Search Results for: wealth manager

InvestX,
Investments News

Alternative Investment Exchange (AIX) Partners with InvestX

Fintech News Desk
Partnership reflects a commitment to innovative alliances that help push access to alternative investments to more broker-dealers  Alternative Investment Exchange (AIX), an alternative investment technology firm that makes it easier for wealth managers and fund sponsors to do business in alternatives, announced it has partnered with InvestX, a fund sponsor and marketplace that empowers......
METACO Opens Singapore Office Amid Rising Digital Asset Demand from Financial Institutions in APAC
Banking Digital Asset Management Fintech News

METACO Opens Singapore Office Amid Rising Digital Asset Demand from Financial Institutions in APAC

Fintech News Desk
METACO, the leading provider of security-critical software and infrastructure to the digital asset ecosystem, announces the launch of its Asia Pacific headquarters in Singapore, with a strong team managed by newly appointed Managing Director APAC, Patrick Enjalbal. With demand accelerating for institutional-grade digital asset custody and trading infrastructure, the opening......
Following Major Client Growth, Mako Fintech Adds Powerful Reinforcements to Executive Team
Fintech News

Following Major Client Growth, Mako Fintech Adds Powerful Reinforcements to Executive Team

Fintech News Desk
Mako Fintech, a leading fintech platform that automates wealth management workflows, is pleased to announce that it has established a world-class executive team with the additions of three senior leaders to the organization. The refined leadership team comes in response to rapidly increasing client demand. “Their experience, energy and raw......
Oppenheimer Continues To Grow Its Global Consumer Investment Banking Group With Appointment Of Jean-Marie Gianni As Managing Director
Banking Investments News

Oppenheimer Continues To Grow Its Global Consumer Investment Banking Group With Appointment Of Jean-Marie Gianni As Managing Director

Fintech News Desk
Addition of Veteran Banker with Global Industry Relationships Further Accelerates Group’s Momentum in Health & Beauty, Personal Care, Health and Wellness-Focused Food & Beverage and Other Segments Oppenheimer& Co. Inc., a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings, announced the continued build-out of its Global Consumer......
Snowflake Launches the Financial Services Data Cloud to Accelerate Customer-Centric and Data-Driven Innovation in the Financial Services Industry
Fintech Investments News

Snowflake Launches the Financial Services Data Cloud to Accelerate Customer-Centric and Data-Driven Innovation in the Financial Services Industry

Fintech News Desk
Financial Services Data Cloud enables businesses to build disruptive, customer-centric products and create new revenue streams while enabling compliance with the highest standards of security and governance Snowflake’s product revenue from customers in the financial services industry grew more than 100% YoY* Approximately 57% of Financial Services firms in the......
Northern Trust Strengthens Chicago Commercial Banking Team
Banking News

Northern Trust Strengthens Chicago Commercial Banking Team

Fintech News Desk
Adam Kerbis Joins as Banking Relationship Advisor Northern Trust announced that Adam Kerbis has joined the firm as a Senior Vice President and Banking Relationship Advisor on the Commercial Banking team based in Chicago. He will be responsible for growing the family-owned beverage client base by customizing loan, deposit and treasury......
Real-Time Market Data from QUODD Financial Now Available on Apex Platform
Banking Digital Fintech News

Real-Time Market Data from QUODD Financial Now Available on Apex Platform

Fintech News Desk
Apex and QUODD have entered a strategic data partnership to provide Apex clients with direct access to valuable financial market data that drives investing and trading applications Apex Fintech Solutions (“Apex”) and QUODD Financial Information Services (“QUODD”), a business unit of Financeware, a NewSpring Holdings platform company, have announced a......
Hello Digital Assets: SIMON and NYDIG Partner to Deliver Bitcoin Education and Investments to Financial Professionals
Digital Asset Management Fintech News

Hello Digital Assets: SIMON and NYDIG Partner to Deliver Bitcoin Education and Investments to Financial Professionals

Fintech News Desk
SIMON’s centralized platform for wealth managers gears up to launch digital assets portal designed to meet the industry’s evolving education and access needs SIMON Markets LLC (SIMON), a fintech company transforming the digital wealth management landscape through its leading platform for financial professionals, announced a new partnership with NYDIG—a leading......
Hywin Holdings Names Former Citigroup Investment Banker as CFO
Banking Investments News

Hywin Holdings Names Former Citigroup Investment Banker as Chief Financial Officer

Fintech News Desk
Appointment further bolsters Hywin’s commitment to international standards of corporate governance and shareholder value following successful IPO and listing on NASDAQ Hywin Holdings Ltd., a leading wealth management service provider in China, announced its Board of Directors has approved the appointment of Mr. Wai Lok (Lawrence) to the position of......
Grayscale Investments® Furthers Commitment to Bitcoin ETF, Hiring Global Head of ETFs
Cryptocurrency Digital Fintech News

Grayscale Investments Furthers Commitment to Bitcoin ETF, Hiring Global Head of ETFs

Fintech News Desk
Firm appoints David LaValle, former Chief Executive Officer of Alerian and S-Network Global Indexes  Grayscale Investments, the world’s largest digital currency asset manager, announced the official appointment of David LaValle as Senior Managing Director, Global Head of ETFs, reporting directly to Michael Sonnenshein, CEO of Grayscale. “Grayscale is 100% committed......
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