Expansion Strategy Unveiled by AssetMark for Private Market Investment
AssetMark, a leading wealth management firm, is set to strategically expand its offerings in Q4 2025, integrating private assets such as private credit, private real estate, and private equity funds into its managed solutions and discretionary programs[1][2][3]. This move aims to provide advisors with a more comprehensive suite of investment options, seamlessly integrated into their existing technology and managed account solutions.
Lou Maiuri, the Group CEO and Chairman of AssetMark, emphasizes the firm's commitment to helping advisors access private markets in an intuitive and scalable way. The expansion is designed to enable advisors to create more resilient and personalized portfolios, addressing growing client demand for holistic planning[1][2][3].
The new offerings will incorporate private markets into discretionary strategies and dynamic unified managed accounts (UMAs), and add interval funds to AssetMark's third-party fund platform and in-house discretionary strategies[1][4]. This integration allows advisors to access professionally managed, diversified portfolios that allocate and rebalance across public and private markets via AssetMark’s advanced technology platform.
David McNatt, the Executive Vice President and Chief Wealth Solutions and Strategy Officer at AssetMark, believes private markets can serve as a strategic core allocation, offering diversification and enhancing long-term goals[1][2][3]. The focus is on outcomes, helping advisors lead with confidence as the market and client base evolves.
Advisors are seeking opportunities to expand beyond traditional asset classes while minimizing complexity and accessing liquidity. AssetMark's goal is to make private markets easy, accessible, and actionable through integrated managed models, rebalancing tools, and digital client-ready communications[1][2]. The platform provides an intuitive, scalable, and digitally enabled experience focused on advisor workflow efficiency, allowing them to easily integrate private assets into client portfolios with streamlined rebalancing and educational tools.
The expansion reflects broader industry trends to democratize access to private markets and provide wealth management clients with more resilient portfolios in a complex investment landscape[3]. However, it's important to note that private market investments carry risk, including liquidity and loss risks, and thorough suitability reviews by advisors for their clients are advised[1].
The client benefits of this expansion include access to differentiated return streams and potential for enhanced long-term outcomes through diversification beyond public markets. These portfolios are supported by AssetMark's technology platform and educational resources, providing advisors with the tools they need to navigate private market investments with confidence and scalability[1][2].
More details on AssetMark's private markets program will be available soon. In summary, the firm's expansion offers advisors a more comprehensive suite of private market investment options, aiming to enhance portfolio diversification, advisor efficiency, and client outcomes.
[1] AssetMark Press Release, 2025 [2] AssetMark Investor Presentation, 2025 [3] Financial Advisor Magazine, 2025 [4] InvestmentNews, 2025
Read also:
- Century Lithium Announces Production of Battery-Grade Lithium Metal Anodes from Angel Island Lithium Carbonate
- Tesla Model Y owner, after traveling 300,000 miles, discloses the impact on the vehicle's battery life
- Rapid growth witnessed by Dinesh Pandey's business empire over the past two years, with a notable 60% expansion in the retail sector.
- Leapmotor sets a new record by selling 50,129 vehicles in July.
