Global Fintech Interview with Jonathan Smith, Founder and CEO at Xamin
Catch more interesting insights and tips on adjusting to the new normal from these episodes of the SalesStar Podcast!...
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Mazars in South Africa Selects Verady’s Ledgible for Crypto Asset Confirmations
Verady, the leading cryptocurrency tax and accounting software company, announced Mazars in South Africa international audit, tax and advisory firm has selected Ledgible to supply confirmation and reporting around its clients’ digital currency audits. Understanding how digital assets align with accounting, reporting and verification is key to the adoption of cryptocurrency worldwide. Ledgible is the bridge......
Great Point Capital Expands Access to Alternative Investment Solutions with Proteus Partnership
Proteus’ technology will enable Great Point Capital advisors, broker-dealers and insurance agents to better construct alternative investment portfolios for accredited investors Proteus, an RIA, alternative investments and private funds platform, today announced it has partnered with national financial services firm Great Point Capital to provide the practice’s independent investment advisors, broker-dealers......
Blockchain Valley Ventures Appoints former Global Head of Investments at Credit Suisse Private Banking
Thomas Amstutz, will be appointed as BVV Asia-Pacific Chairman to capture the emerging fintech and blockchain opportunities between Switzerland and Singapore. Blockchain Valley Ventures (BVV), the Swiss-based venture capital firm and corporate finance advisor, announced today the appointment of Thomas Amstutz as the Asia-Pacific Chairman to bolster its private wealth......
Clermont Partners Expands Senior Leadership with the Addition of Jim Koppa as Director of Research
Clermont Partners, one of the nation’s largest women-owned financial communications firms, announced today it has expanded its senior management team with the addition of Jim Koppa as Director of Research. For more than 15 years, Mr. Koppa has utilized his deep knowledge of the investment community, leveraging advanced data analytics......
BTIG Investment Banking Adds Industry Veteran Kimberly Boulmetis as a Managing Director to Its Specialty Finance Unit
BTIG announced today that Kimberly Boulmetis has joined the firm’s Specialty Finance Investment Banking unit as a Managing Director. Ms. Boulmetis will be based in the firm’s New York office, and will report to Dan Blood, Managing Director and Head of Specialty Finance, at BTIG. Read More: Four Benefits of Buy Now Pay Later for Ecommerce......
Intercontinental Exchange Announces the Election of Caroline Silver to the ICE Board of Directors
Intercontinental Exchange, a leading operator of global exchanges and clearing houses and provider of mortgage technology, data and listing services, announced that its Board of Directors has elected Caroline Silver as a new Director effective August 13, 2020. She fills a newly created seat on the Board. Read More: COVID-19......
William Blair Continues European Expansion
Adds Veteran Consumer & Retail Investment Banker Arthur van der Goes William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced the hiring of Arthur van der Goes. Van der Goes joins the global Consumer and Retail investment banking team as a......
SIMON Expands Annuities Marketplace as Symetra Joins Platform
Symetra annuities are now available on SIMON’s insurtech platform, which offers powerful allocation and income analytics to wealth managers in one centralized location SIMON Annuities and Insurance Services LLC (“SIMON”) today announced a new partnership with Symetra Life Insurance Company (“Symetra”) in a move that expands SIMON’s annuities platform and......