PPB Capital Partners has made enhancements to its capital markets solutions (CMS) business. PPB aims to redefine the scope of how private wealth advisers and their investors access private markets and alternative investments.
PPB’s improvements to the program reflect the evolution of the existing structure and business model. At its core, PPB’s CMS is driven by private wealth feedback and collaboration with the RIA community. Its investment decisions and offerings are made in response to their investment objectives and designed to alleviate investment hurdles.
“With unbiased guidance, we operate only in the best interest of the private wealth community. Rooted in integrity and trust, 100 percent of our decisions start with them,” said Brendan Lake, PPB founder, CEO.
It is led by Frank Burke, CIO. The team shares decades of combined industry experience and convenes regularly to vet managers, sponsors, and alternative strategies. The program integrates dur
