For Wealth Advisers
and
Investment Managers
PMC’s integrated product suite
Private market access is rapidly becoming mainstream in wealth management. The deeper question is whether firms are operationally and intellectually prepared for it.
In many firms, advisers are still developing confidence. In others, the investment framework itself is unclear or inconsistently applied among different investment consultants and client advisers.
Our integrated Private Markets Capability suite helps firms identify the real constraints, and address them in a structured way.
Our process moves in sequence: from house-view and operational readiness, to team capability development, and ongoing support for firms looking to scale private markets in a compliant and effective manner.
PMC’s holistic system
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Through a review of both public and internal documentation, we assess the coherence of your private markets proposition: which client segments are in scope, which structures are permitted, what governance standards apply, and what evidence is required to support recommendations.
We evaluate whether these elements combine to form a clear, consistent and well-governed operating model.
We then support the creation of best-practice operational structures and develop sales-enablement documentation to support delivery.
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Our proprietary measurement tool, the Private Markets Capability Index (PMCI-50Q) is a 50-question competency assessment that provides a detailed read of your advisers’ capability, competence and confidence regarding private markets.
The PMCI-50Q is free to complete and establishes a benchmark against your peer group and a baseline from which to measure the effectiveness of future training.
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Based on the results of the PMCI-50Q, we deliver the Private Markets Capability Accelerator - a 1–2-day session designed to build applied adviser readiness. Following training, advisers re-take the PMCI to track progress and development.
Benefits of the PMC approach
(vs. stand-alone ‘training’)
Distinguishes framework problems from adviser-readiness problems
Creates clearer governance, communication, and escalation logic
Supports more consistent client conversations across teams
Builds capability around the firm’s actual proposition rather than generic theory
Creates a benchmarkable capability model over time