Search Results for: wealth manager

Barings Announces $53.5M Financing For 3368 Washington
Finance News

Barings Announces $53.5M Financing For 3368 Washington

Fintech News Desk
by Fintech News Desk0
Biggest Affordable Housing Development in Boston for Individuals Moving Out of Homelessness Barings, one of the world’s leading investment managers, announced that it has provided $53.5M in loan commitments to finance the development of 3368 Washington, an affordable multifamily housing development in Boston, MA.  Upon completion, the nearly 1 acre development will cater......
The Change Company Closes First Ever Residential Mortgage Backed Securitization Comprised Entirely of CDFI Originated Loans
Lending Mortgage News

The Change Company Closes First Ever Residential Mortgage Backed Securitization Comprised Entirely of CDFI Originated Loans

Fintech News Desk
by Fintech News Desk0
First ever RMBS transaction comprised entirely of mortgage loans originated by a Community Development Financial Institution was also designated a Social Bond by Institutional Shareholder Services. $297 million of residential mortgage loans backed the significantly oversubscribed ESG issuance which included over two dozen institutional investors. Offering allows Change to improve......
Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions
Fintech Investment Services News

Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions

Fintech News Desk
by Fintech News Desk0
Ms. Hong, a veteran of Vanguard and Charles Schwab Investment Management, will be responsible for managing the development and growth of new Vestmark offerings related to direct indexing, ESG preferences and other client customizations, and tax transition. Vestmark, Inc., a leading provider of portfolio management tools and trading software, announced......
SEI Partners with Maybank Group to Expand Investment Access For Malaysian Investors
Fintech Investment Services News

SEI Partners with Maybank Group to Expand Investment Access For Malaysian Investors

Fintech News Desk
by Fintech News Desk0
SEI Further Extends Global Footprint with Malaysian Wealth Management Partnership SEI announced a strategic partnership with Maybank Group (Maybank) to deliver its clients SEI’s investment expertise and asset allocation strategy. The partnership introduces SEI’s manager selection platform and asset management capabilities, including proprietary manager research and due diligence, risk management,......
Allspring Global Investments Commences Operations As An Independent Global Asset Manager
Investment Services News

Allspring Global Investments Hires Head of APAC ex-Japan

Fintech News Desk
by Fintech News Desk0
Allspring Global Investments (Allspring), the pure-play, independent asset manager with US$575 billion in assets under management, announced the appointment of Andy Sowerby as managing director, head of Client Group APAC ex-Japan. Reporting to Deirdre Flood, head of International Client Group, Andy will assume responsibility for leading Allspring’s business development across......
Temenos Announces Infinity Digital For Salesforce To Combine Enhanced Customer Engagement With Industry Leading Banking Platform
Banking Fintech News

Temenos Announces Infinity Digital For Salesforce To Combine Enhanced Customer Engagement With Industry Leading Banking Platform

Fintech News Desk
by Fintech News Desk0
Infinity Digital for Salesforce integrates with Salesforce Financial Services Cloud to help banks deliver smoother onboarding, origination and servicing experiences across all touchpoints Temenos , the banking software company, announced the availability of Infinity Digital for Salesforce that brings together the worlds of CRM, assisted channels and digital channels onto......
Nium Strengthens Senior Leadership Team With Appointment of Robin Gandhi as Chief Product Officer
Digital Payments Fintech News

Nium Strengthens Senior Leadership Team With Appointment of Robin Gandhi as Chief Product Officer

Fintech News Desk
by Fintech News Desk0
As a payment industry innovator, Gandhi brings a comprehensive mix of product vision and strategy to Nium’s award-winning global payments infrastructure Nium, a leader in global payments and card issuance for frictionless commerce, announced the appointment of Robin Gandhi to Chief Product Officer. Gandhi will be responsible for defining and executing......
BankProv To Scale its Specialty Banking Team To Serve Underserved Markets
Banking Digital Asset Management News

BankProv To Scale its Specialty Banking Team To Serve Underserved Markets

Fintech News Desk
by Fintech News Desk0
BankProv, a future-ready commercial bank that offers adaptive and technology-first banking solutions to emerging markets, is expanding its Digital Asset team as the Bank pushes its full-service offering for the cryptocurrency community to the next level. Latest Fintech Insights: Payments and DeFi-centric Blockchain, Fuse Network, Announces Major Integration with Sushi In......
BlockFi Expands Retail Suite with Two New Product Offerings
Cryptocurrency News

BlockFi Expands Retail Suite with Two New Product Offerings

Fintech News Desk
by Fintech News Desk0
BlockFi Personalized Yield is a bespoke offering available to clients with at least $3 million USD in crypto assets BlockFi, a crypto financial services company, is broadening its range of retail products to include BlockFi Personalized Yield (BPY), a portfolio product with flexible solutions tailored to each client’s financial goals, and BlockFi......
Global Retirement Technology Provider Smart Partners With Finhabits, a Leading Money App for the Latino Community
Fintech News Technology

Global Retirement Technology Provider Smart Partners With Finhabits, a Leading Money App for the Latino Community

Fintech News Desk
by Fintech News Desk0
Partnership to enable access to retirement solutions for millions currently not participating in the retirement market Smart, a leading global retirement technology provider, announced a partnership with Finhabits, a market-leading fintech company making financial services more inclusive in the US through bilingual offerings designed for the Latino community. Utilizing the......
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