Search Results for: Investment Management

Russell Investments Canada Launches Tax-Managed Investment Solutions for Canadian Investors
Investment Services News

Russell Investments Canada Launches Tax-Managed Investment Solutions for Canadian Investors

Fintech News Desk
by Fintech News Desk0
Financial advisors and investors across Canada can now access innovative solutions that leverage the global investment firm’s tax-managed expertise Russell Investments Canada Limited has launched the firm’s first two tax-managed investment solutions for the Canadian market, extending the global asset manager’s time-tested approach to help investors keep more of what......
American Express Launches New Cash Flow Management Hub, Expanding Its Powerful Backing for Small Businesses
Finance News

American Express Launches New Cash Flow Management Hub, Expanding Its Powerful Backing for Small Businesses

Fintech News Desk
by Fintech News Desk0
American Express Business Blueprint provides free cash flow insights and 24/7 access to a suite of digital financial products—all from one place American Express announced the launch of American Express Business Blueprint, the company’s new digital cash flow management hub designed exclusively for small businesses, which features cash flow insights,......
Digital Fintech Investments News

First Insurtech Investment By Augmentum

Fintech Staff Writer
by Fintech Staff Writer0
With capacity provision from Zurich, Baobab uses a novel approach to underwriting, pricing and risk mitigation in providing cyber insurance for SMEs, and works with cyber security providers to prevent breaches for its insured customers.Augmentum’s fintech portfolio now comprises 25 private companies including the likes of Tide, Zopa and Anyfin......
Capital Markets Digital Asset Management Fintech News

Theta Capital Management launches Theta Blockchain Ventures III to capitalise on crypto bear-market

Fintech News Desk
by Fintech News Desk0
Theta Capital Management, the Amsterdam based specialist in hedge funds and crypto-native venture capital, has launched its third Theta Blockchain Ventures vehicle to invest in the core blockchain infrastructure at the earliest stages. Theta Blockchain Ventures III is a continuation of Theta’s Fund of Funds programme investing in crypto-native VCs.......
Alpha Cubed Investments Announces Chris Bougeokles, CFP, CIMA Has Joined Alpha Cubed Investments as a Wealth Manager, Vice President
Investment Services News

Alpha Cubed Investments Announces Chris Bougeokles, CFP, CIMA Has Joined Alpha Cubed Investments as a Wealth Manager, Vice President

Fintech News Desk
by Fintech News Desk0
Alpha Cubed Investments, a Registered Investment Advisory specializing in managing investment portfolios for high-net-worth individuals is pleased to announce that Chris Bougeokles, CFP CIMA has joined Alpha Cubed Investments as a Wealth Manager, Vice President Alpha Cubed Investments, a registered investment advisory specializing in managing investment portfolios for high-net-worth individuals......
MONTAG Wealth Management Announces Move to Cobb County, Georgia
Investment Services News

MONTAG Wealth Management Announces Move to Cobb County, Georgia

Fintech News Desk
by Fintech News Desk0
Atlanta Wealth Management Firm announces its relocation to Cobb County MONTAG, an Atlanta-based wealth management firm serving clients across Georgia and the broader U.S., has announced its relocation from Fulton County to Cobb County in January 2023. The new location offers improved accessibility for clients to come into the office......
OnPoint Warranty Solutions Announces Strategic Investment and Acquisition
InsurTech Investment Services News

OnPoint Warranty Solutions Announces Strategic Investment and Acquisition

Fintech News Desk
by Fintech News Desk0
OnPoint Warranty Solutions Announces Strategic Investment from Waterfall Asset Management and Atalaya Capital Management and Simultaneous Acquisition of Guardian Protection Products sition OnPoint Warranty Solutions, LLC (“OnPoint”), a rapidly growing insuretech, mobile solutions and warranty services company, announced that it has completed a strategic transaction with a private equity vehicle managed by Waterfall Asset Management,......
Boyne Capital Makes New Platform Investment in Flatworld Solutions
Investment Services News

Boyne Capital Makes New Platform Investment in Flatworld Solutions

Fintech News Desk
by Fintech News Desk0
Boyne Capital is pleased to announce that one of its affiliates has partnered with management to acquire Flatworld Solutions, Inc., a business process outsourcing and automation (BPO/BPA) company providing services to the following industries: Banking, Financial Services, and Insurance (BFSI), Customer Experience, Healthcare, Software Development, IT Enabled Services, Engineering, and......
Jacobi Inc Partnering With Principal Asset Management to Digitize and Scale Fintech-Enabled Model Portfolio Offering
Fintech Investment Services News

Jacobi Inc Partnering With Principal Asset Management to Digitize and Scale Fintech-Enabled Model Portfolio Offering

Fintech News Desk
by Fintech News Desk0
Principal Asset Management has partnered with Jacobi Inc., a global investment technology provider, to scale its fintech-enabled model portfolio offering powered by multi-asset risk analytics and market leading client engagement technology. With a strong focus on digital transformation, Principal® is empowering advisors with analytics and tools enabling them to ultimately......
Keystone Agency Partners Brings in Flexpoint Ford as Investment Partner
InsurTech Investment Services News

Keystone Agency Partners Brings in Flexpoint Ford as Investment Partner

Fintech News Desk
by Fintech News Desk0
Investment to support Bain Capital-backed partnership’s growth and M&A strategy Keystone Agency Partners, a rapidly growing insurance brokerage platform, announced it has received a significant preferred equity investment from Flexpoint Ford Asset Opportunity Fund II. The investment will further enable KAP to execute its growth strategy and fund the expansion......
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