Private Wealth Distribution and Advisory
Your dedicated private wealth team
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
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
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:
Private Wealth Distribution Leads
Leo van den Thillart
Chief Executive Officer, Managing Partner
Leo is the Chief Executive Officer and a Managing Partner of Sera Global.
He has over 20 years’ experience in the alternatives asset management industry in senior management roles, and as a business builder with extensive strategic, capital formation, product development, manager M&A and alternative investments advisory experience and has raised more than $250 billion of capital across funds, co-investments and direct investments.
Leo was formerly a Managing Partner at Brookfield Asset Management and Global Head of Brookfield’s Private Funds Group from 2009 through 2020, instrumental in building out Brookfield’s Private Funds Group and responsible for the global marketing strategy, fundraising and product development of Brookfield’s private funds.
Leo is a Board and Foundation Investment Committee member for the Menninger Clinic (a top-ranked psychiatric hospital). He is also a Board and Investment Committee member for CABHI, the Centre of Aging & Brain Health Innovation (solution accelerator focused on driving innovation in the aging and brain health sector).
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.
Private Wealth Senior Team
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.
Ryan Kane is an Executive Director at Sera Global based in Chicago.
Ryan focuses on US Private Capital Advisory for Sera Global’s Real Estate and Infrastructure practices and is responsible for US institutional investor coverage.
Ryan has over 18 years’ experience in financial services combining Equity Capital Markets and Private Funds Business Development / Distribution. He formally worked with Eaton Partners, a private placement agent and prior to that was in distribution at Dearborn Capital Management.
Los Angeles, USA
Michael Zard is an Executive Director at Sera Global based in our Los Angeles office.
Michael is responsible for US institutional investor coverage across real estate and infrastructure.
Michael has over 15 years’ experience and was formerly at Campbell Lutyens where he was responsible for fund placement, origination and capital advisory efforts on the West Coast. He has also held similar roles at Eaton Partners and Goldman Sachs.
Sera Global PWD is also supported by a team of high-quality Associates that can deploy into a sales campaign.
The Grace Building
1114 Avenue of the Americas
+1 516 902 6991
+1 917 470 3880