CONSHOHOCKEN, PA — PPB Capital Partners has announced a strong performance in 2024, marked by record growth in its core business and significant strategic developments. The alternative investment platform for private wealth advisors reported a 30% increase in customized solutions and a 60% expansion of its operational team to accommodate rising demand.
The company continues to advance its position in the industry by enhancing all aspects of its business. Key initiatives for 2025 will focus on strengthening PPB’s technology platform, investment consulting capabilities, and private market offerings.
“We are excited about the strides we’ve made in 2024,” said Brendan Lake, Founder and CEO of PPB. “Every aspect of our business is growing and reflects our commitment to executing in the best interests of our partners.”
One of the year’s notable achievements was the rebranding of their feeder fund program to “Capital Markets Solutions.” This initiative reflects PPB’s broadened approach to delivering tailored alternative investment opportunities for private wealth advisors. The enhanced offering integrates client feedback to identify strategies previously limited to institutional investors, emphasizing a collaborative and durable model for alternative investment access.
“Capital Markets Solutions leverages private wealth engagement and discovery to launch strategies unavailable at other alternative investment platforms,” explained Evan Deussing, Head of Distribution. Frank Burke, Chief Investment Officer, added, “This approach allows for a well-balanced offering of strategies that complement one another and RIA clients’ existing allocations.”
With its holistic business model and commitment to innovation, PPB Capital Partners is poised to continue reshaping how private wealth advisors access alternative investment strategies. The company’s achievements in 2024 set a solid foundation for executing its forward-looking plans in the coming year.
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