From Yahoo Finance: 2025-05-06 07:14:00

MAI Capital Management partners with iCapital to enhance its custom alternatives investment platform, focusing on operational efficiency and portfolio management for high-net-worth clients. With over 50 years of experience, MAI serves HNW and UHNW clients, offering financial planning, investment management, and private markets investments in real assets, private equity, and more.

The collaboration leverages iCapital’s technology infrastructure to handle the complexity of alternative investments, streamlining fund finance operations, document management, data reconciliation, and fund administration for MAI. This partnership enables MAI’s team to focus on building bespoke portfolios, managing risk, and strengthening client relationships without the operational burden.

iCapital will also manage a set of existing funds overseen by MAI, as part of the integration to streamline workflows and administrative needs within alternatives. This move aligns with the industry trend of using modern technologies to manage intricate financial products, emphasizing digital platforms’ role in providing sophisticated private market solutions for registered independent advisers.

By teaming up with iCapital, MAI aims to offer advisers access to training tools, enabling them to better serve clients seeking private market exposure. The partnership underscores the increasing importance of private market allocations in diversified investment portfolios, supporting advisers in scaling their operations while delivering superior financial outcomes for clients.



Read more at Yahoo Finance: MAI Capital taps iCapital to power alternatives platform