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Warburg Pincus selects CAIS for access to the independent wealth channel

By Edlyn Cardoza

January 04, 2023

  • Alternative Investment Platform
  • Asset Management
  • CAIS
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CAIS, Alternative Investment Platform, Warburg Pincus, Private Equity Firm, Financial Advisors, Mercer, CAIS IQ, Asset Management, USACAIS, one of the leading alternative investment platforms, announced Warburg Pincus, one of the leading global private equity firms with nearly $85 billion in assets under management, has selected CAIS to expand its reach to independent financial advisors.

CAIS, through this collaboration, will onboard a selection of Warburg Pincus’s funds to its platform, where they will be accessible to its vast independent advisory firms and teams. Like most products and strategies onboarded to CAIS, these private equity funds will undergo third-party due diligence conducted by Mercer.

“As independent advisors seek to include more alternative investment strategies into their clients’ portfolios, we are pleased to help accomplished firms like Warburg Pincus make their products and strategies more widely available to the private wealth channel,” said Matt Brown, Founder, and CEO of CAIS. “Warburg Pincus, with their storied history and scale, shares our goal of providing alternative investment access to the independent wealth channel.”

Warburg Pincus seeks to benefit from CAIS’ data-rich dashboard, which helps measure product interest and engagement from wealth management professionals using the platform. The firm will also receive access to CAIS IQ, CAIS’ tech-enabled education offering, which empowers independent financial advisors who seek to master various alternative investments and better understand the role they play in client portfolios.

“This partnership helps us introduce our fund strategies to a wider audience of financial advisors and their clients,” said Chip Kaye, CEO of Warburg Pincus. “Having already served the independent wealth management ecosystem for more than a decade, CAIS provides the reach, knowledge, and technology stack required to bridge the gap between alternative asset managers and fiduciary professionals representing the best interests of retail investors.”

This announcement follows a recently-published CAIS-Mercer survey, which found that nearly nine in 10 financial advisors intend to increase their allocations to alternative asset classes over the next two years. The study also found that 89% of alternative asset managers and other financial professionals surveyed have identified the private wealth channel as a greater priority for their firm compared to two years ago.

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