Introduction
Navigating private market investments requires precision, expertise, and resources that many wealth management firms and professional investors may not have in-house. At Kingsbury & Partners, we bridge this gap by serving as your outsourced Chief Investment Officer (CIO). Our role is to provide the risk analysis, due diligence, and strategic insight necessary to make informed, confident decisions in a complex investment landscape.
A Trusted Partner for Private Market Investments
Private market investments, including private credit and alternative assets, demand careful scrutiny. Without thorough due diligence and a clear understanding of market risks, these opportunities can quickly become liabilities. Kingsbury & Partners offers a structured, transparent process for evaluating opportunities, ensuring the highest standards of governance and risk management are maintained.
Our Product & Risk Committee applies a disciplined framework to assess every investment, focusing on clarity and practicality. This enables us to deliver actionable insights and recommendations, giving you the confidence to make well-informed decisions tailored to your strategic goals.
Supporting Wealth Managers Without In-House Expertise
Wealth management companies often face resource constraints when assessing private market opportunities. Kingsbury & Partners acts as an extension of your team, providing the expertise and analytical depth you need.
Whether it’s conducting risk assessments, evaluating investment opportunities, or constructing diversified portfolios, our outsourced CIO service allows you to enhance your offering without overstretching your internal resources. This tailored support is designed to integrate seamlessly with your existing operations, empowering you to focus on managing client relationships and growing your business.
Meeting Private Credit Mandates with Precision
Private credit is increasingly viewed as a core component of a balanced investment portfolio, offering attractive risk-adjusted returns. However, success in this space requires detailed market knowledge and robust due diligence.
Kingsbury & Partners specialises in fulfilling private credit mandates for our clients and partners. We identify and evaluate opportunities such as direct lending, mezzanine financing, and structured credit, ensuring that each aligns with your broader investment objectives.
By balancing yield, risk, and liquidity considerations, we help you build private credit allocations that deliver long-term value. Our involvement doesn’t stop at selection; we provide ongoing monitoring and reporting to keep you informed and ahead of potential risks.
Why Kingsbury & Partners?
Outsourcing your CIO function to Kingsbury & Partners is not just about accessing expertise—it’s about building a partnership grounded in trust, transparency, and results. Our approach is defined by:
- Rigorous Governance: A commitment to clarity and accountability at every stage of the investment process.
- Bespoke Solutions: Tailored strategies that reflect your specific needs and priorities.
- Actionable Insight: Practical, informed recommendations based on deep market knowledge.
By working with us, you gain access to a level of diligence and analysis that ensures your private market investments are well-positioned to meet the expectations of your clients and stakeholders.
Helping You Focus on What Matters
Kingsbury & Partners enables you to focus on your core business while we manage the complexities of private market investments. With our expertise and support, you can strengthen your value proposition, enhance client outcomes, and seize opportunities with confidence.
For wealth management firms and professional investors seeking clarity and competence in private markets, Kingsbury & Partners is here to help. Reach out to us to explore how we can support your investment strategy.
