Sera Global

A leading, independent global private markets advisor

Private Wealth Distribution

The private wealth channel represents a significant capital source for alternative investment managers seeking to grow and diversify their business over time. Accessing this channel requires an experienced team to help navigate the complexities and high barriers to entry.

Our highly accomplished team provides a multi-dimensional support model to managers which benefit from our deep domain expertise, high-quality distribution resources and extensive relationships with private wealth management firms.

Sera Global provides strategy and distribution capabilities to maximize success in the private wealth channel.

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:

  • Introductions
  • Advocacy with stakeholders
  • Fee dynamics and commercial considerations
  • Selecting and sequencing partners

Supporting the sales and marketing function within the private wealth channel:

  • Raise awareness for the product amongst financial advisors and RIAs
  • Help generate investor engagement
  • Assist with financial advisor due diligence
  • Ensure sponsor participation in relevant events

Driving towards a successful close:

  • Broaden financial advisor outreach
  • Conduct follow-up campaigns
  • Organize events
  • Qualify meaningful prospects for the sponsor to engage
  • Significant outreach to increase closure rate

Private Wealth Distribution Leads

Daniel Mortazavi

Executive Director

Private Wealth Distribution

William Nazar de Jaucourt

Executive Director

Private Wealth Distribution

Private Wealth Senior Team

Damien Smith

Managing Partner

Strategic Advisory

Ryan Kane

Executive Director

Private Capital Advisory | Infrastructure

Michael Zard

Executive Director

Private Capital Advisory | Real Estate & Infrastructure

Liam Connor

Senior Vice President

Private Wealth Distribution

Eric Krusiewicz

Vice President

Strategic Advisory | Asset Manager M&A