Ben Davis
FinCap has launched its managed account platform, bringing institutional grade private markets access to wholesale investors and their advisers for the first time through a structure built around genuine return conviction, a two engine investment architecture and strong governance.
The FinCap Private Markets Platform launches with three managed portfolios spanning private equity, private credit and real assets, anchored by four globally recognised investment managers and supported by a purpose built investment committee, asset allocation research partner and institutional due diligence backbone.
“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.”
The FinCap Platform portfolios – Helm Income and Helm Growth – are constructed to capture the illiquidity and complexity premium that listed markets cannot reach. Each portfolio holds 10 to 20 funds, with around 15 preferred positions, and applies a 15% single-fund cap. Every manager is gated through institutional grade investment due diligence before any allocation is made.
Davis adds, “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.”
BCA Research, a global independent investment research firm, is responsible for the top-down allocation, and bottom up manager selection is anchored by a global manager research partner delivering institutional investment due diligence and operational due diligence backbone that gates every manager appointment.
Both partners were chosen for their global capabilities, positioning the platform to extend into offshore product access and closed-end, capital-call structures from Q3 2026 onwards.
Three investment managers will anchor the Helm portfolios, each appointed through direct partnership.
Christian Ryan, Executive Chair of FinCap, adds “The platform addresses three problems that have historically locked wholesale investors out of private markets at scale: liquidity, technology and governance.”
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. On governance, the Investment Committee was designed from day one to support the platform.
“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.”
Alongside the managed portfolios, the platform also features FinCap Direct, a bespoke co-investment channel offering platform members access to single-asset opportunities in private equity and real estate.
FinCap was founded by Ryan and is backed by a strategic investment from Pinnacle Investment Management Group Limited, one of Australia’s leading multi-boutique investment managers.