Tagged: investment funds

June 12, 2025 @ 9:24 am By Omar Faridi  |  

CAIS, an alternative investment platform for independent financial advisors, announced the launch of its execution capability for ticker-traded alternative investment funds. This enhanced feature enables advisors to facilitate “the execution of both ticker-traded interval funds and subscription-based funds on the CAIS platform, providing advisors with a… Read More

July 25, 2024 @ 10:01 pm By Omar Faridi  |  

Investment funds managed by Morgan Stanley Expansion Capital have acquired a stake in UK headquartered payments business Sokin, marking an exciting new chapter for the fast-expanding fintech firm. The acquisition will provide “significant capital and accelerate its product growth plans and further global expansion.” The… Read More

March 22, 2023 @ 3:48 pm By Omar Faridi  |  

Wealthsimple has introduced a private credit fund meant for retail investors. Digital financial services provider Wealthsimple Technologies Inc. is reportedly expanding its services into the private credit sector via a collaboration with alternative fund manager Sagard, enabling retail investors to gain exposure to a market… Read More

November 16, 2020 @ 11:53 pm By Omar Faridi  |  

Simon Rabin, Founder and CEO at London-based Chip, a financial services firm that automatically stashes away what consumers can afford so they can “spend it on things that really matter,” notes that there may be a potential opportunity to enter the wealth-building space. Rabin’s recent… Read More