Search Results for: Portfolio Management

Singapore's Signum Capital adds DeFiner to DeFi Portfolio Companies
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Singapore’s Signum Capital adds DeFiner to DeFi Portfolio Companies

Fintech News Desk
DeFiner, the decentralized finance network for crypto savings, loans, and payments, has secured investment from Signum Capital, a leading blockchain venture capital firm based in Singapore. DeFiner will use the investment to launch its decentralized savings and lending products, develop and expand its services into new markets, and enhance the platform’s security......
Objectway Wealthtech Suite Crowned "Best Wealth Management System" for the Second Consecutive Year
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Objectway Wealthtech Suite Crowned “Best Wealth Management System” for the Second Consecutive Year

Fintech News Desk
The firm wins its seventh in a row Goodacre Systems in the City Financial Technology Award Objectway, a leader in the Digital Wealth & Asset Management software, continues its series of consecutive awards recognition by Goodacre, the UK leading specialist consultancy for the securities industry. Read More: Digital Lending Capital......
XP Inc. Announces Wealth Management Partnership
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XP Inc. Announces Wealth Management Partnership

Fintech News Desk
XP inc , a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil, announced that the company has formed a partnership in the Wealth Management segment with a group of experienced private bankers that are former executives of Credit Suisse Hedging-Griffo. XP......
TCV Makes Strategic Growth Investment in Global Spend Management Leader Oversight
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TCV Makes Strategic Growth Investment in Global Spend Management Leader Oversight

Fintech News Desk
Oversight, the global leader in spend management technology, announced its acquisition by TCV, one of the largest growth equity firms backing private and public technology companies. The investment and expertise from TCV are expected to help Oversight expand its product innovation and build upon its market-leading portfolio of enterprise spend......
Save Advisers Teams Up with Radius Bank for $3 Billion in Portfolio Transactions for its New SaveTech Platform
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Save Advisers Teams Up with Radius Bank for $3 Billion in Portfolio Transactions for its New SaveTech Platform

Fintech News Desk
Fintech startup Save announced  that they have signed a preliminary agreement with Radius Bank to power an FDIC-insured consumer checking account and the Save Debit Invest™ debit card for customers of Save’s Savetech platform. The Save Debit Invest account will be managed as part of Save’s first-of-its-kind savings platform, where Save provides customers......
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Bitfarms Announces Changes in Management and Board of Directors

Fintech News Desk
Bitfarms Ltd. (“Bitfarms”, or the “Company”) (TSXV:BITF) is pleased to announce changes in strategic leadership and Board members intended to further enhance the implementation of the Company’s strategies for growth and the resignation of John Rim, COO & CFO. Read More: R8 Relaunches as Mode and Appoints Ex Alipay Exec Rita......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
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New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course

Fintech News Desk
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the launch of a series of model portfolios available to advisors through the Envestnet Fund Strategist Network (Envestnet). Read More: DataRooms.com Embeds the dtSearch Engine to Enable Instant Searching across Terabytes of Virtual Data......
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US Stocks Poised For Further Upside According to Plotinus Asset Management

Fintech News Desk
Economic nationalism worldwide will favor ongoing strength in US-traded stocks, as global investors shift their attention to the most stable economies, argues a new white paper by Plotinus Asset Management. The US is the most sensible opportunity amid geopolitical uncertainty. Read More: Curb Debuts Taxi PaaS Solution with City of Chicago......
Why Should You Choose Alternative Investments for Your Portfolio?
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Why Should You Choose Alternative Investments for Your Portfolio?

Asheesh Chanda
Alternative investments are financial assets that are different from conventional investment vehicles like cash, bonds and stocks. These include private equity, hedge funds, managed futures and infrastructure investments among many others. Our advisors are often asked if alternatives are a good choice, and why should one invest in these asset......
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