News, Comment & Analysis results for iCapital

Alt Investments
April 15, 2025

CAIS Builds Capital Markets Division

CAIS is one of several firms, such as iCapital (US) and Moonfare (Germany) that have opened access

M and A
March 31, 2025

Commonwealth Deal “Major Coup” For LPL 

This news service looks at how LPL Financial's ambition to be a major wealth management force

Fund Management
March 27, 2025

What's New In Investments, Funds? – BlackRock's New Public-Private Portfolio Model

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

People Moves
January 27, 2025

Carlyle Pushes Further Into APAC's Wealth Management Arena

The New York-listed firm is one of several such US private market/alternative investment big

M and A
January 20, 2025

Alternative Investments Platform Acquires Onboarding Solutions Firm

Giving its rationale for the deal, iCapital says there's a pressing need to make onboarding less

People Moves
January 20, 2025

Who's Moving Where In Wealth Management? – BakerHostetler, InspereX, CG Financial Services

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

Alt Investments
November 6, 2024

New York-Headquartered iCapital Steps Up Gulf Region Presence

Once a hard-to-access space unless you were an investment bank or large institution, the field of

Alt Investments
October 10, 2024

RIA Pushes Into Wider Private Markets' Access

The move into the private markets space, done via the use of curated opportunities with a partner,

Alt Investments
September 30, 2024

PE Funds Capture Record Private Capital Fundraising

Ultra-high net worth individuals are increasingly seeking private market opportunities, mimicking

Technology
September 11, 2024

Digital Digest: The Latest Tech News – iCapital, Kestra

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

Comment & Analysis results for iCapital