Discover T. Rowe Price Private Asset Management.
Customized investment management centered on your goals.
Get the high-touch asset management you deserve.
After all you’ve done to build your wealth, you want an experienced investment professional to help preserve and grow your assets. Working together, we'll design and manage a custom investment program that is unique to you and your objectives—and integrates with your overall wealth strategy.
Key program features include:
- Privately managed portfolios tailored to your needs
- Global investment resources and personalized boutique service
- Access to a wide range of U.S. and global equities and fixed income securities
- Exclusively available for investors with $5 million or more to invest (per account)
Serving a broad spectrum of clients:
- Individuals and families
- Trusts
- Institutions
- Endowments and foundations
Mark Weigman, Head of Private Asset Management
Explore the exclusive benefits of working with Private Asset Management.
Our holistic asset management process begins with you and a blank sheet of paper. Whether you are looking to protect and grow your wealth, increase your income, or create a lasting legacy, we’ll help you clearly define your goals and craft a comprehensive investment plan to help you reach them.1
Our distinctive approach centers on your long-term financial objectives:
Return needs
Risk tolerance
Tax considerations
Time horizon
Liquidity needs
in privately managed assets2
As a discretionary investment manager, we take fiduciary responsibility for your portfolio. This means we make investment decisions on your behalf and in accordance with your tailor-made investment guidelines. We always put your best interests first—striving to select the right investments as we seek to achieve your objectives.
With Private Asset Management, you get a team of highly experienced investment professionals working on your behalf, including direct access to a dedicated portfolio manager. Our team’s deep experience means we’ve seen it all, in good markets and bad, so we’re able to remain focused on achieving superior results for our clients.
Our Team
Mark R. Weigman,
CFA, CIC
Joshua F. Slater
Philip J. Burger,
CFA
Christopher R. Aceto,
II, CFA
Brandon P. Kriebel,
CFA
Vidya Kadiyam,
CFA
Portfolio Manager Average Tenure With T. Rowe Price3
Portfolio Manager Average Investment Experience3
Tax efficiency is an essential component of our investment process. Our team employs an active approach to capital gains and loss recognition that carefully balances tax and investment decisions to help maximize your after-tax returns.4
2:30
Friction points.
Those obstacles that limit a company’s growth. Like how can retailers serve customers that don’t have credit cards or even bank accounts? How can companies thrive when poor infrastructure prevents products from getting to their customers?
Emerging markets offer ample opportunity. But they’re also very complex environments.
It’s my job to find the companies where there is upside to be made in emerging markets.
I try to find companies that turn these challenges into opportunities. Not only by analyzing the numbers but by going out in the field and meeting management, suppliers, competitors and even interviewing customers.
Everything from pharmaceutical to technology to fashion.
In a number of countries, we see something we want and a click or two later it’s billed to our credit card; and even arrives the next day—with free shipping!
In emerging markets it’s not quite that simple. But it is possible.
One company I found invested early in software and logistics. And created the processes to move items faster and at lower costs than competitors, translating into more sales and profits.
In order to capture value in emerging markets, it’s critical to pick the companies that are actively trying to solve the friction points.
In the end, it's these unique companies with creative business models, strong management teams, and good capital allocation policies that will generate value for our investors.
That’s why I go beyond the numbers.
Put our strategic investing approach to work for you.
We don’t stop at surface-level analysis. Instead, we go beyond the numbers. More than 5255 of our investment professionals travel the world, examining investment opportunities firsthand—helping us uncover opportunities others might miss.
Benefit from the experience and strength of T. Rowe Price.
Management
Let's work together to achieve your goals.
Read Form CRS for important information on our fees and services.
T. Rowe Price Insights®
Access our latest investment thinking, fresh perspectives on the markets, and valuable insights on what’s next.
1All investments involve risk, including possible loss of principal.
2Data as of 9/30/2024. Subject to adjustment.
3Figures shown are as of 9/30/2024 and are subject to change. Assets Under Management (AUM) includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates.
4There is no guarantee that a customized approach or tax-efficient investing will achieve its objective.
5Investment professionals as of 12/31/2023. Figures include T. Rowe Price Associates, Inc. and its investment advisory affiliates including T. Rowe Price Investment Management, Inc.
T. Rowe Price Private Asset Management is offered through T. Rowe Price Associates, Inc., a federally registered investment advisor.
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