PE Tech Report

Wealth

KKR joins Artivest platform

KKR has joined the Artivest Open Network, a digital alternative investment platform providing financial advisors and qualified high-net-worth investors access to a selection of the private alternative solutions. KKR joins a lineup of other recent asset manager additions to tetheh Artivest platform including EJF Capital and LaSalle Investment Management.  

HSBC Private Banking closes latest in series of PE opportunities

HSBC Private Banking has closed the latest in a series of private equity offerings through which it offers suitable high and ultra-high net worth clients access to alternative investments. Clients had the opportunity to invest in the Asian buyout market, with a focus on mid- and large-cap buyouts and corporate

Sandaire launches enhanced private equity offering

Sandaire, an international multi-family office, has launched an enhanced private equity business – Sandaire Private Equity – which will aim to meet the diversifying needs of existing and prospective clients. This launch supports Sandaire’s long-term growth strategy by broadening its offering to clients, and closely follows the launch of Sandaire

Personal Capital launches new route to PE investments for HNW clients

Personal Capital, a leading digital wealth manager, has unveiled a new way for the company’s high-net-worth Private Clients to access the private equity market.   “As we continue to grow as a company and expand our client base, we are constantly looking for more ways to provide our clients with

Foresight 4 VCT now accepting ISA funds through Platform One

Investment into VCTs managed by Foresight Group (Foresight), an independent infrastructure and private equity investment manager – including the current offer for Foresight 4 VCT – will now be able to accept ISA funds through a new partnership with Platform One. The partnership will allow investors to transfer funds from

WealthTech secures Broadhaven investment

Broadhaven has made an investment in Wealth Technologies (WealthTech), a provider of algorithmic financial planning and advice. “WealthTech has made conceptual breakthroughs in providing financial advice to large, diverse segments of the population,” says Greg Phillips, Co-Founder of Broadhaven and WealthTech investor. “Their highly experienced and accomplished team has developed

Lawrence Calcano, iCapital

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

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. As a part of the agreement, iCapital developed a customised

Steven Fradkin, Northern Trust

Northern Trust expands newly launched alts platform to include private markets

Northern Trust has added private market capabilities to supplement the recently launched ArcLine Alternatives platform for the firm’s wealth management clients. The private market investment offering, developed with alternative investment technology firm Artivest, better enables Northern Trust’s qualified wealth management clients to take advantage of a carefully curated list of

Announcement

CAIS teams with Mercer to offer independent advisers Mercer Investment Services

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. Mercer’s investment services offering includes access to one of the largest manager research platforms in the industry, model portfolio construction, manager selection, custom

Announcement

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

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.  “BB&T Securities’s adoption of CAIS demonstrates our platform’s flexibility to serve wealth management firms

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