Brussels, Zurich — Euroclear, the leading financial market infrastructure provider, announces a partnership with iCapital1 , the global fintech platform, driving the world’s alternative investment marketplace for the wealth management industry.
With this partnership, Euroclear’s clients will gain enhanced access to a broader range of alternative investments, including private equity, private credit, real estate, infrastructure, and hedge funds. The iCapital funds available on iCapital Marketplace will complement and expand Euroclear FundsPlace’s current offerings, spanning multiple managers and investment strategies with reduced minimum investment requirements. This will make iCapital’s broad menu of investment opportunities available to over 2,500+ clients of Euroclear, including major private banks and custodians, in more than 120 countries.
Through the integration of technology, Euroclear and iCapital aim to streamline tasks such as subscription and administration processes of iCapital funds. This approach is designed to reduce operational challenges and increase efficiencies when investing in alternatives. Additionally, iCapital Marketplace will facilitate direct custody and execution flows to Euroclear, seeking to ensure a seamless and streamlined client journey, from education and investment selection to subscription, administration, life-cycle management and asset custody.
Philippe Laurensy, Global Head of Group Strategy and Product Expansion at Euroclear said: “As a natural expansion of our newly launched service for private market funds, this partnership with iCapital marks an important milestone broadening the investment opportunities available to our clients. This collaboration will establish a new standard in operational efficiency and effectiveness, delivering mutual benefits to both organisations and most importantly, serving the best interests of our clients.”
“The iCapital and Euroclear teams share the common vision to allow banks and wealth managers to efficiently incorporate private market funds in client portfolios to help meet their investment objectives,” said Marco Bizzozero, Head of International at iCapital. “This is another key milestone in iCapital‘s global expansion, and we are delighted to partner with Euroclear, a recognized financial market infrastructure provider, to make the growth and diversification opportunities that private markets can offer available to a broader number of investors.”
With Euroclear FundsPlace® fund management companies, banks, institutional investors and custodians can benefit from a single point of access to more than 250,000 funds across asset classes: mutual and money market funds, alternative funds (hedge and private market funds) and ETFs.
Providing access to a wide range of funds services (trading & custody, distribution, data services and operational due diligence), Euroclear FundsPlace delivers risk-mitigation, automation and efficiency at scale for its global client franchise.
About Euroclear
Euroclear group is the financial industry’s trusted provider of post trade services. Guided by its purpose, Euroclear innovates to bring safety, efficiency and connections to financial markets for sustainable economic growth. Euroclear provides settlement and custody of domestic and cross-border securities for bonds, equities, derivatives and investment funds. As a proven, resilient capital market infrastructure, Euroclear is committed to delivering risk mitigation, automation and efficiency at scale for its global client franchise. The Euroclear group comprises Euroclear Bank, the International CSD, as well as Euroclear Belgium, Euroclear Finland, Euroclear France, Euroclear Nederland, Euroclear Sweden, Euroclear UK & International.
About iCapital
iCapital powers the world’s alternative investment marketplace offering a complete suite of tools, end-to-end enterprise solutions, and an innovative operating system. iCapital is the trusted technology partner to independent financial advisors, wealth managers, and asset managers, offering unrivaled access, technology, and education to incorporate alternative assets into the core portfolio strategies for their clients.
At the forefront of the digital transformation in alternative investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $1792 billion in global platform assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools.
iCapital employs more than 1200 people globally, and has 13 offices worldwide including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance including Forbes Fintech 50 for 2018, 2019, 2020, 2021, 2022, 2023, and 2024 and MMI/Barron’s Industry Awards as Solutions Provider of the Year for 2020, 2021, 2022, and 2023.
For more information, visit https://icapital.com | Twitter (X): @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc/
Euroclear Media Contacts
[email protected]
+32 (0) 479 77 14 80
[email protected]
+ 44 (0) 7471 148 319
iCapital Media Contacts
[email protected]
+44 (0)7503 408 251
1. iCapital, Inc., and its affiliates (together, “iCapital”).
2. As of January 31, 2024
The material herein has been provided to you for informational purposes only by Institutional Capital Network, Inc. (“iCapital Network”) or one of its affiliates (iCapital Network together with its affiliates, “iCapital”). This material is the property of iCapital and may not be shared without the written permission of iCapital. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of iCapital.
This material is provided for informational purposes only and is not intended as, and may not be relied on in any manner as, legal, tax or investment advice, a recommendation, or as an offer or solicitation to buy or sell any security, financial product or instrument, or otherwise to participate in any particular trading strategy. This material does not intend to address the financial objectives, situation, or specific needs of any individual investor. You should consult your personal accounting, tax and legal advisors to understand the implications of any investment specific to your personal financial situation.
ALTERNATIVE INVESTMENTS ARE CONSIDERED COMPLEX PRODUCTS AND MAY NOT BE SUITABLE FOR ALL INVESTORS. Prospective investors should be aware that an investment in an alternative investment is speculative and involves a high degree of risk. Alternative Investments often engage in leveraging and other speculative investment practices that may increase the risk of investment loss; can be highly illiquid; may not be required to provide periodic pricing or valuation information to investors; may involve complex tax structures and delays in distributing important tax information; are not subject to the same regulatory requirements as mutual funds; and often charge high fees. There is no guarantee that an alternative investment will implement its investment strategy and/or achieve its objectives, generate profits, or avoid loss. An investment should only be considered by sophisticated investors who can afford to lose all or a substantial amount of their investment.
iCapital Markets LLC operates a platform that makes available financial products to financial professionals. In operating this platform, iCapital Markets LLC generally earns revenue based on the volume of transactions that take place in these products and would benefit by an increase in sales for these products.
The information contained herein is an opinion only, as of the date indicated, and should not be relied upon as the only important information available. Any prediction, projection or forecast on the economy, stock market, bond market or the economic trends of the markets is not necessarily indicative of the future or likely performance. The information contained herein is subject to change, incomplete, and may include information and/or data obtained from third party sources that iCapital believes, but does not guarantee, to be accurate. iCapital considers this third-party data reliable, but does not represent that it is accurate, complete and/or up to date, and it should not be relied on as such. iCapital makes no representation as to the accuracy or completeness of this material and accepts no liability for losses arising from the use of the material presented. No representation or warranty is made by iCapital as to the reasonableness or completeness of such forward-looking statements or to any other financial information contained herein.
Securities products and services are offered by iCapital Markets, an SEC-registered broker-dealer, member FINRA and SIPC, and an affiliate of iCapital, Inc. and Institutional Capital Network, Inc. These registrations and memberships in no way imply that the SEC, FINRA, or SIPC have endorsed any of the entities, products, or services discussed herein. Annuities and insurance services are provided by iCapital Annuities and Insurance Services LLC, an affiliate of iCapital, Inc. “iCapital” and “iCapital Network” are registered trademarks of Institutional Capital Network, Inc. Additional information is available upon request.
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