$918 Billion Alternative Investment Marketplace iCapital Forms Partnership with Liechtenstein Private Bank LGT with Integration of Alternative Investment Technology Platform into LGT Banking Systems, Allows LGT Relationship Managers, Investment Advisors & Operations Teams to Manage Alternative Investment End-to-End Process (Including Marketing, Document Repository, Reporting & Analysis)
26th June | Hong Kong
Alternative investment marketplace iCapital ($918 billion activity volume) has formed a partnership with Liechtenstein private bank LGT, with the integration of iCapital alternative investment technology platform into LGT banking systems, allowing LGT relationship managers, investment advisors & operations teams to manage alternative investment end-to-end process (including marketing, document repository, reporting & analysis). Announcement (25/6/25): “iCapital, the global fintech platform shaping the future of investing, today announced a strategic partnership with LGT, a leading international private banking and asset management group that has been fully controlled by the Liechtenstein Princely Family for over 90 years. Through this collaboration iCapital and LGT launched a new state-of-the-art technology platform tailored to digitize the lifecycle of LGT’s alternative investment offerings. The platform, integrated into LGT banking systems, provides relationship managers, investment advisors and the operations teams with a seamless interface to manage the end-to-end alternative investment process — from marketing and a centralized document repository to client-specific reporting and analysis. The platform was initially launched in Europe and has since been rolled out globally to improve operational efficiency, transparency, and client engagement across LGT’s global network.” In 2025 May, BlackRock ($11 trillion AUM) launched a customizable Public-Private Model Portfolio in Unified Managed Account (UMA, a privately managed account) with access to private markets & public markets in 1 account. The portfolio in UMA provides advisors with comprehensive investment management capabilities & efficient reporting tools powered by GeoWealth UMA technology (Portfolio rebalancing capabilities in private market) & supported by iCapital Technology capabilities (Streamlined subscription document). BlackRock is a strategic investor in GeoWealth & iCapital. Earlier 2025 May, Citigroup announced to sell indirect subsidiary Citi Global Alternatives representing more than 180 alternative funds globally to private markets fintech iCapital. Citi Global Alternatives provides advisory to Citi Wealth global alternative investment fund platform. Post-Transaction – iCapital will manage & operate the fund platform and Citi will remain as distributor of alternative funds to clients. In 2025 February, iCapital assets in Asia increased to over $14 billion, has operations in Singapore, Hong Kong & Tokyo and will setup offices in Australia & Middle East by 2025 April. In 2024 October, iCapital global assets has increased to over $200 billion in 2024 September from $100 billion in 2021. iCapital platform provides access to 600 asset managers with 1,630 funds, and was used by 104,000 financial professionals with transactions in the last 1 year. In 2024 October, Bank of Singapore & iCapital announced the launch of alternative investment digital platform FIM Alternatives Select for financial intermediary partners (Independent Asset Managers) to access alternative investments including hedge funds & private equity funds. Around 30 funds will be available initially including funds from KKR, Carlyle Group & Apollo. The FIM Alternatives Select Platform will also provide due diligence reports & tools for users. In 2024 September, Alternative investment marketplace iCapital will be integrating into HSBC Private Banking platform, providing private market investment access to relationship managers, investment advisors & operations team. The initial deployment will be into HSBC Private Banking Hong Kong & Singapore. In 2024 July, iCapital hired Goldman Sachs Tuan Lam as Head of APAC. Tuan Lam has more than 30 years of asset management & investment banking experience, and held senior roles at Goldman Sachs including as Chairman of Client Solutions Group & Head of Client Business for Goldman Sachs Asset Management Asia ex-Japan.
“ $918 Billion Alternative Investment Marketplace iCapital Forms Partnership with Liechtenstein Private Bank LGT with Integration of Alternative Investment Technology Platform into LGT Banking Systems, Allows LGT Relationship Managers, Investment Advisors & Operations Teams to Manage Alternative Investment End-to-End Process (Including Marketing, Document Repository, Reporting & Analysis) “
Christian Buchli, Business Area Head Group Products & Services Management at LGT: “Enhancing the relationship manager and client experience within the Private Markets asset class has always been a key strategic priority for LGT.”
Paul Brandauer, Product Owner of the Private Markets Platform at LGT: “What began as an internal intrapreneurial initiative to digitalize the private markets value chain has now evolved into a globally deployed platform. The platform empowers our colleagues and clients with unparalleled insights into their private markets portfolios, setting a new standard for innovation and efficiency in this space. The collaboration with iCapital throughout the implementation has been very collaborative, constructive and innovative.”
Marco Bizzozero, Head of International at iCapital: “We are very proud to partner with one of the global leading private banks. LGT’s deep expertise in wealth management and its commitment to innovation and delivering efficient, technology-driven alternative investment solutions for its advisors and their clients is at the forefront of our collaboration. This partnership further underlines wealth managers’ trust in iCapital, highlighting their broader commitment to expand access to private markets through a fully digital and streamlined investment experience for advisors and their clients.”
iCapital – iCapital is a global leader, shaping the future of global investing for financial advisors, wealth managers, asset managers, and other industry participants. iCapital offers a diverse and complete range of non-traditional investment products on iCapital Marketplace, Enterprise solutions, and both Technology and Data Services, designed to help drive better outcomes2 for all participants in the ecosystem. With strategic investment from leading alternative asset managers and wealth managers globally, iCapital provides unrivaled access, data connectivity, education, and research programs to advisors and their clients. Leveraging AI and machine learning for digital identity (KYC/AML), iCapital supports compliant and secure investment lifecycle processes. iCapital’s end-to-end platform manages the lifecycle of non-traditional investment products, making it easier to learn about, buy, manage, and integrate alternative assets, structured investments (SI) and annuities into portfolios, driving growth, scale, and efficiency. Our solution(s) can be customized and offers specific modules as needed. iCapital has over $918.53 billion of global volume activity on platform, including $232 billion in alternatives platform assets, $203 billion in SI and Annuities Outstandings, and $483 billion in Data Solutions Reporting Assets, and serving over 2,975 wealth management firms and 112,000 active financial professionals. Headquartered in New York, iCapital operates globally with 16 offices, including major hubs in Zurich, London, Hong Kong, Singapore, Tokyo, and Toronto, and an industry-leading R&D center in Lisbon.
Alternative Investment Marketplace iCapital Assets in Asia Increased to $14 Billion, Operations in Singapore, Hong Kong & Tokyo and to Setup Offices in Australia & Middle East by 2025 April, Global Assets Increased to $200 Billion in 2024 October, Platform Provides Access to 600 Asset Managers with 1,630 Funds, Used by 104,000 Financial Professionals with Transactions in Last 1 Year
4th February 2025 – Alternative investment marketplace iCapital assets in Asia has increased to over $14 billion, has operations in Singapore, Hong Kong & Tokyo and will setup offices in Australia & Middle East by 2025 April. In 2024 October, iCapital global assets has increased to over $200 billion in 2024 September from $100 billion in 2021. iCapital platform provides access to 600 asset managers with 1,630 funds, and was used by 104,000 financial professionals with transactions in the last 1 year. In 2024 October, Bank of Singapore & iCapital have announced the launch of alternative investment digital platform FIM Alternatives Select for financial intermediary partners (Independent Asset Managers) to access alternative investments including hedge funds & private equity funds. Around 30 funds will be available initially including funds from KKR, Carlyle Group & Apollo. The FIM Alternatives Select Platform will also provide due diligence reports & tools for users. In 2024 September, Alternative investment marketplace iCapital will be integrating into HSBC Private Banking platform, providing private market investment access to relationship managers, investment advisors & operations team. The initial deployment will be into HSBC Private Banking Hong Kong & Singapore. In 2024 July, iCapital has hired Goldman Sachs Tuan Lam as Head of APAC. Tuan Lam has more than 30 years of asset management & investment banking experience, and held senior roles at Goldman Sachs including as Chairman of Client Solutions Group & Head of Client Business for Goldman Sachs Asset Management Asia ex-Japan.
Alternative Investment Marketplace iCapital Global Assets Increased to $200 Billion, Platform Provides Access to 600 Asset Managers with 1,630 Funds, Used by 104,000 Financial Professionals with Transactions in Last 1 Year
14th October 2024 – Alternative investment marketplace iCapital global assets has increased to over $200 billion in 2024 September from $100 billion in 2021. iCapital platform provides access to 600 asset managers with 1,630 funds, and was used by 104,000 financial professionals with transactions in the last 1 year. iCapital (8/10/24): “iCapital the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announces that it has surpassed US$200 billion in global platform assets. Increased global client demand for high-quality private market funds has led to this milestone and accelerated the growth of client assets on iCapital’s platform. This demand highlights the industry’s commitment to private market strategies and the strong partnerships iCapital has built with leading global investment firms within the alternatives ecosystem to ensure a superior client experience. The integration of iCapital’s technology platform, operating system, and data solutions helps advisors and their clients navigate the complexities of alternative investments.” In 2024 July, iCapital hired Goldman Sachs Tuan Lam as Head of APAC. Tuan Lam has more than 30 years of asset management & investment banking experience, and held senior roles at Goldman Sachs including as Chairman of Client Solutions Group & Head of Client Business for Goldman Sachs Asset Management Asia ex-Japan. In 2024 September, iCapital announced to integrate into HSBC Private Banking platform, providing private market investment access to relationship managers, investment advisors & operations team. The initial deployment will be into HSBC Private Banking Hong Kong & Singapore.
Lawrence Calcano, Chairman and CEO of iCapital: “iCapital is honored to help more financial advisors than ever grow their businesses through the use of our technology and end-to-end operating platform. Our customers are and will continue to be the cornerstone of everything we do. Together, we have surpassed this $200B milestone, and together we will innovate and transform the alternatives investing experience to create opportunities for the long-term successful outcomes that financial advisors seek for their clients.”
Key Highlights
- Financial professionals and asset managers who use iCapital’s platform doubled the number of assets on the platform from $100 billion in December 2021 to over $200 billion in September 2024.
- More than 104,000 financial professionals have transacted on the iCapital platform in the last 12 months, with an average of four visits per month.
- The platform provides access to over 1630 funds from over 600 asset managers, a more than 77% increase in the number of funds available on its platform since December 2021.
- The platform has evolved to support alternatives, structured investments, and annuities.
- By the end of 2024, iCapital will have invested over $600 million in its technology platform, operating system, and investment solutions and tools.
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 financial advisors, wealth managers, asset managers, as well as other participants in this ecosystem, and offers 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 $200 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 1,675 people globally and has 17 offices worldwide, including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto.
Alternative Investment Marketplace iCapital to Integrate into HSBC Private Banking Platform Providing Private Market Investment Access to Relationship Managers, Investment Advisors & Operations Team, Initial Deployment into HSBC Private Banking Hong Kong & Singapore
17th September 2024 – Alternative investment marketplace iCapital will be integrating into HSBC Private Banking platform, providing private market investment access to relationship managers, investment advisors & operations team. The initial deployment will be into HSBC Private Banking Hong Kong & Singapore. iCapital (16/9/24): “iCapital, 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.” In 2024 July, iCapital hired Goldman Sachs Tuan Lam as Head of APAC.
Jan-Marc Fergg, Global Head of ESG and Managed Solutions, HSBC Global Private Banking and Wealth: “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.”
Marco Bizzozero, Head of International at iCapital: “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. 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.”
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 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 1,500 people globally and has 17 offices worldwide including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto.
Alternative Investment Marketplace iCapital Hires Goldman Sachs Tuan Lam as Head of APAC, More than 30 Years of Asset Management & Investment Banking Experience & Held Senior Roles at Goldman Sachs Including Chairman of Client Solutions Group & Head of Client Business for Goldman Sachs Asset Management Asia ex-Japan
27th July 2024 |- Alternative investment marketplace iCapital has hired Goldman Sachs Tuan Lam as Head of APAC. Tuan Lam has more than 30 years of asset management & investment banking experience, and held senior roles at Goldman Sachs including as Chairman of Client Solutions Group & Head of Client Business for Goldman Sachs Asset Management Asia ex-Japan. Based in Hong Kong, Tuan Lam reports to Marco Bizzozero (iCapital Head of International). Edwin Chan will focus on strategic client & business development as Head of Client Solutions, Asia.
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