Alternative investments like private equity, venture capital, and hedge funds have become increasingly popular for investors seeking higher returns and portfolio diversification. However, these assets can be complex and have high minimums, making them difficult to access. Major US banks have developed platforms that provide easier access to alternative investments for qualified clients. This article will explore the alternative investment offerings, minimum requirements, and key strategies for accessing these assets from top US bank wealth management units.
Morgan Stanley offers wide range of alternative funds and co-investments
Morgan Stanley provides high net worth investors access to an extensive selection of alternative investment funds across private equity, private credit, real assets, and hedge funds. The Portfolio Management program has a $5 million minimum and opens up co-investment opportunities alongside top-tier alternative managers. The Select UMA program offers pre-built portfolios of alternatives with a $100K minimum.
Wells Fargo Asset Management curates customized portfolios
Wells Fargo creates personalized multi-asset class portfolios for clients incorporating alternatives like private equity, private credit, infrastructure, and real estate. With a $50 million minimum, clients work with a dedicated team to build customized portfolios aligned to their return objectives and risk preferences.
UBS hedge fund and private markets alternatives
UBS provides several alternative investment offerings for qualified investors including hedge funds, managed futures, private equity, private credit, real estate, and infrastructure. Minimum investment levels depend on the specific offering but typically range from $100K to over $5M for more exclusive private market funds.
Citi Private Bank alternative investment platform
Citi Private Bank’s alternative investment platform allows qualified clients to access top-tier private market funds across private equity, venture capital, private credit, real assets, and hedge funds. The minimum investment is $25 million for access to Citi’s curated selection of elite alternative managers.
JPMorgan Alternative Investment Platform minimum $10 million
JPMorgan provides access to institutional-quality alternative investment managers through its Alternative Investment Platform. With a $10 million minimum, the platform offers private equity, private credit, real estate, infrastructure, and hedge fund vehicles. Customized portfolios are constructed based on clients’ return objectives, liquidity needs and risk tolerance.
Major US bank wealth management units like Morgan Stanley, Wells Fargo, UBS, Citi Private Bank, and JPMorgan have built out robust alternative investment platforms. These enable qualified investors to access top-tier private equity, venture capital, real estate, infrastructure, private credit and hedge fund offerings. While minimum investment levels are steep, typically starting between $10M and $50M, these platforms open up new diversification opportunities.