Partners Group, a prominent Swiss-based investment firm, has made significant strides in enhancing its Private Wealth and Retirement division with the recent appointment of Anastasia Amoroso as the new Chief Investment Strategist. Starting in late June, Amoroso will assume her role in New York, where she is expected to provide valuable insights into macroeconomic trends, private market opportunities, and portfolio management strategies tailored for financial advisors and individual investors alike.
Amoroso joins Partners Group from iCapital, where she spent the last four years as Chief Investment Strategist. Her extensive background includes influential positions at leading financial institutions such as J.P. Morgan and Merrill Lynch, where her responsibilities encompassed investment strategy and portfolio management. This wealth of experience positions her well to lead Partners Group’s strategic initiatives in the growing private wealth sector.
This leadership change is part of a broader trend within the firm aimed at strengthening its capabilities and expanding its presence in the private wealth market. In February, Phil Shankweiler was appointed as Managing Director and Head of Registered Investment Advisor (RIA) Sales, also based in New York. Shankweiler arrived from Starwood Capital Group, where he oversaw RIA and multi-family office fundraising. His background in leading fundraising efforts, particularly at Hartford Funds, complements Partners Group’s expansion strategy in attracting wealth management professionals.
Moreover, Partners Group had previously made significant investments in its team by welcoming Heather Grubbs as Managing Director and Global Head of Private Wealth Marketing. Based in Denver, Grubbs brings a wealth of experience from her previous roles, including leading marketing communications at Global Endowment Management and serving as the Chief Marketing Officer at Black Creek Group. Her diverse expertise spans various roles within well-respected organizations such as Fidelity Investments and Janus Capital Group, making her insights invaluable as Partners Group looks to enhance its marketing strategy and client outreach in the private wealth segment.
These strategic hires reflect Partners Group’s ongoing commitment to growing its presence and enhancing its offerings within the private wealth management space. The company has reported notable success with its Evergreen programs, which contributed to 39% of the firm’s new assets under management in the previous year. With approximately $48 billion allocated across more than 20 funds globally, Partners Group stands out as a leading provider of Evergreen products, appealing to investors seeking long-term, sustainable investment solutions.
In recent years, the wealth management landscape has witnessed an increasing shift towards personalized investment strategies, particularly in the context of affluent individuals and family offices who are looking for reliable vehicles to grow and protect their wealth. Analysts suggest that the influx of seasoned professionals into firms like Partners Group is a direct response to this demand, highlighting the importance of strategic hiring in maintaining competitive advantage.
As the competitive landscape of wealth management evolves, the response from institutions like Partners Group indicates a proactive approach in ensuring they are equipped with the strategic leadership needed to navigate complex market dynamics. The implications of Amoroso’s appointment, along with those of her peers, extend beyond mere personnel changes; they signal a calculated attempt to align the firm’s capabilities with the demands and expectations of today’s investors.
Overall, as Partners Group continues to build its expertise in wealth management, the firm’s focus on enriching its talent pool serves as a key element to sustaining growth. The forthcoming months will likely reveal how effectively these appointments translate into enhanced services for advisors and their clients, ultimately impacting the firm’s competitive standing in a rapidly evolving market landscape.