Search Results for: manage clients

Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families
Fintech News

Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families

PR Newswire
by PR Newswire0
Partnership leverages iCapital’s innovative technology platform and comprehensive educational resources to enhance Keebeck’s tailored solutions and investment opportunities. Keebeck Wealth Management, a boutique, independent advisory firm dedicated to empowering entrepreneurs and multi-generational families with strategic wealth management, announced its partnership with iCapital1, the global fintech platform driving the world’s alternative......
U.S. Bank Adds New Division to Serve Private Capital Asset Managers
Banking Fintech News

U.S. Bank Adds New Division to Serve Private Capital Asset Managers

Business Wire
by Business Wire0
Stephen Jeselson to lead new team, which will serve more than 200 existing private capital clients U.S. Bank announced it has launched a new division dedicated to serving private capital firms and global asset managers. The Private Capital and Global Asset Management division brings together all parts of the bank......
BofA Program Delivers Banking & Investing Benefits and Rewards to 4 Million Employees of Corporate Clients
Banking News

BofA Program Delivers Banking & Investing Benefits and Rewards to 4 Million Employees of Corporate Clients

PR Newswire
by PR Newswire0
Growing list of companies adding wellness tools and resources to help employees live their best financial lives Bank of America announced that over 450 corporate and commercial clients have enrolled in its Employee Banking & Investing (EBI) program – more than doubling the number of companies in the program from......
CI Global Asset Management Funds Recognized for Consistent, Outstanding Investment Performance
Finance Fintech News

CI Global Asset Management Funds Recognized for Consistent, Outstanding Investment Performance

Business Wire
by Business Wire0
The winning CI GAM funds include eight mutual funds, six exchange-traded funds and 21 segregated funds. CI Global Asset Management (“CI GAM”) announces it has received 35 FundGrade A+® Awards for 2023. The winning CI GAM funds include eight mutual funds, six exchange-traded funds and 21 segregated funds. The FundGrade......
Reap Strengthens Its Compliance and Risk Management with Chainalysis
News Risk Management

Reap Strengthens Its Compliance and Risk Management with Chainalysis

PR Newswire
by PR Newswire0
Reap is utilising Chainalysis risk solutions that provide advanced transaction monitoring and robust illicit activity detection capabilities for the blockchain. Reap, a leading payment technology company specialising in bridging Web2 & Web3 finances, is proud to announce its collaboration with the blockchain data platform, Chainalysis. Reap is utilising Chainalysis risk......
Bitwise To Launch Lowest-Cost Spot Bitcoin ETF (BITB) on January 11 With 0.20% Management Fee; Fee Set to 0% for First Six Months
Blockchain Cryptocurrency Fintech

Bitwise To Launch Lowest-Cost Spot Bitcoin ETF (BITB) on January 11 With 0.20% Management Fee; Fee Set to 0% for First Six Months

Business Wire
by Business Wire0
For the first time, BITB will offer U.S. investors low-cost access to bitcoin through a traditional, regulated ETF. Bitwise Asset Management, the largest crypto index fund manager in America, announced today that the Bitwise Bitcoin ETF (BITB), the firm’s first spot bitcoin ETF, intends to begin trading on January 11.......
Investment Opportunities Abound in 2024, Say Natixis Affiliated Investment Managers
Fintech Investments News

Investment Opportunities Abound in 2024, Say Natixis Affiliated Investment Managers

Business Wire
by Business Wire0
Portfolio Managers, Strategists and Executives from Natixis Investment Managers, AEW Capital Management, Flexstone Partners, Gateway Investment Advisers, Harris Associates, Loomis Sayles, Mirova, and Vaughan Nelson Investment Management Provide 2024 Market Outlooks n 2023, a bull market in stocks surprised while bonds saw an uptick in performance during the fourth quarter.......
J.P. Morgan Asset Management to Transfer JPMorgan Active Bond ETF (JBND) to NYSE from NYSE Arca
News Trading

J.P. Morgan Asset Management to Transfer JPMorgan Active Bond ETF (JBND) to NYSE from NYSE Arca

PR Newswire
by PR Newswire0
JPMorgan Active Bond ETF (JBND) is expected to begin trading in February J.P. Morgan Asset Management announced its intent to transfer the exchange listing the JPMorgan Active Bond ETF to the New York Stock Exchange from NYSE Arca, effective January 30, 2024. JBND employs a bottom-up, value-oriented approach that emphasizes......
Resolute Investment Managers Announces Strategic Transformation Milestone
Finance Fintech News

Resolute Investment Managers Announces Strategic Transformation Milestone

Business Wire
by Business Wire0
Company Completes Recapitalization to Strengthen Capital Structure Under New Ownership, Company Enhances Ability to Drive Growth and Provide Exceptional Service and Diversified Investment Solutions to Clients Resolute Investment Managers, Inc. (“Resolute” or the “Company”), a diversified, multi-affiliate asset management platform with more than 30 affiliated and independent relationships, today announced......
Transforming Asset Management: BetaNXT and TIFIN AMP Partner to Redefine Fund Distribution with AI
Digital Asset Management News

Transforming Asset Management: BetaNXT and TIFIN AMP Partner to Redefine Fund Distribution with AI

PR Newswire
by PR Newswire0
Asset Managers will be able to leverage TIFIN AMP + BetaNXT’s data ecosystem for greater precision and higher conversion in their distribution efforts. In a collaboration that promises to revolutionize fund distribution, TIFIN AMP, the cutting-edge AI platform for Asset Management distribution, has announced a strategic partnership with BetaNXT, a leading provider of......
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