Search Results for: manage clients

Six-Person Advisor Team Joins UBS Private Wealth Management in Tampa, Florida
Fintech Investments News

Six-Person Advisor Team Joins UBS Private Wealth Management in Tampa, Florida

Fintech News Desk
by Fintech News Desk0
UBS Private Wealth Management announced today that a six-person Financial Advisor team has joined the firm in Tampa, Florida. The team offers a broad range of multigenerational wealth management services, including portfolio and investment strategies, corporate and individual retirement and 401(k) planning, liquidity events, succession planning, estate planning, wealth transfer planning and philanthropy.......
Bambu Acquires Investment Management Technology Provider Tradesocio to Accelerate Global Growth
Investments News Trading

Bambu Acquires Investment Management Technology Provider Tradesocio to Accelerate Global Growth

Fintech News Desk
by Fintech News Desk0
The acquisition of Tradesocio will extend Bambu’s digital wealth capabilities, doubling the number of employees to 130 and further accelerating global expansion  Bambu is pleased to announce the acquisition of Tradesocio, a WealthTech company with 65 employees, specialising in investment management and trading technologies with offices in Singapore, India, and Dubai. This acquisition......
Altruist Expands Model Marketplace, Integrates BlackRock, Redwood Investment Management, and State Street Global Advisors Models
Fintech Investments News

Altruist Expands Model Marketplace, Integrates BlackRock, Redwood Investment Management, and State Street Global Advisors Models

Fintech News Desk
by Fintech News Desk0
– Addition Of Marquee Brands Underscores Altruist’s Commitment To Providing Quality Choices For Independent Advisors – BlackRock’s Target Allocation ESG Now Available As The First Sustainability Models Offered Via Altruist’s Model Marketplace – With Altruist, Independent Advisors Can Open And Fund Accounts, Invest, Manage, Report And Bill All In One......
Broadridge to Distribute TIFIN's Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors
Fintech News

Broadridge to Distribute TIFIN’s Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Follows Broadridge’s investment in TIFIN’s Series B round in April To better help financial advisors and wealth management clients accelerate growth, Broadridge Financial Solutions, a global Fintech leader, and TIFIN, announced that Broadridge will integrate and distribute a broad range of TIFIN’s Fintech wealth solutions that enable advisors to create hyper-personalized solutions for......
Equisoft Continues Global Expansion With UK Acquisition of Investment and Pension Management Solutions Provider Altus
Digital Fintech News

Equisoft Continues Global Expansion With UK Acquisition of Investment and Pension Management Solutions Provider Altus

Fintech News Desk
by Fintech News Desk0
The acquisition provides Equisoft with strategic product capabilities and complementary expertise within the European financial services market Equisoft, a leading global digital solutions provider to the financial industry, is proud to announce the acquisition of UK-based financial services firm Altus. Located in Bath, U.K., Altus’ suite of products and deep market......
HSBC Asset Management Finances the Launch of RadiantESG Global Investors
Investments News

HSBC Asset Management Finances the Launch of RadiantESG Global Investors

Fintech News Desk
by Fintech News Desk0
A women-owned investment firm HSBC Asset Management announces that it is taking a minority stake in Radiant ESG, a US-based, ESG and diversity and inclusion (D&I) focused consulting firm co-founded by Heidi Ridley and Kathryn McDonald, former CEO and Head of Sustainable Investing at Rosenberg Equities, respectively. “We are delighted......
Dakota Wealth Management to Acquire Persimmon Capital Management
Investments News

Dakota Wealth Management to Acquire Persimmon Capital Management

Fintech News Desk
by Fintech News Desk0
Strategic acquisition expands footprint into the Philadelphia area Dakota Wealth Management, an independent investment management firm serving high-net-worth individuals and families, has entered into an agreement to acquire Persimmon Capital Management, a boutique wealth advisory firm managing approximately $260 million in Blue Bell, PA. With the addition of Persimmon, Dakota Wealth Management now......
KX Enhances KX Flow FX Trading Platform for Enhanced Pricing and Better Risk Management
Analytics Finance Fintech News Risk Management

KX Enhances KX Flow FX Trading Platform for Enhanced Pricing and Better Risk Management

Fintech News Desk
by Fintech News Desk0
New automated capability optimizes position and hedging strategies to manage market risk KX, a worldwide leader in real-time streaming analytics, has announced enhancements to KX Flow, its white-label foreign exchange trading platform. The enhancements help financial institutions better manage market risk, with a new automated capability to optimize position and......
EbixCash Financial Technologies Features in the Leaderboard for Private Banking & Wealth Management in the IBS Sales League Table 2021
Banking E-commerce News

EbixCash Financial Technologies Features in the Leaderboard for Private Banking & Wealth Management in the IBS Sales League Table 2021

Fintech News Desk
by Fintech News Desk0
EbixCash Private Limited, a subsidiary of Ebix, Inc., a leading international supplier of On-Demand software and E-commerce services to the insurance, financial, healthcare and e-learning industries announced that MoneyWare®, its flagship product for wealth and asset management, has been awarded the Leaderboard position in the IBS Sales League table for......
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