Search Results for: wealth manager

Tenovos Welcomes Mark Finch as Vice President of Sales and General Manager, Europe
Digital Asset Management News

Tenovos Welcomes Mark Finch as Vice President of Sales and General Manager, Europe

Fintech News Desk
New Addition to Executive Team Highlights Growing Demand in European Market for Innovative DAM Platform Tenovos, providers of the modern, data-first Digital Asset Management (DAM) platform that helps brands tell stories that matter, announced that Mark Finch has joined the company as Vice President of Sales and General Manager for Europe. Finch......
Allspring Global Investments Commences Operations As An Independent Global Asset Manager
Fintech News

Allspring Global Investments Commences Operations As An Independent Global Asset Manager

Fintech News Desk
Allspring Global Investments™ announced that the firm has officially commenced operations as an independent asset management firm. This marks the close of the previously announced acquisition of Wells Fargo Asset Management by GTCR LLC and Reverence Capital Partners, L.P.* The firm’s new name, Allspring Global Investments (Allspring), takes effect .......
Ninepoint Partners Announces Distribution Agreement with Global Alternatives Investment Manager LGT Capital Partners
Investment Services News

Ninepoint Partners Announces Distribution Agreement with Global Alternatives Investment Manager LGT Capital Partners

Fintech News Desk
 Ninepoint Partners LP (“Ninepoint”), one of Canada’s leading alternative investment management firms, announced that it has entered into an agreement with LGT Capital Partners to distribute the LGT Multi-Alternatives Sub-Fund (“the Fund”) on an exclusive basis in Canada. Available to Ninepoint’s Institutional clients and eligible investors, the Fund will have exposure to......
CAIS and Digital Asset Partner to Tackle Inefficiencies at Intersection of Wealth Management and Alternative Investments
Blockchain Digital Asset Management Investments News

CAIS and Digital Asset Partner to Tackle Inefficiencies at Intersection of Wealth Management and Alternative Investments

Fintech News Desk
New alliance will explore use cases for blockchain, distributed ledgers and smart contracts, including faster investor authentication methods, reduction of transaction cost and friction, and enhancing product liquidity CAIS, the leading alternative investment platform, and Digital Asset, the creators of the Daml multi-party application platform, announced a working collaboration to explore......
Global Private Wealth Platform Kristal Hits 500 Million Dollars AUM Landmark
Investment Services Investments News

Global Private Wealth Platform Kristal Hits 500 Million Dollars AUM Landmark

Fintech News Desk
* #1 wealth manager in the mass affluent & emerging HNI segment. * Partnered with 50+ family offices and wealth managers * UAE is the fourth country of expansion after Singapore, Hong Kong & India * Building a comprehensive wealth management suite for banks & wealth managers * Top investor profiles......
Hightower Makes Strategic Investment in Bluerock Wealth Management
Investments News

Hightower Makes Strategic Investment in Bluerock Wealth Management

Fintech News Desk
Bluerock, a $700 million firm in Alpharetta, Ga., is joining Hightower to sustain and accelerate its double-digit organic growth Hightower announced it has made a strategic investment in Bluerock Wealth Management LLC (“Bluerock”), a $700 million advisory business in Alpharetta, Ga. Bluerock, which provides individuals and families with personalized financial planning, strategic investing and proactive tax consulting,......
Digital Wealth Management Fees to Increase Threefold to $12.6 Billion By 2026
Fintech Investments News

Digital Wealth Management Fees to Increase Threefold to $12.6 Billion By 2026

Fintech News Desk
JP Morgan Identified as Leading Champion in Wealth Management Market Total fees generated from digital assets under management will reach $12.6 billion by 2025, a more than threefold increase on the 2020 figure of $4 billion, according to fintech and payments research specialists Kaleido Intelligence. “There is a far greater......
SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform
Fintech News

SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform

Fintech News Desk
Spun-out from Goldman Sachs in December 2018, SIMON announces capital raise led by WestCap with participation from existing investors SIMON Markets LLC (“SIMON”), a fintech company transforming the digital wealth management landscape through its leading platform for financial professionals, and which makes risk-managed and alternative investment solutions broadly available, has closed......
Broadridge to Distribute TIFIN's Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors
Fintech News

Broadridge to Distribute TIFIN’s Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors

Fintech News Desk
Follows Broadridge’s investment in TIFIN’s Series B round in April To better help financial advisors and wealth management clients accelerate growth, Broadridge Financial Solutions, a global Fintech leader, and TIFIN, announced that Broadridge will integrate and distribute a broad range of TIFIN’s Fintech wealth solutions that enable advisors to create hyper-personalized solutions for......
EbixCash Financial Technologies Features in the Leaderboard for Private Banking & Wealth Management in the IBS Sales League Table 2021
Banking E-commerce News

EbixCash Financial Technologies Features in the Leaderboard for Private Banking & Wealth Management in the IBS Sales League Table 2021

Fintech News Desk
EbixCash Private Limited, a subsidiary of Ebix, Inc., a leading international supplier of On-Demand software and E-commerce services to the insurance, financial, healthcare and e-learning industries announced that MoneyWare®, its flagship product for wealth and asset management, has been awarded the Leaderboard position in the IBS Sales League table for......
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