Wealth | Hedgeweek

Family offices increasing hedge fund allocations in 2019

Thu, 31/01/2019 - 10:18

Hedge fund allocations from the fast-growing family office sector are set to increase during 2019, according to data released by Family Office Networks (FON). »

iCapital Network partners with Rockefeller Capital Management to provide access to alternatives

Mon, 24/12/2018 - 10:32

iCapital Network has partnered with Rockefeller Capital Management (Rockefeller), an independent financial services firm offering global family office, asset management, and strategic advisory to ultra-net-worth families as well as institutional clients, to increase alternative investment options for the company’s investors. »

Northern Trust expands newly launched alts platform to include private markets

Tue, 04/12/2018 - 10:12

Northern Trust has added private market capabilities to supplement the recently launched ArcLine Alternatives platform for the firm’s wealth management clients. »

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CAIS teams with Mercer to offer independent advisers Mercer Investment Services

Wed, 31/10/2018 - 10:56

CAIS, an alternative investments platform for the independent wealth channel, is to offer independent financial advisers institutional quality outsourced-CIO (OCIO) services through investment services provided by Mercer. »

SEI integrates Advizr’s financial planning tool into automated workflows

Wed, 24/10/2018 - 16:03

SEI has integrated Advizr’s financial planning tool into its existing automated workflows and expanded the SEI BusinessWise Program, enabling advisors to more efficiently build and deliver actionable financial plans to their clients. »

BB&T Securities Selects CAIS to expand alternative investment access for advisers

Wed, 17/10/2018 - 10:13

BB&T Securities has selected CAIS to bolster its range of alternative investment offerings and can now offer access to hedge funds, private equity and debt, real estate and other non-traditional investment strategies to its financial advisers. »

HSBC Global Private Banking partners with iCapital Network to enhance alts offering for HNW clients

Wed, 10/10/2018 - 10:54

HSBC Global Private Banking, Americas is partnering with financial technology firm iCapital Network (iCapital) to expand and streamline client access to alternative investments. »

AtomInvest aims to democratise investment in alternatives

Fri, 07/09/2018 - 13:54

The summer saw the launch of a new investment platform, AtomInvest, which is designed to democratise access to alternative investment funds across private equity, venture capital and hedge funds. »

Salus Alpha partners with crypto asset manager B21

Wed, 18/07/2018 - 12:11

The first mobile-focused personal wealth manager exclusively for crypto assets, B21, has announced a partnership with Salus Alpha, a licensed and regulated investment provider for retail and institutional clients. »