Search Results for: portfolio management

Bolt Raises $355 Million in Series E Funding With Funds & Accounts Managed by BlackRock, As Well as Schonfeld, H.I.G. Growth, and Invus Opportunities Powering the Next Phase of Growth in the Commerce Race
Digital Payments Finance News

Bolt Business Integrates Expensify to Deliver a Streamlined Expense Management System

Fintech News Desk
Two leading super-apps are joining forces to help companies and their employees with expense reporting Bolt, the first European super-app and Expensify, a payments superapp launches a strategic integration helping companies and their employees with expense reporting and transactions. Bolt is currently available in more than 45 countries, with over......
RR2 Capital Expands Portfolio with Strategic Investment in DAG-based DeFi Platform Aleph Zero
Blockchain News

RR2 Capital Expands Portfolio with Strategic Investment in DAG-based DeFi Platform Aleph Zero

Fintech News Desk
RR2 Capital is expanding its disruptive technology investment portfolio, announcing a strategic investment into privacy-preserving platform, Aleph Zero RR² Capital, a pioneering venture capital firm empowering the ‘new internet’, has announced a strategic investment in cutting-edge DAG-based DeFi platform Aleph Zero. The move forms part of a calculated expansion in RR²’s......
Wilmington Trust Adds Wealth Management Professionals to Growing Los Angeles and Western Region Team
Fintech News

Wilmington Trust Adds Wealth Management Professionals to Growing Los Angeles and Western Region Team

Fintech News Desk
Wilmington Trust, a leader in wealth management and corporate and institutional services, said it has expanded its Los Angeles and Western region team. The firm hired: Thomas Mayer, senior wealth fiduciary advisor Vijay Chandran, senior private banker, managing director, Western Region John Bradarich, senior investment advisor Velios Kodomichalos, senior wealth advisor......
BNY Mellon Wealth Management Expands Seattle Office With Two New Hires
Fintech News

BNY Mellon Wealth Management Expands Seattle Office With Two New Hires

Fintech News Desk
BNY Mellon Wealth Management expands its Seattle office with two new additions including Patrick Burke as senior private banker and Ben Kalman as senior wealth manager. They are both based in Seattle. Patrick reports to Gary Lutz, regional director, West Region private banking and Ben reports to Bo Lee, wealth management, team leader. Latest Fintech Insights: Allumia Closes Series A2......
Invesco, A Global Investment Management Firm, Will List ETFs On The Tel Aviv Stock Exchange For The First Time
Investments News Stock Market

Invesco, A Global Investment Management Firm, Will List ETFs On The Tel Aviv Stock Exchange For The First Time

Fintech News Desk
Invesco has listed its first Exchange-Traded Funds (ETFs) on the Tel Aviv Stock Exchange . The move reflects the growing demand for ETFs in Israel and the popularity of Invesco’s product suite. The direct listing will simplify access for investors and support Invesco’s ambition for further market share in a key......
Easterly Asset Management Hires Mike Burke As VP Of Intermediary Relationships
Digital Asset Management News

Easterly Asset Management Hires Mike Burke As VP Of Intermediary Relationships

Fintech News Desk
Easterly Asset Management (“Easterly”), a multi-affiliate asset manager of high-performing boutique investment firms, announced the hiring of Michael Burke as Vice President of Intermediary Relationships. Latest Fintech Insights: FinancialForce Partners With Talent Works To Enhance Employer Brand And Grow Engineering Talent “He brings with him a wealth of relationships and experience......
Kuvare Insurance Services Launches Third-Party Asset Management Business
InsurTech News

Kuvare Insurance Services Launches Third-Party Asset Management Business

Fintech News Desk
Kuvare Insurance Services (KIS), a boutique asset manager that oversees approximately $19 billion in assets for various insurance operating companies owned by or affiliated with Kuvare US Holdings (Kuvare), announced the launch of its third-party asset management business. “The launch of the third-party asset management platform and these new appointments......
Boston Financial Investment Management Announces New Chief Credit Officer
Investment Services News

Boston Financial Investment Management Announces New Chief Credit Officer

Fintech News Desk
Boston Financial Investment Management announced that the company’s Chief Credit Officer, Jim Dailey, will be retiring from the firm in June. Noreen Short will join the firm as Deputy Chief Credit Officer on February 7, 2022, and she will assume the Chief Credit Officer role upon Mr. Dailey’s departure. “Jim is admired......
Morningstar Launches Wealth Management Solutions Group to Connect Capabilities for Advisors
Fintech News

Morningstar Launches Wealth Management Solutions Group To Connect Capabilities For Advisors

Fintech News Desk
New business unit, fortified with newly hired executives, unites capabilities across Morningstar Morningstar, Inc., a leading provider of independent investment research, announced the creation of a new business unit focused on the wealth management segment. Latest Fintech Insights: Paysend Expands Reach Of Cross Border Money Transfers For Customers With Visa Direct......
CI Galaxy Launches Multi-Crypto ETF with the World’s Lowest Management Fee
Cryptocurrency News

CI Galaxy Launches Multi-Crypto ETF with the World’s Lowest Management Fee

Fintech News Desk
ETF offers unique risk-managed approach to investing in bitcoin and ether CI Global Asset Management announces the launch of CI Galaxy Multi-Crypto ETF, which is designed to capture the upside of investing in the world’s two top cryptocurrencies while managing the volatility of these assets. CI Galaxy Multi-Crypto ETF provides......
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