Charles Schwab is planning to introduce an alternatives platform tailored for eligible investors.

Reported 7 months ago

Charles Schwab Corp. is set to introduce an alternative investments platform in phases for individual investors this year, offering access to private equity, venture capital, private credit, and long-short exchange funds. The platform will be available for qualified self-directed investors with over $5 million in assets, following the recent integration of TD Ameritrade Holding Corp. Executives revealed this plan at the firm's institutional investor day in Westlake, Texas, with the new offerings aiming to diversify investment options for high-net-worth individuals.

Source: YAHOO

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