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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 pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale. CAIS delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience.

CAIS provides 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 withstand ever-changing markets. CAIS also helps advisors create custom fund vehicles around ideas they source.

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

Most funds listed on the CAIS alternative investments marketplace undergo Mercer's independent due diligence and ongoing monitoring. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which makes investing in alternatives simpler.

Founded in 2009, CAIS, a fintech leader, supports over 32,000 advisors who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $30 billion in transaction volume. CAIS has offices in New York, Los Angeles, Austin, and London. For more information about CAIS, please visit www.caisgroup.com.

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

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For CAIS

Nadia DamouniEmail address

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