International

Hires Industry Veterans Marco Bizzozero and Tom Slocock to Accelerate its Expansion in Europe and Asia
Agrees to Acquire Portugal-based Technology Team and Open New Offices to Reinforce Best-in-Breed Offering and Operate Locally

Ping An Leads the Investment Round Joined by New Investors Goldman Sachs, AMG, Hamilton Lane, and WestCap
Existing Investors, BlackRock, UBS, Blackstone, BNY Mellon Also Participate, Increasing Investments in iCapital

Highlights firm commitment to building scale to support the full alternative investing ecosystem

Initiative to expand and streamline client access to alternative investments as part of Global Private Banking’s initiative

2018 Forbes Fintech 50 list honors innovative companies shaping "the future of your money"

Platform assets increased more than 1500% since 2015 with access vehicles for private equity, hedge funds, long-only strategies and direct investments

iCapital's technology platform now services more than $5 billion in investor capital and nearly 10,000 investor accounts

Collaboration will offer CAIA’s Fundamentals certificate program to iCapital’s fast growing network of RIAs, BDs and family offices

Fund portfolio will double iCapital’s platform assets to nearly $5 billion

Underscores value of market-leading technology in providing retail access to alternative investments