Search Results for: Asset Management

Brown Advisory Adds Portfolio Management Team To Expand Sustainable Fixed Income Capabilities Globally
Investment Services Investments News

Brown Advisory Adds Portfolio Management Team To Expand Sustainable Fixed Income Capabilities Globally

Fintech News Desk
Chris Diaz, Ryan Myerberg, and Colby Stilson will lead the development of new global sustainable fixed income solutions for Brown Advisory’s client base Brown Advisory, an independent and privately held global investment management firm,announces the appointment of three portfolio managers to establish and lead a new team responsible for global......
Clients Live on Charles River’s Investment Management Solution Built on Microsoft Azure
Investment Services Investments News

Clients Live on Charles River’s Investment Management Solution Built on Microsoft Azure

Fintech News Desk
Charles River Development, a State Street Company, announced that the first 10 clients to adopt its strategic cloud solution are now live. The Charles River Investment Management Solution (Charles River IMS) on Microsoft Azure helps set a new industry standard as a cloud-based offering that helps firms innovate, bring new......
WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO
Business Finance Fintech News

WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO

Fintech News Desk
Deal adds three financial advisor coaches and six marketing professionals, substantially augmenting the WealthSource value proposition nationally WealthSource Holdings announced that it has entered into a definitive agreement to acquire SurePath Wealth Management and will merge SurePath into WealthSource Partners, its registered investment advisory firm. Following the acquisition, WealthSource Partners......
Lugh Announces The Creation Of The First French Digital Asset Pegged To The Euro
Finance Fintech Investments News

Lugh Announces The Creation Of The First French Digital Asset Pegged To The Euro

Fintech News Desk
The Lugh Company announces the creation of the first French digital asset pegged to the Euro, in partnership with Coinhouse, a leading French player in crypto-asset investments for individuals and professional investors, in a trustworthy environment built with key experts such as Societe Generale. As a first step, the Lugh......
Colliers Expands Project Management Services in MENA
Finance Investment Services Investments News

Colliers Expands Project Management Services in MENA

Fintech News Desk
Colliers Project Leaders delivers global expertise to government and private sector owners Colliers, a leading diversified professional services and investment management company, has strengthened its Middle East and North Africa (MENA) platform through the expansion of Colliers Project Leaders’ service to the region. The addition enhances Colliers’ existing capabilities by delivering project management and......
EBS Collaborates with TORA to Provide Improved FX Liquidity for Multi-Asset Hedge Fund and Buy-Side Community
Fintech Markets Trading

EBS Collaborates with TORA to Provide Improved FX Liquidity for Multi-Asset Hedge Fund and Buy-Side Community

Fintech News Desk
EBS, the leading global provider of electronic trading platforms and technology services in foreign exchange markets, announced a collaboration with TORA, provider of the industry’s most advanced cloud-based, multi-asset order and execution management system (OEMS), to link EBS Market and EBS Direct’s FX liquidity with TORA’s multi-asset platform. Market participants......
Linedata Launches First Integrated ESG Data Solution For Asset Managers With Market Leader Arabesque S-Ray
Digital Finance Machine Learning News

Linedata Launches First Integrated ESG Data Solution For Asset Managers With Market Leader Arabesque S-Ray

Fintech News Desk
Ease of data access and integration enables ESG market entry Empowers new ESG offerings and ability to adapt to investor and regulatory demands Linedata, a global provider of credit and asset management technology, data and services, announced it is the first technology vendor to seamlessly integrate Environmental, Social, and Governance......
tZERO ATS Signs Agreement with Realio, a Technology Ecosystem for Institutional-Grade Digital Assets
Blockchain Digital Investments News

tZERO ATS Signs Agreement with Realio, a Technology Ecosystem for Institutional-Grade Digital Assets

Fintech News Desk
tZERO ATS Will be Connected with Realio Issuers for Secondary Trading tZERO, a leader in blockchain innovation and liquidity for digital assets, announced that its subsidiary, tZERO ATS, a FINRA member broker-dealer that operates an alternative trading system (ATS), has signed an agreement with Realio, a technology ecosystem for institutional-grade......
Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management
Finance InsurTech Investment Services Investments News

Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management

Fintech News Desk
Retiree, Inc. is announcing the launch of the first retirement income “decumulation” model portfolio marketplace. The new resource for financial advisors combines the award-winning Income Solver platform with a marketplace of solutions including model portfolios, annuities, bonds, and cash alternatives. Financial advisor adoption of model portfolios has been significant. Envestnet, Orion,......
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