Private Markets | Beyond Access
Troviq was founded in partnership with leading single-family offices to create a private markets investment office with business partners around the world.
We provide exposure to the world's best fund managers and co-investment opportunities via a range of bespoke programs and innovative funds.
We are aligned with leading family offices, wealth managers, general partners, corporations and foundations who benefit from exclusive access to our investment strategies.
We deliver a unique user experience which relieves our business partners from the operational complexities associated with private markets.
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Single Family Office
With permanent capital and a focus on preserving wealth over generations, Single Family Offices (“SFOs”) often allocate a substantial part of their portfolio to Private Markets. Partnering with Troviq allows SFOs to develop diversified portfolios of leading private markets funds, without the operational complexities traditionally associated with private markets investing.
Contact UsBuilding a private markets portfolio takes time and requires a long-term commitment plan. Keeping capital at work requires ongoing cash flow planning and active commitment sizing. Done effectively, this can significantly enhance returns – on top of the potential alpha generation from manager selection and co-investing.SFOs want to be in control of their private markets exposure. Some ask us to run their full program, others ask us to only manage a particular niche or strategy. Almost all invest in our innovative strategies or programs, like Private Debt or US Mid-Market, to benefit from our collective scale and gain exposure that is otherwise difficult to achieve on their own.We typically design and manage programs using a dedicated structure for each client, allowing for efficient investment and operational advantages such as simple execution and consolidated reporting. When preferred, we can also incorporate legacy exposure to third-party funds.Our investor portal is built on a robust and proven alternative investment technology infrastructure, allowing for comprehensive consolidated reporting, providing you with full insight into the status of your portfolio, 24/7.
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Multi Family Office
Partnering with Troviq allows Multi Family Offices to offer client specific private market solutions instantly, negating the substantial resources and long timelines required to set up an in-house capability.
Contact UsWith a concentrated client base of UHNW investors, offering bespoke private market portfolios is a “must have” capability for multi-family offices.The allocation to private markets is typically substantial, especially for clients with an entrepreneurial mindset, and investment opportunities must go beyond access to “brand name” funds.Portfolio design and cash flow management are key as this can drive a significant part of the overall return. Pacing analysis indicates the annual commitments required to reach and maintain target exposures, along with expected cash flows.We make investment decisions based on a bottom-up approach, reviewing the full universe of funds in each category, seeking to identify the best. We are not a distributor of (third-party) funds – our funds and programs are made available only to our business partners and their clients/relationships.Our portal is built on a robust and proven alternative investment technology infrastructure, providing you with complete oversight of your clients and their investments and commitments. If desired, the portal can be branded to your firm.
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Private Bank/Wealth Manager
We understand the challenges of investing in private markets. Partnering with Troviq allows you to offer Private Markets solutions to your clients instantly, negating the substantial resources and long timelines required to set up an in-house offering. We can structure and manage your own (white labelled) vintage or evergreen fund, taking care of all operational complexities, to ensure you have a differentiated client offering.
Contact UsIncreasingly, clients are asking for access to exclusive opportunities in private markets, to benefit from greater diversification, exposure to the winners of tomorrow, and potential return enhancement. We believe private markets will become a core component of private client portfolios and offering a top-quality solution is a great way to both attract and retain clients.Offering private markets funds to retail investors also comes with many operational challenges, including eligibility, onboarding, subscription, reporting and capital call management. Consequently, education is very important; both wealth managers and their clients must understand the pros and cons prior to investing.With our buy-side approach and structuring capabilities we launch several single and multi-fund investment strategies each year. Several strategies are available via custodians, including our private debt strategy and private equity vintage programs. We can also onboard banks or wealth managers who prefer to use nominees.Our front-end portal is built on a robust and proven alternative investment technology infrastructure, providing you with complete oversight of your clients and their investments and commitments. If desired, the portal can be branded to your firm.
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Corporates
We partner with corporates and partnerships to provide senior employees with access to leading private markets investment opportunities. These solutions can be customised and white labelled, providing a benefit that helps with recruitment and retention of key professionals.
Contact UsWhilst motivations vary – from fund managers seeking to diversify their personal exposure away from their own strategies, to professional services firms seeking to invest with and alongside clients – the common theme is a desire to invest in the best of private markets.Our corporate and partnership clients are often experts in private markets or adjacent fields, though lack the time to develop an investment program of their own. We take on the entire operational process, from client onboarding to efficient subscription to high quality reporting.We can design and manage your own (white labelled) fund or provide access to our existing funds and programs via our user-friendly portal, which can also be branded to your own firm if desired.Where applicable, we can manage customised programs on a discretionary / arm's length basis, as a means to manage potential conflicts that may arise should senior employees be investing directly with certain clients.
