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iCapital to acquire $7B UBS alternative feeder fund platform

After a longstanding relationship, the New York alternative investments firm buys a chunk of the Swiss bank.

United statesJerry pascucciLawrence calcanoJason broderCapital solutionsBoston consulting groupFund advisorNew york basedKeys fundsPrivate equityWealth managementM amp aAlternative investments

iCapital acquires SIMON markets - Opalesque

iCapital has acquired SIMON Markets, further expanding its client base.

Lawrence calcanoJason broderCapital solutionsGoldman sachs coMorgan stanley coInvestment bankOpalesque industry updateChief executive officerManaging directorCapital portfolio intelligenceGoldman sachsHedge funds

Morningstar Launches Analytics Lab: Tech Roundup

Also RIA in a Box is teaming with InvestorCOM to help advisors meet rollover requirements.

United statesRaymond jameJason broderPaul reillyRaymond jamesRaymond james financialMorgan stanleyGoldman sachsInvestment bankDepartment of laborExchange commissionAnalytics labCapital solutionsWhat you needMorningstar directBox partners with

iCapital To Acquire SIMON Markets

The deal will create an alternatives powerhouse in terms of breadth and depth of technology.

Jason broderJavelin strategy researchCapital solutionsGoldman sachsJavelin strategy

Fintech SIMON Announces Investment from Citi

Fintech SIMON Announces Investment from Citi
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Sandeep aroraJason broderFabrice hugonCiti institutional clients group head of digitalCredit suisseGoldman sachsHead of americas sales for solutionsInsurance servicesWells fargoAmericas salesFinancial intermediariesCiti institutional clients groupChief investment officer

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