Search Results for: Investment Management

Cambridge Wilkinson Investment Banking Closes $300 Million Asset Management Transaction
Banking Investment Services News

Cambridge Wilkinson Investment Banking Closes $300 Million Asset Management Transaction

Fintech News Desk
by Fintech News Desk0
Cambridge Wilkinson (“CW”) is pleased to announce the closing of a $300MM tranche of an asset management assignment for a client that is an institutional credit manager for many institutional groups that have yield requirements. Our client is a long track record fixed income / credit group that has the......
Brookline Bancorp Launches Clarendon Private, Boston's Newest Investment and Wealth Management Company
Banking Investment Services News Uncategorized

Brookline Bancorp Launches Clarendon Private, Boston’s Newest Investment and Wealth Management Company

Fintech News Desk
by Fintech News Desk0
Brookline Bancorp, Inc. today announced the launch of Clarendon Private, LLC (the “Company”) a Boston-based investment and wealth management company designed to serve individuals, families, endowments, and foundations. Clarendon Private combines the hands-on approach of a boutique investment firm with comprehensive banking and lending resources.  The Company’s culture puts the client......
Fidelity Institutional Announces New Structured Investment Offering & Trading Capabilities for Wealth Management Firms
Fintech News

Fidelity Institutional Announces New Structured Investment Offering & Trading Capabilities for Wealth Management Firms

Fintech News Desk
by Fintech News Desk0
Fidelity Becomes First Clearing and Custody Firm to Provide Solution For Structured Investments Through Integration with SIMON Markets in Wealthscape Firm Introduces New Trading Capabilities Including Updates to Bond Beacon, Fractional Share Trading, Multi-Leg Options, and Security Swaps Across Accounts –Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology,......
TA Associates to Make Growth Investment in Riskonnect – the Leader in Integrated Risk Management
Fintech News Risk Management

TA Associates to Make Growth Investment in Riskonnect – the Leader in Integrated Risk Management

Fintech News Desk
by Fintech News Desk0
Thoma Bravo Plans to Maintain a Significant Ownership Stake TA and Thoma Bravo to Work Together to Accelerate the Company’s Integrated Risk Management Vision Riskonnect, the global leader in Integrated Risk Management technology, announced a new investment by TA Associates, a leading global growth private equity firm with more than......
GeoWealth Secures $19 Million in Series B Funding Led by Kayne Anderson Capital Advisors with Follow-on Investment from J.P. Morgan Asset Management
Digital Asset Management Investments News

GeoWealth Secures $19 Million in Series B Funding Led by Kayne Anderson Capital Advisors with Follow-on Investment from J.P. Morgan Asset Management

Fintech News Desk
by Fintech News Desk0
The modern TAMP focused on servicing the needs of RIAs will use the minority investment to accelerate product expansion and distribution GeoWealth, a modern turnkey asset management program (TAMP) built for advisors, announced it has raised a $19 million Series B funding round led by Kayne Partners Fund, the growth......
Freshwater Investments Welcomes Ryan Pasquale as Director of Acquisitions & Asset Management
Investments News

Freshwater Investments Welcomes Ryan Pasquale as Director of Acquisitions & Asset Management

Fintech News Desk
by Fintech News Desk0
Freshwater Investments, a Bay Area-based private equity real estate investment firm, is expanding and welcoming Ryan Pasquale as Director of Acquisitions & Asset Management. Mr. Pasquale has an excellent track record and will play a key role in expanding Freshwater multifamily portfolio Freshwater Investments, a Bay Area-based real estate investment......
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
by Fintech News Desk0
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......
Hightower Makes Strategic Investment in Bluerock Wealth Management
Investments News

Hightower Makes Strategic Investment in Bluerock Wealth Management

Fintech News Desk
by Fintech News Desk0
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,......
Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company
Investments News

Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company

Fintech News Desk
by Fintech News Desk0
Savant Wealth Management (Savant), a nationally recognized, fee-only registered investment adviser (RIA) with nearly $12 billion in assets under management, announced it has received a strategic minority investment from Kelso & Company (Kelso), a North American-focused middle-market private investment firm. Savant CEO and founder Brent Brodeski will retain full control of the company and......
One River Digital Asset Management Completes Strategic Investment Round
Digital Asset Management Fintech News

One River Digital Asset Management Completes Strategic Investment Round

Fintech News Desk
by Fintech News Desk0
Series A financing with Coinbase Ventures, Goldman Sachs, Liberty Mutual Insurance, a global alternative asset manager, and Infinity Investment Partners, deepens ties with financial and digital industry leaders, and provides capital to further accelerate One River Digital’s rapid development One River Digital Asset Management, a leading digital asset manager for......
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