Banneret Wealth Tech Ventures
Our Vision
To establish Banneret Wealth Tech Ventures as a distinguished standard-bearer for transforming the ecosystem for sourcing, and delivering the wealth enhancing solutions that work for discriminating investors, elite advisors and innovative alternative investment managers alike.
The Knight Banneret
A Knight Banneret, or sometimes known simply as a Banneret was a distinguished rank of medieval warrior who:
- Through valor on the field of battle was conferred the right to lead his own company of troops under his own, differentiated banner.
• Was a “commoner” of social rank but had proven himself indispensable to the lord or sovereign.
WHAT WE MEAN BY “ALTERNATIVES REIMAGINED”:
- Investor skill and efficacious performance will drive portfolio consideration, not capacity for future asset gathering.
- Alternative allocations will be evaluated on incremental contribution to portfolio return, risk and drawdown and potential for rebalancing in market dislocations, as opposed to relative performance to beta.
- Full Transparency into fees, expenses, structure costs, and strategy scaling will improve understanding and alignment of expectations.
- “Focus-Strats” will replace Multi-strats where fees, scaling and resultant position cancellation have left investors rightfully disappointed.
Robert Rodman IV
Founder
Robert is an accomplished financial services executive and “intrapreneur” with a proven history of driving innovative growth and strategy. Robert brings his exceptional analytical, leadership and organizational skills to Banneret’s mission to upend how wealth holders access alternative investments.
Super Power: Taking complex ideas, structures down to their most basic elements.
Enjoys Most: Competition, specifically “stealing the cheese” of more established, resourced competitors.
Enjoys Least: Being told “that is not the way we do it here”.