Search Results for: Investment Management

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Finance InsurTech News

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

Fintech News Desk
by Fintech News Desk0
Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in......
HSBC Asset Management Announces Proposed Changes to the HSBC BRIC Equity Fund
Finance Investments News

HSBC Asset Management Announces Proposed Changes to the HSBC BRIC Equity Fund

Fintech News Desk
by Fintech News Desk0
HSBC Global Asset Management Limited manager of the HSBC Mutual Funds, announces proposed changes to the HSBC BRIC Equity Fund (the “Fund”). Latest Fintech News: FELABAN and ACAMS Partner to Strengthen Anti-Financial Crime Compliance in Latin America Subject to unitholder approval, AMCA proposes to change the investment objectives of the Fund......
Community Bank System, Inc. Announces Senior Management Changes
Banking News

Community Bank System, Inc. Announces Senior Management Changes

Fintech News Desk
by Fintech News Desk0
Community Bank System, Inc. announced two senior management changes. Joseph F. Serbun, President, Retail Banking, of the Company and its wholly-owned subsidiary, Community Bank, N.A. (the “Bank”), has decided to retire after more than 14 years of service.  Mr. Serbun joined the Bank in January 2008 as Vice President and......
Matrixian Group Raises €2Million Investment from New Strategic Partner Pride Capital Partners
Investments News

Matrixian Group Raises €2Million Investment from New Strategic Partner Pride Capital Partners

Fintech News Desk
by Fintech News Desk0
Pride Capital Partners has invested 2 million into Matrixian Group, a group of Dutch data and technology companies that specialize in making organizations worldwide location intelligent. The financial support of Pride Capital Partners will be used to realize scalable growth. Furthermore, Matrixian Group and Pride Capital Partners will look for......
HJ Sims Expands Investment Banking and Education Finance Team with Introduction of New Members
Banking Investments News

HJ Sims Expands Investment Banking and Education Finance Team with Introduction of New Members

Fintech News Desk
by Fintech News Desk0
HJ Sims (Sims), a privately held investment bank and wealth management firm founded in 1935, is pleased to announce the addition of four investment bankers, expanding its education finance team, which provides comprehensive capital planning, structure and execution for charter schools, public and private education systems and institutions. Latest Fintech News: C2FO......
B. Riley Subsidiary, Lingo Management, Announces Closing of BullsEye Telecom Acquisition
Finance News

B. Riley Subsidiary, Lingo Management, Announces Closing of BullsEye Telecom Acquisition

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc. a diversified financial services platform, today announced that Lingo Management, LLC (“Lingo”), a B. Riley Principal Investments portfolio company, has completed the acquisition of BullsEye Telecom Inc. (“BullsEye”). BullsEye follows B. Riley’s recent acquisition of Lingo in which the Company increased its ownership interest to 80% on May......
New Investment Banking Boutique Launches to Focus Exclusively on the Property Technology Industry
Banking News

New Investment Banking Boutique Launches to Focus Exclusively on the Property Technology Industry

Fintech News Desk
by Fintech News Desk0
With the aim of becoming the premier adviser to property technology companies across office, multi-family, single-family, industrial, storage, retail and hospitality verticals, investment banker / private equity real estate fund manager Sandor Valner, alongside proptech expert Paul Stanton, have launched their own firm. Latest Fintech News: TVCoins Successfully Completes $10Million Seed Funding......
iCapital to Acquire US Alternative Investments Feeder Fund Platform from UBS
Fintech Fintech Funding News

iCapital to Acquire US Alternative Investments Feeder Fund Platform from UBS

Fintech News Desk
by Fintech News Desk0
UBS outsources feeder fund management to iCapital, supporting advisors’ focus on client outcomes iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and UBS  announced they entered into a definitive agreement whereby iCapital will acquire UBS Fund Advisor LLC,......
Hazeltree Secures Investment Round Led by FINTOP Capital, Joined by Hamilton Lane Hazeltree Secures Investment Round Led by FINTOP Capital, Joined by Hamilton Lane
Investments News

Hazeltree Secures Investment Round Led by FINTOP Capital, Joined by Hamilton Lane

Fintech News Desk
by Fintech News Desk0
Hazeltree, the leader in treasury and liquidity management technology for the alternative asset and investment management industries, announced today that it has secured a $14 million strategic investment. The investment round was led by FINTOP Capital, a venture capital firm focused on fintech B2B SaaS companies, and joined by Hamilton......
Fairlight Asset Management Optimizes Front-to-Back Operations with SS&C
Digital Asset Management News

Fairlight Asset Management Optimizes Front-to-Back Operations with SS&C

Fintech News Desk
by Fintech News Desk0
Australia’s equity manager is the latest firm to join 50+ asset managers leveraging Eze Eclipse in APAC SS&C Technologies Holdings, Inc. announced that Fairlight Asset Management, a Sydney, Australia–based global equity manager, has selected Eze Eclipse as its front-to-back investment management platform. The emerging asset manager is the latest firm to join over......
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