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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 leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency. 

CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London. 

CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others. 

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

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

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