Search Results for: Portfolio Management

Finance News

First Citizens Bank Acquires $123 Million Maritime Portfolio for Greece Vessels

PR Newswire
by PR Newswire0
First Citizens Bank announced that its Maritime Finance group, part of the CIT division, has successfully completed the acquisition of $123 million of Greek shipping loans, sharply increasing the bank’s maritime financings for clients in Greece. The loan portfolio, which was acquired from HSBC Bank Plc, covers 11 financings involving 14 vessels and eight......
Green RWA and Finastra Unveil a New Platform for Climate Risk Management
Banking Finance News

Green RWA and Finastra Unveil a New Platform for Climate Risk Management

PR Newswire
by PR Newswire0
The CERM Sandbox enables banks to better understand and manage climate risks in lending portfolios Finastra, a global provider of financial software applications and marketplaces, and Green RWA, a pioneering association in climate transition, announced the launch of the Climate-Extended Risk Model (CERM) Sandbox. The new platform offers an interactive and......
Customers Bancorp Acquires $631 Million Loan Portfolio at Discount and Recruits Venture Banking Team
Banking Finance News

Customers Bancorp Acquires $631 Million Loan Portfolio at Discount and Recruits Venture Banking Team

Business Wire
by Business Wire0
Expands Premier National Business Serving Innovation and Technology Companies Customers Bancorp, through its principal subsidiary, Customers Bank, has acquired a $631 million venture banking loan portfolio from the FDIC at approximately 85% of book value. Separate from the loan pool purchase, Customers has successfully recruited 30 team members from the......
Kennedy Wilson Acquires First Tranche of $5.7 Billion Loan Portfolio From Pacific Western Bank
debt collection Investment Services News

Kennedy Wilson Acquires First Tranche of $5.7 Billion Loan Portfolio From Pacific Western Bank

Business Wire
by Business Wire0
Off-market transaction will expand Kennedy Wilson’s national footprint and debt investment platform by initially adding over $2 billion to fee-bearing capital Representing one of the first significant real estate debt transactions in this market cycle, global real estate investment company Kennedy Wilson has closed on the initial tranche of loans as......
GTreasury and C2FO Partner to Provide Enhanced Liquidity Management Solutions for Treasurers
Finance News

GTreasury and C2FO Partner to Provide Enhanced Liquidity Management Solutions for Treasurers

PR Newswire
by PR Newswire0
By connecting with C2FO’s network, the partnership will empower GTreasury clients to streamline payables and receivables and optimize cash flow GTreasury, a leading provider of integrated treasury management and risk management systems, announced a strategic partnership with C2FO, the world’s on-demand working capital platform. Together, GTreasury and C2FO are able......
Thrivent Adds a new Multi-Year Guarantee Annuity to its Broad Portfolio of Financial Products and Solutions
Finance News

Thrivent Adds a new Multi-Year Guarantee Annuity to its Broad Portfolio of Financial Products and Solutions

PR Newswire
by PR Newswire0
The deferred fixed annuity solution is designed to help Thrivent clients achieve their long-term financial goals through guaranteed returns Thrivent, a Fortune 500 diversified financial services organization, announced the launch of its Multi-Year Guarantee Annuity (MYGA) product solution. This deferred fixed annuity gives Thrivent clients a flexible solution for today’s......
WBI and CyborgTech Introduce "Portfolios On Demand": A Groundbreaking SaaS Model Portfolio Workstation for Financial Advisors
Fintech Investment Services News

WBI and CyborgTech Introduce “Portfolios On Demand”: A Groundbreaking SaaS Model Portfolio Workstation for Financial Advisors

Business Wire
by Business Wire0
A New Era in Financial Advisory Begins, Streamlining and Personalizing Portfolio Construction WBI, a foremost provider of investment management solutions, and its software affiliate CyborgTech, a vanguard in advanced financial technology, proudly unveil “Portfolios On Demand”, an innovative SaaS model portfolio workstation. This game-changing offering is poised to revolutionize the......
LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network
Finance News

LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network

Business Wire
by Business Wire0
Firm Looks to Expand Via M&A Opportunities Dynasty Financial Partners announced that Welcy Capital Advisors has joined the Dynasty Network. Welcy is the most recent independent advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of technology-enabled wealth management solutions and business services for financial advisory firms. “We believe partnering......
1