The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.

S64, Ardian
S64, a London-headquartered global private markets fintech and solutions partner to the wealth management industry, yesterday announced its partnership with Ardian, a Paris-headquartered private investment firm with $200 billion in assets under management and supervision, across private equity, real assets and private credit platforms.

Under the partnership, S64 and Ardian will launch the S64 Ardian Access Infrastructure Fund, an evergreen Australian unit trust. The collaboration will unlock access for Australia’s wealth management industry to Ardian’s infrastructure strategies through the S64 Australian Unit Trust platform.

The fund is a differentiated solution for investors seeking to access private infrastructure through Ardian’s infrastructure and infrastructure secondaries platforms, the firm said in a statement. Ardian’s infrastructure platform, which manages $47 billion assets under management, has a track record that spans more than 20 years. The secondaries platform has $102 billion in AuM. Through this partnership, the Australian wealth market will be able to access Ardian’s Institutional-quality strategies via a modern, advisor-friendly solution.

The evergreen structure aims to offer monthly subscriptions with quarterly liquidity, providing immediate capital deployment into a global infrastructure portfolio. S64’s Australian Unit Trust Platform enables financial intermediaries to distribute private markets and listed alternatives opportunities to wholesale and advised retail clients through product manufacturing solutions and end-to-end digital lifecycle management.

“Infrastructure offers recurring cash yield, inflation protection, and historically-lower volatility, making it a powerful addition to investor portfolios,” Jan Philipp Schmitz, executive vice president, head of investor relations, and deputy co-head of secondaries and primaries at Ardian, said.