Institutional credit. Accessible to private capital.

Aeon's Wealth Solutions provide sophisticated private clients and their advisors with access to institutional-grade credit strategies. The same origination infrastructure, underwriting discipline, and governance framework that supports our institutional mandates is applied to private capital, structured for the specific requirements of individual investors.

Our focus

Who we serve

Aeon's Wealth Solutions are designed for sophisticated private capital seeking access to credit strategies executed through institutional infrastructure.

High-net-worth individuals

Direct access to Aeon's credit platform through structured products and managed accounts, providing exposure to private placements, structured credit, and real estate debt through a single specialist manager.

High-net-worth individuals

Family offices & intermediaries

Bespoke mandates and separately managed accounts structured around the specific income, duration, liquidity, and reporting requirements of single and multi-family offices and their advisors.

Family offices & intermediaries
Capabilities

The platform, structured for private clients

Aeon's credit platform is made accessible to private capital through structures designed for individual investors, drawing on the same origination infrastructure and discipline as our institutional mandates.

Private markets access

Exposure to Aeon's bilateral origination capability across private credit, structured credit, and real estate debt, through appropriately structured vehicles for sophisticated private capital.

Advisor partnerships

Dedicated coverage for advisors, wealth managers, and family offices, supporting mandate design, onboarding, and ongoing client reporting.

Tailored mandates

Separately managed accounts and bespoke mandates built around specific objectives covering income, duration, liquidity, tax considerations, and reporting, executed through Aeon's institutional investment process.

Income solutions

Credit strategies designed to generate consistent income across market cycles, combining allocations across the platform within a single managed framework.

Institutional reporting

Position level transparency, look through on underlying exposures, and consolidated reporting across mandates, to the standard institutional allocators require.

Our Approach

Same execution engine. Distinct capital constraints.

Aeon's Wealth Solutions extend our institutional credit platform to private capital without compromising underwriting discipline or structural integrity. The execution engine is the same. The capital constraints reflect the needs of private clients.

Institutional origination, private access
Security-level discipline, always
Structures built around you
Governance that does not compromise

The same bilateral origination channels and primary market relationships that serve our institutional mandates are available to private clients through appropriately structured vehicles.

Every position across every private wealth mandate is underwritten at the security level using the same fundamental analysis and downside stress assessment applied across the platform. The capital format does not change the underwriting standard.

Private wealth mandates are built around individual objectives covering income, duration, liquidity, and tax considerations. There is no standard product. Every mandate reflects the specific requirements of the client.

Investment committee oversight and defined risk parameters apply consistently across institutional and private wealth mandates. The governance standard is the same regardless of the size or format of the capital.

Insights

News & insights

The latest news, market commentary, and announcements from Aeon.