Search Results for: manage clients

HSBC Asset Management Announces Changes to Its Mutual Fund Series
Banking Fintech News

HSBC Asset Management Announces Changes to Its Mutual Fund Series

Fintech News Desk
by Fintech News Desk0
HSBC Global Asset Management (Canada) Limited, manager of the HSBC Mutual Funds, announced changes to its mutual funds. The changes include a new D series and capping of its Manager series to new investors. New D series units HSBC Global Asset Management (Canada) Limited has today announced the launch of......
GeoWealth Secures $19 Million in Series B Funding Led by Kayne Anderson Capital Advisors with Follow-on Investment from J.P. Morgan Asset Management
Digital Asset Management Investments News

GeoWealth Secures $19 Million in Series B Funding Led by Kayne Anderson Capital Advisors with Follow-on Investment from J.P. Morgan Asset Management

Fintech News Desk
by Fintech News Desk0
The modern TAMP focused on servicing the needs of RIAs will use the minority investment to accelerate product expansion and distribution GeoWealth, a modern turnkey asset management program (TAMP) built for advisors, announced it has raised a $19 million Series B funding round led by Kayne Partners Fund, the growth......
FeeX Tapped By Priority Financial Group to Power Held-Away Account Management
Fintech News

FeeX Tapped By Priority Financial Group to Power Held-Away Account Management

Fintech News Desk
by Fintech News Desk0
PFG’s Retirement Plan Center gives advisors a platform to monitor, trade and report on client 401(k)s and other held-away assets Priority Financial Group (PFG) announced it has partnered with FeeX, a financial technology provider, to power the firm’s Retirement Plan Center. The Center will allow advisors to securely trade and manage clients’......
Customers Bank Makes Bold Move with Cryptocurrency Clients
Fintech News

Customers Bank Makes Bold Move with Cryptocurrency Clients

Fintech News Desk
by Fintech News Desk0
Customers Bank, the $19.1 billion subsidiary of Customers Bancorp, Inc, released a partial list of inaugural institutional crypto clients. The clients identified are among the premier cryptocurrency and digital asset institutions, making the bank one of the nation’s leading financial services providers in the growing global crypto industry. Read More......
MioTech Raises Additional Financing from J.P. Morgan Asset Management and HSBC Asset Management's Financial Technology Venture Capital Fund
Fintech News

MioTech Raises Additional Financing from J.P. Morgan Asset Management and HSBC Asset Management’s Financial Technology Venture Capital Fund

Fintech News Desk
by Fintech News Desk0
MioTech furthers its commitment to develop sustainability innovations that support a net-zero global economy MioTech announced that it has secured investments from J.P. Morgan Asset Management and HSBC Asset Management’s Financial Technology Venture Capital Fund. This is an extension to its latest series B+ funding round led by Guotai Junan......
J.P. Morgan Asset Management Launches Active Fixed Income ETF: JPMorgan Income ETF (JPIE)
Finance Investments News

J.P. Morgan Asset Management Launches Active Fixed Income ETF: JPMorgan Income ETF (JPIE)

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Asset Management announced the launch of JPMorgan Income ETF (JPIE) (“the fund”), an active fixed income ETF which targets debt securities across the fixed income universe, seeking to deliver yield with lower volatility and attractive distributions.  Using sector allocation shifts, JPIE invests in a wide variety of debt securities that have the......
Rebalance Tops $1 Billion in Client Assets Under Management
Investments News

Rebalance Tops $1 Billion in Client Assets Under Management

Fintech News Desk
by Fintech News Desk0
Firm’s Success Attributed to Client-Centric Approach to Money Management, Passion for Investing Literacy Rebalance, an award-winning wealth management firm that offers world-class investing, financial planning, and personalized advice to individual investors and small businesses, announced that the firm has surpassed the milestone of managing more than $1 billion in client investments.......
Stout Legal Management Consulting Named ALM Legal Operations Pacesetter
Fintech News

Stout Legal Management Consulting Named ALM Legal Operations Pacesetter

Fintech News Desk
by Fintech News Desk0
Stout’s Legal Management Consulting practice was recently named both a Pacesetter and Market Leader in Legal Operations by proprietary analysis and research company ALM Intelligence. ALM Intelligence analyzed the legal operations capabilities of eighteen companies they regard as Market Leaders. Stout was one of four companies subsequently distinguished as a Pacesetter......
Allspring Global Investments Commences Operations As An Independent Global Asset Manager
Fintech News

Allspring Global Investments Commences Operations As An Independent Global Asset Manager

Fintech News Desk
by Fintech News Desk0
Allspring Global Investments™ announced that the firm has officially commenced operations as an independent asset management firm. This marks the close of the previously announced acquisition of Wells Fargo Asset Management by GTCR LLC and Reverence Capital Partners, L.P.* The firm’s new name, Allspring Global Investments (Allspring), takes effect .......
J.P. Morgan Private Bank and Tideline Publish Case Study on How the Global Impact Fund Approaches Impact Measurement and Management
Investments News

J.P. Morgan Private Bank and Tideline Publish Case Study on How the Global Impact Fund Approaches Impact Measurement and Management

Fintech News Desk
by Fintech News Desk0
Case study introduces the Impact Assessment and Contribution Tool (IMPACT) that is used to evaluate impact fund managers J.P. Morgan Private Bank and Tideline published a case study on the Global Impact Fund (“GIF” or “the Fund”), a pioneering impact investing fund-of-funds, and introduced the Fund’s new Impact Assessment and......
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