Amerant Investments Collaborates With iCapital to Broaden Investment Access to U.S. and Latin America Markets

The partnership provides clients with iCapital’s technology and comprehensive solutions.

Amerant Investments, Inc., a wholly owned subsidiary of Amerant Bank, has recently formed a strategic partnership with iCapital, a global fintech platform driving the alternative investment marketplace for the wealth management industry. The collaboration will give Amerant’s financial advisors and their clients access to private market opportunities and analytics. Additionally, the partnership will provide oversight of the entire investment and education experience via a unified technology platform and operating system.

Unicorn Strategic Partners, a distribution partner for asset managers and a strategic collaborator of iCapital in the Latin America region, is set to assume a critical function in bolstering Amerant’s distribution efforts. It also aims to educate Amerant’s network of advisors about the asset classes and investment funds available via the iCapital Marketplace. This platform features a comprehensive selection of alternative investment funds, as well as due diligence and education resources, fund subscription processing, and third-party reporting services designed to support investment decisions.

“At Amerant Investments, we recognize that private markets investments have the potential to generate higher returns and provide diversification benefits to investors as they seek to access relatively untapped opportunities,” Sergio Guerrero says, COO at Amerant Investments. “We are excited to leverage iCapital’s curated options, innovative technology, and robust educational materials to help set our financial advisors up for success.”

The focus of the menu will be on semi-liquid and closed-end funds that are available on the iCapital Marketplace. The platform’s market-leading technology and solutions have effectively eliminated the historical obstacles that wealth managers and their clients have encountered when investing in private markets by automating the subscription, administration, operational, and reporting processes for the duration of the investment.

Amerant’s partnership with iCapital provides a range of research, due diligence, and educational materials to empower Amerant’s financial advisors and investors. It includes access to iCapital’s comprehensive educational offerings, which include the AltsEdgeTM Certificate Program. iCapital and the Chartered Alternative Investment Analyst (CAIA) Association jointly created the initiative to help wealth managers better understand alternative investments and how to leverage them for improving client outcomes. The AltsEdgeTM program comprises ten research-based, CE-accredited modules covering various strategies and product structures, including portfolio construction and the private markets.

“Wealth managers are increasingly looking to alternative investments as a way to help their clients improve their financial outcomes,” Wes Sturdevant says, Managing Director, iCapital Enterprise Solutions. “We are proud to establish this partnership with Amerant Investments, a respected registered investment advisor and broker-dealer with wealth management expertise in the Latin America and U.S. markets, and welcome the opportunity to support their expansion into alternative investments.”

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Drew Limsky

Drew Limsky



Drew Limsky joined Lifestyle Media Group in August 2020 as Editor-in-Chief of South Florida Business & Wealth. His first issue of SFBW, October 2020, heralded a reimagined structure, with new content categories and a slew of fresh visual themes. “As sort of a cross between Forbes and Robb Report, with a dash of GQ and Vogue,” Limsky says, “SFBW reflects South Florida’s increasingly sophisticated and dynamic business and cultural landscape.”

Limsky, an avid traveler, swimmer and film buff who holds a law degree and Ph.D. from New York University, likes to say, “I’m a doctor, but I can’t operate—except on your brand.” He wrote his dissertation on the nonfiction work of Joan Didion. Prior to that, Limsky received his B.A. in English, summa cum laude, from Emory University and earned his M.A. in literature at American University in connection with a Masters Scholar Award fellowship.

Limsky came to SFBW at the apex of a storied career in journalism and publishing that includes six previous lead editorial roles, including for some of the world’s best-known brands. He served as global editor-in-chief of Lexus magazine, founding editor-in-chief of custom lifestyle magazines for Cadillac and Holland America Line, and was the founding editor-in-chief of Modern Luxury Interiors South Florida. He also was the executive editor for B2B magazines for Acura and Honda Financial Services, and he served as travel editor for Conde Nast. Magazines under Limsky’s editorship have garnered more than 75 industry awards.

He has also written for many of the country’s top newspapers and magazines, including The New York Times, Washington Post, Los Angeles Times, Miami Herald, Boston Globe, USA Today, Worth, Robb Report, Afar, Time Out New York, National Geographic Traveler, Men’s Journal, Ritz-Carlton, Elite Traveler, Florida Design, Metropolis and Architectural Digest Mexico. His other clients have included Four Seasons, Acqualina Resort & Residences, Yahoo!, American Airlines, Wynn, Douglas Elliman and Corcoran. As an adjunct assistant professor, Limsky has taught journalism, film and creative writing at the City University of New York, Pace University, American University and other colleges.