Mon, Nov 2, 2026
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Industry Updates

Artivest and RBC Wealth Management launch alternatives platform for HNW

Tuesday, May 29, 2018
Opalesque Industry Update - RBC Wealth Management-U.S., one of the nation's largest full-service wealth management firms, is taking some of the mystery and difficulty out of alternative investing with a new digital alternative investment platform for high-net worth clients.

Developed in partnership with Artivest, an award-winning alternative investment management and technology solutions provider, RBC Wealth Management's cloud-based investment platform gives financial advisors and their clients access to leading private equity and hedge funds across sectors, stages and styles. The platform also provides a streamlined process to complete the investment subscription process making it easier to bring alternatives into investors' portfolios.

"In today's volatile, yet innovative, global markets, alternative investments play an important role in building successful and diversified portfolios for high-net-worth investors," said Bryan Mullin, Head of alternative investments at RBC Wealth Management - U.S. "Through this new platform, our financial advisors have access to an even wider array of solutions to help meet the investment objectives and goals of their qualified clients."

Alternative investments have historically been difficult for financial advisors to offer to qualified clients for three primary reasons: high investment minimums; a tedious, paper-intensive subscription process; and non-transparent, inaccessible fund data. RBC Wealth Management entered into this arrangement with Artivest to address these barriers, bringing the benefits of alternatives to high-net-worth individuals; a streamlined, online subscription process, and accessible fund information and analytics.

Since launching the alternative investments platform, RBC Wealth Management has processed four times the number of investments compared to before the platform's launch, with no increases in their operations staff or expenses.

"Artivest is thrilled to help RBC Wealth Management expand their alternative investment offerings to financial advisors and high-net-worth clients," said James Waldinger, Founder and CEO of Artivest. "We look forward to our continued partnership as they continue to grow their alternative investments business."

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: DACH institutions push alternatives to 32.3% of portfolios as hedge funds make a comeback[more]

    Matthias Knab, Opalesque for New Managers: Institutional investors in Germany, Austria and Switzerland now hold almost a third of their portfolios in alternative investments, and they are more confident than ever in

  2. KRX chief courts CalPERS for bigger bet on Korea[more]

    Korea Exchange Chairman and CEO Jeong Eun-bo held talks with California Public Employees' Retirement System, or CalPERS, to promote greater investment in South Korea's capital markets, the bourse operator announced Wednesday. Jeong met with CalPERS Chief Investment Officer Stephen Gilmore.

  3. 755 Unicorns, $8 Trillion: Fifth Era maps the autonomous digital economy[more]

    Matthias Knab, Opalesque for New Managers: Fifth Era Partners, a specialized asset manager focused on the convergence of Internet, AI/Agentic and Blockchain technologies, has released the findings of its 13th Bia

  4. Opalesque Exclusive: "Enough beta plays" - how Fasanara builds an alpha-only multi-strategy platform[more]

    Matthias Knab, Opalesque for New Managers: Most multi-strategy funds promise diversification. Fewer can explain why their return streams should stay independent when markets turn. In an Opalesque SkillsLab investor

  5. Opalesque Exclusive: Governance, Scale, and Boutique Resilience in a Consolidating Hedge Fund Industry[more]

    Matthias Knab, Opalesque for New Managers: The hedge fund industry has undergone significant consolidation in recent years, with capital increasingly concentrated among large multi-strategy platforms. Yet boutique m