FinCap confirms manager line-up for private markets platform

Yasmine Raso

Senior Journalist

16 July 2026

Some weeks after first launching its flagship private markets investment platform, FinCap has confirmed the inaugural line-up of its investment manager partners underpinning its Helm portfolio suite.

The platform, designed to offer bespoke access to institutional grade private markets investment opportunities for wholesale investors and their advisers, brings together five managers with specialist expertise across Australian and New Zealand private equity, global private equity, late-stage venture, global infrastructure, flexible private credit and royalties.

The managers, which a statement from FinCap confirms they were “assessed against a portfolio construction discipline and an evergreen due-diligence framework covering liquidity, valuation integrity, fee alignment and capital dependency”, include StepStone Group, Brookfield Private Wealth, T. Rowe Price, Roc Partners and Partners Group.

Ben Davis, Head of Portfolio and Investment Solutions at FinCap, said the investment manager selections – including the ones still to be made beyond the five that have been announced – are intended to “complement one another across geography, strategy and return driver”, as StepStone offers global venture capital and AI exposure; contracted, inflation-linked infrastructure income from Brookfield; go-anywhere credit income via Oak Hill Advisors; domestic mid-market private equity through Roc Summit; and uncorrelated royalty income from Partners Group.

“The field was genuinely competitive, with many funds evaluated for each slot,” he said.

“Inclusion is selective and ongoing, rather than a one-off list. Managers must continue to meet the same standards to retain their place on the platform.

“The result is diversification by what drives the return, not just by label.”

The managers will contribute to the FinCap Platform’s flagship model portfolios, Helm Income and Helm Growth – with the former a highly diversified income solution spanning infrastructure, real estate, asset-based lending, royalties, flexible credit and direct lending, constructed to distribute yield; and the latter a private equity-focused portfolio, constructed for capital growth with a secondary income stream.

The Helm portfolios are available as managed accounts on the platform through engagement with an adviser, allowing the client to hold the underlying funds “beneficially”.

Davis also confirmed that further managers will be added to the ‘Helm cohort’ as they “clear the same [selection] process”.

“The platform does the manager selection, due diligence and ongoing monitoring, and Helm packages the best of that research into two portfolios an adviser can use directly, rather than asking each adviser to assemble private-markets exposure fund by fund,” he said.

“The result is institutional-style private-markets construction, delivered in an advised, wholesale managed account with periodic liquidity and no capital calls

“The common thread is purpose: every manager and every deal earns its place by adding something specific to a client portfolio. This is not a shelf where managers pay to list product. It is a deliberately curated, governed set of high-value-add opportunities, built for advised wholesale clients, and the range will broaden on that basis rather than as an open menu.

“The platform reflects broader structural change in the Australian market. Demand from advisers and wholesale clients for diversified, governed access to private markets has outrun traditional routes that require large minimums, capital calls and multi-year lock-ups.

“FinCap’s evergreen fund structures and the managed-account platform now makes institutional-grade private markets practical for advised wholesale clients, with periodic liquidity and professional construction and oversight.”.