Category : Investment Services

Finance Investment Services News

SOLIC Appoints Jeffrey Lewis as Senior Managing Director

GlobeNewswire
Veteran investment banker brings more than three decades of experience across complex strategic, financial and capital structure advisory engagements SOLIC, a leading provider of investment banking and financial advisory services, announced that Jeffrey Lewis has joined the firm as Senior Managing Director. Lewis brings more than 30 years of experience......
Fintech Funding Investment Services News

Morgan Stanley Investment Management Announces Liquidation of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI)

Business Wire
Morgan Stanley Investment Management today announced the upcoming liquidation of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) (the Fund), a series of Morgan Stanley ETF Trust (the Trust). The Board of the Trust approved a Plan of Liquidation with respect to the Fund. Pursuant to the Plan......
Banking Investment Services News

Rimes Appoints Susanna Yallop as Chief People Officer

EIN Presswire
Former Starling Bank Chief People Officer brings more than 25 years of experience across fintech, banking, insurance and energy Rimes, a leading provider of enterprise data management and investment intelligence solutions to the global investment community, today announced the appointment of Susanna Yallop as Chief People Officer. Based in London,......
Fintech Funding Investment Services News

Z2 Capital Partners Announces Final Close of Inaugural Fund with $300 Million of Total Capital

Cision PRWeb
Z2 Capital Partners (“Z2”), a lower middle market private capital provider, is pleased to announce the final closing of Z2 SBIC I, LP (the “Fund”), which closed oversubscribed with $300 million of total capital. The Fund was licensed as a Small Business Investment Company (“SBIC”) by the U.S. Small Business......
Banking Investment Services News

Northern Trust Wealth Management Expands Family Office Solutions Team in New York

Business Wire
Northern Trust Wealth Management is expanding its Family Office Solutions team in New York with the addition of Robert Ludricks III as Managing Director, Northeast Region, and Olof Akesson as Investment Director. Read More on Fintech : Global Fintech Interview with Shai Gabay, CEO at Trustmi Beth Emswiler is based in New......
Banking Investment Services News

Beluuga AI Launches AI-Powered Investment Banking Platform for Japan M&A

EIN Presswire
Built by a former investment banker, beluuga.ai automates investment banking workflows across approximately 4,000 listed Japanese companies. Beluuga AI, Inc. today announced the launch of beluuga.ai, an AI-powered financial analysis platform built specifically for investment banking and M&A workflows in Japan. The platform automates much of the analytical work traditionally......
Fintech Funding Investment Services News

ARK Invest Tokenizes ARK Venture Fund (ARKVX) with Securitize

PR Newswire
ARK’s Venture Strategy Goes Onchain, Bringing Investors Exposure to Leading Private and Public Tech Companies and Advancing ARK Invest’s Partnership with Securitize “ARK Invest, the disruptive innovation-focused investment manager founded by Cathie Wood, and Securitize Corp. (NYSE: SECZ), the world’s leader in tokenized assets, announce the tokenization of the ARK......
Fintech Investment Services News

Former BlackRock Director Joins Freestone Capital Management as Managing Director

PR Newswire
Seasoned Investment Leader Will Help Shape and Amplify the Perspectives of Freestone’s 18-Person Investment Team Freestone Capital Management (“Freestone”), a Seattle-based Registered Investment Advisor, announced that Carolyn Barnette has joined the firm as a Managing Director on its investment team. In her role, Carolyn will draw on perspectives from across......
Finance Investment Services News

BGL Welcomes Lauren Clark as a Managing Director to Lead Digital Infrastructure

PR Newswire
This addition strengthens BGL’s Infrastructure platform amid continued investment in data centers, connectivity, and wireless towers Brown Gibbons Lang & Company (BGL), a leading independent investment bank and financial advisory firm, is pleased to announce the addition of Lauren Clark as a Managing Director within its Infrastructure vertical. In her......
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