The complete private markets desk for wealth management

ROYC provides the infrastructure behind your private market program, combining technology, structuring, operations and investment solutions to reduce complexity, lower cost to serve and scale private market revenues under your brand.

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Build and scale private markets without scaling cost or complexity

Private markets are increasingly critical for growth and client retention in wealth. ROYC provides the infrastructure to deploy private markets at scale, removing the need to build internal teams, systems or fragmented provider stacks.

Deepen client engagement
Scale without headcount
Compete with global
institutions
Equip advisors to execute

A modular stack for wealth management institutions

ROYC’s Wealth Solutions are built on a single infrastructure that adapts to your operating model. Deploy individual components or the full stack, while benefiting from integrated structuring, operations and investment execution across the full private market lifecycle.

The operating backbone for private markets in wealth

ROYC’s Operating System is the single backbone that powers private market programs in wealth.
It unifies onboarding, subscriptions, compliance, servicing & reporting across advisory and discretionary mandates, enabling institutions to scale private markets with audit-ready controls and declining marginal cost.

Investor Verification & Compliance

Centralised AML/KYC, document verification, and eligibility checks with audit-ready controls.

Digital Onboarding

End-to-end digital onboarding with live status tracking

Reusable investor passport

Reusable investor profiles for documents, ownership data across subscriptions.

Fundraising Data Rooms

Permissioned rooms for diligence and disclosures.

Digital Sales Kits

PPMs, terms, factsheets, FAQs, and education in-flow.

Internal market place

Browse and compare vetted opportunities.

Curated Strategy Menu

Pre-selected, high-conviction funds with diligence.

Model Portfolio Allocations

Model-based tools for portfolio implementation.

CRM Integration APIs

Sync investor data, status, and events to CRM.

Pipeline Tracker

Dashboard for onboarding and subscription progress.

Workflow Builder

Configure bespoke workflows with ROYC support.

Digital Subscription Packets

Auto-generated, pre-filled subscription documents ready for execution.

Secure e-Signature Workflow

Capture compliant signatures with global authentication standards.

Nominee Trade Management

Execute multi-account and multi-fund allocations in a single workflow.

Admin & Custodian Connectivity

Transmit forms, signatures, and trade data securely with no manual work.

Straight-through subscriptions

Routing, approvals, and execution across multiple funds and allocations in one workflow

Investor Reporting Hub

Consolidated view of positions, performance, documents, notices, and statements.

Capital call & distribution tracking

Structured tracking of capital activity with reconciliation across providers.

Intelligent Document Retrieval

Automatically collect reports and statements from portals and email feeds.

Reporting & System Integrations

Deliver lifecycle, valuation, and position data via API to PMS, reporting, and admin systems.

Structure and operate your own private market strategies

For institutions with sufficient scale, ROYC enables full control over investment selection. We design, launch and operate private market fund structures that allow you to build your own feeders, fund-of-funds, evergreen vehicles or SPVs without building internal structuring or operations teams.
ROYC provides the infrastructure. You define the strategy.

Luxembourg structures

RAIFs, SICAVs, and Part II funds for proprietary strategies and feeder structures.

Evergreen with liquidity

Offer evergreen structures with periodic liquidity options built in.

Regional wrappers

Deploy regional wrappers across EMEA and APAC to support distribution needs.

SPVs and direct investments

SPVs and co-investment vehicles for direct deals and concentrated exposures.

Provider oversight

Service-provider selection and ongoing oversight.

Full lifecycle operations

Run end-to-end operations including NAV, reporting, and compliance.

Faster time to market

Launch complex structures in weeks, not months.

Full investment control

You define managers, strategies, and allocations.

Lower operating burden

No internal structuring or operations teams required.

Fully managed execution

End-to-end operational management can be handled by ROYC.

Leverage our investment selection

ROYC enables consistent allocation and portfolio construction across advisory and discretionary portfolios.

Tier-1 GP access

Access established private market managers typically reserved for institutional investors

Institutional diligence

Institutional-grade due diligence and ongoing manager monitoring built in.

Advisor-ready insights

Screening tools, IC materials, and portfolio analytics.

Lower minimums

Structures and access points designed to enable scalable allocations across client portfolios.

Aligned share classes

Clean or retro share classes structured to align with your economics.

Multi-strategy breadth

Private equity, credit, secondaries, and real assets to support diversified portfolio construction.

Instant alternatives shelf

Deploy a complete private markets offering without building or maintaining an internal investment platform.

Expand without fundraising pressure

Expand client allocations without running proprietary vehicles or managing fundraising cycles.

CIO-led portfolio strength

Enable consistent private market exposure across advisory and discretionary mandates.

Strengthen client credibility

Offer institutional-quality access and governance that resonates with sophisticated private wealth clients.

Build a scalable private markets program, without the operating burden

Partner with ROYC to reduce complexity, lower cost to serve and scale private markets through a single operating and investment infrastructure.

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