Alt Investments
What's New In Investments – CAIS, Hilltop Securities
The latest news about investment products, new structures and service offerings that might be of interest to the wealth management industry.
CAIS
CAIS, the US-based
alternative investment platform, and broker-dealer Hilltop
Securities, have formed a partnership.
The pact connects HilltopSecurities’ financial advisor network
with alternative investment products spanning hedge funds,
private equity and debt, and real estate. HilltopSecurities’
network of nearly 275 advisors and its affiliate B/D firm,
Momentum Independent Network, will receive access to a curated
menu of funds. The CAIS platform also offers due diligence for
quality assurance, and end-to-end transaction processing and
automated reporting integrations.
HilltopSecurities professionals will also be onboarded to CAIS
IQ, a tech-driven learning system which helps advisors learn and
retain critical information about alternative investments.
CAIS is the kind of tech-powered platform playing a role in
widening access to areas such as private equity and hedge funds,
which in the past have typically been the terrain of large
institutions and ultra-wealthy private investors. Other
organizations in this space include US-based iCapital,
Germany-based Moonfare and Singapore’s ADDX.
