Expansion Strategy Unveiled by AssetMark for Entry into Private Investment Realms
AssetMark, a leading wealth management solutions provider, has unveiled its strategy for expanding into private markets in Q4 2025. The focus is on integrating private credit, private real estate, and private equity funds into its managed solutions and discretionary programs.
The strategy is designed to help advisors meet the evolving expectations of clients, particularly younger investors seeking holistic planning. By leveraging its modern technology platform, AssetMark aims to provide a digitally enabled, advisor-first experience that simplifies workflow and investor experience.
Key features of the expansion include allocating portions of AssetMark’s discretionary strategies to private markets, offering dynamic UMA (Unified Managed Account) accounts, and utilising the Adhesion Wealth platform. These features will enable advisors to access professionally managed, diversified portfolios that rebalance across public and private markets.
The new offerings are intended to help advisors provide personalized, holistic planning by integrating private assets into AssetMark’s managed solutions. The initiative aims to help advisors create more resilient and personalized portfolios, positioning private markets as essential core components of modern portfolios, not optional add-ons.
Lou Maiuri, Group CEO and Chairman of AssetMark, emphasised the importance of creating a platform that helps advisors lead with confidence, regardless of market or client base evolution. "Our strategy is about making private markets easy, accessible, and actionable for advisors," he said. "We're committed to helping them access these asset classes in an intuitive, scalable, and efficient manner aligned with client goals and the current market environment."
More details on the private markets program will be available soon. In the meantime, advisors seeking opportunities to expand beyond traditional asset classes while minimising complexity and accessing liquidity can look forward to AssetMark's innovative approach.
[1] David McNatt, Executive Vice President and Chief Wealth Solutions and Strategy Officer at AssetMark. [2] The expansion is designed to help advisors meet the evolving expectations of younger clients. [3] AssetMark's technology platform and educational resources will support the new offerings.
- "AssetMark's strategy, focusing on integrating private equity funds, aims to cater to the growing interest of younger investors who seek holistic planning and a streamlined investing experience in finance."
- "By leveraging their modern technology platform and educational resources, the expansion of AssetMark's business into private markets is designed to simplify access to private assets, making them essential core components of diversified portfolios, not optional add-ons."
