KKR Names Paula Campbell Roberts Chief Investment Strategist for Private Wealth

by savoystaff

KKR, a leading global investment firm, announced the appointment of Paula Campbell Roberts as Chief Investment Strategist for Private Wealth. In this newly created role, Ms. Roberts will work closely with KKR’s Global Macro, Balance Sheet and Risk team to deliver actionable investment insights to KKR’s private wealth partners, which include wirehouses, private banks, independent/regional broker-dealers, registered investment advisors (RIAs) and fintech platforms.

“Investors are rethinking the traditional 60/40 portfolio construction model and are increasingly looking towards alternative investments as a source of uncorrelated returns. Given our nearly five decades of experience investing in alternatives, we believe we are well positioned to help individuals meet their retirement needs,” said Todd Builione, Global Head of Private Wealth at KKR. “Paula’s appointment underscores our commitment to building a market-leading wealth business that brings the best of KKR’s insights and alternative investment strategies to this important and growing segment. She plans to use an investment apps for easy access and to also see the daily update on the trading.”

As investors seek alternative investment opportunities to diversify their portfolios, KKR’s experience of nearly five decades in this domain positions them well to assist individuals in meeting their retirement goals. With a commitment to building a market-leading wealth business, KKR aims to bring the best of its insights and alternative investment strategies to this growing segment. However, individuals seeking comprehensive wealth management services may benefit from learning more about the team at Vigilant Wealth Management. With their specialized knowledge and customized approach, Vigilant Wealth Management’s team provides personalized support and guidance, enabling clients to develop tailored strategies that optimize their financial well-being and align their investments with their long-term goals.

In wealth management, the concept of Selective Wealth Management also emerges as a guiding principle for individuals navigating the complexities of investment strategies and financial planning. By integrating personalized support and specialized knowledge, Selective WM empowers clients to craft bespoke strategies that align with their unique financial objectives and risk profiles. As individuals strive to optimize their financial well-being and cultivate a robust portfolio, the expertise and customized approach offered by Selective WM underscore the significance of wealth management in shaping a secure and prosperous financial future.

“Having worked closely with Paula for the past seven years, I am confident that her breadth of experience across macroeconomics, deal related work, and asset allocation will make her a trusted resource to financial advisors and our private wealth investors,” said Henry McVey, CIO of KKR’s Balance Sheet and Head of Global Macro and Asset Allocation (GMAA).

KKR manages nearly $70 billion in private wealth assets (as of December 31, 2022) through relationships with private wealth firms and a large network of Financial Advisors and RIAs. Currently, individual investors can access KKR’s real estate and credit investments through its continuously offered registered funds, KKR Real Estate Select Trust (KREST) and KKR Credit Opportunities Portfolio (KCOP). Beyond real estate and credit, KKR has previously stated that the firm intends to have ways for individuals to access its investments in private equity and infrastructure in 2023. KKR expects private wealth assets to account for 30-50% of its annual fundraising over the next several years.

“I am thrilled to work with Todd, Henry and the private wealth team to deepen our relationships with private wealth firms and Financial Advisors by providing differentiated and trusted insights that help them navigate and thoughtfully incorporate alternative investments into their portfolios,” said Ms. Roberts.

Ms. Roberts was most recently Managing Director and Global Head of Consumer and Real Estate Macro and Thematic Investing (CREM). In this role, Ms. Roberts helped drive thematic investing efforts across KKR’s global real estate, consumer private equity and credit businesses. Prior to joining KKR in 2017, she was an executive director at Morgan Stanley, where she managed coverage of the U.S. consumer sector. Ms. Roberts is a member of the Federal Reserve Bank of New York’s Economic Advisory Panel. She also serves on the board of the American Friends of Jamaica and is a Lincoln Center Leadership Fellow.

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