Bank of America
Bank of America is one of the world’s leading financial institutions and a global leader in wealth management
Available on CAIS
Who We Work With
Explore Our Network of Resources for Alternative Asset Investing
Our mission is to remove operational hurdles that prevent independent financial advisors from getting access to alternative asset investments. To achieve this, we’ve cultivated a network of alternative asset managers and bank issuers. Browse through the profiles below to learn which alternative asset and structured note providers are available through the CAIS network.
Barclays
Barclays Corporate and Investment Bank is comprised of the Investment Banking, International Corporate Banking, Global Markets and Research businesses.
BBVA
BBVA Corporate & Investment Banking brings together the activities of investment banking, markets, financing and transactional services for institutional investors and corporate clients.
BMO
BMO Financial Group is a financial services provider based in North America that offers a broad range of personal and commercial banking, wealth management, global markets, and investment banking products and services.
Citi
Solutions for Financial Intermediaries delivers Citi’s institutional Markets capabilities and services to private wealth and financial professionals.
Goldman Sachs
Goldman Sachs is a leading global financial institution that delivers a broad range of financial services to a large and diversified client base that includes corporations, financial institutions, governments, and individuals
JPMorgan Chase & Co.
JPMorgan Chase & Co. is a leading financial services firm based in the United States of America, with operations worldwide.
Morgan Stanley
Morgan Stanley is dedicated to providing first-class service to their clients, in a way that reflects their commitment to transformative thinking, innovative strategies, and cutting-edge solutions.
National Bank of Canada
National Bank of Canada offers financial services to individuals, businesses, institutional clients and governments across Canada.
Societe Generale
Societe Generale is a European Bank serving about 25 million clients in 65 countries across the world, with headquarters in Paris, France.
