Michigan, US, 22nd February 2025, ZEX PR WIRE, The wealth management industry is undergoing a significant transformation, and Chris Chakford, Founder and CEO of Divergent Capital Asset Management, is at the forefront of this evolution. As more wealth advisors, RIAs, and family offices seek to differentiate themselves, white-label private equity, private credit, and real estate investment funds have emerged as a game-changing solution. These customized funds offer firms a unique way to expand their offerings, enhance their brand, and provide clients with institutional-quality investment opportunities.
With the increasing demand for alternative investments, Chakford shares five key reasons why white-label alternative investment funds are shaping the future of wealth management:
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Brand Differentiation in a Competitive Market
In an industry crowded with financial advisors and asset managers, standing out is more challenging than ever. White-label alternative investment funds allow firms to offer exclusive, high-value investment solutions under their own brand.
“Having a private fund with your name on it elevates your firm’s credibility and perceived expertise,” explains Chris Chakford. “It’s no longer just about managing portfolios – it’s about creating unique investment vehicles that reinforce your brand as a leader in alternative investments.”
By offering customized funds in private equity, private credit, or real estate, wealth managers can position themselves as innovators rather than just another advisory firm. This added level of sophistication attracts high-net-worth and institutional clients who are looking for exclusive investment opportunities.
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Access to Institutional-Grade Investment Opportunities
Traditionally, top-tier private equity, private credit, and real estate deals have been restricted to large institutional investors. However, through a white-label fund structure, Divergent Capital enables RIAs and family offices to access these exclusive opportunities without the barriers that typically exist.
“We source high-quality institutional deals that wouldn’t typically be available to smaller firms,” says Chakford. “By leveraging an Outsourced CIO approach, we give advisors the ability to offer their clients access to private market opportunities that were once out of reach.”
With this strategy, firms can provide clients with investment options that go beyond the traditional public markets, improving diversification and return potential.
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Turnkey Fund Management Without the Operational Burden
Launching and managing an investment fund comes with significant regulatory, operational, and administrative challenges. Many advisors hesitate due to the complexity involved in structuring and maintaining a fund. However, white-label Outsourced CIO services eliminate these hurdles.
“At Divergent Capital, we handle everything from fund structuring and compliance to due diligence and reporting,” says Chakford. “We do the heavy lifting so that wealth managers can focus on what they do best – building relationships and serving their clients.”
This turnkey fund management solution allows advisors to offer sophisticated investment products without worrying about back-office operations, making it easier to integrate alternative investments into their practice.
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Increased Client Engagement and Retention
High-net-worth individuals and institutional clients are increasingly looking for alternative investment opportunities. By providing exclusive, branded investment funds, advisors can keep their clients engaged and reduce the risk of losing assets to competitors.
“When clients invest in a white-label private fund created by their trusted advisor, they are less likely to move their assets elsewhere,” explains Chakford. “It deepens the advisor-client relationship by offering something unique that can’t be replicated through generic public-market investments.”
Beyond retention, this approach also enhances client acquisition. Firms that offer differentiated private investment solutions are more likely to attract sophisticated investors who want tailored alternatives beyond traditional stocks and bonds.
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The Future of Alternative Investments in Wealth Management
The financial industry is shifting toward customized investment solutions, and those who fail to adapt risk falling behind. As private markets continue to grow, offering alternative investments through white-label funds will soon become a necessity rather than an advantage.
“We’re seeing a fundamental shift in how wealth managers approach investing,” says Chakford. “The future belongs to those who embrace private markets and integrate customized fund solutions into their business models.”
Regulatory changes, advancements in technology, and the increasing preference for private market investments are driving this trend. By adopting white-label alternative investment funds, wealth advisors can future-proof their business and ensure they remain at the cutting edge of investment innovation.
Conclusion: A Strategic Move for Forward-Thinking Wealth Managers
For wealth advisors, RIAs, and family offices looking to expand their offerings, strengthen client relationships, and differentiate themselves, white-label private equity, private credit, and real estate funds provide a powerful solution. By leveraging Divergent Capital’s Outsourced CIO expertise, firms can launch their own alternative investment funds with ease, offering clients exclusive opportunities while enhancing their brand and market positioning.
“At Divergent Capital, we empower advisors to take their business to the next level with customized investment solutions that truly set them apart,” concludes Chris Chakford. “The future of wealth management is here, and those who embrace it will lead the industry forward.”
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