Key Takeaways
- • Simon Quick Advisors, an independent wealth manager with $11.2bn in assets, has launched its first-ever private equity fund, according to PEI Private Equity.
- • The vehicle is structured as a fund of funds, with a portion of capital reserved for co-investment and direct investing.
- • The launch extends the firm's platform into private markets for its wealth management clients, a development relevant to family offices and allocators tracking manager expansion into PE.
Summary
Simon Quick Advisors, an independent wealth manager with $11.2bn in assets, has launched its first-ever private equity fund, according to PEI Private Equity. The report, written by Obey Martin Manayiti and dated 3 June 2026, identifies the vehicle as a fund of funds strategy.
The fund will allocate to external private equity managers while also dedicating a portion of capital to co-investment and direct investing alongside selected sponsors. The source article is brief and does not disclose the fund's target size, final close, minimum commitment, or specific manager commitments, so those details remain unconfirmed.
The launch marks a step by a wealth manager into institutional-style private markets, a move that typically targets high-net-worth and family office clients seeking access to private equity exposure. Investors tracking the firm's private markets build-out should monitor subsequent disclosures on fundraising progress and strategy allocation.
The fund will allocate to external private equity managers while also dedicating a portion of capital to co-investment and direct investing alongside selected sponsors. The source article is brief and does not disclose the fund's target size, final close, minimum commitment, or specific manager commitments, so those details remain unconfirmed.
The launch marks a step by a wealth manager into institutional-style private markets, a move that typically targets high-net-worth and family office clients seeking access to private equity exposure. Investors tracking the firm's private markets build-out should monitor subsequent disclosures on fundraising progress and strategy allocation.
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