Search Results for: Asset Management

Advisor Group Welcomes South Carolina-Based Wealth Management Practice With Total Client Assets Of $125 Million To Its Platform
Digital Asset Management Fintech News

Advisor Group Welcomes South Carolina-Based Wealth Management Practice With Total Client Assets Of $125 Million To Its Platform

Fintech News Desk
Columbia Capital Partners Joins Advisor Group through Subsidiary Royal Alliance Associates and OSJ Cline Financial Partners Advisor Group, the nation’s largest network of independent wealth management firms, today announced the successful recruitment to its network of Columbia Capital Partners, a wealth management firm in Columbia, S.C., which oversees $125 million in total client......
Definity Partners With Cobalt to Enable Real-Time FX Clearing and Dynamic Credit Management of Digital Asset Trades
Digital Asset Management News

Definity Partners With Cobalt to Enable Real-Time FX Clearing and Dynamic Credit Management of Digital Asset Trades

Fintech News Desk
DeFinity, an institutional digital asset ECN and DeFi marketplace for fiat FX, Cryptocurrencies and Central Bank Digital Currencies, partners with Cobalt, a market infrastructure provider focused on re-engineering the institutional FX and digital asset markets to facilitate real–time clearing, settlement and dynamic risk and credit management. The combined technology of......
Hub International Enhances Commercial Insurance And Risk Management Capabilities With Acquisition Of The Assets Of Catto & Catto, Inc. And Catto & Catto Benefits Group, LLC In Texas
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Hub International Enhances Commercial Insurance And Risk Management Capabilities With Acquisition Of The Assets Of Catto & Catto, Inc. And Catto & Catto Benefits Group, LLC In Texas

Fintech News Desk
Hub International Limited (Hub), a leading global insurance brokerage and financial services firm, announced that it has acquired the assets of Catto & Catto, Inc. and Catto & Catto Benefits Group, LLC (collectively, Catto & Catto). Terms of the transaction were not disclosed. Latest Fintech Insights: Wirex to Give Away $1......
Brookwood Financial Partners, LLC Selects Asset Class Platform for Investor Management
Fintech Investment Services News

Brookwood Financial Partners, LLC Selects Asset Class Platform for Investor Management

Fintech News Desk
Asset Class, a fintech company headquartered in Dublin, Ireland, with offices in New York, Atlanta, and London, announced that it has been selected as the technology partner of Brookwood Financial Partners, LLC. for the delivery of its next-generation Investor Management platform – Asset Class PE (Private Equity). Latest Fintech Insights: Next-gen Fintech Platform DeFiato Completes......
Rebalance Tops $1 Billion in Client Assets Under Management
Investments News

Rebalance Tops $1 Billion in Client Assets Under Management

Fintech News Desk
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.......
Valour Inc., DeFi Technologies' Wholly Owned Subsidiary, Reaches Record US$300 Million in Assets Under Management
Digital Asset Management Investments News

Valour Inc., DeFi Technologies’ Wholly Owned Subsidiary, Reaches Record US$300 Million in Assets Under Management

Fintech News Desk
More than a US$50 million asset increase in two weeks As of November 1, Valour’s AUM was at US$305M DeFi Technologies Inc., a technology company bridging the gap between traditional capital markets and decentralized finance, announced that its wholly owned subsidiary, Valour Inc. (“Valour“), the pioneering issuer of digital asset exchange traded products (“ETPs“),......
CAIS and Digital Asset Partner to Tackle Inefficiencies at Intersection of Wealth Management and Alternative Investments
Blockchain Digital Asset Management Investments News

CAIS and Digital Asset Partner to Tackle Inefficiencies at Intersection of Wealth Management and Alternative Investments

Fintech News Desk
New alliance will explore use cases for blockchain, distributed ledgers and smart contracts, including faster investor authentication methods, reduction of transaction cost and friction, and enhancing product liquidity CAIS, the leading alternative investment platform, and Digital Asset, the creators of the Daml multi-party application platform, announced a working collaboration to explore......
Future Fintech Establishes Subsidiary in Dubai for Digital Currency and Crypto Asset Service and Management Business
Blockchain Cryptocurrency Digital Fintech News

Future Fintech Establishes Subsidiary in Dubai for Digital Currency and Crypto Asset Service and Management Business

Fintech News Desk
Future FinTech Group Inc., a leading blockchain-based e-commerce business and a fintech service provider, announced that on June 24, 2021, it has registered a new subsidiary, FTFT Capital Investments LLC (“FTFT Capital”), to do business in Dubai, United Arab Emirates. FTFT Capital intends to operate digital currency trading service and crypto asset management businesses......
Warwick Capital Management Ltd. Launches as Bermuda-Based Digital Asset Investment Manager
Digital News Risk Management Trading

Warwick Capital Management Ltd. Launches as Bermuda-Based Digital Asset Investment Manager

Fintech News Desk
Warwick forming out of principal trading and cryptocurrency market maker Hehmeyer LLC Warwick Capital Management Ltd., a Bermuda-based investment manager of digital assets, announced its formation and launch, spinning out of principal trading and market-making company Hehmeyer, LLC. Brian Tehako, formerly the head trader at Hehmeyer, will serve as Warwick’s......
Alternative Asset Investing Leader Rally Adds Former Robinhood Executive To Management Team
Fintech Fintech Startups Investment Services News

Alternative Asset Investing Leader Rally Adds Former Robinhood Executive To Management Team

Fintech News Desk
Rally continues to build C-Suite depth with the addition of Nili T. Moghaddam, a veteran fintech startup lawyer Rally, the creators of the fractional alternative investing platform that democratized investments in rare, one-of-a-kind collectibles, today announced the hire of Nili T. Moghaddam, the company’s first General Counsel. On the heels......
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