Search Results for: Investment Advisory

AlTi-Tiedemann-Global-Closes-Previously-Announced-Constellation-Wealth-Capital-Investment
Fintech Investments News

AlTi Tiedemann Global Closes Previously Announced Constellation Wealth Capital Investment

Business Wire
by Business Wire0
AlTi will use the capital principally to fund its mergers and acquisitions pipeline and organic growth activities. AlTi Global, Inc, a leading independent global wealth and alternatives manager with over $70 billion in combined assets, today announced the closing of the initial investment from Constellation Wealth Capital (“CWC”). CWC, an investment......
Media Advisory: Federal Home Loan Bank of Dallas and Wells Fargo Bank Award $1.5M for Senior Housing
Banking Fintech News

Media Advisory: Federal Home Loan Bank of Dallas and Wells Fargo Bank Award $1.5M for Senior Housing

Business Wire
by Business Wire0
FHLB Dallas awarded the project a $1.5 million in Affordable Housing Program (AHP) grant to be used for construction. The Federal Home Loan Bank of Dallas (FHLB Dallas) will join Wells Fargo Bank (Wells Fargo) tomorrow at a groundbreaking ceremony for Felician Village II, a three-story, 66-unit housing development for......
Xponance Alts Solutions Announces Strategic Investment in The Copia Group
Investment Services News

Xponance Alts Solutions Announces Strategic Investment in The Copia Group

PR Newswire
by PR Newswire0
This partnership provides Copia with the financial strength and resources of XAlts to further grow and diversify its investment platform, enhance its capabilities in private credit investing, and expand its team and industry relationships. Xponance Alts Solutions (“XAlts”), a subsidiary of Xponance Inc, announced that it has entered into a......
Grant Thornton to accelerate business strategy with investment from New Mountain Capital
Fintech Investments News

Grant Thornton to accelerate business strategy with investment from New Mountain Capital

Fintech News Desk
by Fintech News Desk0
Following the closing of the transaction, which is expected in the second calendar quarter of 2024, Grant Thornton will operate in an alternative practice structure: Grant Thornton LLP, a licensed CPA firm, will provide attest services — and Grant Thornton Advisors LLC will provide business advisory and non-attest services. Grant......
J.P. Morgan Life Sciences Private Capital Team Adds Healthcare Veteran and Past Seagen CEO David Epstein to Advisory Board
Investment Services News

J.P. Morgan Life Sciences Private Capital Team Adds Healthcare Veteran and Past Seagen CEO David Epstein to Advisory Board

PR Newswire
by PR Newswire0
David Epstein, former CEO of Seagen who oversaw its sale to Pfizer in 2023 is set bring his expertise to JP Morgan’s life sciences capital investment division. With 30 years of industry experience, including deal making, drug development, commercialization, etc. will advise JP Morgan life sciences capital for early and......
Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families
Fintech News

Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families

PR Newswire
by PR Newswire0
Partnership leverages iCapital’s innovative technology platform and comprehensive educational resources to enhance Keebeck’s tailored solutions and investment opportunities. Keebeck Wealth Management, a boutique, independent advisory firm dedicated to empowering entrepreneurs and multi-generational families with strategic wealth management, announced its partnership with iCapital1, the global fintech platform driving the world’s alternative......
Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights
Investment Services News

Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights

PR Newswire
by PR Newswire0
iCapital’s investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. Morningstar, a leading provider of independent investment insights, and iCapital,1 the global fintech platform empowering the asset and wealth management industry with an industry-leading alternative investment experience, announced......
Investment Opportunities Abound in 2024, Say Natixis Affiliated Investment Managers
Fintech Investments News

Investment Opportunities Abound in 2024, Say Natixis Affiliated Investment Managers

Business Wire
by Business Wire0
Portfolio Managers, Strategists and Executives from Natixis Investment Managers, AEW Capital Management, Flexstone Partners, Gateway Investment Advisers, Harris Associates, Loomis Sayles, Mirova, and Vaughan Nelson Investment Management Provide 2024 Market Outlooks n 2023, a bull market in stocks surprised while bonds saw an uptick in performance during the fourth quarter.......
MMGY Global Announces New Investment by EagleTree Capital
Investment Services News

MMGY Global Announces New Investment by EagleTree Capital

PR Newswire
by PR Newswire0
Investment to propel the travel marketing and communications leader’s global growth strategy MMGY Global, a leading integrated marketing firm specializing in travel, tourism and hospitality, announced that investment funds managed by private equity firm EagleTree Capital have acquired the company from previous partner Peninsula Capital Partners LLC and other shareholders,......
Red Iron Group Announces Strategic Investment in Hiline Services
Investment Services News

Red Iron Group Announces Strategic Investment in Hiline Services

PR Newswire
by PR Newswire0
Leading Provider of Financial Operations-as-a-Service Positioned for Significant Further Growth and Capabilities Expansion Red Iron Group, a Menlo Park-based private investment firm, announced a significant growth investment in hiline Services, LLC (“hiline” or “the Company”), a fast-growing provider of financial operations-as-a-service. Red Iron Group will provide financial, operational and strategic support......
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