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CAIS Selected as Finalist in Private Banker International Awards

CAIS Platform Recognized by the Private Banking and Global Wealth Management Industry


News provided by

CAIS

Oct 19, 2011, 09:31 ET

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NEW YORK, Oct. 19, 2011 /PRNewswire/ -- CAIS, a New York-based financial technology company providing an independent, alternatives investment platform to 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.

(Logo:  http://photos.prnewswire.com/prnh/20110519/NY04602LOGO)

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 Managing Principal 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."

CAIS is the leading independent platform providing global wealth managers and private banks with access to institutional-quality alternative investments while eliminating the various barriers of entry typically associated with accessing this asset class.  CAIS's infrastructure and technology minimize the time and cost associated with building an internal alternatives platform, and permits private banks and wealth management firms to compete on a global scale for assets and clients. The CAIS platform offers a streamlined operating environment which provides fund access, independent due diligence, analytical tools, and product education.  

For more information about CAIS, please contact Dana Taormina at 973-850-7305 or [email protected].

About CAIS

CAIS is a New York-based financial technology company providing an alternatives investment platform to the global wealth management industry. The CAIS end-to-end solution offers improved access and independent oversight to a diversified menu of top-tier alternative investment funds coupled with streamlined execution and integrated reporting. The CAIS secure web-based interface provides advisors a menu of individual funds, strategy information, independent due diligence reports and a schedule of manager road-shows and educational events.

A true partner to the global wealth management industry, the CAIS proprietary solution empowers registered investment advisors, broker-dealers, private banks and other financial intermediaries to compete for clients while delivering a robust level of service. As a dedicated service provider, CAIS avoids key conflicts of interest by neither managing a wealth management business nor trading internal funds. Securities offered through CAIS Capital LLC, member FINRA, SIPC.

For more information, please visit www.caisgroup.com.

CONTACT:
Dana Taormina
JCPR
973-850-7305
[email protected]

SOURCE CAIS

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