Partners Group, which is one of the largest firms in the global private markets industry, has appointed Anastasia Amoroso as Managing Director and Chief Investment Strategist for Private Wealth and Retirement.
As Chief Investment Strategist, Amoroso will have responsibility for providing macroeconomic, private markets, and portfolio management insights to wealth advisors and individual investors. And she joins Partners Group from iCapital, where she held the role of Chief Investment Strategist for the last four years. Before that, she held senior roles in investment strategy and portfolio management at J.P. Morgan and Merrill Lynch. Amoroso will be based in New York and will join Partners Group at the end of June.
Key hires: The appointment of the Chief Investment Strategist marks the latest in a series of key hires aimed at supporting the growth of Partners Group’s Private Wealth business, particularly in the US. And in February, Phil Shankweiler joined Partners Group as Managing Director and Head of RIA Sales, with responsibility for business development in the US RIA market. Shankweiler, based in New York, joined the firm from Starwood Capital Group, where he served as Head of RIA and Multi-Family Office Fundraising. Before that, he held a series of leadership roles in fundraising at Hartford Funds.
Before this, Heather Grubbs joined as Managing Director and Global Head of Private Wealth Marketing, based in Denver. And Grubbs’ previous roles include Head of Marketing Communications at Global Endowment Management, Managing Director in Marketing at Ares Wealth Management Solutions, and Chief Marketing Officer at Black Creek Group. Before that, she held senior marketing roles at Fidelity Investments and Janus Capital Group.
Last year was a record fundraising year for Partners Group’s evergreen programs, which contributed 39% of the firm’s new assets under management (AuM). Having launched the private markets industry’s first evergreen fund in 2001, Partners Group is a global leader in evergreen offerings with $48 billion in AuM across more than 20 funds. And Partners Group launched its flagship Global Value SICAV private equity evergreen strategy in 2007, followed in the US by the first private equity 1940 Act Fund in 2009. Now the two funds are among the largest of their kind, with around $25 billion in combined client assets. In September 2024, Partners Group announced a strategic partnership with BlackRock to launch a first-of-its-kind model portfolio solution streamlining retail wealth access to private equity, private credit, and real assets.
Partners Group is one of the largest firms in the global private markets industry, with around 1,800 professionals and over $150 billion in overall assets under management. And the firm also offers investment programs and custom mandates across private equity, private credit, infrastructure, real estate, and royalties. Through its heritage in Switzerland and its primary presence in the Americas in Colorado, Partners Group is built differently from the rest of the industry.
KEY QUOTE:
“I am delighted to welcome Anastasia, Phil, and Heather to Partners Group at this exciting time for our Private Wealth business. We have been at the forefront of innovation in this space for more than 20 years, driven by our longstanding commitment to making institutional-quality private markets investments accessible to all investors. With the addressable market anticipated to keep growing, Anastasia, Phil, and Heather all have extremely valuable roles to play in building Partners Group’s Private Wealth business.”
Robert Collins, Partner and Head of US Private Wealth, Partners Group
