Search Results for: portfolio managers

Sequoia Financial Group Secures $200 Million Commitment from Valeas Capital Partners to Support Growth Strategy
Finance Investment Services News

Sequoia Financial Group Secures $200 Million Commitment from Valeas Capital Partners to Support Growth Strategy

Fintech News Desk
by Fintech News Desk0
Sequoia Financial Group, an SEC-registered wealth management firm with approximately $10 billion in client assets, announced it has entered into an agreement with Valeas Capital Partners (Valeas), a growth-oriented equity investment firm, to acquire a minority stake in Sequoia. Under terms of the agreement, Valeas is committing more than $200......
Manasquan Bank Partners with ZSuite Tech to Launch Digital Escrow Platform
Banking News

Manasquan Bank Partners with ZSuite Tech to Launch Digital Escrow Platform

Fintech News Desk
by Fintech News Desk0
Bank expands commercial portfolio, increases low-cost, core deposits, automates complex subaccounting transactions ZSuite Tech, a financial technology company that powers financial institutions with unbound digital accounts encompassing escrow, subaccounting, sub-ledgering, FBO and trust accounts for commercial clients, announced Manasquan Bank successfully deployed ZEscrow, the industry’s first completely digital commercial escrow solution, and ZRent,......
Polar Capital Appoints Northern Trust to Provide Asset Servicing Solutions to its Melchior Selected Trust
Digital Asset Management News

Polar Capital Appoints Northern Trust to Provide Asset Servicing Solutions to its Melchior Selected Trust

Fintech News Desk
by Fintech News Desk0
Mandate for Luxembourg-Domiciled Funds Extends Relationship, Drives Efficiencies, Supports European Distribution Northern Trust announced it has been appointed by Polar Capital to provide global custody, depositary, transfer agency, fund accounting and currency management-related services to its Melchior Selected Trust. Latest Fintech Insights : Goldman Sachs Asset Management and Cleanhill Partners Acquire Majority......
Allvue Systems Selected by Warwick Capital Partners to Support Development of CLO Business
Investment Services News

Allvue Systems Selected by Warwick Capital Partners to Support Development of CLO Business

Fintech News Desk
by Fintech News Desk0
Allvue Systems (“Allvue”), a leading alternative investment technology solutions provider, announced it was selected by Warwick Capital Partners (“Warwick”) as the software provider for its CLO business. Warwick is a special situations firm that brings creative solutions to complex opportunities and manages approximately $2.5 billion on behalf of global investors.......
State Street and FundGuard Announce Strategic Partnership to Deliver Accounting Solutions for State Street Alpha
Fintech Investment Services News

State Street and FundGuard Announce Strategic Partnership to Deliver Accounting Solutions for State Street Alpha

Fintech News Desk
by Fintech News Desk0
State Street  announced that FundGuard has been selected to serve as a strategic accounting solution for State Street Alpha. FundGuard is a highly scalable cloud-native investment accounting, fund accounting, and contingency NAV solution. The FundGuard accounting solution will be integrated for straight through processing from portfolio management and trading in......
Investments News

Dynasty Financial Partners And Allocate Partner To Give Rias Access To Venture Capital Investment Opportunities

Fintech News Desk
by Fintech News Desk0
Allocate, a digital investment platform that provides investors a streamlined way to access venture funds and co-investments, today announced a partnership with Dynasty Financial Partners, a provider of back and middle-office outsourced solutions for registered investment advisors (RIAs). The partnership will provide Dynasty network partner RIAs with a digital solution......
Artificial Intelligence Fintech News

New Bitwise Web3 ETF (BWEB) Set To Capture One of the Biggest Growth Opportunities

Fintech News Desk
by Fintech News Desk0
Bitwise Asset Management, the world’s leading crypto index fund manager with more than $1.3 billion in assets under management, announced the launch of the Bitwise Web3 ETF. The strategy gives investors access to companies well positioned to benefit from the emergence of Web3, a term used to describe the next......
Harris Williams Advises D&H United Fueling Solutions on its Sale to Wind Point Partners
Banking Investment Services News

Harris Williams Advises D&H United Fueling Solutions on its Sale to Wind Point Partners

Fintech News Desk
by Fintech News Desk0
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised D&H United Fueling Solutions (D&H United), a portfolio company of KLH Capital (KLH), on its sale to Wind Point Partners (Wind Point). D&H United is a leading provider of testing, inspection, repair, and installation services for......
IQ-EQ Expands Its US Business With The Acquisition Of JGM Fund Services
Fintech Funding News

IQ-EQ Expands Its US Business With The Acquisition Of JGM Fund Services

Fintech News Desk
by Fintech News Desk0
Global Investor Services Group IQ-EQ deepens its US foothold with strategic acquisition IQ-EQ, an Astorg portfolio company, is pleased to announce the acquisition of JGM Fund Services (“JGM”) an industry leading US provider of fund administration and tax services for alternative investors specializing in Real Estate and Private Equity asset classes.......
Bladex Announces New Bond Issuance in Mexico
InsurTech News

Bladex Announces New Bond Issuance in Mexico

Fintech News Desk
by Fintech News Desk0
Banco Latinoamericano de Comercio Exterior, S.A. announces its new issuance of Cebures in the Mexican capital markets, in the amount of MXN 5,493 million (Mexican Pesos five thousand four hundred and ninety three million). “Latest Fintech News: Groma and Needham Bank Partner to Finance Multi-Family Investments in Boston, MA The Notes have......
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