Search Results for: Portfolio Management
Kennedy Wilson Acquires First Tranche of $5.7 Billion Loan Portfolio From Pacific Western Bank
Off-market transaction will expand Kennedy Wilson’s national footprint and debt investment platform by initially adding over $2 billion to fee-bearing capital Representing one of the first significant real estate debt transactions in this market cycle, global real estate investment company Kennedy Wilson has closed on the initial tranche of loans as......
BNY Mellon’s Pershing X Unveils Its New Wove Wealth Management Platform
Wove is an industry-first platform that enables wealth advisors to seamlessly connect all the components of a client’s financial picture in one place BNY Mellon’s Pershing X, a technology provider within BNY Mellon | Pershing, debuted Wove today, a groundbreaking wealth management platform that integrates the technology tools advisors use into a......
GTreasury and C2FO Partner to Provide Enhanced Liquidity Management Solutions for Treasurers
By connecting with C2FO’s network, the partnership will empower GTreasury clients to streamline payables and receivables and optimize cash flow GTreasury, a leading provider of integrated treasury management and risk management systems, announced a strategic partnership with C2FO, the world’s on-demand working capital platform. Together, GTreasury and C2FO are able......
Thrivent Adds a new Multi-Year Guarantee Annuity to its Broad Portfolio of Financial Products and Solutions
The deferred fixed annuity solution is designed to help Thrivent clients achieve their long-term financial goals through guaranteed returns Thrivent, a Fortune 500 diversified financial services organization, announced the launch of its Multi-Year Guarantee Annuity (MYGA) product solution. This deferred fixed annuity gives Thrivent clients a flexible solution for today’s......
WBI and CyborgTech Introduce “Portfolios On Demand”: A Groundbreaking SaaS Model Portfolio Workstation for Financial Advisors
A New Era in Financial Advisory Begins, Streamlining and Personalizing Portfolio Construction WBI, a foremost provider of investment management solutions, and its software affiliate CyborgTech, a vanguard in advanced financial technology, proudly unveil “Portfolios On Demand”, an innovative SaaS model portfolio workstation. This game-changing offering is poised to revolutionize the......
LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network
Firm Looks to Expand Via M&A Opportunities Dynasty Financial Partners announced that Welcy Capital Advisors has joined the Dynasty Network. Welcy is the most recent independent advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of technology-enabled wealth management solutions and business services for financial advisory firms. “We believe partnering......
How Financial Technology is Shaping Trading and Asset Management ? – GITEX AFRICA 2023
Fintech has revolutionized the way financial institutions manage financial assets, helping them tackle major challenges that arise on a daily basis Under the High Patronage of His Majesty King Mohammed VI, GITEX AFRICA 2023, from May 31 to June 2, 2023 in Marrakech, the largest Tech & Startup event on......
Curity Secures Investment to Scale Growth in API-Driven Identity Management
Cybersecurity firm, Curity, announces a significant investment from GRO, a Danish private equity fund, to accelerate its international expansion Cybersecurity firm, Curity, announced a significant investment from GRO, a Danish private equity fund, to accelerate its international expansion. Curity is a leading provider of API-driven identity management, delivering solutions to......
Rockefeller Asset Management and KraneShares Announce Partnership to Launch ETFs Seeking to Deliver Alpha
Rockefeller Asset Management, the asset management arm of Rockefeller Capital Management, and KraneShares, a leading global ETF provider specializing in China, climate, and uncorrelated assets, announce a partnership to launch a suite of ETFs. “The Rockefeller heritage in sustainable and impact investing dates back to the 1970s, and we are......