Search Results for: alternative managers

September 26, 2024 @ 5:29 pm By Omar Faridi  |  

CAIS, the alternative investment platform for independent financial advisors, announced it has expanded its offerings of alternative investment strategies from leading alternative investment managers, deepening the firm’s commitment to making alternative investment products more accessible to wealth management. New managers that have introduced strategies “on… Read More

December 8, 2023 @ 8:34 am By Omar Faridi  |  

Preqin, the global firm empowering the alternatives community with essential data and insight, published its Fundraising for first-time managers: A guide to raising capital report. There are 3,421 private capital first-time funds in the market globally “as of the end of Q3 2023, representing almost… Read More

September 16, 2023 @ 6:33 am By Omar Faridi  |  

CAIS, the alternative investment platform for independent financial advisors, announced an expanded menu of strategies from twelve alternative asset managers, underscoring their commitment to the independent wealth channel. Apollo Global Management, Ares Management Corporation, Bain Capital, Blue Owl Capital, The Carlyle Group, Fidelity Investments, Franklin… Read More

June 19, 2023 @ 9:11 am By Omar Faridi  |  

iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, announced the launch of iCapital Marketplace, the platform connecting wealth managers and advisors “with alternative investment opportunities offered by the world’s leading investment providers and asset managers.” Powered by its… Read More

December 8, 2022 @ 11:57 pm By Omar Faridi  |  

Goji, an FCA regulated, UK-based technology provider that offers investors digital access to alternative investments, announced its partnership with global financial services provider Apex Group Ltd. in order “to enable alternative asset management clients to seamlessly manage all stages of the investor lifecycle.” Apex Group’s… Read More

March 17, 2021 @ 8:37 am By JD Alois  |  

The French Autorité des Marchés Financiers (AMF) has distributed its position on the European Commission’s consultation on Alternative Investment Fund Managers Directive (AIFMD). The AIFMD seeks to create a level playing field across Europe for Alternative Investment Funds (AIF) and is part of the overal… Read More

June 25, 2014 @ 9:18 am By Samantha Hurst  |  

Millennium Trust Company, a provider of alternative custody solutions to institutions, advisors and individuals, recently launched three new white papers aimed at financial advisors and asset managers to help them identify and understand new opportunities in the alternative asset space. The first white paper, “New… Read More

November 13, 2024 @ 9:31 pm By Omar Faridi  |  

Apollo Global Management Inc. (NYSE: APO) is reportedly investing in startup Vega as well as adopting its tech that aims to enhance service for customers aiming to boost investments in private markets. The asset management firm and fintech industry focused investment provider Motive Partners are… Read More

October 30, 2024 @ 8:49 am By JD Alois  |  

 iCapital has acquired AltExchange, according to a company statement. Terms of the acquisition were not disclosed. AltExchange was created to cater to the private securities market as the sector boomed post 2008. AltExchange caters to wealth managers, family offices etc., aiming to provide a robust… Read More

October 12, 2024 @ 6:12 pm By Omar Faridi  |  

iCapital, the fintech platform driving the alternative investment marketplace for the wealth management industry, announced the launch of iCapital’s Multi-Investment Workflow tool. Available to wealth managers on iCapital Marketplace, this tool reportedly streamlines the investing experience by allowing financial advisors to process “multiple alternative investments”… Read More

October 4, 2024 @ 1:42 pm By Omar Faridi  |  

iCapital, the platform driving access to alternative investments, and Bridge Investment Group (NYSE: BRDG), an alternative asset manager, announced the enhancement of Bridge’s Investor Portal, which is reportedly being powered by iCapital, and enables investors to access performance reporting for all products. The Investor Portal… Read More

September 19, 2024 @ 8:54 am By Omar Faridi  |  

BlueFlame AI, a provider of generative artificial intelligence (Gen AI) solutions for the alternative investment management industry, announced the launch of Nexus. The innovative AI-powered solution is designed to transform the way firms “find, analyze, and report on the unstructured data contained within their various… Read More

September 17, 2024 @ 1:11 pm By Omar Faridi  |  

The Bank of New York Mellon Corporation (BNY) (NYSE: BK) has announced Alts Bridge, a data, software, and services solution designedt to meet the growing demand from wealth intermediaries looking to access alternative and private market investment products, through a simplified end-to-end investment experience. Designed… Read More

September 14, 2024 @ 9:52 am By Omar Faridi  |  

CAIS, the alternative investment platform for independent financial advisors, announced today an expanded relationship with Focus Financial Partners Inc., a partnership of fiduciary wealth management firms that collectively oversee more than $400B in client assets. This expanded relationship makes CAIS the preferred provider “to consolidate… Read More

September 13, 2024 @ 11:21 am By Omar Faridi  |  

Advisors Asset Management (AAM), an investment solutions provider, and iCapital, the global fintech platform for alternative investments says the Avenue Sports Opportunities Fund, managed by Avenue Capital Group, is available on iCapital Marketplace. The Avenue Sports Fund seeks to “produce attractive, risk-adjusted returns by providing… Read More

August 24, 2024 @ 2:55 pm By Omar Faridi  |  

The SUBSCRIBE alternative investment technology platform that helps institutional and wealth manager firms digitalize, centralize, and operate their complex private market programs is now available to financial advisors affiliated with MML Investors Services, a  independent broker/dealer and investment adviser subsidiary of MassMutual Vaughn Bowman, CFA,… Read More

July 25, 2024 @ 9:55 pm By Omar Faridi  |  

Tech-first businesses, Banking Circle and fundcraft, are working in partnership to deliver seamless access to account openings for fund managers. Banking Circle, a firm focused on the payments space, is “one of fundcraft’s primary bank account providers, making accounts accessible through fundcraft via API integration.”… Read More

June 9, 2024 @ 1:00 pm By Omar Faridi  |  

iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announced that iCapital Network Canada Ltd., a Canadian investment fund manager and affiliate of iCapital group has been appointed Investment Fund Manager in Canada for Prime Quadrant Alternative Investment… Read More

June 4, 2024 @ 2:55 pm By Omar Faridi  |  

Founded by Nick Perrett of digital bank Tandem, Ricky Knox of Tandem and Azimo, and Phil Bungey of Nutmeg, new WealthTech platform Prosper is offering an alternative to how people save and invest. Where other FinTechs have transformed payments, currency exchange and banking, Prosper is… Read More

May 7, 2024 @ 2:43 pm By Omar Faridi  |  

iCapital, a global Fintech platform aiming to fuel the alternative investment marketplace for the wealth management industry, has announced the introduction of iCapital Model Portfolios. Today, the more than 100,000 U.S. Financial Advisors who use iCapital’s platform “can now access the first model portfolio, iMAP… Read More