Jefferies & Co Wealth Management Adopts CAIS
Press Release
CAIS, the leading independent exchange for in-demand financial products servicing the global wealth management industry, is pleased to announce that Jefferies & Company Wealth Management has selected the CAIS to broaden its menu of top-tier alternative investment funds. The addition of CAIS provides Jefferies with a competitive end-to-end solution bringing diverse product selection to meet advisor and client demand for alternative funds.
“We are pleased that Jefferies has selected the CAIS solution to meet the alternative investment needs of their advisors. We look forward to providing them with access to the best third party alternative funds and the needed operational support,” said Matt Brown, Managing Principal of CAIS. “CAIS empowers independent wealth advisors and private banks to compete for clients and new advisors by providing an end-to-end alternative investment solution.
Through a secure web-based interface, CAIS will provide Jefferies advisors access, ongoing support and independent due diligence to a menu of offshore and U.S. alternative investment funds. CAIS also conforms to the existing Jefferies platform architecture and reporting protocol and integrates with the firm’s custodian, Pershing.
An independent, full-service securities and investment banking firm, Jefferies has served companies and their investors for nearly 50 years, operating in more than 25 cities around the world. The integration of the CAIS platform provides Jefferies with a competitive end-to-end solution, bringing immediate scale and product selection to meet advisor and client demand for alternative investments.
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.
Securities offered through CAIS Capital LLC, member FINRA, SIPC.
Contact
For CAIS
Nadia DamouniEmail address
Want To Learn More?
For more information about investment opportunities available on the CAIS Platform, contact a CAIS representative.
Contact Us
