Fri, Jan 17, 2020
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

Snowden Lane Partners forms strategic partnership with Artivest

Monday, February 27, 2017
Opalesque Industry Update - Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced a strategic partnership with Artivest, a technology-driven investment platform that streamlines access to premier alternative funds.

Through this venture, Snowden Lane's advisors have access to Artivest's industry-leading technology that simplifies access to leading private equity and hedge funds.

"As independent wealth advisors, we offer our clients access to an unsurpassed range of investment and advisory solutions," said Rob Mooney, Snowden Lane's Managing Partner and CEO. "With no proprietary products, we are free to search the world for the right investments that meet each client's unique requirements. The Artivest partnership advances this mission. It gives our advisors additional investment options that preserve our independence. Most importantly, Artivest's technology greatly simplifies the investment process, freeing up our advisors' time so they can focus on seeking out, evaluating and recommending the best possible investment solutions for our clients."

Artivest provides Snowden Lane Partners with:

  • An investment platform of vetted and diligenced private equity and hedge funds
  • Online capabilities to research and review fund teams, strategies, and performance as well as direct access to fund managers
  • Automated private fund subscription and reporting process including fully integrated compliance and AML features
  • Specialized conduit vehicles to create custom access funds via reverse inquiry

"We are thrilled to partner with Snowden Lane. Their firm is a leader among independent advisors in providing high net worth clients with access to alternative investments," said James Waldinger, Founder and CEO of Artivest. "Their recognition of the value our platform brings to their advisors is a significant step in our business strategy of meeting the evolving needs of the wealth management industry in today's digital age."

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Other Voices: PFIC: what U.S. investment funds should be particularly aware of and newly proposed regulations[more]

    By: Kris Hatch, Idan Netser, Fenwick & West LLP U.S.-based venture capital and other funds that invest in foreign companies must be careful to avoid the passive foreign investment company (PFIC) rules, which could substantially increase the tax owed on exit for U.S. taxpaying investors. U.S. per

  2. Renaissance employees could face clawbacks over hedge fund's tax maneuver[more]

    Jim Simons's Renaissance Technologies LLC has produced the greatest investment returns of any hedge fund. Now, it also may be facing an unusually painful tax headache. Last week, Renaissance sent a letter to its current and former employees warning that the Internal Revenue Service could force them

  3. D.E. Shaw's Orienteer strategy posts double-digit returns this year, EcoR1 puts up big gains as the hedge fund scoops up biotech, Ex-hedge fund BlueCrest extends winning run with 50% gain[more]

    D.E. Shaw's Orienteer strategy posts double-digit returns this year From Reuters: D.E. Shaw's Orienteer platform, the backbone of the $50 billion investment firm's multi-asset class offerings, posted high double-digit returns this year, the best ever in its six year lifetime. The Orie

  4. PE/VC: Private equity takes a breather from investing in banks, 2019's 10 defining moments in venture capital, Another record year for PE secondaries amid more GP-led transactions, How 2019 became the best year in private equity's history[more]

    Private equity takes a breather from investing in banks From American Banker: FirstCapital Bancshares of Texas has aspirations of going public in the next couple of years and it's counting on the resources and expertise of private-equity backer Castle Creek Capital to help it realize that

  5. BlackRock's flagship hedge fund Obsidian returns more than 13% in 2019 after stumbling in August, Eiad Asbahi's Prescience Point gained more than 100% last year, Ray Dalio's most prominent fund suffers first annual loss since 2000, Sundheim's D1 posts strong gains[more]

    BlackRock's flagship hedge fund Obsidian returns more than 13% in 2019 after stumbling in August From Business Insider: BlackRock's 23-year-old Obsidian hedge fund bested the average hedge fund, returning more than 13% in 2019 even after losing money in August. The fund, manage