Search Results for: investment strategies

The Onex Group Completes Investment in Wealth Enhancement Group
Finance Investment Services News

The Onex Group Completes Investment in Wealth Enhancement Group

Fintech News Desk
Onex Corporation announced that Onex Partners V, Onex’ $7.2 billion fund, and certain co-investors, including Onex, have completed their investment in Wealth Enhancement Group (“WEG”), in partnership with the management team and the company’s existing investor, TA Associates. WEG is a leading U.S. independent wealth management firm offering comprehensive and......
MJC Partners Expands Texas Financial Institutions Investment Banking Presence with the Hiring of Walt Boyer
Banking Investments News

MJC Partners Expands Texas Financial Institutions Investment Banking Presence with the Hiring of Walt Boyer

Fintech News Desk
MJC Partners, LLC (“MJCP”), a relationship-driven boutique investment banking firm headquartered in Los Angeles, California, is pleased to announce the addition of Walt Boyer as its new Managing Director in Texas. He will be responsible for supporting the firm’s bank M&A and strategic advisory practice in the Southwest U.S, where......
Compliance Solutions Strategies Launches Document Production Centre
Fintech News

Compliance Solutions Strategies Launches Document Production Centre

Fintech News Desk
An advanced automation and workflow platform for the production and distribution of investor documents such as PRIIPs KID and SFDR reporting Compliance Solutions Strategies (“CSS”), a leading RegTech platform providing technology-driven solutions which enable financial services firms to meet mandatory regulatory compliance requirements, announced the launch of Document Production Centre,......
Planning for Growth: Regions Bank Survey Finds Businesses Will Increase Investments in Key Areas
Banking Fintech Investments News

Planning for Growth: Regions Bank Survey Finds Businesses Will Increase Investments in Key Areas

Fintech News Desk
Regions Next Step offers guidance and resources as businesses eye expansion Regions Bank on Monday announced the results of a new business survey that finds an overwhelming majority of business owners and C-suite executives are focused on company investments to drive growth in the coming year. The survey was conducted by Regions......
One River Digital Asset Management Completes Strategic Investment Round
Digital Asset Management Fintech News

One River Digital Asset Management Completes Strategic Investment Round

Fintech News Desk
Series A financing with Coinbase Ventures, Goldman Sachs, Liberty Mutual Insurance, a global alternative asset manager, and Infinity Investment Partners, deepens ties with financial and digital industry leaders, and provides capital to further accelerate One River Digital’s rapid development One River Digital Asset Management, a leading digital asset manager for......
American Equity to Partner with World-Class Investment Managers For Core Fixed Income Investing
Investments News

American Equity to Partner with World-Class Investment Managers For Core Fixed Income Investing

Fintech News Desk
Decision Allows Company to Focus on Private Asset Investments American Equity Investment Life Holding Company announced it will partner with BlackRock and Conning, two world-class leaders for core fixed income and syndicated private placement investments. The transitions to these two managers will be initiated in the fourth quarter. “We look......
Franklin Templeton to Acquire Investment Grade Credit Team From Aviva Investors
Investments News

Franklin Templeton to Acquire Investment Grade Credit Team From Aviva Investors

Fintech News Desk
Senior Director of Investments Strategy and Development to Join Franklin Templeton Fixed Income Team Franklin Resources, Inc., a global investment management organization operating as Franklin Templeton, announced the talent acquisition of Aviva Investors’ US-based Investment Grade Credit team, including senior portfolio managers Josh Lohmeier, CFA, and Michael Cho, CFA, to......
ROI Research on Investment Launches ROI Digital Labs
Investments News

ROI Research on Investment Launches ROI Digital Labs

Fintech News Desk
Suite of services designed to help EDOs excel in the digital world ROI Research on Investment (ROI), an award-winning global authority on investment attraction and lead generation services for economic development organizations (“EDOs”), announced the launch of ROI Digital Labs, a suite of digital marketing solutions designed specifically for the......
Victory Capital Launches Alternative Investments Platform with Acquisition of New Energy Capital Partners
Investment Services News

Victory Capital Launches Alternative Investments Platform with Acquisition of New Energy Capital Partners

Fintech News Desk
Victory Capital Holdings, Inc. announced that its wholly owned operating subsidiary Victory Capital Management Inc. has reached a definitive agreement to acquire 100% of New Energy Capital Partners (“NEC”). “We are very excited to be partnering with an industry leader—Victory Capital—to enhance operating support and accelerate our growth trajectory” NEC......
CAIS Welcomes Carlyle to SALT NY Alternative Investments Track
Investments News

CAIS Welcomes Carlyle to SALT NY Alternative Investments Track

Fintech News Desk
CAIS Platform manager Carlyle to provide insights during CAIS’ exclusive alts track at SALT NY CAIS, the leading alternative investment platform, announced that global investment firm Carlyle will be participating in the CAIS Alternative Investments Track at SALT NY. The CAIS alternative investment track at SALT will feature Carlyle and other top-tier......
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