Engagement: Simplified and Streamlined

PPB is 100% owned and operated by employees and high-net-worth families. All decisions are made in alignment with wealth advisors and their clients, providing unparalleled autonomy and zero conflicts of interest.

Simplified solutions that eliminate common operational challenges, streamlining entry points to an increasingly popular segment of alternative investment solutions.

Capital Market Solutions

Differentiated, durable alternative investment funds, spawned by peer collaboration, accessible for the private wealth community.

Discover a New Connection

Customized Solutions

An exclusive, private-labeled fund specifically designed and meticulously built to meet clients’ needs

Prepare to Launch

Legacy Operations Solutions

Alleviate time-consuming operational responsibilities that come with managing an internal fund.

No Task is Too Tall

Special Purpose Vehicles

A structure formed for the wealth advisor who wants to serve high-net-worth families and their high demand for direct investments

Experience the Flexibility

Are You Ready to Meet This Need?

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Our investment team works hand in hand with private wealth advisors to help reach their alternative investment goals. Together, our solutions start with:

  • Idea generation
  • Portfolio construction
  • Capital introductions

 

An alternative investment platform for wealth advisors and their clients.

  • Minimum investments as low as $100,000
  • No startup costs or platform fees charged to the fund
  • Independent due diligence is completed by industry-leading vendors
  • Customized Reporting, data feeds, ARI feeds and more

Take Time to Discover

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Private-labeled alternative fund solutions to meet the complex specifications of your clients.

  • Fund-of Funds
  • Access Funds
  • Delaware Series Funds
  • Special Purpose Vehicles

Work Hand-In-Hand With Us

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PPB’s experienced operations team manages more than 45 tasks associated with the structure.

  • Streamlining processes in a compliant and cost-controlled manner
  • Middle-office processes
  • Operational task coordination
  • Reporting and distribution

The Team to Support Your Team

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One Investment. One Subscription.

  • Investments into a single entity
  • Provide your clients entry to direct investment with risk mitigation
  • An operating structure independent from other investments
  • Operations, accounting, and management handled by the PPB Team

See the Flexibility