Search Results for: Private Client

Near-Record Revenues in 2020 Provide Opportunity for Investment Banks to Restructure and Enhance the Client Experience, According to Accenture Report
Finance Fintech Investments News

Near-Record Revenues in 2020 Provide Opportunity for Investment Banks to Restructure and Enhance the Client Experience, According to Accenture Report

Fintech News Desk
by Fintech News Desk0
Pandemic-driven rebound could help capital markets industry accelerate technology investments to protect against disruption With near-record revenue levels in 2020 for investment banks (sell-side) and strong assets under management (AUM) growth for wealth and asset managers (buy-side), the capital markets industry faces a critical opportunity to accelerate technology investments to......
Boston-Private-Enhances-Banking-Offering-Through-nCino-Platform
Banking Cloud Digital Fintech News

Boston Private Enhances Banking Offering Through nCino Platform

Fintech News Desk
by Fintech News Desk0
Boston Private streamlines commercial & private loan origination and deposit account opening nCino, Inc., a pioneer in cloud banking and digital transformation solutions for the global financial services industry, announced that Boston Private, a leading provider of integrated wealth management, trust and banking services, is now live on the nCino......
Lombard Odier Selects smartTrade to Enhance FX Capabilities for Clients
Banking News Risk Management

Lombard Odier Selects smartTrade to Enhance FX Capabilities for Clients

Fintech News Desk
by Fintech News Desk0
smartTrade Technologies announced today that 225 year-old Swiss Bank Lombard Odier & Co Ltd has integrated LiquidityFX, smartTrade’s in-house developed FX solution into its banking platform, to offer enhanced FX trading services to its clients. “LiquidityFX is the perfect fit for Lombard Odier” LiquidityFX is an end-to-end solution with connectivity to over 130......
KKR Augments Asset-Based Finance Investing with Appointments to Global Private Credit Team
Investment Services News

KKR Augments Asset-Based Finance Investing with Appointments to Global Private Credit Team

Fintech News Desk
by Fintech News Desk0
KKR, a leading global investment firm, announced the appointments of two Managing Directors in the firm’s global private credit team who will focus on sourcing investment opportunities in the specialty lending and private asset-based finance (“ABF”) markets. Jim Lees and Vaibhav Piplapure (“VP”) join the firm as Managing Directors based......
Rockefeller Capital Management Continues Growth of Private Wealth Business, Announces Inaugural Team in Ohio
Business News

Rockefeller Capital Management Continues Growth of Private Wealth Business, Announces Inaugural Team in Ohio

Fintech News Desk
by Fintech News Desk0
The Hambleton Fieler Group joins as Rockefeller’s first private wealth team in Cincinnati Rockefeller Capital Management announced the expansion of its Private Wealth Management platform with the addition of The Hambleton Fieler Group, the firm’s first Ohio-based private wealth team. The team is based in Cincinnati under Division Director Michael......
Passport’s Performance Highlights Client Revenue Gains and More Than $2 Billion in Mobility Payments Processed
Digital Digital Payments Mobile Banking News

Passport’s Performance Highlights Client Revenue Gains and More Than $2 Billion in Mobility Payments Processed

Fintech News Desk
by Fintech News Desk0
The Company’s Partnerships With Cities Nationwide Signal How Supporting Parking Ecosystems Contributes to Revenue Recovery Cities across the country are partnering with Passport, a transportation software company that supports the management of vehicle interactions with streets and sidewalks, through unique digital parking payment technology. The parking industry is benefiting from the tailwinds of economic......
Canoe Expands EMEA Presence with New Clients, New Office and New Senior Hire
Business Fintech News

Canoe Expands EMEA Presence with New Clients, New Office and New Senior Hire

Fintech News Desk
by Fintech News Desk0
Canoe Intelligence (“Canoe”), a financial technology company focused on reimagining data management processes for alternative investors, wealth managers, asset servicing firms and capital allocators, today announced it has expanded its EMEA presence with new clients, a new London office and the hire of Toby Bailey as Vice President of Sales,......
B. Riley Financial Names Martin Bernstein Head of Private Investments
Finance Fintech Investments News

B. Riley Financial Names Martin Bernstein Head of Private Investments

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc., a leading provider of business advisory and financial services, announced that Martin Bernstein has joined B. Riley Principal Investments as Head of Private Investments. In this newly created role, Bernstein is responsible for sourcing, underwriting, and managing investments with private companies in addition to leading distribution to......
FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards
Banking Fintech InsurTech Investment Services News Risk Management

FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards

Fintech News Desk
by Fintech News Desk0
FIS Unity was named Best Technology Platform for Family Offices at the 2021 Private Asset Management (PAM) Awards. FIS was also recognized as Best Family Office Service Provider – New Innovations for its wealth management solutions. Financial technology leader FIS®  has received two awards for its wealth management solutions and services at......
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