RIAs shift to Alternatives
July 17, 2025
Beyond Tradition: Why RIAs Are Expanding into Private Markets
Evan Deussing, Managing Director and Head of Distribution at PPB Capital Partners discusses the growing demand for alternative investments among private wealth clients. RIAs are increasing their allocations to private markets, driven by the need for differentiation in a competitive landscape and the growing demand from ultra-high-net-worth (UHNW) clients seeking uncorrelated strategies, diversification, uncorrelated income, and alpha generation.
This expansion in private market allocations has seen significant growth, primarily due to two key factors RIAs are considering:
Differentiation: In an crowded market, RIAs recognize that integrating alternative investments into their portfolios is no longer optional but a crucial for distinguishing their practices and offering unique value propositions.
Client Demand: UHNW individuals are increasingly pursuing investment approaches that offer true diversification and reduce reliance on traditional market movements. They are actively seeking strategies that can provide stable, uncorrelated income streams and generate excess returns beyond what conventional investments offer.
Topics Covered:
- Why RIAs are broadening their allocations to private markets
- How RIAs are differentiating and meeting UHNW needs
