Search Results for: client acquisition

Barclays Appoints Gautam Chawla as Vice Chairman, Financial Institutions Group (FIG) Banking
Banking Fintech InsurTech Investment Services News

Barclays Appoints Gautam Chawla as Vice Chairman, Financial Institutions Group (FIG) Banking

Fintech News Desk
Barclays announces the appointment of Gautam Chawla as Vice Chairman, Financial Institutions Group (FIG) Banking. Mr. Chawla will be based in New York, and will report to Tim Main, Global Head of FIG Banking at Barclays. “Gautam’s appointment is further evidence of Barclays’ strong commitment to operating a top tier......
Tier1 Acquires Compliance and Financial Crime Prevention Software Solution, Alessa
Capital Markets Fintech Investment Services News Trading

Tier1 Financial Solutions Hires Reval Founder Okochi as President

Fintech News Desk
Tier1 Financial Solutions (“Tier1”), a leading provider of global relationship management solutions to capital markets, investment banking, and investment management firms, has appointed Jiro Okochi as President, responsible for managing the global operations of the firm. His hire comes at a time of increasing demand for collaboration, compliance, and workflow tools to......
Barclays Investment Bank Appoints Alex Lynch as Chairman of Banking
Banking Capital Markets Fintech Investment Services News

Barclays Investment Bank Appoints Alex Lynch as Chairman of Banking

Fintech News Desk
Mr. Lynch will enhance Barclays’ client coverage, primarily in the Financial Institutions industry, and will focus on increasing senior level connectivity Barclays announces the appointment of Alex Lynch to the role of Chairman of Banking within its Investment Bank. Mr. Lynch will be based in New York and report to......
Boom Commerce Completes Strategic Investment in POS Technology Leader Ovvi
Fintech Investment Services News Risk Management

Strategic Investment Advances Boom Commerce’s Strategy to Broaden Its Sponsor Bank Relationships and Support a Much Broader Range of Higher Risk/Non-Traditional and Higher Margin Merchants

Fintech News Desk
Boom Commerce announced that it has completed a strategic investment in G.O.A.T. Payments (“GP”) located in Westlake Village, CA. GP brings decades of experience acquiring, underwriting and supporting higher risk, higher margin and non-traditional merchant categories that require white glove attention and support, even more so now in light of......
Genesis Acquires Institutional Custodian Vo1t
Cryptocurrency Fintech Investment Services News Trading

Genesis Acquires Institutional Custodian Vo1t

Fintech News Desk
Acquisition will enable Genesis to launch digital asset prime brokerage Genesis, an industry pioneer and leader in digital currency trading and lending, announced its acquisition of Vo1t, a market-leading insured digital custody service. The new addition will supplement Genesis’s existing services, which include global over-the-counter trading and institutional lending, and......
Kevin Lockhart Joins Perella Weinberg Partners as Partner
Business Capital Markets Fintech News

Kevin Lockhart Joins Perella Weinberg Partners as Partner

Fintech News Desk
New Appointment Further Strengthens Firm’s Capital Markets Advisory Practice Perella Weinberg Partners (“PWP”) announced that Kevin Lockhart has joined the Firm as a Partner in its Advisory business. Based in New York, Mr. Lockhart will provide strategic capital markets advice to clients across industries. Read More: Abrigo Adds Transparent Artificial......
Smarsh Acquires Entreda, Leader in Cybersecurity Risk and Compliance Software for Wealth Management Industry
Fintech News Risk Management

Smarsh Acquires Entreda, Leader in Cybersecurity Risk and Compliance Software for Wealth Management Industry

Fintech News Desk
Smarsh, helping customers get ahead – and stay ahead – of the risk within their electronic communications, announced the acquisition of Entreda, the award-winning developer of integrated cybersecurity risk and compliance management software and services for the wealth management market. Entreda will continue to operate under its own brand and......
How Coronavirus is Impacting Multifamily Investments and the Transaction Process
Economy Fintech Investment Services News

How Coronavirus is Impacting Multifamily Investments and the Transaction Process

Fintech News Desk
More sellers moving toward Off-Market transactions; Investors hungry for data — Offerd’s Leadership Team says Deep into the first quarter of 2020, the multifamily housing market continued to be the strongest it has ever been, with demand for rental housing continuing to rise. That has not changed despite the economic......
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