Search Results for: portfolio managers

BNY Mellon Wealth Management Expands Miami Office With Five New Hires
Fintech News

BNY Mellon Wealth Management Expands Miami Office With Five New Hires

Fintech News Desk
by Fintech News Desk0
BNY Mellon Wealth Management expands its Miami office with five new additions including Gina Smurro as senior client strategist, Sebastien Gault as family wealth advisor, Tamara Oswald as associate wealth manager, Jessica Diaz as analyst, global insights lab and Francesca Tabak as analyst, private banking. They are all based in Miami and report to Laura Kaplan, market president, Miami. Latest Fintech Insights: Ara Partners Promotes James Wang......
Window Acquires Fintech Drift to Provide Differentiated Insights Into the Future of Finance and Esg
Finance Fintech News

Window Acquires Fintech Drift to Provide Differentiated Insights Into the Future of Finance and Esg

Fintech News Desk
by Fintech News Desk0
Acquisition to combine Fintech Drift reporting with Window’s ESG ratings software To provide a greater breadth of insight into the role of technology in the future of finance and ESG, Window – a leading provider of ESG data and risk assessment tools – has acquired Fintech Drift, a publisher that helps finance......
Qraft Technologies Closes US$146 Million Investment from SoftBank Group Entering into a Strategic Partnership
Fintech News

Qraft Technologies Closes US$146 Million Investment from SoftBank Group Entering into a Strategic Partnership

Fintech News Desk
by Fintech News Desk0
AI enabled fintech company Qraft Technologies, Inc. announced that it has closed a US$146 million investment from SoftBank Group Corp., which includes primary growth capital and secondary capital that will be used to fund share purchases from investors. The proposed transaction is expected to accelerate Qraft’s ongoing expansions into the US......
Blue Owl Capital Announces Launch Of US Direct Lending Capabilities To Canadian Investors
Digital Asset Management Investments Lending News

Blue Owl Capital Announces Launch Of US Direct Lending Capabilities To Canadian Investors

Fintech News Desk
by Fintech News Desk0
Blue Owl Capital Inc., a leading alternative asset manager, will bring its institutional quality middle market lending capabilities to Canadian accredited investors. The initiative positions Blue Owl as one of the first U.S.-based private credit managers to offer direct lending capabilities to onshore Canadian investors. Latest Fintech Insights: Unitas Financial Services,......
ReadyWorks Secures $8M in Series A Funding Led By Credit Suisse Asset Management's NEXT Investors
Digital Asset Management Investment Services News

ReadyWorks Secures $8M in Series A Funding Led By Credit Suisse Asset Management’s NEXT Investors

Fintech News Desk
by Fintech News Desk0
Company Accelerates Growth of its Digital Platform Conductor (DPC) Technology, Enabling Businesses to Transform IT Operations, Reduce Risk ReadyWorks, a digital platform conductor (DPC) that leverages AI and intelligent automation to reduce the risk and costs of IT infrastructure transformation, announced that it has closed $8 million in Series A financing......
Sapphire Announces 2021 Partner Promotions In The U.S. and Europe After Landmark Year of Growth
Capital Markets Fintech News

Sapphire Announces 2021 Partner Promotions In The U.S. and Europe After Landmark Year of Growth

Fintech News Desk
by Fintech News Desk0
Promotions Follow $2B Capital Raise and European Expansion Announcements  Sapphire Ventures, LLC (“Sapphire” or the “Firm”), a leading venture capital firm that partners with visionary teams and venture funds to build companies of consequence, announced the promotions of Annalise Dragic, Nate Leung, Shruti Tournatory, Elizabeth Patterson and Casber Wang to Partner across its Sapphire Ventures, Partners......
Vesttoo Adds former Swiss Re Expert Faraz Khan to Drive Insurance Linked Program
Investments News

Vesttoo Adds former Swiss Re Expert Faraz Khan to Drive Insurance Linked Program

Fintech News Desk
by Fintech News Desk0
Mr. Khan, Swiss Re’s former Vice President of Insurance Linked Securities, brings a decade of industry experience to Vesttoo’s growing ILP Program Vesttoo, a leading global alternative risk transfer and investment platform, announced the addition of Faraz Khan as an Insurance-linked Program (ILP) Product Specialist. Most recently serving as the Vice President......
AXS Investments Enters ETF Space with AXS Astoria Inflation Sensitive ETF (PPI)
Investments News

AXS Investments Enters ETF Space with AXS Astoria Inflation Sensitive ETF (PPI)

Fintech News Desk
by Fintech News Desk0
Latest move in the AXS ETF business expansion for the innovative provider of alternative strategies AXS Investments, a leading asset manager providing access to alternative investments for growth, income and diversification, is launching its first Exchange-Traded Fund (ETF): the AXS Astoria Inflation Sensitive ETF (PPI). PPI is a multi-asset ETF......
Terminus Capital Partners Acquires Pooled Investment Fund Software Company Delta Data
Fintech Investments News

Terminus Capital Partners Acquires Pooled Investment Fund Software Company Delta Data

Fintech News Desk
by Fintech News Desk0
TAP Software Holdings, an enterprise software investment vehicle managed by Terminus Capital Partners, announced the acquisition of Delta Data, a leading FinTech company specializing in providing back-end solutions processing trillions of dollars in assets for the mutual fund, collective investment trust, and broader public pooled investment fund industry. Founded in 1985,......
Calamos Investments Launches Global Sustainable Equities Fund Led by ESG Pioneers
Fintech Funding Investment Services News

Calamos Investments Launches Global Sustainable Equities Fund Led by ESG Pioneers

Fintech News Desk
by Fintech News Desk0
Calamos Investments, a global investment management firm with more than $40 billion in assets under management, announced the launch of the Calamos Global Sustainable Equities Fund (CGSIX), a new mutual fund steered by a seasoned investment team with decades of sustainable investing experience. The Fund’s co-managers, Anthony (Tony) Tursich and James (Jim) Madden, joined......
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