Search Results for: Investment Management

ICE Announces a Unique Wealth Management Platform Integration with BNY Mellon | Pershing
Finance News

ICE Announces a Unique Wealth Management Platform Integration with BNY Mellon | Pershing

Fintech News Desk
by Fintech News Desk0
Intercontinental Exchange, Inc., a leading global provider of data, technology and market infrastructure, and BNY Mellon | Pershing, a leading provider of clearing and custody solutions, announced that the web-based version of the ICE Connect wealth management platform has been integrated into BNY Mellon | Pershing’s clearing and custody platform......
HSBC Partners With Extend, Accelerating Availability of Expense Management Solutions for Commercial Card Clients
Banking News

HSBC Partners With Extend, Accelerating Availability of Expense Management Solutions for Commercial Card Clients

Fintech News Desk
by Fintech News Desk0
Using their HSBC business cards, joint customers will be able to simplify essential processes Extend, a leading virtual card and spend management platform, announced a partnership with HSBC, one of the world’s largest banking and financial services organizations. HSBC will offer Extend solutions to its commercial card clients in the......
Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group
Finance News

Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors David Rimkus, Donald Sharko and Thomas Phelan have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with Financial Resources Group Investment Services. They reported having served approximately $285 million in advisory, brokerage and retirement plan assets*, and join LPL from LaSalle St.......
The Swiss Financial Industry Has Successfully Traded and Settled Tokenized Investment Products
Blockchain News

The Swiss Financial Industry Has Successfully Traded and Settled Tokenized Investment Products

Fintech News Desk
by Fintech News Desk0
Credit Suisse, Pictet and Vontobel have conducted a proof of concept to issue tokenized investment products recorded on a public blockchain and traded on BX Swiss, the Swiss regulated stock exchange For the first time, key players in the Swiss financial industry successfully developed and tested a novel settlement mechanism......
Prime Capital Investment Advisors Partners with Professional Financial Services
Fintech News

Prime Capital Investment Advisors Partners with Professional Financial Services

Fintech News Desk
by Fintech News Desk0
PCIA enters the Sioux Falls and South Dakota markets Prime Capital Investment Advisors (PCIA), is pleased to announce their new partnership with Professional Financial Services (PFS). PCIA’s acquisition expands PCIA’s national footprint and adds $185 million in assets under management as of the end of October 2022. Read: Lets Understand Crypto In A Laymans......
Dalma Capital Group Acquires The Global CIO Office Creates Full Service Integrated Platform for Funds, Investment Banking and Wealth Advisory
Banking Investment Services News

Dalma Capital Group Acquires The Global CIO Office: Creates Full Service Integrated Platform for Funds, Investment Banking and Wealth Advisory

Fintech News Desk
by Fintech News Desk0
Investment industry leader Gary Dugan named Chief Investment Officer of Dalma Capital Dalma Capital Group, a global alternative investment management platform and advisor, has agreed to acquire The Global CIO Office, an independent, outsourced chief investment officer services business with a global network of investment professionals. The Global CIO Office will become the Dalma......
B2B Markets News

RevoluGROUP Canada Inc. Receives Agreement Proposal To Formalize Equity Investment

Fintech News Desk
by Fintech News Desk0
RevoluGROUP Canada Inc.  is pleased to announce that it has received a draft agreement on December 8th, 2022, in which the potential Acquirers propose formalizing the Equity Investment. Management of the Company is currently reviewing the underlying agreement proposal and expects to finalize its assessment over the coming days. Under......
Innocus Global Group Announces Investment in Fingerlabs, the Blockchain Company Owned by FSN
Blockchain Investment Services News

Innocus Global Group Announces Investment in Fingerlabs, the Blockchain Company Owned by FSN

Fintech News Desk
by Fintech News Desk0
Innocus Global Group, the company behind the Fellaz project, a Singapore-Based Web3 entertainment ecosystem, announces investment in Fingerlabs, the blockchain company owned by FSN, a South Korean digital marketing powerhouse. This investment discussion was initiated in October this year during the meeting between the president of FSN, Lee Sang-Seok, and......
Audax Private Debt Provides Financing to Support The Stephens Group’s Investment in Quality Valve
Investment Services News

Audax Private Debt Provides Financing to Support The Stephens Group’s Investment in Quality Valve

Fintech News Desk
by Fintech News Desk0
Audax Private Debt announced that, as Administrative Agent and Sole Lead Arranger, it provided a unitranche credit facility to support the acquisition of Quality Valve (the “Company”) by The Stephens Group, a Little Rock-based private investment firm. Latest Fintech News: RSM and Vic.ai Partner to Help Enterprises Revolutionize the Accounting Process......
Comvest Credit Partners Announces Investment in Bradford Health Services
Investment Services News

Comvest Credit Partners Announces Investment in Bradford Health Services

Fintech News Desk
by Fintech News Desk0
Comvest Credit Partners, a leading provider of flexible direct financing solutions to middle-market companies, is pleased to announce that it has acted as Joint Lead Arranger on a senior secured credit facility for Bradford Health Services, a Birmingham, Ala.-based provider of behavioral health services. The Financing was used to fund......
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