iCapital Network has expanded its relationship with Bridgewater Associates (Bridgewater), a specialist in institutional portfolio management, and the world’s largest hedge fund.
Under this agreement, iCapital will provide a customised technology platform to give registered investment advisors (“RIAs”) and family offices seamless access to Bridgewater’s strategies for their ultra-high-net-worth clients in the US.
“Creating opportunities for wealth advisors and their qualified clients to access institutional-quality investments has always been our core mission at iCapital,” says Lawrence Calcano, Chairman and CEO of iCapital Network. “We are excited to partner with such a prominent team as Bridgewater to bring access to these strategies to the wealth management community.”
iCapital’s technology and service offering digitalises the subscription, administration, operational and reporting processes of alternative investments to overcome many of the long-standing challenges of accessing the asset class. iCapital also provides a full suite of research, due diligence and educational materials to advisors and investors.
“In this evolving economic environment, there is growing investor demand – and need – for strategies that are designed to provide diversification and are uncorrelated to traditional portfolios,” says Josh Levine, Head of Marketing and Sales. “Expanding our relationship with iCapital will enable advisors, family offices and their ultra-high-net-worth clients to now access alternative strategies designed to help support their financial goals.”
