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FinTec Buzz: Interview with Amanda Bannon, Chief Operating Officer at PPB Capital Partners

calendar_todayJanuary 8, 2025

Key perspectives on alternative investments, operational challenges, and strategic growth in financial services.

The importance of addressing investor priorities, like access to uncorrelated return streams and maintaining efficient operations, is top of mind for private wealth advisors. Alternative investments can bring a powerful impact to your clients’ portfolios, especially when the strategy fits. Differentiated approaches can make your program more attractive to clients.

Amanda Bannon discusses the genesis of PPB’s private markets program and how it’s evolved to address demand in a recent interview.

Interview with Amanda Bannon, Chief Operating Officer at PPB Capital Partners

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Key topics covered:

  • The foundation of PPB and the vision to bring alternative investments to the private wealth advisor market.
  • The importance of incorporating private market allocations to portfolios.
  • Why partnering with third-party providers can alleviate challenges associated with alternative investing.
  • How technology can play a role in mitigating the operational challenges when investing in alternatives.
  • How the landscape of alternatives will continue to evolve for independent advisors.

“Advisors who make the decision to offer alternatives investment funds do so for good reason – they can bring powerful impact to their clients’ portfolios. As your clients’ appetite for new or multiple alternative options increases, you need to scale your business to keep up.”
Amanda Bannon, Chief Operating Officer, PPB Capital Partners

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