Private Institutional Clients Exclusive opportunities and institutional access
Elite success opens a world of possibility few will ever experience – and still fewer can navigate well. Helping stewards of profound wealth capitalize on success is the sole focus of the Private Institutional Client (“PIC”) desk. Taking an institutional approach, PIC leverages the extensive resources and capabilities of its professional team to generate sophisticated and differentiated investment and capital markets-based solutions.
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The PIC investments platform provides differentiated and thematic private market investment offerings, which offer investors access to deals and funds that are not typically available on wealth management platforms. These opportunities, sourced across a global network of private company executives, investment bankers and fund managers, are presented exclusively to PIC clients.
Private Market Investments
- Co-investment opportunities (private equity, venture capital, sports franchises, etc.)
- Opportunistic direct equity investments
- Private debt syndication
- Direct real estate
Boutique Funds
- New manager seeding
- Specialized investment strategies
- Thematic opportunities
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The PIC solutions team delivers cross asset and lending solutions via institutional access to Raymond James and third-party trading desks, plus a variety of bank and non-bank lending platforms.
Cross Asset Solutions
- Trade idea structuring and execution
- Institutional pricing and service
- Equity risk management
- Option overlay strategies
- Hedging and monetization
- 1031 Exchange solutions
- Insurance Dedicated Funds
Lending Solutions
- Luxury Assets
- SME Business Lending
- Equipment Financing
- Insurance Premium Financing
- Special Situations
- Concentrated Equity Financing (Private or Public Shares)
- Venture Debt
A single, seamless resource
The desk can negotiate transactions across a wide variety of asset classes and is dedicated to delivering bespoke investment ideas and solutions tailored to your needs.
Institutional Access
The desk can facilitate transactions on your behalf with institutional trading desks.
Asset-based and other structured lending needs
The desk can introduce you to multiple sources of borrowing capacity to finance both liquid and illiquid asset classes through a variety of structures.
Private Institutional Client products and services (“PIC Services”) are non-discretionary, non-fiduciary, and non-advisory investment opportunities in all asset classes, conventional and alternative, that are only available to certain Alex. Brown and Raymond James clients who qualify as an “institutional account” as defined in FINRA Rule 4512(c), that are highly sophisticated investors with experience in independently evaluating and making investment decisions with respect to securities and investment strategies similar to that made available through PIC Services, which may include, without limitation: (1) arbitrage of exchange listed securities, publicly traded corporate bonds, and structured products with an underlying correlation to market indices, volatility, dividends, and longevity risk; (2) private markets investments, including, without limitation, illiquid direct investments in emerging private companies, real estate investments, and other managed alternative investments; and/or (3) structured credit and other debt instruments, including without limitation, collateralized debt obligations (CDOs), and asset backed securities.
Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.
