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Amerant Investments Partners with iCapital to Expand US and LATAM Access to Alternative Investment Opportunities

The partnership offers Amerant advisors and HNW clients access to a broad private market menu along with iCapital’s technology and comprehensive solutions

February 22, 2024
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Amerant Investments, Inc. (“Amerant”) a wholly owned subsidiary of Amerant Bank – the largest community bank in Florida – announced today that it has entered into a strategic relationship with iCapital[1], the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry. This collaboration will provide Amerant’s financial advisors, along with their clients, access to private market opportunities and analytics. The partnership will also entail oversight of the entire investment and education experience through a unified technology platform and operating system. Unicorn Strategic Partners, a key distribution partner to asset managers and a strategic ally to iCapital in the LATAM region, will play a crucial role in supporting Amerant’s distribution efforts. Additionally, they will educate Amerant’s network of advisors on the available asset classes and funds via iCapital Marketplace, a platform featuring the industry’s broadest selection of alternative investment funds, due diligence and education resources, fund subscription processing, and third-party reporting services.

The menu will focus on semi-liquid and closed-end funds available on iCapital Marketplace. iCapital’s market-leading technology platform and solutions have effectively and efficiently diminished the historical barriers that wealth managers and their clients have faced when investing in private markets by automating the subscription, administration, operational, and reporting processes for the life of the investment.

In addition, the partnership with iCapital provides Amerant with a full suite of research, due diligence, and educational materials to empower their financial advisors and investors. It will include access to iCapital’s comprehensive educational offerings, including the AltsEdgeTM Certificate Program, an educational initiative jointly created by iCapital and the Chartered Alternative Investment Analyst (CAIA) Association, designed to help wealth managers better understand alternative investments and how they can leverage them to improve client outcomes. The AltsEdgeTM program consists of ten research-based, CE-accredited modules covering the private markets, various types of strategies and product structures, and portfolio construction.

“At Amerant Investments, we recognize that private markets investments have the potential to generate higher returns and provide diversification benefits to investors as they seek to access relatively untapped opportunities,” said Sergio Guerrero, COO at Amerant Investments. “We are excited to leverage iCapital’s curated options, innovative technology, and robust educational materials to help set our financial advisors up for success.”

“Wealth managers are increasingly looking to alternative investments as a way to help their clients improve their financial outcomes,” said Wes Sturdevant, Managing Director, iCapital Enterprise Solutions. “We are proud to establish this partnership with Amerant Investments, a respected registered investment advisor and broker dealer with wealth management expertise in the Latin America and U.S. markets and welcome the opportunity to support their expansion into alternative investments.”

About Amerant Bank

Amerant Bank, N.A., is the largest community bank headquartered in Florida and the main subsidiary of Amerant Bancorp, Inc. (NYSE: AMTB), with a presence across South Florida and in Tampa, FL, and Houston, TX. The bank has been serving clients for over 40 years and comprises subsidiaries Amerant Investments, Inc. and Amerant Mortgage, LLC. Rooted in the communities it serves, Amerant Bank supports numerous non-profit and community organizations. In 2023, the company was certified as a Most Loved Workplace® by Best Practice Institute. For news and updates, visit the Amerant Newsroom.

About iCapital

iCapital[2] powers the world’s alternative investment marketplace offering a complete suite of tools, end-to-end enterprise solutions, and an innovative operating system. iCapital is the trusted technology partner to independent financial advisors, wealth managers, and asset managers, offering unrivaled access, technology, and education to incorporate alternative assets into the core portfolio strategies for their clients.  

At the forefront of the digital transformation in alternative investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $176[3] billion in global platform assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools. 

iCapital employs more than 1200 people globally, and has 13 offices worldwide including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto.  iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance including Forbes FINTECH 50 for 2018 2019, 2020, 2021, 2022, and 2023 (list since 2018), and MMI/Barron’s Industry Awards as Solutions Provider of the Year for 2023, 2021, 2020. To learn more about iCapital, visit our website here or follow us on LinkedIn, X (Twitter).

[1] iCapital, Inc., and its affiliates (together, “iCapital”).

[2] iCapital, Inc., and its affiliates (together, “iCapital”).

[3] As of December 31, 2024