Search Results for: Private Client

Comerica Announces New Southern California Private Wealth Management Team with $3 Billion in Client Assets
Fintech News

Comerica Announces New Southern California Private Wealth Management Team with $3 Billion in Client Assets

PR Newswire
by PR Newswire0
Comerica Incorporated is continuing to grow its Wealth Management presence with the addition of a new private wealth management team in Southern California. The team of 11 seasoned professionals, with approximately $3 billion in assets, collectively boasts more than 260 years of experience in the financial service industry. They will be based at Comerica’s office......
BMO Enhances Premium Rewards Mastercard for U.S. Private Wealth Clients
Fintech News

BMO Enhances Premium Rewards Mastercard for U.S. Private Wealth Clients

PR Newswire
by PR Newswire0
The enhanced BMO Wealth Management Premium Rewards Credit Card features a new 5-4-3-2-1 rewards model, an upgrade to an enhanced suite of Mastercard benefits, and a $100 annual travel credit and Trusted Traveler credit furnished by BMO BMO has enhanced its Premium Rewards Mastercard for U.S. Private Wealth clients to offer more rewards,......
MUFG launches Direct Lending Group to Support Private Equity Clients
Finance News

MUFG launches Direct Lending Group to Support Private Equity Clients

Fintech News Desk
by Fintech News Desk0
Dedicated team brings together origination, underwriting, portfolio management, borrower relationship management, and syndication to provide financing for middle-market sponsor transactions Mitsubishi UFJ Financial Group (MUFG) announced the formation of a Direct Lending group that will focus on providing loans to the bank’s private equity sponsor clients to support their portfolio......
BackBay Communications Announced More Than 160 Private Markets Investments For Clients in 2021
Fintech Investment Services News

BackBay Communications Announced More Than 160 Private Markets Investments For Clients in 2021

Fintech News Desk
by Fintech News Desk0
Specialist private equity communications firm also publicized 15 fund closes totaling $18.3 billion on behalf of private markets clients in 2021 BackBay Communications, a leading integrated financial services public relations, thought leadership, and digital marketing firm, announced it promoted 162 deal announcements on behalf of its private markets clients in 2021.......
Ted Dobos Joins Newfront as Private Equity Group Leader to Deliver Unmatched Value for Clients in M&A Transactions
Fintech News

Ted Dobos Joins Newfront as Private Equity Group Leader to Deliver Unmatched Value for Clients in M&A Transactions

Fintech News Desk
by Fintech News Desk0
Mason Moss (Marsh), Tony Katz (Aon), Scott McCoy (Aon), and an industry-leading Transaction Liability broker join Newfront’s Private Equity Group, securing additional expertise for the current M&A practice Newfront, the tech-driven insurance brokerage based in San Francisco, announced that Ted Dobos has joined to lead its Private Equity Group (PEG). The Private Equity Group will act as an extension of private......
Smart Communications Launches Next Gen Interactive Client Reporting Solution for Wealth Management and Private Banking
Banking Fintech News

Smart Communications Launches Next Gen Interactive Client Reporting Solution for Wealth Management and Private Banking

Fintech News Desk
by Fintech News Desk0
New Capability Delivers Hyper-personalized Omnichannel Customer Experience for Investors and Advisors; Unveiled at Financial Services Events in the U.S. and Europe Smart Communications, a leading technology company focused on helping businesses engage in more meaningful customer conversations, announced the availability of a new Client Reporting solution designed for wealth management......
Symphony is Securely Connecting Clients to Their Private Banks in Asia via WhatsApp and WeChat
Banking Fintech News Uncategorized

Symphony is Securely Connecting Clients to Their Private Banks in Asia via WhatsApp and WeChat

Fintech News Desk
by Fintech News Desk0
Banking has engaged Symphony – the leading markets’ infrastructure and technology platform- to develop and deploy HSBC GPB Chat, a client engagement platform that enables the private bank’s clients to interact with their relationship management team via one-to-one chat, group chat, document sharing and video/audio conferencing on WhatsApp or WeChat, in a......
SurgePays, Inc. Launches New Custom Private Label Gift Card Program for its Independent Retail Store Clients
Blockchain Fintech News

SurgePays, Inc. Launches New Custom Private Label Gift Card Program for its Independent Retail Store Clients

Fintech News Desk
by Fintech News Desk0
SurgePays, Inc., a blockchain fintech company building a next generation supply chain network that offers wholesale goods and financial services for the underbanked more cost efficiently than traditional distribution models, announces a new program offering SurgePays clients the capability to create custom, closed loop, private label gift card programs for......
Allfunds and iCapital Network Announce Strategic Partnership to Improve Global Client Access to Private Markets
Digital Fintech News

Allfunds and iCapital Network Announce Strategic Partnership to Improve Global Client Access to Private Markets

Fintech News Desk
by Fintech News Desk0
Partnership strengthens Allfunds’ private market and sub-advisory ambitions with integration of iCapital’s technology and solutions  Allfunds provides access to more than 1,500 major private and commercial banks and financial institutions globally Allfunds, one of the world´s largest fund distribution platform and wealthtech industry leader, and iCapital Network, the leading global financial......
InvestorFlow Announces AI Collaboration with Salesforce to Transform Private Markets
Artificial Intelligence Finance Fintech News

InvestorFlow Announces AI Collaboration with Salesforce to Transform Private Markets

GlobeNewswire
by GlobeNewswire0
Initial customer implementations demonstrate InvestorFlow AI powered by Einstein and Agentforce Agent Actions has the potential to accelerate fundraising, optimize capital deployment, and increase investor engagement InvestorFlow, the industry leading cloud-based platform powering alternative investment firms, today announced the next step in its collaboration with Salesforce, focused on delivering joint......
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