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Incorporating Wealth Adviser from 2023

Philip Ainsworth, NaviCom

NaviCom to provide entry level access to alternative platform

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NaviCom International Investment, a New York and Hong Kong-based provider of wealth management and alternative investment solutions, has extended its technology platform to provide private investors with entry-level access to alternative solutions that are typically reserved for institutions and ultra-high-net-worth investors.

While entry-level capital requirements have been reduced to align with the capabilities of individual investors, accreditation requirements will continue to apply on a case-by-case basis.
 
“Alternative investments are an important aspect of how we allocate assets across our private investor portfolios. We have experienced an increase in exposure to alternatives as private investors begin to shift a percentage of their allocation away from the traditional markets in pursuit of a more balanced return profile, that is less exposed to the effects of equity and bond market volatility,” says Phillip Ainsworth (pictured), Chief Investment Strategist.
 
“To accommodate this rise in demand, we have extended our alternative offering to qualified private investors as we continue to enhance the investment experience to help our clients overcome the challenges they face under the current investment climate.”
 
NaviCom says that alternative forms of investment are becoming more accessible as mainstream and alternative asset managers seek to address the concerns of private investors who are forced into assuming levels of equity risk above and beyond their acceptable tolerance.
 
“With improvements on how alternative funds are regulated, increased disclosure requirements and more transparent reporting, alternatives are no longer positioned in the grey area of the market. We believe that as the alternative industry continues to evolve and investor confidence continues to strengthen, more investors will begin to incorporate alternatives as part of a portfolio diversification strategy,” says Ainsworth.

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