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CAIS Selected as Finalist in Private Banker International Awards

Press Release

CAIS Recognized by the Private Banking and Global Wealth Management Industry

CAIS, the leading independent exchange for in-demand financial products servicing the global wealth management industry, was named as a finalist in the 21st Private Banker International (PBI) Global Wealth Awards. After an extensive selection process, CAIS was recognized in the Outstanding Private Banking Platform category, which acknowledges the increasingly vital role external providers play in setting new standards for the global private banking and wealth management industry.

Considered to be the benchmark of the industry, representatives from leading global private banking institutions attended the PBI Awards Gala Dinner on October 13th, 2011 in Singapore. The award category was not limited to alternative investment platforms, but rather was open to all platforms servicing the industry. Jeremy Norton, CAIS Co-Founder and Head of Asia accepted the finalist award on behalf of the firm.

“We are honored to receive this recognition, not just for being an exceptional alternatives solutions provider, but for maintaining an industry-leading platform that continues to address the changing needs of the global private banking industry,” said Mr. Norton, “We set out to build a truly independent, end-to-end solution for the private banking sector and we remain committed servicing clients.”

About CAIS

CAIS is the leading alternative investment platform for independent financial advisors who seek improved access to, and education about, alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. CAIS also offers custom solutions for advisors seeking to create custom fund vehicles around ideas they source. 

As an extension of the platform, CAIS also delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help financial advisors deepen their knowledge and increase their confidence in alternative investment strategies. 

Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. Mercer diligence reports and fund ratings are available to advisors on the CAIS password-protected platform. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which make investing in alternatives simpler. 

Founded in 2009, CAIS, a fintech leader, is empowering over 8,300 unique advisor firms/teams who oversee more than $3 trillion in network assets. Since its inception, CAIS has facilitated over $21 billion in transaction volume as the first truly open marketplace where financial advisors and asset managers engage and transact directly on a massive scale. CAIS has offices in New York, Los Angeles, Austin, San Francisco and London. For more information about CAIS, please visit

Securities offered through CAIS Capital LLC, member FINRA, SIPC.



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