News, Comment & Analysis results for CAIS

New Products
March 8, 2024

What's New In Investments, Funds? – CAIS, Orion

The latest news in investment offerings, financial products and other services relative to wealth

People Moves
February 5, 2024

Who's Moving Where In Wealth Management? – CAIS, Summit Trail Advisors

The latest moves and appointments in wealth management in the Americas.

New Products
October 25, 2023

Digital Digest: The Latest Tech News – CAIS

The latest technology news in the wealth management sector from around the world.

Alt Investments
September 21, 2023

CAIS Adds Raft Of Strategies To Investment Menu

Based in the US and operating internationally, CAIS is one of a crop of tech-based platforms that

New Products
September 6, 2023

What's New In Investments, Funds? – Mariner Wealth Advisors, CAIS

The latest news in investment offerings, financial products and other services relative to wealth

Alt Investments
February 24, 2023

What's New In Investments, Funds: CAIS, Graham, Coller Capital

The CAIS platform is part of a trend of organizations being set up to make it easier for HNW

Alt Investments
December 14, 2022

CAIS Lands Major Private Equity Client On Platform

Several tech-driven businesses around the world such as CAIS have risen in recent years to widen

Alt Investments
October 14, 2022

CAIS Lands Pact With $57 Billion-Plus Aggregator Business

The development of businesses such as CAIS has a common theme of widening and speeding up access to

People Moves
October 7, 2022

Who's Moving Where In Wealth Management? – EisnerAmper, Raymond James, CAIS

The latest senior moves in the North American wealth management sector.

Alt Investments
September 23, 2022

CAIS Collaborates With US Asset Management House

Technology-driven platforms and channels such as CAIS are becoming more established, widening

Comment & Analysis results for CAIS

Alt Investments
October 14, 2021

CAIS Taps Demand For Wider Alternative Investment Access

Everyone seems to be talking about private market investing - "alternative investment" - these

Investment Strategies
March 5, 2019

Smart Investing, Not Just Tax Should Drive Qualified Opportunity Zones - CAIS

This publication spoke recently to the alternative investments platform about these new Zones and

Technology
February 2, 2015

Q&A: CAIS On Its Mission To Open Up The IPO World For Wealth Managers

FWR asks CAIS about the rationale behind the launch of the firm’s latest technology aimed at

Alt Investments
April 30, 2012

Interview: CAIS On "Levelling The Playing Field" In The Alternatives Space

While recent studies have indicated a burgeoning demand for alternative investments from the client