Tag: iCapital
iCapital: we want advisors think holistically about portfolio alternatives
North America | Technology
19 Jul 2022 by Pablo Conde
The deal includes the acquisition of Simon Markets, the platform’s allocation analysis and portfolio construction tool designed to evaluate how structured investments and/or annuities may fit in a portfolio.
SRP in brief: growing up
International | Industry
30 May 2022 by Amélie Labbe
In the week that saw HSBC Private Banking’s Lavanya Chari become SRP Apac 2022’s personality of the year, we also saw an increase in M&A activity in the structured product space.
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iCapital snaps up Simon Markets
North America | Technology
25 May 2022 by SRP News
The deal adds education and servicing capabilities of the asset and wealth management fintech platform.
