February 22, 2023
Welton Investment Partners Announces Partnership With iCapital®
Welton Investment Partners Announces Partnership With iCapital® to Provide the Wealth Management Community With Access to Its Multi-Strategy Macro Program February 15, 2023 | iCapital Welton Investment Partners (Welton), the …

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Welton Investment Partners Announces Partnership With iCapital® to Provide the Wealth Management Community With Access to Its Multi-Strategy Macro Program

February 15, 2023 | iCapital

Welton Investment Partners (Welton), the alternative investment manager focused on the pursuit of consistent returns across market environments, today announced the firm’s strategic partnership with iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries. The new partnership provides the wealth management community access to Welton’s systematic investment capabilities, including its multi-strategy macro program.

Last year, Welton announced the launch of its newly formed wealth management group, led by alternative investment strategy veteran William Marr. iCapital’s platform enables streamlined access to Welton’s institutional quality investment solutions to the wealth management community, including brokerage houses, RIAs, private banks, and family offices. The platform’s customized end-to-end technology solution digitizes the subscription, administration, operational, and reporting processes for investing in alternatives, creating more opportunities for wealth managers and their clients to efficiently access these investments.

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