Search Results for: portfolio management

South Indian Bank Announces the Launch of Sib Wealth - A Wealth Management Platform
Banking News

South Indian Bank Announces the Launch of SIB Wealth – A Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
South Indian Bank announces the launch of a wealth management platform in partnership with Geojit Financial Services Ltd. SIB Wealth is an exclusive value-added service that will help the bank’s high net worth (HNI) customers to invest their money in the best financial instruments available in the market. Under the......
Third Tier Wealth Management Announces Agreement With Buckingham Strategic Partners
Fintech News

Third Tier Wealth Management Announces Agreement With Buckingham Strategic Partners

Fintech News Desk
by Fintech News Desk0
New Jersey-based RIA Company’s Association With National Firm Will Increase Services & Product Offerings Through A True Team Approach Third Tier Wealth Management, offering financial planning & investment management, announced that they have entered into an agreement to work with Buckingham Strategic Partners (BSP), a national financial services firm with their......
Northern Trust Asset Management Launches Natural Capital Paris-Aligned Strategy
Investment Services News

Northern Trust Asset Management Launches Natural Capital Paris-Aligned Strategy

Fintech News Desk
by Fintech News Desk0
The Northern Trust World Natural Capital Paris-Aligned Index Strategy Provides Institutional Clients with an Enhanced Net Zero Solution Northern Trust Asset Management (NTAM), one of the world’s leading investment managers, continues to expand its sustainable index investment solutions with the launch of the World Natural Capital Paris-Aligned Index strategy. “As the world......
DigitalBridge Completes Acquisition of AMP Capital’s Global Infrastructure Equity Investment Management Business
Investment Services News

DigitalBridge Completes Acquisition of AMP Capital’s Global Infrastructure Equity Investment Management Business

Fintech News Desk
by Fintech News Desk0
Enables DigitalBridge to Capitalize on Mid-Market Opportunities DigitalBridge Group, Inc. announced that its operating company, DigitalBridge Operating Company, LLC, through certain of its subsidiaries has completed its transaction to acquire AMP Capital’s global infrastructure equity investment management business, which has been rebranded as InfraBridge in a transaction valued at $316......
Morgan Stanley Wealth Management Pulse Survey Reveals Investors Remain Optimistic for 2023 Despite Dim Near-Term Views
Analytics News

Morgan Stanley Wealth Management Pulse Survey Reveals Investors Remain Optimistic for 2023 Despite Dim Near-Term Views

Fintech News Desk
by Fintech News Desk0
Investors still see opportunity for a soft landing and expect the economy to be in better shape by year end Morgan Stanley Wealth Management announced results from its quarterly individual investor pulse survey: “It’s been a challenging market environment as investors navigate through high inflation, geopolitical concerns, and recession fears”......
Bridge Bank Provides $3 Million Credit Facility to Help Innovative Lease Services Grow Portfolio
Banking Finance News

Bridge Bank Provides $3 Million Credit Facility to Help Innovative Lease Services Grow Portfolio

Fintech News Desk
by Fintech News Desk0
Bridge Bank announced its Capital Finance Group has closed on a $3 million credit facility for Innovative Lease Services Inc., a Carlsbad, California-based provider of commercial equipment financing and leasing services. Innovative Lease Services (ILS) plans to use the funding to help grow its lease portfolio. “We are pleased that......
MONTAG Wealth Management Announces Move to Cobb County, Georgia
Investment Services News

MONTAG Wealth Management Announces Move to Cobb County, Georgia

Fintech News Desk
by Fintech News Desk0
Atlanta Wealth Management Firm announces its relocation to Cobb County MONTAG, an Atlanta-based wealth management firm serving clients across Georgia and the broader U.S., has announced its relocation from Fulton County to Cobb County in January 2023. The new location offers improved accessibility for clients to come into the office......
Featured Investments Technology

Best Tools For Portfolio Managers

Pooja Choudhary
by Pooja Choudhary0
Product portfolio management tools provide a quick overview of all products, facilitating organization and analysis. This management software monitors a product’s growth prospects and operational risk, allowing you to determine which products to keep and which to eliminate. In this article, we will highlight the top eight portfolio management tools......
Priority Technology Holdings, Inc. Strengthens Portfolio with Gifting Solutions Partnerships with Factor4 and GiftYa
Commerce News

Priority Technology Strengthens Portfolio with Gifting Solutions Partnerships with Factor4 and GiftYa

Fintech News Desk
by Fintech News Desk0
Priority Technology Holdings, Inc., the platform for unified commerce that delivers integrated payments and banking at scale, has expanded their value-add tool-set by partnering with Factor4 and GiftYa to provide merchants with in-demand gift cards solutions. “The Priority team is forward thinking, and they understand that fraud-proof, card-linked gifting is......
FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions
Investment Services News

FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions

Fintech News Desk
by Fintech News Desk0
Financial institutions, advisors and their clients will benefit from the combination of FNZ’s full service, end-to-end platform, and YieldX’s market leading fixed income portfolio management technology FNZ, the global wealth management platform, has agreed to acquire YieldX, a U.S.-based provider of fixed income portfolio management technology, optimization services and direct......
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