Search Results for: investment strategies

Wealth Management Team Led by Eric Yamin and Keith Caparelli Joins First Republic
Banking Investment Services News

Wealth Management Team Led by Eric Yamin and Keith Caparelli Joins First Republic

Fintech News Desk
by Fintech News Desk0
First Republic Bank, a leading private bank and wealth management company, announced that a four-person team led by Eric Yamin and Keith Caparelli has joined First Republic Investment Management. Yamin and Caparelli were each named Managing Director and Wealth Manager. Based in Florida and New York, the team will provide......
Alvarium Tiedemann Holdings Enters into New $250 Million Credit Facility
Finance Investment Services News

Alvarium Tiedemann Holdings Enters into New $250 Million Credit Facility

Fintech News Desk
by Fintech News Desk0
Provides financial flexibility to execute growth initiatives and serve its global clients more efficiently Alvarium Tiedemann Holdings, Inc. announced that it has entered into a $250 million credit facility with a syndicate led by BMO Capital Markets Corp. (“BMO”). The facility, which is comprised of a $150 million revolving credit......
Save Takes on First Institutional Investors to Fund Its Growing B2B Business as Global Demand for Yield Accelerates
B2B Fintech News

Save Takes on First Institutional Investors to Fund Its Growing B2B Business as Global Demand for Yield Accelerates

Fintech News Desk
by Fintech News Desk0
Round led by BNP Paribas, Europe’s leading financial institution Save, a fintech company that helps clients earn higher yields on their spending and savings, announces the successful closure of a funding round led by BNP Paribas, Europe’s leading financial institution. Joining BNP Paribas in the round is Webster Bank, a leading commercial bank in the Northeast who......
Artificial Intelligence Featured Fintech Primers News

An Overview of the Use Of AI in Financial Services

Pooja Choudhary
by Pooja Choudhary0
FCA announced in 2019 it is partnering with the Alan Turing Institute for the exploration of transparency of AI in the financial services domain. In this article, we shall be dealing with the opportunities, challenges, and issues involved with AI with special limelight on the role of transparency in pursuing......
Private Wealth Digital Assets Study Finds Investor Interest in Digital Assets Remains High
Digital Asset Management Investment Services News

Private Wealth Digital Assets Study Finds Investor Interest in Digital Assets Remains High

Fintech News Desk
by Fintech News Desk0
Four out of five of high net worth individuals (HNWI) and family offices are already invested in digital assets The largest study this year which surveyed 1,500 international investors on their attitudes and investment strategies with respect to digital assets was published Matrixport, one of the world’s largest digital assets......
Ultimus Selected as New Transfer Agent to Weitz Funds
Investment Services News

Ultimus Selected as New Transfer Agent to Weitz Funds

Fintech News Desk
by Fintech News Desk0
Firm’s appointment is a result of proven tech-driven innovation and industry-leading client services Ultimus Fund Solutions, a leading independent provider of full-service technology-enhanced fund administration, accounting, and investor solutions, proudly announces its newest transfer agent client, Weitz Funds (Weitz), with its nine mutual funds. Ultimus played a significant role in assisting......
Regions Bank Launches Multi-Assets Solutions Group
Banking News

Regions Bank Launches Multi-Assets Solutions Group

Fintech News Desk
by Fintech News Desk0
United team further differentiates Regions’ investment professionals through macroeconomic and market research, investment strategy, and more Regions Bank on Monday announced the launch of its Multi-Assets Solutions Group, the result of combining the bank’s Investment Research Group with the research team from Regions subsidiary Highland Associates. Communication. Collaboration. Results. This latest development in @RegionsBank’s......
Juniper Research: Embedded Finance Market to Exceed $183 Billion Globally by 2027
Finance Fintech News

Juniper Research: Embedded Finance Market to Exceed $183 Billion Globally by 2027

Fintech News Desk
by Fintech News Desk0
A new study from Juniper Research has found revenue from embedded financial services will exceed $183 billion globally in 2027; increasing from just under $65 billion in 2022. Growing by 182% over the period, the report found this expansion will be largely driven by non-financial businesses incorporating embedded finance options into their......
Cryptocurrency News

Hashdex And Vinter Launch First-of-its-kind Crypto Etp

Fintech News Desk
by Fintech News Desk0
 Hashdex, a leading global crypto-focused investing company, announced it has partnered with Vinter, the crypto index provider, for the launch of the Hashdex Crypto Momentum Factor ETP (exchange-traded product). The first-of-its-kind investment vehicle is designed to enable institutional investors to capitalize on trending crypto assets that are experiencing upward price......
MSCI Launches First Suite of Digital Assets Indexes
Digital Asset Management News

MSCI Launches First Suite of Digital Assets Indexes

Fintech News Desk
by Fintech News Desk0
Indexes developed in collaboration with Menai Financial Group and Compass Financial Technologies MSCI Inc., a leading provider of critical decision support tools and services for the global investment community, announced the launch of digital-asset indexes, offering a way to help investors evaluate sources of risk and return opportunities across the......
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