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FinCap private markets platform goes live with three solutions

Yasmine Raso

Yasmine Raso

Senior Journalist

19 June 2026
Launch of new estate planning platform

Three new managed portfolios have entered the market housed under the FinCap Private Markets Platform which launched on Thursday, designed to deliver bespoke access to institutional grade private markets investment for wholesale investors and their advisers.

Having flagged the platform’s impending launch and announced Pinnacle Investment Management’s strategic investment almost a year ago, FinCap has since inked partnerships with global investment managers to underpin the private equity, private credit and real assets managed portfolios, empanelled a strong governance-backed investment committee, appointed an asset allocation research partner and developed institutional due diligence capabilities.

The Helm Income and Helm Growth portfolios, each holding approximately 10 to 20 funds with 15 preferred positions, are designed to “capture the illiquidity and complexity premium that listed markets cannot reach”, according to a statement from FinCap.

“Private markets portfolio construction has historically been the domain of large institutions with dedicated resources,” says Ben Davis, Head of Portfolio and Investment Solutions at FinCap.

“What we are building at FinCap changes that. Increased manager specialisation and the rise of evergreen investment structures have broadened access beyond traditional multi-strategy platforms.

“FinCap has designed these highly concentrated portfolios to be genuinely complementary to existing public market holdings rather than diluted private markets beta that an adviser could replicate themselves.

“BCA Research will support us with forward looking capital market assumptions and asset allocation research applied directly to our portfolios.”

The portfolios also have a 15 per cent single-fund cap in place and institutional grade investment due diligence processes are applied to every manager before an allocation is confirmed. This is supported by both BCA Research for the top-down allocation and a suite of global manager research partners responsible for bottom-up manager selection.

The statement from FinCap confirmed the platform’s two-part structure: “On liquidity, Helm runs a multi-stage liquidity architecture designed to match the redemption realities of illiquid assets. On technology, the platform is built natively for periodic valuations, capital calls and illiquid redemption windows – not retrofitted from a listed-market infrastructure”.

“The platform addresses three problems that have historically locked wholesale investors out of private markets at scale: liquidity, technology and governance,” Christian Ryan, Executive Chair of FinCap, said.

“Listed investments account for only a small fraction of global investable assets. The vast majority of opportunities sit within private markets covering private equity, private credit, infrastructure and specialised real estate.

“These are not niche or emerging categories but have been key components of institutional portfolios for decades. Yet for many investors, and by extension their advisers, access has remained limited.

“A strategic allocation of 10 to 20 per cent to private markets can materially enhance portfolio outcomes without compromising overall flexibility.

“This is not a radical proposition, but a measured evolution of traditional portfolio construction and one that aligns more closely with how institutional investors have approached asset allocation for years.”

The platform launch also marks the introduction of FinCap Direct, a co-investment solution available to platform members that provides access to single-asset offerings in private equity and real estate.

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