For Wealth Managers, financial advisers
Expand Your Investment Offerings: How Wealth Managers Can Leverage Mara’s SPV Solutions
For wealth managers, providing clients with access to diverse and attractive investment opportunities is crucial for building long-term relationships and growing assets under management (AUM). Mara offers a streamlined solution with our all-in-one SPV platform, designed to simplify access to private funds and assets, and empower wealth managers to enhance their investment offerings.
The Challenge: Accessing Private Funds and Assets for Clients
Wealth managers often face challenges when trying to provide clients with access to private funds and assets:
Many private funds and assets require high minimum investments, making them inaccessible to smaller clients.
Wealth managers are used to having public securities available through platforms that are easy to execute within their current infrastructure. Private market funds are typically not served by traditional platforms making them hard to access and navigate. Additionally, subscribing to private funds are difficult due to the complex legal documentation involved.
Managing investments in private funds and assets can be administratively burdensome, requiring significant time and resources.
Ensuring compliance with securities laws and regulations when investing in private funds and assets can be complex and costly.
Mara’s SPV Solution: A Streamlined Approach for Wealth Managers
Mara’s SPV solution offers a simple, efficient, and compliant way for wealth managers to provide clients with access to private funds and assets. Here’s how it works:
01.
SPV Setup
Mara sets up a Special Purpose Vehicle (SPV) tailored to the specific private fund or asset you want to offer to your clients.
02.
Client Onboarding
We handle the onboarding process for your clients, including KYC/AML checks and regulatory compliance. Our digital platform makes it easy for them to join the SPV and contribute funds.
03.
Fund Aggregation
The SPV consolidates investments from multiple clients, allowing them to participate in private funds and assets with lower minimum investments.
04.
Investment Execution
Mara can help subscribe to funds on behalf of wealth managers and their clients with ease due to its experience with investing in a plethora of private funds and assets.
05.
Ongoing Support
Mara provides ongoing support to clients, answering questions and providing regular updates on the investment’s performance.
Value Proposition for Wealth Managers
Provide clients with access to a wider range of investment opportunities, including private funds and assets.
Enable smaller clients to participate in private funds and assets with lower minimum investment thresholds.
By consolidating multiple clients into a single SPV, wealth managers can significantly reduce administrative overhead.
Mara ensures compliance with securities laws and regulations, minimizing the risk of legal issues.
Strengthen client relationships by providing access to exclusive investment opportunities.
How to Set Up an SPV with Mara for Wealth Managers
Case Study: Helping a Client of Rockefeller Global Family Office Invest in a High Growth Startup
We helped a HNW client invest in a high growth US startup through Mara’s solutions. The client’s adviser had many questions about Mara’s structure, its tax transparency, and operational procedures.
The complexity of many wealth management firms alongside established processes makes it hard for many to allocate to private market opportunities, so having a flexible provider like Mara is essential to put in the work to give these firms comfort in allocating their client’s capital.
Conclusion: Empowering Wealth Managers to Enhance Client Portfolios
Providing clients with access to diverse and attractive investment opportunities is essential for success. With Mara’s all-in-one SPV solution, wealth managers can streamline the process, reduce administrative overhead, and focus on building long-term client relationships. By leveraging our platform, you can unlock new opportunities for growth and enhance your client portfolios.
Ready to expand your investment offerings? Contact Mara today to learn more about our SPV solutions and how we can help you provide clients with access to private funds and assets. Visit our website or schedule a consultation to get started.