The firm’s proprietary wealth platform bridges legacy and innovation, redefining client access to alternative investments through a fully digital yet deeply personal experience
With more than four decades of relationship-driven service, Bahrain-headquartered global alternative investments firm Investcorp has long been synonymous with trust and exclusivity in private markets. The launch of Investcorp Wealth in 2022 marked a decisive step into digital transformation, bringing the firm’s signature high-touch service into the mobile era.
Built on the Salesforce Experience Cloud and powered by native code for both iOS and Android, the platform enables clients to access exclusive investment opportunities, review portfolios and complete secure onboarding in minutes.
For Gulf clients accustomed to in-person engagement, Investcorp Wealth offers the same personalised support, only faster and paper-free.
Technology that empowers
Investcorp Wealth amplifies the value of relationship management and integrates automated e-KYC and real-time portfolio insights with direct in-app communication channels, ensuring consistent, personalised oversight.
Partnerships with leading regional and global tech enablers underpin robust identity verification and messaging, while intelligent agreement management (IAM) systems enable swift, secure digital contract execution.
From real-time statements to auto-generated reports and timely notifications, every feature is engineered to streamline the client experience. The result is a digital ecosystem that reflects Investcorp’s core philosophy: personal service at institutional scale.
Adoption that outpaces expectations
Adoption has been both rapid and organic. More than 94% of existing clients have adopted the platform, with user numbers more than doubling since launch. To date, Investcorp Wealth has digitally enabled more than $500 million of fundraising across 40+ investment offerings.
Repeat usage remains strong, with investors returning for additional allocations across asset classes. By integrating digital convenience with personalised oversight, Investcorp has not only improved operational efficiency but also strengthened engagement across 2,300 digital platform users.
Supporting a broader vision
Investcorp Wealth plays a pivotal role in the firm’s next phase of expansion. With assets under management growing from $10bn in 2015 to $60bn today, the digital platform ensures scalability without compromising service quality.
The initiative also aligns with regional priorities around financial inclusion, opening up access to private market opportunities once reserved for institutional investors, to upper-mass-affluent and high-net-worth clients.
Metrics that Matter
- 94% Proportion of clients actively using the Investcorp Wealth platform
- 2,300+ Number of users provided with a seamless entry point into the world of alternative investments
- $500m+ Value of investments digitally enabled via Investcorp Wealth