Search Results for: Private Client

Fieldpoint Private Strengthens Banking Team Adding Four Managing Directors
Banking News

Fieldpoint Private Strengthens Banking Team Adding Four Managing Directors

Fintech News Desk
by Fintech News Desk0
Bank welcomes key industry hires in private and commercial banking Fieldpoint Private, the fast-growing private banking firm serving entrepreneurs, families, businesses and institutions, announced four additions to its client-facing team in the Atlanta, Orlando-Winter Park and New York City offices. The firm welcomed Tas Denman and Viviana Frias-Diaz as Managing......
Cloud Capital Launches to Address the Changing Needs of Modern Financial Services Clients
Finance News

Cloud Capital Launches to Address the Changing Needs of Modern Financial Services Clients

Fintech News Desk
by Fintech News Desk0
Seeing the opportunity to address the growing demand for comprehensive financial planning and high touch service, Taylor Heininger and Hart Williams leave Bessemer Trust to form Cloud Capital with Seattle-based Venture Capitalist, Sean Sternbach. Cloud Capital is re-imagining wealth management by bringing planning and investment tools from Bloomberg’s Top Rated......
cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients
Finance News Security

cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients

Fintech News Desk
by Fintech News Desk0
United Planner’s DefendUP offering takes its critical infrastructure and access to key cloud applications “dark” and off the open internet cleverDome, Inc., a cybersecurity solution for the wealth management and legal industries that protects confidential consumer information by taking that information “Under the Dome” (i.e. secure and off the open......
Swiss Private Bank Selects Temenos to Digitally Transform Wealth Management Services
Banking News

Swiss Private Bank Selects Temenos to Digitally Transform Wealth Management Services

Fintech News Desk
by Fintech News Desk0
Temenos open platform gives Mirabaud agility to adapt to changing investment opportunities and client expectations Temenos, the cloud banking platform, announced that Mirabaud, the Swiss private bank, has selected Temenos to move from a traditional on-premise system to a digital end-to-end wealth management platform on Temenos Banking Cloud. With the......
Northern Trust Enhances Onboarding Journey for Investors in Private Capital Funds
Digital Fintech Funding News

Northern Trust Enhances Onboarding Journey for Investors in Private Capital Funds

Fintech News Desk
by Fintech News Desk0
Agreement with Fenergo Accelerates Fund Managers’ Speed-to-Market and Drives Efficiencies Across the Investor Lifecycle Northern Trust is looking to enhance the onboarding process for investors in private capital funds through a collaboration with Fenergo, a leading software provider focused on client lifecycle management (CLM). The new capability is part of......
Fieldpoint Private Launches Fieldpoint Private Trust to Expand Full-Service Financial Offerings
Fintech News

Fieldpoint Private Launches Fieldpoint Private Trust to Expand Full-Service Financial Offerings

Fintech News Desk
by Fintech News Desk0
New trust company leverages the benefits of America’s most progressive tax laws for clients Fieldpoint Private announced the launch of a sophisticated full-service trust company, Fieldpoint Private Trust, in response to widespread demand from clients, advisors, bankers and others. “Our philosophy is based on a deep respect for clients’ important relationships......
SouthState Adds Commercial, Business, Private Banking Expertise in Florida, Alabama, Georgia and South Carolina
Banking Business News

SouthState Adds Commercial, Business, Private Banking Expertise in Florida, Alabama, Georgia and South Carolina

Fintech News Desk
by Fintech News Desk0
SouthState Bank has hired nine bankers to continue to expand its Commercial, Business and Private Banking teams across Florida, Alabama, Georgia and South Carolina. “According to most recent Census data, Florida had the largest net migration gains in the country, with steady in-migration expected to continue in years to come. We continue to see significant demand for......
Freedom Day Solutions Announces the Launch of FDCA, the First Privately Managed Crypto Asset Portfolio
Cryptocurrency News

Freedom Day Solutions Announces the Launch of FDCA, the First Privately Managed Crypto Asset Portfolio

Fintech News Desk
by Fintech News Desk0
Houston based Freedom Day Solutions already made headlines with its revolutionary retirement planning strategies and Freedom Day Dividend ETF (MBOX). Now, Freedom Day Solutions is announcing the launch of FDCA, the first privately managed Crypto Asset Portfolio. The first portfolio of its kind, and actively managed in-house, FDCA brings the......
Manning & Napier to Go Private and Be Acquired by Callodine Group, Driving Next Phase of Growth for the Preeminent Regional Investment Manager
Digital Asset Management Investment Services News

Manning & Napier to Go Private and Be Acquired by Callodine Group, Driving Next Phase of Growth for the Preeminent Regional Investment Manager

Fintech News Desk
by Fintech News Desk0
Manning & Napier, Inc.,(“Manning & Napier” or “the Company”), an experienced investment manager offering comprehensive wealth and asset management services, and Callodine Group, LLC (“Callodine”), a Boston-based asset management firm, announced they have entered into a definitive agreement under which Manning & Napier will go private and be acquired by Callodine.......
Embily Launches a Crypto Operations OTC Service for Business Clients
Digital Payments News

Embily Launches a Crypto Operations OTC Service for Business Clients

Fintech News Desk
by Fintech News Desk0
Embily Launches a Crypto Operations OTC Service for Business Clients Embily, a global payment network has launched a service for businesses and high net worth individuals, allowing them to buy and sell large amounts of cryptocurrencies from their business accounts. The move comes as the company continues to develop innovative......
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