Please note: This event will be taking place in the room RAA-G-01 (Click Here)
Company Description:
iCapital is a global leader, shaping the future of global investing for financial advisors, wealth managers, asset managers, insurance carriers, and other industry participants. iCapital offers a diverse and complete range of non-traditional investment products on iCapital Marketplace, Enterprise Solutions, and both Technology and Data Services, designed to help drive better outcomes for all participants in the ecosystem.
With strategic investment from leading alternative asset managers, wealth managers, and service providers globally, iCapital provides broad access, data connectivity, education, and research programs to advisors and their clients. Leveraging AI and machine learning for digital identity (KYC/AML), iCapital supports compliant and secure investment lifecycle processes.
iCapital’s end-to-end platform manages the lifecycle of non-traditional investment products, making it easier to learn about, buy, manage, and integrate alternative assets, structured investments, and annuities and insurance products into portfolios, driving growth, scale, and efficiency. Our solution(s) can be customized and offers specific modules as needed.
iCapital has nearly $1.2 trillion of assets serviced globally on its platform, including over $311 billion in alternative platform assets, $288 billion in structured investments and annuities outstanding, and $554 billion in client assets reported on, and serves over 3,400 wealth management firms and 130,000 active financial professionals.
Headquartered in New York and Greenwich, CT, iCapital operates globally with 19 offices, including major hubs in Zurich, London, Hong Kong, Singapore, Tokyo, Sydney, Abu Dhabi, and Toronto, and an industry-leading R&D center in Lisbon. iCapital is recognized for its innovation and leadership, with accolades from Euromoney (World’s Best Technology Provider for Wealth Management), CNBC (World’s Top Fintech Companies), and Forbes Fintech 50.
Speakers:
Deborah Eggler - Managing Director - Head Client Solutions Southern Europe & Middle East
Daniel Brülisauer - Business Manager
Gianluca Cortiana
Information:
Time: 12:15-13:15
Location: RAA-G-01, Rämistrasse 59 (Directions)
Zoom: Link (ID: 650 0460 5994 | PW: 638033)