Private Institutional Clients
Exclusive opportunities and institutional access
Elite success opens a world of possibility few will ever experience – and still fewer can navigate well. Helping stewards of profound wealth capitalize on success is the sole focus of the Private Institutional Client (“PIC”) desk. Taking an institutional approach, PIC leverages the extensive resources and capabilities of its professional team to generate sophisticated and differentiated investment and capital markets-based solutions.
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Investments
The PIC investments platform provides differentiated and thematic investment offerings in the form of private markets investments, which offer investors access to deals not available on typical wealth management platforms. These opportunities, sourced across a global network of private company executives, investment bankers and fund managers, are presented exclusively to PIC clients.
Private Market Investments
- Co-investment opportunities
- Opportunistic direct equity investments
- Private debt syndication
- Direct real estate
- Bespoke capital stack options
Boutique Funds
- New manager seeding
- Specialized investment strategies
- Thematic opportunities
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Solutions
The PIC solutions team delivers capital markets and lending solutions via institutional access to Raymond James and third-party trading desks, plus a variety of bank and non-bank lending platforms.
Capital Markets Solutions
- Trade idea generation and execution
- Market content and delivery
- Cross asset class opportunities
- Institutional pricing and service
Lending Solutions
- Asset-backed loans
- Equity margin loans and collared financing
- Cash-flow monetization
- Small- and middle-market corporations
- Commercial real estate
The Private Institutional Client Desk
Expanded access, innovative investments, tailored financial solutions
A SINGLE, SEAMLESS RESOURCE
The desk can negotiate transactions across a wide variety of asset classes and is dedicated to delivering bespoke investment ideas and solutions tailored to your needs.
INSTITUTIONAL ACCESS
The desk can facilitate transactions on your behalf with institutional trading desks.
ASSET-BASED AND OTHER
STRUCTURED LENDING NEEDS
The desk can introduce you to multiple sources of borrowing capacity to finance both liquid and illiquid asset classes through a variety of structures.
Private Institutional Client products and services (“PIC Services”) are non-discretionary, non-fiduciary, and non-advisory investment opportunities in all asset classes, conventional and alternative, that are only available to certain Alex. Brown and Raymond James clients who qualify as an “institutional account” as defined in FINRA Rule 4512(c), that are highly sophisticated investors with experience in independently evaluating and making investment decisions with respect to securities and investment strategies similar to that made available through PIC Services, which may include, without limitation: (1) arbitrage of exchange listed securities, publicly traded corporate bonds, and structured products with an underlying correlation to market indices, volatility, dividends, and longevity risk; (2) private markets investments, including, without limitation, illiquid direct investments in emerging private companies, real estate investments, and other managed alternative investments; and/or (3) structured credit and other debt instruments, including without limitation, collateralized debt obligations (CDOs), and asset backed securities.
Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.