Private Wealth Distribution and Advisory
Your dedicated private wealth team
About Us
Successfully navigating the private wealth channel requires expertise and dedicated sales and marketing resources. Our highly accomplished team provides a multi-dimensional support model to managers which benefit from our deep domain expertise, high-quality distribution resources and relationships across private wealth management firms.
We have extensive private wealth capital raising experience and expertise across alternative asset classes including private equity, credit, and real assets.
Our clients view us as an extension of their team. Sera Global PWD represents an elegant solution to managers seeking to maximize the private wealth opportunity while minimizing the inherent cost, risk and lead-time to build in-house.
We help our clients accomplish their goals by drawing upon these basic principles of success in private wealth.
Resources with a dedicated focus on the channel
Access to key private wealth advisors, decision-makers and influencers
Insights into market dynamics and commercial requirements
Scale to marketing and distribution activities
Efficient use of investment professionals’ time
Our Approach
We bring advice, relationships and scale to your private wealth fundraise
Navigating the private wealth channel:
- Understand the market segment and competitive landscape
- Product design and features
- Marketing materials and key messages
- Operational and technology set-up
Onboarding with private wealth platforms:
- Key introductions
- Advocacy with stakeholders
- Fee dynamics and commercial considerations
- Selecting and sequencing partners
- Ensure best practices
Launching the distribution campaign
- Raise awareness for the product amongst financial advisors and RIAs
- Help generate investor engagement
- Assist with financial advisor due diligence
- Seek sponsor participation in relevant events
Driving towards a successful close:
- Broaden financial advisor outreach
- Conduct follow-up campaigns
- Organize client events
- Qualify meaningful prospects for the sponsor to engage
- Significant outreach to increase closure rate
Focus Areas
We have expertise across alternative asset classes.
Understanding how Private Wealth Advisors approach private fund selection and integrate product ideas into client conversations is critical to the private wealth sales process.
Private markets specialist with the following focus areas:
– Large Cap Buyout
– Middle Markets Buyout
– Growth Equity
– Venture Capital
– Secondaries
– Co-investments
– Senior Direct Lending
– Asset-Backed Lending
– Structured Credit / Mezzanine
– Special Situations / Distressed
– Opportunistic Real Estate
– Value-Add Real Estate
– Infrastructure
– Secondaries
– Co-investments
Private Wealth Distribution Team
Daniel Mortazavi
Co-Head, Private Wealth Distribution
New York, USA
Daniel Mortazavi is Co-Head of Sera Global’s Private Wealth Distribution business based in our New York office.
Daniel co-leads Sera Global’s Private Wealth Distribution practice where he supports private markets fund managers to access private wealth capital and scale their distribution capabilities in the channel.
Daniel has over 16 years’ experience and was formerly Head of Private Equity, Private Credit and Co-Investments at Morgan Stanley Wealth Management.
William Nazar de Jaucourt
Co-Head, Private Wealth Distribution
New York, USA
William Nazar de Jaucourt is Co-Head of Sera Global’s Private Wealth Distribution business based in our New York office.
William co-leads Sera Global’s Private Wealth Distribution practice where he supports private markets fund managers to access private wealth capital and scale their distribution capabilities in the channel.
William has over 15 years’ experience and was formerly a Director and Head of Alternative Investments Growth Strategy for Merrill Lynch and Bank of America Private Bank.
Liam Connor
Senior Vice President
New York, USA
Liam Connor is a Senior Vice President at Sera Global based in New York.
Liam is responsible for managing sales and distribution campaigns with financial advisors and registered investment advisors for Sera Global’s Private Wealth Distribution practice.
He was formerly at TPG where he was responsible for private wealth distribution for the western portion of the U.S.. Prior to TPG, Liam worked in Blackstone’s Private Wealth Solutions and Insurance Solutions businesses.
Contact Us
New York
The Grace Building
1114 Avenue of the Americas
Suite 2210
New York
NY 10036
USA
daniel.mortazavi@seraadvisory.com
+1 516 902 6991
william.nazar@seraadvisory.com
+1 917 470 3880