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Metalpha Technology Holding Limited To Expand Its Presence In Digital Asset Wealth Management

Fintech News Desk
by Fintech News Desk0
Dragon Victory International Limited announces it has officially changed its name to Metalpha Technology Holding Limited. The Company has also successfully completed restructuring with Antalpha Technologies Limited. Upon completion of the reorganization, Metalpha Limited (“Metalpha”) will become a wholly-owned subsidiary of the Company. Established in 2021, Metalpha is a leading digital assets wealth management......
Frontier Asset Management Partners with 55ip to Provide ActiveTax Technology on Risk-Based ETF Strategies
Finance News

Frontier Asset Management Partners with 55ip to Provide ActiveTax Technology on Risk-Based ETF Strategies

Fintech News Desk
by Fintech News Desk0
Frontier Asset Management and 55ip announced a partnership to incorporate 55ip’s personalized tax management technology into Frontier’s downside-risk managed ETF Strategies. “This is risk management powered by tax-smart technology, which is exactly what advisors need to build their businesses and focus on what matters most – engaging with clients.” With this new partnership,......
Advisor360° Introduces New Beneficiaries Capability for Insurance Policies
Finance News

Advisor360° Acquires the Wealth Management Technology Assets of Agreement Express

Fintech News Desk
by Fintech News Desk0
Advisor360°’s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company Advisor360° has acquired the digital onboarding technology and related wealth management assets of technology solutions provider Agreement Express from Frontier Growth, a private equity firm based in Charlotte, North Carolina. Once the technology......
J.P. Morgan Wealth Management Introduces QuickDeposit for Investments
Investment Services News

J.P. Morgan Wealth Management Introduces QuickDeposit for Investments

Fintech News Desk
by Fintech News Desk0
Clients can fund their investment accounts more easily and quickly via the mobile app J.P. Morgan Wealth Management launched QuickDeposit for Investments, enabling all clients to conveniently deposit checks into their investment accounts anytime from their phone. “QuickDeposit for banking has always been one of our most popular features” Now clients......
Walker & Dunlop Leverages Advisory Experience to Help Capital Providers Manage Loan Portfolios
debt collection Finance News

Walker & Dunlop Leverages Advisory Experience to Help Capital Providers Manage Loan Portfolios

Fintech News Desk
by Fintech News Desk0
There is $2.5 trillion of impending commercial real estate debt maturities in 2023-2027 amidst the backdrop of a rising interest rate environment, high inflation, asset revaluations, and a muted liquidity environment. Walker & Dunlop Inc. is leveraging its $121 billion servicing portfolio and national investment sales platform, which has closed nearly $40......
Mizuho Bank Luxemburg Upgrades Anti-financial Crime Compliance Risk Management With Napier
Compliance management News Risk Management

Mizuho Bank Luxemburg Upgrades Anti-financial Crime Compliance Risk Management With Napier

Fintech News Desk
by Fintech News Desk0
Mizuho Trust and Banking (Luxembourg) S.A , the Luxembourg subsidiary of Japan’s Mizuho Trust & Banking division (part of Mizuho Financial Group) , is upgrading its Transaction Monitoring framework strategy through a partnership with Napier, the financial crime compliance technology specialist. An intelligent compliance platform, Napier Continuum, including Transaction Monitoring, Client......
KPMG UK and Fusion Risk Management Form Strategic Alliance to Deliver Improved Business Continuity Service
News Risk Management

KPMG UK and Fusion Risk Management Form Strategic Alliance to Deliver Improved Business Continuity Service

Fintech News Desk
by Fintech News Desk0
The new alliance combines operational resilience expertise with best-in-class technology KPMG UK has announced an alliance with Fusion Risk Management, Inc., a leading provider of operational resilience, business continuity, and risk management software and services that help keep businesses operating securely. “Risk and resilience professionals understand access to real-time data......
Wealth Management Team Led by Eric Yamin and Keith Caparelli Joins First Republic
Banking Investment Services News

Wealth Management Team Led by Eric Yamin and Keith Caparelli Joins First Republic

Fintech News Desk
by Fintech News Desk0
First Republic Bank, a leading private bank and wealth management company, announced that a four-person team led by Eric Yamin and Keith Caparelli has joined First Republic Investment Management. Yamin and Caparelli were each named Managing Director and Wealth Manager. Based in Florida and New York, the team will provide......
InCap Group Congratulates RiverStone Wealth Management on its Acquisition by Carnegie Investment Counsel
Banking Investment Services News

InCap Group Congratulates RiverStone Wealth Management on its Acquisition by Carnegie Investment Counsel

Fintech News Desk
by Fintech News Desk0
InCap Group served as exclusive financial advisor to RiverStone Wealth Management InCap Group Inc., a premier boutique investment banking firm focused exclusively on the financial services industry, is pleased to have represented RiverStone Wealth Management in its sale to Carnegie Investment Counsel. Established in 2008, RiverStone Wealth Management is an......
WSFS Completes Merger and Brand Conversion of Cypress Capital Management and West Capital Management into Bryn Mawr Capital Management
Finance News

WSFS Completes Merger and Brand Conversion of Cypress Capital Management and West Capital Management into Bryn Mawr Capital Management

Fintech News Desk
by Fintech News Desk0
WSFS Financial Corporation has completed the merger and brand conversion of Cypress Capital Management and West Capital Management and has renamed the combined entity Bryn Mawr Capital Management, LLC, effective January 1, 2023. Bryn Mawr Capital Management is registered as an investment advisor with the U.S. Securities and Exchange Commission......
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