Private Markets Capability Accelerator
A programme for wealth firms that want better client conversations,
stronger judgement, and more consistent messaging around private markets.
Programme includes
1 full-day in-person capability workshop
Small-group delivery for meaningful discussion
Post-session 1:1 roleplay assessment
Structured scoring and feedback
Optional firm-level capability summary
Outcomes
After the programme, your advisers will be better able to:
Explain private markets and ‘access’ structures in plain English
Discuss illiquidity, valuation with credibility
Recognise the role of incentives and governance
Handle sceptical client questions more effectively
Speak with greater consistency across the firm
Private Markets “House View” Development
An interactive session to help you define:
Your stance on private markets
How to use them
How to explain them
What to avoid
Workshop
Half / full-day with CO and leadership team
Document creation
Private Markets ‘House View’ - internal + client-facing versions
Embedded training
Roill-out ‘Accelerator’ programme across Advisers
Pricing
Private Markets Capability Index for adviser team | Leadership interviews | Role-play diagnostic on sample advisers | Baseline report with key gaps and risk areas
One-day in-person session | Up to 12 Advisers | 1-to-1 post-session role-play assessments | Firm summary report | Private Markets Client questions cheat-sheet
Leadership workshop | House-view document | Internal/external versions | Messaging framework | Embedded training (Price does not include firm-wide Accelerator).
Frequently Asked Questions
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This is an in-person physical course. We hold on them on-site at client offices internationally, and at select destination retreats.
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We will assess your team’s areas of interest, competence and knowledge-level through a screening call and score-card, and the course can be refined according to this diagnostic.
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If consistency across the firm is a core aim, then working on House View development can be beneficial. This is normally conducted in half or one-day sessions with senior leadership.
The outcome of this can then be referred to in the time-wide training.
Ross Butler
Ross Butler brings an independent perspective to the topic of private markets.
With more than 25 years spent analysing private markets from multiple vantage points, including journalism, industry engagement and long-form interviews with senior private market practitioners, Ross helps advisers understand how private markets work in practice, not just in theory.
He is not product-led, and he is not “selling alternatives.”
He helps firms develop clearer thinking in a market full of noise.
