Private Wealth Strategy Leader - Macro & Portfolio Insight

Partners Group Hires Chief Investment Strategist for Private Wealth from iCapital Private asset manager Partners Group appointed Anastasia Amoroso as managing director and chief investment strategist for private wealth and retirement. As it continues to ramp up its private wealth initiatives , private asset management firm Partners Group appointed Anastasia Amoroso as managing director and chief investment strategist for private wealth and retirement. Amoroso will start in her new role at the end of June and will be based in Partners Group’s New York office. Amoroso spent the previous four years as chief investment strategist for private investment platform iCapital. She’s also held investment strategy positions with J.P. Morgan and Merrill Lynch. In her new role at Partners Group, she will provide insights on macroeconomic trends, private markets and portfolio management to wealth advisors and individual investors. Amoro’s appointment follows several recent leadership hires for Partners Group’s private wealth business, including head of RIA sales Phil Shankweiler, who joined the firm in February, and Heather Grubbs, who came on board last September as managing director and global head of private wealth marketing. In 2024, Partners Group reported record-setting fundraising for its evergreen program, with evergreen funds contributing 39%, or $8.4 billion, to its new AUM for the year. Partners launched seven new evergreen offerings last year and now has 20 evergreen funds spread across multiple asset classes. Overall, its evergreen program accounted for 32% of its $152 billion in total AUM as of Dec. 31, 2024. Among its client base, distribution partners working with private individuals represented 21% of its AUM at year-end 2024. Last fall, the firm partnered with BlackRock to launch a private markets model portfolio for private wealth clients. “I am delighted to welcome Anastasia, Phil and Heather to Partners Group at this exciting time for our private wealth business,” said Robert Collins, partner and head of U.S. private wealth for the firm, in a statement. “With the addressable market anticipated to keep growing, Anastasia, Phil and Healther will have extremely valuable roles to play in building Partners Group’s private wealth business.” Senior Editor, Investments, WealthManagement.com Elaine Misonzhnik is Senior Editor, Investments at WealthManagement.com , focusing on alternative investments. She has over 20 years of experience as a business reporter and editor, including for Retail Traffic and National Real Estate Investor magazines. Prior to her current role, she was the Executive Editor at Wealth Management Real Estate, which covered the intersection of commercial real estate and institutional investment. You May Also Like Celebrating outstanding achievement in support of financial advisor success Sign up to receive the latest insights, trends, and analysis. Live Coverage from Wealth Management EDGE #J-18808-Ljbffr