Search Results for: Portfolio Management

TELEO Capital Portfolio Company, UMT360, Acquires Western Principles
Business News

Teleo Capital Portfolio Company, UMT360, Acquires Western Principles

Fintech News Desk
by Fintech News Desk0
TELEO Capital Management, LLC announced the acquisition of Western Principles Consulting, Inc. (“Western Principles” or the “Business”), a leading Canadian-based Project Portfolio Management (“PPM”) consulting firm. The Business will be merged with UMT360, an existing TELEO portfolio company. Founded in 2005 with headquarters in Vancouver, BC, Western Principles has successfully conducted PPM......
CI Global Asset Management Announces Lower Management Fee and Launch of ETF Series for CI Floating Rate Income Fund
Digital Asset Management News

CI Global Asset Management Announces Lower Management Fee and Launch of ETF Series for CI Floating Rate Income Fund

Fintech News Desk
by Fintech News Desk0
Fund is a category leader for cost and performance CI Global Asset Management (“CI GAM”) announced a significant reduction in the management fee of the top-performing CI Floating Rate Income Fund (the “Fund”), along with plans to launch an ETF series of the Fund – both timely moves designed to help Canadians......
Veriti Management Unveils New User Interface: Console
Finance News

Veriti Management Unveils New User Interface: Console

Fintech News Desk
by Fintech News Desk0
The direct indexer redefines the user experience and the delivery of customization at scale Veriti Management LLC , a direct indexing asset management and financial technology company serving institutions and wealth advisories, announces the availability of its new user interface, Console. Console streamlines tasks and minimizes the time required to......
BondBloxx Investment Management Launches First Product Suite of Fixed Income ETFs and Files
Fintech Funding Investment Services News

BondBloxx Investment Management Launches First Product Suite of Fixed Income ETFs and Files

Fintech News Desk
by Fintech News Desk0
Seven funds will target industry sectors of the US high yield bond asset class including Energy; Industrials; Financial and REIT; Telecom, Media & Technology; Healthcare; Consumer Cyclicals; and Consumer Non-cyclicals BondBloxx Investment Management launched its first product suite of 7 exchange traded funds (ETFs). The fixed income funds, which begin......
Edelweiss Asset Management Launches ‘eInvest’
Fintech Funding News

Edelweiss Asset Management Launches ‘eInvest’

Fintech News Desk
by Fintech News Desk0
A mutual fund app –to help investors achieve their financial goals in a convenient way Edelweiss Asset Management has announced the launch of eInvest a mutual fund mobile app for investors for a smooth investing experience. eInvest is an easy-to-use app that will help investors perform all financial transactions on......
Bolt Raises $355 Million in Series E Funding With Funds & Accounts Managed by BlackRock, As Well as Schonfeld, H.I.G. Growth, and Invus Opportunities Powering the Next Phase of Growth in the Commerce Race
Digital Payments Finance News

Bolt Business Integrates Expensify to Deliver a Streamlined Expense Management System

Fintech News Desk
by Fintech News Desk0
Two leading super-apps are joining forces to help companies and their employees with expense reporting Bolt, the first European super-app and Expensify, a payments superapp launches a strategic integration helping companies and their employees with expense reporting and transactions. Bolt is currently available in more than 45 countries, with over......
RR2 Capital Expands Portfolio with Strategic Investment in DAG-based DeFi Platform Aleph Zero
Blockchain News

RR2 Capital Expands Portfolio with Strategic Investment in DAG-based DeFi Platform Aleph Zero

Fintech News Desk
by Fintech News Desk0
RR2 Capital is expanding its disruptive technology investment portfolio, announcing a strategic investment into privacy-preserving platform, Aleph Zero RR² Capital, a pioneering venture capital firm empowering the ‘new internet’, has announced a strategic investment in cutting-edge DAG-based DeFi platform Aleph Zero. The move forms part of a calculated expansion in RR²’s......
Wilmington Trust Adds Wealth Management Professionals to Growing Los Angeles and Western Region Team
Fintech News

Wilmington Trust Adds Wealth Management Professionals to Growing Los Angeles and Western Region Team

Fintech News Desk
by Fintech News Desk0
Wilmington Trust, a leader in wealth management and corporate and institutional services, said it has expanded its Los Angeles and Western region team. The firm hired: Thomas Mayer, senior wealth fiduciary advisor Vijay Chandran, senior private banker, managing director, Western Region John Bradarich, senior investment advisor Velios Kodomichalos, senior wealth advisor......
BNY Mellon Wealth Management Expands Seattle Office With Two New Hires
Fintech News

BNY Mellon Wealth Management Expands Seattle Office With Two New Hires

Fintech News Desk
by Fintech News Desk0
BNY Mellon Wealth Management expands its Seattle office with two new additions including Patrick Burke as senior private banker and Ben Kalman as senior wealth manager. They are both based in Seattle. Patrick reports to Gary Lutz, regional director, West Region private banking and Ben reports to Bo Lee, wealth management, team leader. Latest Fintech Insights: Allumia Closes Series A2......
Invesco, A Global Investment Management Firm, Will List ETFs On The Tel Aviv Stock Exchange For The First Time
Investments News Stock Market

Invesco, A Global Investment Management Firm, Will List ETFs On The Tel Aviv Stock Exchange For The First Time

Fintech News Desk
by Fintech News Desk0
Invesco has listed its first Exchange-Traded Funds (ETFs) on the Tel Aviv Stock Exchange . The move reflects the growing demand for ETFs in Israel and the popularity of Invesco’s product suite. The direct listing will simplify access for investors and support Invesco’s ambition for further market share in a key......
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