PM Alpha

Excited to share that PM Alpha has been selected for Sifted's 'European Wealthtech Early-Stage Startups to Watch' List on their Wealthtech Briefing published yesterday 💡 We agree with Sifted's take that in this space “to find success, the trick is to find as much flexibility as possible, at the lowest possible price [...] and the most reliability” for the end customers. At PM Alpha, we strive to provide wealth managers with flexible and cost-effective private markets solutions to better serve their end client. For more details, access the briefing below (for subscribers) #wealthmanagement #privatemarkets #wealthtech https://lnkd.in/eKWykmmG

Here's a handy table of digital wealth and fundraising platforms and lists their geographic focus, product offerings and minimum tickets, among others. Thanks to Alta Exchange AirFund ADDX Bite Investments Carbon Equity Crescenta Endowus iCapital LUCA Japan Co., Ltd. mnaara Moonfare Private Corner PM Alpha Privatize Securitize Titanbay Troviq Private Markets Xen Capital for your submissions. Anyone we missed, let me know. https://lnkd.in/eFm3yF8y

Mark your calendars - PM Alpha's COO Chloe Mercer will be joining industry colleagues for an insightful discussion at the European Operational Leaders Summit in September #wealthtech #privatemarkets

📢 Wow! What an amazing FINTECH CEO Dinner we held on Tuesday night! Thank you to all our Fintech CEO’s who attended our super-exclusive VIP dinner hosted by our amazing partners at Fox Williams. 📷 See Photos below   We gathered together 15 of FINTECHs finest CEOs for an informal evening of networking, connection & deep, deep conversation over a 3-course meal at the Rocklin Room in the Haymarket Hotel - just off Trafalgar Square.   🎤 A huge “Thank you” to Kaushalya Somasundaram, Partner at FinTech Growth Fund for giving such a great keynote speech & for sharing her personal journey and so much of her expertise with all those CEOs in attendance. 🙏 Kaushalya is one of the best Fintech growth investors we’ve ever met, so that was a real treat to hear her speak with the CEO group. Many, many thanks to Chris Hill and Andrew Woolf, both Partners at Fox Williams for hosting us all on the night and for being such great partners. The Fox Williams Team are a brilliant team of experienced Fintech lawyers dedicated to making startups a success with their sound legal advice   🥂 It was really great to connect and to see so many old Fintech friends again in person (and make some new ones too). Congratulations on all you have achieved. It was wonderful to hear personal updates at the beginning of the event and all about your vision, your hard work, successes and your resilience in constantly changing economic circumstances. You are an inspiration.... and truly deserve your continued success. CEO and Founders in attendance were Karen Rossouw CEO Kashing Limited Tom Douie CEO PM Alpha 🇳🇱 Arjan Verbeek CEO of Perenna Bilal Hafeez Founder & CEOof Macro Hive Katrin Herrling Founder of Funding Xchange Ben Gowers CEO and Founder of Gravicus Samuel Flynn CEO of Hands In Nataša Williams CEO of Cadro Cosmo Spens Co-Founder of CLOWD9 Tashfin Shafique CEO of EMERGEiQ & FUNDSaiQ Dr Narisa Chauvidul-Aw CEO & Founder of KogoPAY Group Ulyana Shtybel, Ph.D CEO of @myquoroom Janthana Kaenprakhamroy CEO of Tapoly - Insurance On Tap Dr. Yichuan Zhang CEO of Boltzbit   P.S ….the Rocklin Room (the dinning room the event was held in) is certainly a great insider tip - as found by Dan Richardson the Fox Williams Event Manager. Awesome work as always sir   All in all an amazing event... and another great addition to the FINTECH Circle ecosystem. If you would like to apply to be invited to the next one.... leave a comment in the comment section below or email me at glenn.burgess@fintechcircle.com Till then... enjoy a sampling of photos #Fintech #FINTECHCEODINNER #FintechCEO

PM Alpha attended an insightful seminar organised by ALFI - Association of the Luxembourg Fund Industry in Paris on the trends across alternatives markets with industry colleagues from leading wealth and asset managers including UBP - Union Bancaire Privée Indosuez Wealth Management Amundi HSBC Asset Management 💡 Key Takeaways from the various panels: ✔ Investment Trends: Increasing demand from private clients for semi-liquids/evergreen funds – not only for qualified retail but for the institutional-type private investors, looking for more flexibility as an alternative to traditional private markets funds given the slowdown in exits/distributions  ✔ Huge opportunity in the US market with BDCs – Europe slower to catch up, missing a similar structure that can be easily bought and sold on exchange ✔ LPs Sentiment: LPs see volatility across currencies, commodities, stock markets and interest rates as the current main economic challenges. Less worried about inflation. Data from Preqin    At PM Alpha, we partner with wealth, asset, and fund managers to design and develop appropriate investment solutions for their private wealth clients. Our customisable infrastructure-as-a-service provides the end-to-end tools required for seamless product execution and delivery with speed to market. Thank you ALFI - Association of the Luxembourg Fund Industry for hosting us. #wealthmanagement #privatemarkets #alternatives Melyan Guerrero https://lnkd.in/gwyqKZis

Our CEO Tom Douie shared his views on tokenisation in private markets for an insightful article on the March edition of FundsPeople (ES) - Tokenisation in Private Markets by Montserrat Formoso Tokenisation is an effective technology to bring down operational barriers to entry and enhance scalability, but it is not a liquidity-generation machine for illiquid assets – just because it is tradeable, doesn’t automatically make it liquid. Access the full article (in Spanish) here  https://lnkd.in/esvke3fN

Our COO Chloe Mercer yesterday at With Intelligence European Emerging Managers Markets Summit discussing technological innovation trends in fund management alongside industry colleagues #privatemarkets #wealthtech

ONE-STOP or MODULAR Offering: Your Project – Our Infrastructure According to Bain & Company, some features of private investments will need to change to accommodate more individual investors OUR SOLUTION: we partner with wealth & asset managers to address these constraints by supporting the development or expansion of their own private markets capabilities. 💡Full solution or modular - you can choose the most convenient option to ensure it meets your clients’ needs: 1️⃣ ONE-STOP: fully integrated solution adapted to your existing infrastructure 2️⃣ ON-DEMAND MODULAR: select only the components required to supplement your current capabilities For more information or to book a demo, contact Jemima Holt or Callum F. #wealthmanagement #privatemarkets #investments #wealthtech

Excited to share that PM Alpha has been selected for Sifted's 'European Wealthtech Early-Stage Startups to Watch' List on their Wealthtech Briefing published yesterday 💡 We agree with Sifted's take that in this space “to find success, the trick is to find as much flexibility as possible, at the lowest possible price [...] and the most reliability” for the end customers. At PM Alpha, we strive to provide wealth managers with flexible and cost-effective private markets solutions to better serve their end client. For more details, access the briefing below (for subscribers) #wealthmanagement #privatemarkets #wealthtech https://lnkd.in/eKWykmmG

PM Alpha speaking last week at the With Intelligence Future of Fund Technology Summit 2024 in the UK PM Alpha's COO Chloe Mercer joined industry colleagues from Man Group, Abbey Capital Limited and Nickel Digital Asset Management on the panel ‘New kids on the block – Which technologies will revolutionize the fund space?’ for an insightful discussion on the new technological trends in AI, machine learning, VR, etc. that fund managers should consider to stay ahead as the industry rolls out new products and services. As a private markets digital solutions provider for the wealth management industry, new technological tools allow us to continue to efficiently support our clients in wealth and asset management – and ultimately deliver innovative products and services to their own clients. #wealthmanagement #privatemarkets #technology