Search Results for: Portfolio Management

Wendel Launches Its Expansion in Third-Party Private Asset Management and Enters Into Exclusive Negotiations With IK Partners
Digital Asset Management News

Wendel Launches Its Expansion in Third-Party Private Asset Management and Enters Into Exclusive Negotiations With IK Partners

GlobeNewswire
by GlobeNewswire0
Wendel launches its expansion in third-party private asset management and enters into exclusive negotiations with IK Partners Six months after presenting its new strategic orientations, Wendel announces that it has entered into exclusive negotiations with a view to acquiring a controlling stake in IK Partners (“IK” or “the Company”) from......
Request Finance Hits $400 Million Milestone in Crypto Payments, Unveils the Ultimate Guide to Crypto Treasury Management
Cryptocurrency Digital Payments News

Request Finance Hits $400 Million Milestone in Crypto Payments, Unveils the Ultimate Guide to Crypto Treasury Management

PR Newswire
by PR Newswire0
Request Finance, the leading enterprise crypto payments app, has achieved a remarkable milestone, processing over $400 million in crypto invoices, payroll, and expenses since launching in 2021. It has helped over 2,000 Web3 teams, such as The Sandbox, NEAR, and The Graph to automate and simplify enterprise payments, financial reporting, and compliance for companies using crypto. Following the......
J.P. Morgan Asset Management Launches New Fixed Income
Investment Services News

J.P. Morgan Asset Management Launches New Fixed Income

PR Newswire
by PR Newswire0
J.P. Morgan Asset Management announced the launch of a new actively managed fixed income ETF, JPMorgan Active Bond ETF (JBND), on the NYSE Arca. Focused on adding value for investors, JBND employs a bottom-up, value-oriented approach that emphasized security selection. “We have always been focused on providing investors with value......
NXG Cushing Midstream Energy Fund and NXG NextGen Infrastructure Income Fund Announce Officer and Portfolio Manager Changes
Investment Services News

NXG Cushing Midstream Energy Fund and NXG NextGen Infrastructure Income Fund Announce Officer and Portfolio Manager Changes

PR Newswire
by PR Newswire0
NXG Cushing Midstream Energy Fund and NXG NextGen Infrastructure Income Fund , each a closed-end management investment company (the “Funds,” and each a “Fund”), announced that effective October 9, 2023, John Musgrave has been appointed president and chief executive officer of Cushing Asset Management, LP, the Funds’ investment adviser (the “Investment Adviser”). The Board of Trustees......
Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel
Fintech News

Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel

PR Newswire
by PR Newswire0
Investment advisory firm now overseeing more than $300 million in outside assets selects Pontera to deliver comprehensive 401(k) management Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announced its partnership with Savant Wealth Management (“Savant”), an independent, fee-only registered investment advisor (RIA) providing services to individuals,......
Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program
Banking Investment Services News

Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program

PR Newswire
by PR Newswire0
Plains State Bank expands its portfolio of client services with a new wealth management program, offering clients access to the investment and wealth management services of Raymond James Financial Services, Inc., member FINRA/SIPC. “This new relationship allows us to further broaden and deepen our existing relationships with our clients,” said Lori Hilman, PSB president......
RBFCU Wealth Management Welcomes The Garner Davis Group
Investment Services News

RBFCU Wealth Management Welcomes The Garner Davis Group

PR Newswire
by PR Newswire0
The Garner Davis Group recently joined RBFCU Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC. The team is led by Financial Advisors and Managing Partners Wes Garner, CRPC, APMA and Bethany Davis. Together, they have over 39 years of financial services experience. Through RBFCU Wealth Management, Garner and Davis......
Goldman Sachs Asset Management Raises Over $15 Billion for Private Market Secondaries Strategies
Investment Services News

Goldman Sachs Asset Management Raises Over $15 Billion for Private Market Secondaries Strategies

Fintech News Desk
by Fintech News Desk0
Fundraises closed above their original targets, drawing strong interest from institutional and high net worth investors Goldman Sachs Asset Management announced the final closes of its private market secondaries funds, Vintage IX and Vintage Infrastructure Partners. The Vintage Funds, which provide liquidity solutions to private market limited partner investors and general......
Kestra Investment Management Reaches $1 Billion in Assets Under Management
Investment Services News

Kestra Investment Management Reaches $1 Billion in Assets Under Management

Business Wire
by Business Wire0
Kestra Holdings subsidiary demonstrates rapid growth, hitting major milestone in just two years of operation Kestra Investment Management, a division of Kestra Holdings, an industry-leading wealth management platform provider, announced it reached $1 billion in assets under management (AUM), just one year after launching its first model portfolios. “Our portfolio management......
BIGG Digital Assets Portfolio Company TerraZero Announces Intraverse PRO Platform for the Music Industry
Blockchain News

BIGG Digital Assets Portfolio Company TerraZero Announces Intraverse PRO Platform for the Music Industry

GlobeNewswire
by GlobeNewswire0
BIGG Digital Assets, owner of Netcoins, Blockchain Intelligence Group, and investor in TerraZero Technologies Inc. (“TerraZero”), a vertically integrated Metaverse development group and leading web3 technology company specializing in helping brands create immersive experiences, proudly announces a special platform for the music industry. Latest Fintech Interview : Global Fintech Interview with Randall Tidwell,......
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