Key Takeaways
- • Manulife Wealth and Asset Management (Manulife WAM) formed a new global Alternative Investments Specialists distribution team within its Retail channel to deliver alternative credit, real assets, private equity and private credit strategies to financial advisors and high-net-worth clients.
- • The team is led by Jeffrey Lindenbaum and David Vincent, Co-Heads of Alternatives Intermediary Distribution, and will hire four regional Alternative Investments Consultants across key U.S. markets.
- • Kristie Feinberg, President & CEO of Manulife John Hancock Investments and Head of Retail, called alternatives a strategic priority for the Retail channel as advisors seek solutions beyond traditional public markets.
- • The announcement cites an alternatives lineup spanning affiliated managers and unaffiliated third-party managers, including John Hancock Alternative Asset Allocation Fund, the firm's first alternatives fund.
Summary
Manulife Wealth and Asset Management (Manulife WAM) announced the formation of a new global Alternative Investments Specialists distribution team within its Retail distribution channel, according to a PR Newswire release. The team is designed to deliver what the firm describes as institutional-quality global alternative credit, real assets, private equity and private credit strategies to financial advisors and their high-net-worth clients.
The team is led by Jeffrey Lindenbaum and David Vincent, Co-Heads, Alternatives Intermediary Distribution. Their stated role is to engage directly with financial advisors and wealth planners on the integration of alternatives into client portfolios, offering specialized alternatives education, portfolio construction insights and client-facing support. As part of the launch, Manulife WAM's Retail channel will hire four regional Alternative Investments Consultants located across key U.S. markets.
Kristie Feinberg, President & CEO of Manulife John Hancock Investments and Head of Retail at Manulife WAM, said advisors are increasingly seeking differentiated solutions beyond traditional public markets. She pointed to the firm's global scale and alternatives capabilities as the basis for offering institutional-quality solutions backed by risk management and investment expertise. The release states that the team's formation underscores alternatives as a strategic priority for the Retail channel.
The firm's private markets capabilities span infrastructure, real estate, private credit (through Manulife | Comvest Credit Partners), private equity, timberland and agriculture. These are complemented by Manulife | CQS Investment Management's global alternative credit platform and the Multi-Asset Solutions Team at Manulife Investment Management, which manages John Hancock Alternative Asset Allocation Fund, described as the firm's first alternatives fund. Unaffiliated offerings include John Hancock Marathon Asset-based Lending Fund (Marathon Asset Management), John Hancock Disciplined Value Global Long/Short Fund (Boston Partners) and John Hancock Real Estate Securities Fund (Wellington Management). The release positions these options for portfolio diversification, income generation and long-term capital growth for high-net-worth and ultra-high-net-worth clients.
The release includes standard disclosures that the material is not investment advice, that investing involves risk including loss of principal, and that John Hancock representatives may receive compensation from product sales.
The team is led by Jeffrey Lindenbaum and David Vincent, Co-Heads, Alternatives Intermediary Distribution. Their stated role is to engage directly with financial advisors and wealth planners on the integration of alternatives into client portfolios, offering specialized alternatives education, portfolio construction insights and client-facing support. As part of the launch, Manulife WAM's Retail channel will hire four regional Alternative Investments Consultants located across key U.S. markets.
Kristie Feinberg, President & CEO of Manulife John Hancock Investments and Head of Retail at Manulife WAM, said advisors are increasingly seeking differentiated solutions beyond traditional public markets. She pointed to the firm's global scale and alternatives capabilities as the basis for offering institutional-quality solutions backed by risk management and investment expertise. The release states that the team's formation underscores alternatives as a strategic priority for the Retail channel.
The firm's private markets capabilities span infrastructure, real estate, private credit (through Manulife | Comvest Credit Partners), private equity, timberland and agriculture. These are complemented by Manulife | CQS Investment Management's global alternative credit platform and the Multi-Asset Solutions Team at Manulife Investment Management, which manages John Hancock Alternative Asset Allocation Fund, described as the firm's first alternatives fund. Unaffiliated offerings include John Hancock Marathon Asset-based Lending Fund (Marathon Asset Management), John Hancock Disciplined Value Global Long/Short Fund (Boston Partners) and John Hancock Real Estate Securities Fund (Wellington Management). The release positions these options for portfolio diversification, income generation and long-term capital growth for high-net-worth and ultra-high-net-worth clients.
The release includes standard disclosures that the material is not investment advice, that investing involves risk including loss of principal, and that John Hancock representatives may receive compensation from product sales.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.