Partners Group Taps Former iCapital Strategist to Lead Private Wealth Strategy

Partners Group, a global private markets industry firm founded in the mid-’90s, has appointed Anastasia Amoroso as managing director and chief investment strategist for private wealth and retirement.

The firm has invested more than $234 billion in private markets opportunities on behalf of clients globally. Its efforts span private equity, private credit, infrastructure, real estate, and royalties.

As chief investment strategist, Amoroso will provide macroeconomic, private markets, and portfolio management insights to wealth advisers and individual investors. She joins Partners Group from iCapital, where she held the role of chief investment strategist for the last four years. Prior to that, she held senior roles in investment strategy and portfolio management at J.P. Morgan and Merrill Lynch. Amoroso will be based in New York and will join Partners Group at the end of June.

The chief investment strategist appointment is the latest in a series of key leadership hires intended to support the growth of Partners Group’s private wealth business, particularly in the United States. In February, Phil Shankweiler joined Partners Group as managing director and head of registered investment adviser sales, with responsibility for business development in the U.S. RIA market. Shankweiler, who is based in New York, joined the firm from Starwood Capital Group, where he was head of RIA and multifamily office fundraising. Prior to that, he held a series of leadership roles in fundraising at Hartford Funds.

Prior to this, Heather Grubbs joined as managing director and global head of private wealth marketing, based in Denver. Grubb’s previous roles include head of marketing communications at global endowment management, managing director in marketing at Ares Wealth Management Solutions, and chief marketing officer at Black Creek Group. Prior to that, she held senior marketing roles at Fidelity Investments and Janus Capital Group.

Last year was a record fundraising year for Partners Group’s evergreen programs, which contributed 39% of new assets under management, according to the firm. Having launched the private markets industry’s first evergreen fund in 2001, it said Partners Group is a global leader in evergreen offerings with $48 billion in AUM across more than 20 funds.

Partners Group launched its flagship Global Value SICAV private equity evergreen strategy in 2007, followed in the United States by the first private equity 1940 Act Fund in 2009. Today, the two funds are among the largest of their kind with around $25 billion in combined client assets.

In September 2024, Partners Group said it launched a strategic partnership with BlackRock to cultivate a first-of-its kind model portfolio solution streamlining retail wealth access to private equity, private credit, and real assets.

“I am delighted to welcome Anastasia, Phil, and Heather to Partners Group at this exciting time for our private wealth business. We have been at the forefront of innovation in this space for more than 20 years, driven by our longstanding commitment to making institutional-quality private markets investments accessible to all investors,” said Robert Collins, partner and head of U.S. private wealth for Partners Group. “With the addressable market anticipated to keep growing, Anastasia, Phil, and Heather all have extremely valuable roles to play in building Partners Group’s private wealth business.”

Partners Group, founded in Switzerland and with its U.S. headquarters in Colorado, has approximately 1,800 staff and more than $150 billion in overall AUM.

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