Private Institutional Clients
Exclusive opportunities and institutional access
Elite success opens a world of possibility few will ever experience – and still fewer can navigate well. Helping stewards of profound wealth capitalize on success is the sole focus of the Private Institutional Client (“PIC”) desk. Taking an institutional approach, PIC leverages the extensive resources and capabilities of its professional team to generate sophisticated and differentiated investment and capital markets-based solutions.
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The PIC investments platform provides differentiated and thematic private market investment offerings, which offer investors access to deals and funds that are not typically available on wealth management platforms. These opportunities, sourced across a global network of private company executives, investment bankers and fund managers, are presented exclusively to PIC clients.
Private Market Investments
- Co-investment opportunities (private equity, venture capital, sports franchises, etc.)
- Opportunistic direct equity investments
- Private debt syndication
- Direct real estate
Boutique Funds
- New manager seeding
- Specialized investment strategies
- Thematic opportunities
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The PIC solutions team delivers cross asset and lending solutions via institutional access to Raymond James and third-party trading desks, plus a variety of bank and non-bank lending platforms.
Cross Asset Solutions
- Trade idea structuring and execution
- Institutional pricing and service
- Equity risk management
- Option overlay strategies
- Hedging and monetization
- 1031 Exchange solutions
- Insurance Dedicated Funds
Lending Solutions
- Luxury assets
- SME business lending
- Equipment financing
- Insurance premium financing
- Special situations
- Concentrated equity financing (private or public shares)
- Venture debt
