Citywire: Why Alternatives Matter for RIAs
June 6, 2025
Standing Out from the Crowd: Key Differentiators for Advisors in the Private Wealth Era
In a recent discussion with Citywire, Evan Deussing, Managing Director and Head of Distribution at PPB Capital Partners, delved into the surging demand for alternative investments among private wealth clients. Deussing underscored a crucial point for Registered Investment Advisors (RIAs): the imperative to construct truly diverse portfolios that transcend conventional allocations.
He acknowledged the inherent hurdles RIAs encounter when navigating the private market—specifically, the significant operational and administrative burdens. To alleviate these challenges, Deussing emphasized PPB’s comprehensive outsourced operational support and its attractive entry points to exclusive institutional managers. He concluded with a poignant question for every RIA to ponder:
Topics Covered:
- Why RIAs are broadening their allocations to private markets
- The operational burden that comes along with alternative investments
- Private market’s projected growth
Timestamps:
- Introductions (00:00:00-00:00:06)
- RIAs shift to Alternatives (00:00:07-00:01:08)
- Key Challenges (00:01:09-00:02:27)
- PPB’s Platform (00:02:28-00:04:08)
- Future of Private Market (00:04:09-00:04:52)
- Conclusion (00:04:52-00:04:56)
