Search Results for: client

Coupa Acquires Treasury Management Leader BELLIN Group
Fintech News

Clermont Partners Expands Senior Leadership with the Addition of Jim Koppa as Director of Research

Fintech News Desk
by Fintech News Desk0
Clermont Partners, one of the nation’s largest women-owned financial communications firms, announced today it has expanded its senior management team with the addition of Jim Koppa as Director of Research. For more than 15 years, Mr. Koppa has utilized his deep knowledge of the investment community, leveraging advanced data analytics......
Akita Michinoku Capital Says SoftBank-Backed Lemonade Raises $319 Million In U.S. IPO
Fintech News

Akita Michinoku Capital Comments on Palantir as They Prepare for a Direct Listing in September

Fintech News Desk
by Fintech News Desk0
Finance executives at Tokyo-based wealth management company Akita Michinoku Capital have commented on Palantir Technologies Inc. preparing to go public through a direct listing in September. The Plantir listing has been long-awaited, and with the company opting for a direct listing, it means current investors in the firm will be able to......
Despite Pandemic, Businesses Feel Ready to Face Challenges to Drive Growth, Lean on Modifications to Operations to Get There
Banking News

Wealth Management Team Led by Phil Scott Joins First Republic

Fintech News Desk
by Fintech News Desk0
First Republic Bank , a leading private bank and wealth management company, today announced that a wealth management team lead by Phil Scott has joined First Republic Investment Management. Scott, who was named Managing Director and Wealth Manager, is joined by 11 team members. Scott and the team will provide......
CIBC Innovation Banking Provides Health Fidelity, Inc. With a US$5.5 Million Growth and Working Capital Financing
Banking Fintech News Risk Management

CIBC Innovation Banking Provides Health Fidelity, Inc. With a US$5.5 Million Growth and Working Capital Financing

Fintech News Desk
by Fintech News Desk0
CIBC Innovation Banking is pleased to announce a US$5.5 million debt financing for Health Fidelity, Inc. (“Health Fidelity”), a healthcare technology market leader focused on supporting health plans and hospital systems successfully engaged in risk-sharing arrangements. The company will use the debt capital to accelerate new product delivery to the......
BTIG Strengthens Fixed Income Credit Unit with Seth Bernstein and John Toland
Banking Investment Services News

BTIG Investment Banking Adds Industry Veteran Kimberly Boulmetis as a Managing Director to Its Specialty Finance Unit

Fintech News Desk
by Fintech News Desk0
BTIG announced today that Kimberly Boulmetis has joined the firm’s Specialty Finance Investment Banking unit as a Managing Director. Ms. Boulmetis will be based in the firm’s New York office, and will report to Dan Blood, Managing Director and Head of Specialty Finance, at BTIG. Read More: Four Benefits of Buy Now Pay Later for Ecommerce......
Global Shares partners with Carver Edison to help employees build wealth through Employee Stock Purchase Plans
Business Fintech News

Siebert Corporate Services to offer Carver Edison’s Cashless Participation™ for Stock Plan Services

Fintech News Desk
by Fintech News Desk0
Siebert Corporate Service’s new partnership will support its stock plan clients and allow for future growth in equity compensation. Siebert Financial Corp. (“Siebert”) and Carver Edison announced a new partnership to offer Carver Edison’s Cashless Participation to Siebert’s stock plan clients. This partnership provides current and future Siebert Corporate Services clients a powerful......
Barclays Launches Systematic Study of ESG-Focussed US Equity Funds
Fintech Fintech Funding Investment Services News

Barclays Launches Systematic Study of ESG-Focussed US Equity Funds

Fintech News Desk
by Fintech News Desk0
ESG-focussed mutual funds are attracting large inflows, but fundamental challenges remain in defining what constitutes an ESG-labelled equity fund. In a systematic study of US equity funds, Barclays Quantitative Portfolio Strategy (“QPS”) team finds that ESG-labelled funds do not necessarily provide more ESG exposure than conventional funds. Read More: Curb Debuts......
William Blair Continues Technology Investment Banking and Southeast Expansion, Adding Senior Investment Banking Team in Atlanta
Banking Fintech Investment Services News

William Blair Continues European Expansion

Fintech News Desk
by Fintech News Desk0
Adds Veteran Consumer & Retail Investment Banker Arthur van der Goes William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced the hiring of Arthur van der Goes. Van der Goes joins the global Consumer and Retail investment banking team as a......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Fintech News

Jefferies Announces Co-brand Partnership With Regis Partners in the Philippines

Fintech News Desk
by Fintech News Desk0
Jefferies Hong Kong Limited today announced that it has established a co-brand agreement with Regis Partners, Inc. for the cash equities business in the Philippines. Under the agreement, Jefferies will distribute equity research on companies in The Philippines on a co-branded basis to Jefferies’ global client base. Additionally, Regis Partners......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Artificial Intelligence Business Fintech News

Standard Chartered Partners with Truera to Tackle Unjust Bias in AI Assisted Decision Making

Fintech News Desk
by Fintech News Desk0
Standard Chartered has partnered with Truera, a US based startup, to use their model intelligence platform to improve model quality and increase trust by analyzing models and helping to identify and eliminate unjust biases in the decision-making process. The Bank is an active proponent of the use of artificial intelligence and data......
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