Search Results for: Investment Management

Seismic Partners With Leading Investment Banks to Increase Productivity Through Automation
Finance News

Seismic Partners With Leading Investment Banks to Increase Productivity Through Automation

Fintech News Desk
by Fintech News Desk0
Investment banks turn to enablement tech to drive digital transformation, attract fresh talent, and drive more deals Seismic, the global leader in enablement, shared several product capabilities to aid investment banks in their digital transformation journeys, including technology for content automation and distribution, AI-powered insights and analytics, social media engagement,......
Oppenheimer Selects +SUBSCRIBE to Power Alternative Investment Platform
Investments News

Oppenheimer Selects +SUBSCRIBE to Power Alternative Investment Platform

Fintech News Desk
by Fintech News Desk0
Innovative enterprise software streamlines workflows for advisors across the full life-cycle of alternative investment funds +SUBSCRIBE, the leading platform for centralizing and managing private market fund transactions, announced its selection by Oppenheimer & Co. Inc, a leading global private bank and wealth management business, to provide a custom alternative investment......
Cornell Capital and TorQuest Partners Announce Investment in S.i. Systems
Investment Services News

Cornell Capital and TorQuest Partners Announce Investment in S.i. Systems

Fintech News Desk
by Fintech News Desk0
Positions Tech-Enabled IT Staffing Leader to Further Enhance Proprietary and Differentiated Capabilities to Support Clients in Competitive and Evolving Talent Market Cornell Capital LLC, a private equity firm based in New York and Hong Kong, and TorQuest Partners, one of Canada’s leading private equity firms, announced that they have completed......
Eric Sturdza Investments Launches Strategic Long Short Fund
Investment Services News

Eric Sturdza Investments Launches Strategic Long Short Fund

Fintech News Desk
by Fintech News Desk0
Eric Sturdza Investments, an independent asset management firm that provides actively managed strategies to institutional and wholesale clients, has partnered with Boston-based Crawford Fund Management to launch the Strategic Long Short Fund. The Strategic Long Short Fund is a long-short equity fund that benefits from a unique combination of fundamental equity analysis......
Trive South Africa, the New Investment Company, Begins Client Onboarding
Investment Services News

Trive South Africa, the New Investment Company, Begins Client Onboarding

Fintech News Desk
by Fintech News Desk0
Trive South Africa has announced it has begun onboarding clients. Based in Bryanston, Johannesburg, Trive South Africa is a new multi-asset investment firm, providing digitally advanced competitive offerings and products, bringing to clients a seamless trading experience. Trive South Africa offers a wide selection of diverse investment products to suit client’s......
Bahrain Attracts US$72.7 Million Worth of Investment in Financial Services
Finance Investments News

Bahrain Attracts US$72.7 Million Worth of Investment in Financial Services

Fintech News Desk
by Fintech News Desk0
Bahrain’s investment promotion agency, the Bahrain Economic Development Board (Bahrain EDB), announced its participation in the Singapore Fintech Festival (2-4 November) with the aim to support fintech and financial services companies tap into MENA market through Bahrain. During the first three quarters of 2022, Bahrain EDB has supported nine financial services companies......
HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
Banking News

HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar

Fintech News Desk
by Fintech News Desk0
Professional wealth management software enhances portfolio performance reporting for domestic and international clients of U.S. Private Banking HSBC U.S. Private Banking, part of the bank’s Wealth and Personal Banking business, announced that it has selected Addepar, a leading technology platform purpose built for investments, as its consolidated client performance reporting......
Unicorn Strategic Partners and iCapital Partner to Provide LATAM Wealth Managers With Access to Investment Opportunities
Fintech Investments News

Unicorn Strategic Partners and iCapital Partner to Provide LATAM Wealth Managers With Access to Investment Opportunities

Fintech News Desk
by Fintech News Desk0
iCapital and UnicornSP bring a diversified menu of private market and hedge funds from iCapital’s flagship platform to wealth managers and their clients in the region Unicorn Strategic Partners (UnicornSP), a leading distribution partner to asset managers, and iCapital, the global fintech platform driving access to alternative investments for the wealth management......
Private Advisor Group Introduces WealthSuite Investment Platform for Advisors
Investments News

Private Advisor Group Introduces WealthSuite Investment Platform for Advisors

Fintech News Desk
by Fintech News Desk0
Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has introduced WealthSuite, a new investment management platform. Exclusive to its network of over 750 financial advisors, the platform aims to drive efficiency for advisors and an improved investor experience. The competitively priced, multi-custodian......
Orion, LifeYield and Forme Financial Partner to Provide Comprehensive Tax-Efficient Wealth Management to Doctors
Finance News

Orion, LifeYield and Forme Financial Partner to Provide Comprehensive Tax-Efficient Wealth Management to Doctors

Fintech News Desk
by Fintech News Desk0
LifeYield, Orion Advisor Solutions and Forme Financial announced that they have entered into agreements that will provide Forme’s physician clients with the considerable benefits of tax-efficient wealth management and decumulation optimization across multiple accounts and assets. “With the LifeYield and Orion integrations, Forme advisors will be empowered to deliver comprehensive......
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