As investor appetite for private markets grows, Summit Financial Holdings announced the expansion of its private markets offering through a new partnership with alternatives marketplace Opto Investments and tech provider Arch.
Summit chief executive Stan Gregor told Citywire that given the commodification of products and solutions, he ‘did not feel comfortable as a firm that the only solution is the traditional retail product.’
Gregor said that Summit has an experienced team in place to ‘do the homework’ to provide ‘the best of the best’ in terms of private market solutions.