCapital assumes no duty for the data offered.

This materials is confidential, is the property of iCapital and might not be shared with out written permission from iCapital. No a part of this materials could also be reproduced in any type, or referenced in some other publication, with out the specific written permission of iCapital.

Merchandise provided by iCapital are usually personal placements which are bought solely to eligible iCapital purchasers by means of transactions exempt from registration underneath the Securities Act of 1933 pursuant to Part 506(b) of Regulation D thereof (“Personal Placements”). Investing in any product issued underneath a personal placement, such because the prescribed funds, entails a excessive diploma of danger and no assure might be made that the funding goals of any various funding fund might be achieved or that the buyers will obtain a return on their capital. Furthermore, these investments are usually not topic to the identical ranges of regulatory scrutiny as listed investments, and consequently, buyers might have entry to a lot much less info than they’ll in relation to listed investments. Potential buyers must also observe that investments within the described merchandise contain lengthy holdings and don’t present buyers with liquidity.

Relationship between the Basic Practitioners of the Core Fund and ICapital (outlined because the Core GP of the Core Fund for merchandise provided on the iCapital platform the place iCapital acts as an funding advisor). iCapital shouldn’t be an current shopper or investor in a personal fund advisable by the Major Supervisor; Nevertheless, iCapital sponsors and operates the Entry Fund, which is or is predicted to be an investor within the Major Fund, a personal fund managed by the Major Supervisor. Potential Entry Fund buyers ought to be conscious that on account of the connection between iCapital and Underlying Fund GP and its associates created by the Entry Fund association mentioned right here (i) iCapital is financially compensated for the association by paying a sure administration charge (which is calculated as described within the “Abstract of Primary Phrases of Entry Fund – Administration Charge” or the ensuing part of the Entry Fund Providing Memorandum) and, if relevant, sure charges for putting buyers within the Entry Fund or the underlying fund (often calculated as a share of the investor’s complete dedication of the related fund), and (ii) the existence of such compensation might create a battle of curiosity the place, for instance, iCapital could also be extra inclined (a) to create entry funds (together with the entry fund) (i) to spend money on the underlying funds (together with the underlying fund) which are sponsored or managed by the general public corporations of the first fund and its iliates, reasonably than investing in funding funds sponsored or managed by different fund managers, and (ii) on phrases and circumstances extra favorable to the businesses basic of the Major Fund and its associates of iCapital in any other case comply with within the absence of such compensation; (b) make favorable statements in regards to the public corporations of the Core Fund and its subsidiaries with a view to encourage buyers to commit extra to the Entry Fund, thereby growing the charges paid to iCapital, or (c) to vote or train approval rights in respect of curiosity within the underlying Funds (together with in that Major Fund) held by the Entry Funds (together with the Entry Fund) in a fashion extra favorable to the Companions of the Major Fund and its associates than iCapital would in any other case vote or train within the absence of such compensation.

Securities and companies could also be provided by means of iCapital Securities, LLC, Axio Monetary LLC, and/or SIMON Markets LLC, every of which is a registered dealer/seller, member of FINRA and SIPC, and an affiliate of Institutional Capital Community, Inc. (“iCapital”). iCapital Advisors, LLC, a subsidiary of iCapital, is a US Securities and Alternate Fee (“SEC”) registered funding advisor. These registrations and memberships by no means suggest that the SEC, FINRA, or SIPC might I’ve endorsed the entities, merchandise, or companies mentioned right here.iCapital and iCapital Community are registered logos of Institutional Capital Community, Inc. Further info is obtainable upon request.

© 2022 Institutional Capital Community, Inc. all rights are save.

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Monetary Establishments Community, Inc. and its associates (collectively, “iCapital”)


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