Search Results for: alternative investments

Josh Warren Named Chief Financial Officer of Envestnet
Investment Services News

Josh Warren Named Chief Financial Officer of Envestnet

PR Newswire
by PR Newswire0
Succeeds Pete D’Arrigo Who Will Assist During Transition Envestnet, Inc., a leading provider of integrated technology, intelligent data and wealth solutions, announced that Joshua B. Warren is joining the company as Chief Financial Officer. Warren is an accomplished financial executive who served most recently as Managing Director and Global Head of......
Investment Services News

Merger of Leading Wealth Management Firms Launches Wellington Wealth Strategies

Business Wire
by Business Wire0
Indianapolis-based firms The Wellington Group and TrustWealth Strategies join forces with $750 million in combined assets managed The Wellington Group and TrustWealth Strategies today announced an official merger to combine their leading wealth management firms, bringing together two established businesses with a combined $750 million in assets under management. “Since......
Formidium Officially Launches Alts Marketplace
Investment Services News

Formidium Officially Launches Alts Marketplace

PR Newswire
by PR Newswire0
The new platform is designed to reshape the way fund managers, investors, and service providers connect, collaborate, and transact Formidium Corp, a global leader in financial services, is excited to introduce the Formidium Marketplace, a networking platform designed solely for the alternative investment industry. “Marketplace was born out of a......
Comvest Partners Announces Hiring of Lee Landrum as Partner, Head of Investor Relations
Investment Services News

Comvest Partners Announces Hiring of Lee Landrum as Partner, Head of Investor Relations

Business Wire
by Business Wire0
Former Tennenbaum Capital Partners Managing Partner and Veteran Credit Investor Joins Comvest’s Leadership Team Comvest Partners (“Comvest”), an operationally-focused middle-market private investment firm, announced that private credit investment veteran Lee Landrum has joined the firm as a Partner and Head of Investor Relations. Latest Fintech Interview : Global Fintech Interview......
Exploring the Rise of Micro-Investing Making Investing Accessible to All
Blockchain Investment Services News

Exploring the Rise of Micro-Investing: Making Investing Accessible to All

PR Newswire
by PR Newswire0
How MyntExchange Can Revolutionize Micro Investing Exploring the Rise of Micro-Investing  Micro-investing apps have revolutionized the world of investing, making it more accessible and inclusive to a wider audience. These innovative platforms allow everyday individuals to enter the world of investing with minimal barriers. This article explores the concept of......
UMB Launches Second Turnkey Registered Funds Solutions Platform as More Funds Choose Shared Services
Fintech News

UMB Launches Second Turnkey Registered Funds Solutions Platform as More Funds Choose Shared Services

Business Wire
by Business Wire0
Second registered funds platform will launch with Redwood Investment Management as first client UMB Fund Services, (UMBFS), a subsidiary of UMB Financial Corporation, announced the launch of its second turnkey Registered Fund Solutions (RFS) platform service for starting and operating unlisted closed-end funds. Redwood Real Estate Income Fund (ticker: CREMX)......
HSBC Launches Global Private Banking in India to Serve Fast-Growing Economy
Banking News

HSBC Launches Global Private Banking in India to Serve Fast-Growing Economy

Business Wire
by Business Wire0
HSBC has launched its Global Private Banking (GPB) business in India to serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) professionals, entrepreneurs and their families. The new business is aimed at clients with investable assets of more than $2 million. “Entrepreneurialism and innovation are fuelling both economic growth and significant wealth creation......
Caliber Announces Expansion of Capital Markets Initiatives
Capital Markets Investment Services News

Caliber Announces Expansion of Capital Markets Initiatives

Business Wire
by Business Wire0
Hires Skyway Capital Markets for Managing Dealer Services CaliberCos Inc., a leading vertically integrated alternative asset manager,  announced it has engaged with Skyway Capital Markets, which is serving as the exclusive managing broker dealer for the primary investment products in Caliber’s funds marketed by Caliber’s internal wholesale team to the......
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