Flight to Stability: Private Market Strategies Gain Altitude with Private Wealth Advisors

Market Volatility Fuels Alts Growth while Technology Streamlines Access for Private Wealth Advisors.

PPB Capital Partners (PPB) reports growing demand for innovative and durable private market strategies as wealth advisors seek ways to navigate ongoing market uncertainty. In response to rising investor appetite, the firm increased the number of strategies offered by 50% over last year, expanding into asset classes such as litigation finance, energy infrastructure, venture technology, and digital assets, among others.

PPB transforms key insights from advisor meetings into actionable solutions. By leveraging feedback from private wealth advisors, PPB identifies highly uncorrelated investment opportunities that align with advisors’ evolving long-term objectives.

“In light of heightened market volatility, advisors seek solutions that shield portfolios from short-term turmoil and align with their clients’ long-term priorities,“ said Frank Burke, CFA, Chief Investment Officer at PPB. “By working closely with our network, we curate high-conviction strategies that help advisors build resilient, future-ready portfolios”.

Amid persistent market flux, elevated public equity valuations, tariff pressures, and mounting geopolitical tensions, traditional portfolios face intensified risks and constrained returns. Private wealth advisors are considering alternative investments to combat these challenges.

PPB finds that the enhancements made to their investment platform support this demand. Recently rebranded as Capital Markets Solutions (CMS), PPB provides access to institutional-caliber, specialized alternative investments. Specific enhancements include reverse inquiry discovery, exclusive access to untapped strategies, expanded in-house and third-party diligence, and outsourced investment consulting.

CMS is not a product platform, but a solutions-based approach helping advisors solve specific challenges. This way, advisors access truly unique and uncorrelated managers to complement their allocations.

PPB’s consultative approach has uncovered the need for diversification, income, and portfolio growth. Whether making their first allocation or expanding an existing alternatives portfolio, advisors are increasingly turning to PPB’s distinctive program for allocation enhancements.

“Access to mega funds and beta exposure is readily available among alternative investment platforms. We deliver more—access to elite, distinguished managers for uncorrelated, differentiated returns with the ability to generate alpha,” explains Evan Deussing, CIMA, Head of Distribution at PPB.

PPB offers and actively evaluates strategies across a range of sectors and investment approaches. Current and emerging opportunities include Litigation Finance, Mid-Market Private Equity, Energy Infrastructure, Sports/Technology Royalties, Asset-Backed Lending, Venture Technology, Hedge Funds, Private Credit, Digital Assets, and Multi-Family Real Estate, among others.

About PPB Connecting private wealth advisors to differentiated alternative funds and white-labeled customized solutions to bring operational efficiencies. www.ppbcapitalpartners.com

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