Search Results for: management

Regions Private Wealth Management Wins Two Global Private Banking Innovation Awards for Second Consecutive Year
Banking Finance News

Regions Private Wealth Management Wins Two Global Private Banking Innovation Awards for Second Consecutive Year

Business Wire
Global Private Banker honors Regions Bank with Best Trust Services by a Private Bank and Best Wealth Planning Execution. Regions Bank on Thursday announced its Private Wealth Management division earned two top industry honors at the 2026 Global Private Banking Innovation Awards, marking the second consecutive year Regions has received these recognitions. Read More on Fintech : Global......
Choate Continues to Grow Its Fund Formation and Investment Management Practice with the Addition of Jason Karlinsky
Fintech Funding Investment Services News

Choate Continues to Grow Its Fund Formation and Investment Management Practice with the Addition of Jason Karlinsky

EIN Presswire
Seasoned partner with extensive experience advising fund managers and institutional investors at Credit Suisse strengthens Choate’s New York presence. Choate welcomes Jason S. Karlinsky as a partner in the firm’s nationally recognized Fund Formation and Investment Management practice. Karlinsky pairs deep fund formation experience across asset classes with more than a......
Picton Mahoney Asset Management Announces Quarterly Distribution for PICTON Income Fund Exchange Traded Fund Units
Fintech Funding Investment Services News

Picton Mahoney Asset Management Announces Quarterly Distribution for PICTON Income Fund Exchange Traded Fund Units

GlobeNewswire
(TSX: PFIN) Picton Mahoney Asset Management (“PICTON Investments”) announced today that it has declared the June 2026 quarterly cash distribution of $0.1178 per unit for the ETF units (“ETF Units”) of the PICTON Income Fund. Unitholders of record of the ETF Units, at the close of business on June 22,......
Brex and Tekion Partner to Bring Embedded Spend Management to the Modern Auto Dealership
Finance Fintech News

Brex and Tekion Partner to Bring Embedded Spend Management to the Modern Auto Dealership

PR Newswire
Partnership extends Brex’s Ability to Reach More of the 98% of U.S. Businesses Still Operating on Legacy Corporate Card Platforms Brex, the intelligent finance platform, announced at Tekion One a partnership with Tekion, innovator of the first end-to-end, AI-native cloud platform service the entire automotive retail ecosystem, to launch Brex......
U.S. Bank Wealth Management Appoints Daniel Farley Chief Investment Officer
Banking Investment Services News

U.S. Bank Wealth Management Appoints Daniel Farley Chief Investment Officer

Business Wire
U.S. Bank announced that Daniel Farley, CFA, is its new chief investment officer (CIO) for the Wealth Management Asset Management Group. Read More on Fintech : Global Fintech Interview with Rob Young, Managing Director – UK at InDebted Farley will oversee the Asset Management Group, leading its investment strategy, guiding portfolio construction,......
$130 Million Bragg Mutual Federal Credit Union Partners with Credit Union Wealth Group to Offer Wealth Management Services
Credit Bureaus Finance News

$130 Million Bragg Mutual Federal Credit Union Partners with Credit Union Wealth Group to Offer Wealth Management Services

Business Wire
Bragg Mutual Federal Credit Union has partnered with Credit Union Wealth Group (CUWG) to bring expanded fiduciary wealth-management services to its membership across Southeastern North Carolina and Northeastern South Carolina. The program provides members with fiduciary investment services, financial advice, trust and will services, and access to dedicated financial advisors.......
Mudrick Capital Management Appoints Adam Kaufman as Chief Legal Officer
Fintech Investments News

Mudrick Capital Management Appoints Adam Kaufman as Chief Legal Officer

PR Newswire
Kaufman Brings Deep Expertise Advising Leading Alternative Asset Managers Mudrick Capital Management, L.P., a New York-based event-driven investment firm, announced the appointment of Adam Kaufman as Chief Legal Officer, effective June 8, 2026. In this role, Mr. Kaufman will oversee Mudrick Capital’s legal function, serve on its Management Committee, and......
Announcing the Launch of LAGO Global Capital Management: Reflects Growth and Expansion
Finance Investment Services News

Announcing the Launch of LAGO Global Capital Management: Reflects Growth and Expansion

EIN Presswire
LAGO announces the official corporate launch of LAGO Global Capital Management. The formation of LAGO Global Capital Management reflects the company’s significant growth and strategic platform expansion. Founded in 2019 as an alternative credit firm supporting growing companies in the lower middle market (LMM), LAGO has since financed over 130......
Coconut Software Launches AI-Powered Branch Workforce Management Solution
Banking Finance News

Coconut Software Launches AI-Powered Branch Workforce Management Solution

PR Newswire
The new AI-powered offering helps banks and credit unions forecast demand, align the right roles and skills to every branch, and reduce the time managers spend building schedules manually. Coconut Software, a leader in Intelligent Branch Solutions for banks and credit unions, announced the launch of Branch Workforce Management (bWFM),......
Northern Trust Asset Management Launches Sustainable Multifactor Funds
Finance Investment Services News

Northern Trust Asset Management Launches Sustainable Multifactor Funds

Business Wire
UCITS Funds Provide Climate Focused Core Equities Strategies Northern Trust Asset Management, a leading global investment manager with US$1.4 trillion in assets under management (as of March 31, 2026), announced the launch of two actively managed UCITS funds, designed to pursue outperformance while efficiently managing climate transition-related risks and opportunities.......
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