ZURICH, HONG KONG & SINGAPORE — iCapital1, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, will provide its cutting-edge technology to HSBC Global Private Banking. The solution will be fully integrated into HSBC’s platform to digitalize the private market investment experience for its relationship managers, investment counsellors and operations teams. Initially deployed in Hong Kong and Singapore, the solution is intended to be gradually expanded to more markets.
As one of the leading global private banks for international and entrepreneurial clients, HSBC Global Private Banking has been supporting clients in alternative investments for more than 30 years. With more opportunities to put cash to work in the second half of 2024, Willem Sels, the private bank’s Global Chief Investment Officer advises its clients of the multi-asset investment opportunities and benefits of tapping into private markets in their latest Q4 2024 Investment Outlook report.
“Our thorough understanding of alternative investments and private markets enables us to advise and support our clients in diversifying and enhancing their portfolios to reach their financial objectives. Through this collaboration with iCapital, we are poised to make a broader range of alternative investment opportunities more accessible to our clients,” said Jan-Marc Fergg, Global Head of ESG and Managed Solutions, HSBC Global Private Banking and Wealth.
“HSBC Global Private Banking’s commitment to expanding access to private markets for their clients is at the forefront of our collaboration and we are very proud to be their solution provider of choice,” said Marco Bizzozero, Head of International at iCapital. “Our arrangement is a testament to the trust wealth managers place in iCapital as they prioritize private markets as a key component of a diversified client portfolio, enhancing financial outcomes for their clients.”
iCapital’s award-winning2 technology is at the heart of this offer, delivering a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle, automating historically complex subscription, administration, operational and reporting processes. Its complete suite of tools and end-to-end enterprise solution meaningfully improve the efficiency and client experience of alternative investing.
About iCapital
iCapital powers the world’s alternative investment marketplace offering a complete suite of tools, end-to-end enterprise solutions, data management and distribution capabilities 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 $194.3 billion3 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 1,500 people globally and has 17 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 | X (Twitter): @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc/
For media inquiries, please contact:
[email protected]
+44 (0)7503 408 251
1. iCapital, Inc., together with its affiliates "iCapital"
2. Awards Disclaimer - iCapital
3. As of July 31, 2024
This material has been provided to you for informational purposes only by iCapital, Inc. and/or one of its affiliates including Institutional Capital Network, Inc. (collectively, “iCapital”). This material is the property of iCapital and may not be shared without its written permission. 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 is not intended as, and may not be relied on in any manner as, legal, tax or investment advice, a recommendation to employ a specific investment strategy, or as an offer to sell, a solicitation of an offer to purchase, or a recommendation of any interest in any fund or security. Security products and services are offered through iCapital Markets LLC (a registered broker/dealer, member FINRA and SIPC), Institutional CN (Europe) – Empresa de Investimento, S.A. (registered with CMVM), iCapital Hong Kong Limited (licensed by SFC) and iCapital SG Pte. Ltd (licensed by MAS), all affiliates of iCapital. Registrations and memberships in no way imply that FINRA, SIPC, CMVM, SFC or MAS have endorsed any of the entities, products or services discussed herein. Financial products made available by iCapital Markets LLC, Institutional CN (Europe) – Empresa de Investimento, S.A., iCapital Hong Kong Limited and iCapital SG Pte. Ltd. may be complex and/or speculative and are not suitable for all investors. iCapital Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission and acts as an adviser to certain privately offered investment funds. “iCapital” and “iCapital Network” are registered trademarks of Institutional Capital Network, Inc.
© 2024 Institutional Capital Network, Inc. All Rights Reserved.
