FinCap has launched a managed account platform with three managed portfolios for wholesale investors and their advisers.
The FinCap Private Markets Platform launches with three managed portfolios spanning private equity, private credit and real assets, anchored by four investment managers.
The FinCap Platform portfolios – Helm Income and Helm Growth – are constructed to capture the illiquidity and complexity premium that listed markets cannot reach. Each portfolio holds 10-20 funds, with around 15 preferred positions, and applies a 15 per cent single-fund cap.
All of the portfolios are designed to complement existing public market holdings rather than dilute private market beta.
This seeks to address three problems that have historically locked wholesale investors out of private markets at scale: liquidity, technology and governance.
On liquidity, Helm runs a multi-stage liquidity architecture designed to match the redemption realities of illiquid assets. On technology, the platform is built natively for periodic valuations, capital calls and illiquid redemption windows – not retrofitted from a listed-market infrastructure. On governance, the investment committee was designed from day one to support the platform.
Independent investment research firm BCA Research is responsible for the top-down allocation and bottom-up manager selection is anchored by a global manager research partner.
FinCap, which is backed by Pinnacle Investment Management, signed a strategic partnership with FinCap this April where BCA supports the firm’s development of asset allocation and portfolio construction frameworks for the FinCap Platform.
From Q3 2026, the platform will also be positioned to extend into offshore product access and closed-ended capital call structures.
Ben Davis, head of portfolio and investment solutions at FinCap, said: “Private markets portfolio construction has historically been the domain of large institutions with dedicated resources. What we are building at FinCap changes that. Increased manager specialisation and the rise of evergreen investment structures have broadened access beyond traditional multi-strategy platforms.”
FinCap chair and founder, Christian Ryan, said: “Listed investments account for only a small fraction of global investable assets. The vast majority of opportunities sit within private markets covering private equity, private credit, infrastructure and specialised real estate. These are not niche or emerging categories but have been key components of institutional portfolios for decades. Yet for many investors, and by extension their advisers, access has remained limited.
“A strategic allocation of 10 to 20 per cent to private markets can materially enhance portfolio outcomes without compromising overall flexibility. This is not a radical proposition, but a measured evolution of traditional portfolio construction and one that aligns more closely with how institutional investors have approached asset allocation for years.”