Category : Investment Services

Finance Investment Services News

Willow Wealth Appoints Tom Williams as Chief Investment Officer

Business Wire
by Business Wire0
Industry veteran brings more than two decades of investment leadership spanning Morgan Stanley, Man Group, and Pine Grove Asset Management Willow Wealth, a leading platform for retail private markets investing, announced the appointment of Tom Williams as Chief Investment Officer. Williams will oversee the platform’s investment strategy and product development,......
Banking Investment Services News

E.F. Hutton & Co. Promotes Geoffrey D. Liddy to Chief Operating Officer

GlobeNewswire
by GlobeNewswire0
E.F. Hutton & Co. (“E.F. Hutton”), an investment banking and financial advisory firm headquartered in New York City, today announced the promotion of Geoffrey D. Liddy to Chief Operating Officer. The promotion reflects his leadership, operational expertise, and more than 25 years of experience across capital markets, broker-dealer operations, regulatory compliance,......
Banking Investment Services News

Piper Sandler Appoints New Co-Heads of Services and Industrials Investment Banking and Enhances Focus on Private Equity Advisory Business

Business Wire
by Business Wire0
Piper Sandler Companies , a leading investment bank, has named Rob Parker and Tripp Griffin as co-heads of services and industrials investment banking. Matt Sznewajs and John Tye, current co-heads of the services & industrials team, have been appointed vice chairmen of investment banking, and co-heads of private equity advisory. David Lee will join Sznewajs and Tye in leading......
Banking Investment Services News

Guggenheim Securities Hires Jérôme Brassart to Expand Energy, Power & Energy Transition Investment Banking Practice in Europe

GlobeNewswire
by GlobeNewswire0
Guggenheim Securities, the investment banking and capital markets division of Guggenheim Partners, announced that Jérôme Brassart will join the firm as a Senior Managing Director in its Energy, Power & Energy Transition Investment Banking practice, where he will advise European companies in the power and energy transition sectors. Mr. Brassart......
Finance Investment Services News

Digital Commerce Group (DCGroup) Announces $100K Fintech Grant in Partnership with Startupfest

Business Wire
by Business Wire0
Grant provides early-stage Canadian fintechs with resources to introduce and amplify their brands, scale operations, and accelerate growth via access to investors and industry leaders Ahead of this July’s Startupfest in Montreal, Digital Commerce Group (DCGroup) alongside partners at Apaylo, Outlier Compliance and Osler have announced a collaborative initiative that offers a non-dilutive $100,000 grant to promising up-and-coming fintechs.......
Finance Investment Services News

Interactive Brokers Integrates AI into Client Portfolios – Informed by Agentic Technology, Controlled by the Client

Business Wire
by Business Wire0
Clients Can Research Stocks, Analyze Performance, and Generate Trade Instructions in Claude. The Client Approves Every Trade. Interactive Brokers , an automated global broker, announced agentic trading through direct integration with Claude, one of the world’s leading AI platforms. Available through the AI platform’s certified connector marketplace, the integration lets......
Investment Services News

OT Group Ltd Announces Strategic Focus on Digital Infrastructure Investments

GlobeNewswire
by GlobeNewswire0
OT Group Ltd today announced its strategic focus on investment opportunities within the digital infrastructure sector, including data centres, cloud computing infrastructure, high-performance computing facilities, and related technology assets. The company stated that it is actively assessing developments across global digital infrastructure markets, including areas associated with data storage, computational capacity,......
Artificial Intelligence Investment Services News

TaoWeave Expands Into Physical AI With Investment in Manako Labs and North American Commercialization Rights

Business Wire
by Business Wire0
Establishes TaoWeave’s First Operating Investment, Combining Equity Ownership, Commercialization Rights and Revenue Participation TaoWeave, Inc. announced its entry into the emerging Physical AI market through an investment in Manako Labs Ltd. and a preferred North American commercialization partnership. Read More on Fintech : Global Fintech Interview with Rob Young, Managing Director –......
Investment Services News

Altify Partners with motif to Power AI-Driven Portfolio Intelligence for 80,000+ Investors.

EIN Presswire
by EIN Presswire0
Altify investors get AI-powered contextual explanations of what’s moving their portfolios, powered by motif’s Clarity intelligence system Altify investors get AI-powered contextual explanations of what’s moving their portfolios — across tokenised private credit, stocks, commodities, digital assets, and other alternative investments. We built Altify to make modern investing accessible. motif’s......
Finance Investment Services News

CloudZero, The AI ROI Company, Launches the Financial Control Plane for AI

PR Newswire
by PR Newswire0
As AI spending hits $2.6 trillion, CloudZero gives finance, IT, and engineering a shared system to connect every AI dollar to the business outcome it produces. CloudZero, The AI ROI Company, today launched the financial control plane for AI: a shared system that finance, IT, and engineering teams use to......
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