Search Results for: relationship management

Principal Financial Group® strengthens commitment to global asset management
Digital Asset Management News

Principal Financial Group Strengthens Commitment To Global Asset Management

Fintech News Desk
by Fintech News Desk0
Principal Financial Group announced its investment unit will be doing business as Principal Asset Management as the company intensifies its focus on asset management. This name will highlight the firm’s deep, local knowledge, and global perspectives across all asset classes to help drive long-term investment outcomes for clients. Latest Fintech Insights : Goldman......
Saguaro Capital Management Launches Next-Generation Value Investment Firm
Investment Services News

Saguaro Capital Management Launches Next-Generation Value Investment Firm

Fintech News Desk
by Fintech News Desk0
Investment approach fuses classic fundamental research with modern data science and machine learning to improve long-term investment results Saguaro Capital Management, a value investment firm with extensive experience and expertise combining classic fundamental analysis with modern data science tools and proprietary machine learning models to produce attractive long-term returns, announced......
Glenbrook Partners Expands to Meet Demand for Payments Strategy and Risk Management services
Digital Payments News Risk Management

Glenbrook Partners Expands to Meet Demand for Payments Strategy and Risk Management services

Fintech News Desk
by Fintech News Desk0
Glenbrook Partners, a leading strategy consulting firm focused exclusively on the payments industry, is pleased to announce Chris Uriarte and Samantha Gordon have joined to expand the Payments Strategy and Risk Management practices. Latest Fintech Insights : Goldman Sachs Asset Management and Cleanhill Partners Acquire Majority Stake in EPC Power Corp. “Chris is an......
Intapp Partners With Equilar To Enhance Relationship Intelligence And Accelerate Business Development Efforts
Business Finance News

Intapp Partners With Equilar To Enhance Relationship Intelligence And Accelerate Business Development Efforts

Fintech News Desk
by Fintech News Desk0
Native access to corporate leadership data expands the reach of professional networks and gives professional and financial services firms a competitive advantage Intapp, a leading provider of cloud-based software for the global professional and financial services industry, announced a new partnership with Equilar to help investors and advisors expand the reach of......
Goldman Sachs Asset Management and Cleanhill Partners Acquire Majority Stake in EPC Power Corp.
Investment Services News

Goldman Sachs Asset Management and Cleanhill Partners Acquire Majority Stake in EPC Power Corp.

Fintech News Desk
by Fintech News Desk0
New strategic investment in EPC Power, the only U.S.-based provider of an end-to-end power conversion solution, helps fuel the U.S. economy’s clean energy transition EPC Power Corp., a leading North American supplier of high-performance, utility-scale, smart inverters, announced the Sustainable Investing business within Goldman Sachs Asset Management (Goldman Sachs) and......
Cetera Welcomes Cramer Capital Management
Capital Markets News

Cetera Welcomes Cramer Capital Management

Fintech News Desk
by Fintech News Desk0
$140 million Kansas City team joins Cetera Advisor Networks from Commonwealth Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Cramer Capital Management has affiliated with Cetera Advisor Networks. Led by founders Bruce and Dawn Cramer, the Kansas City-based team was formerly affiliated with Commonwealth Financial Network and manages $140......
Blake Bamford joins Needham Bank as Senior Vice President Structured Finance Relationship Manager
Banking News

Blake Bamford joins Needham Bank as Senior Vice President Structured Finance Relationship Manager

Fintech News Desk
by Fintech News Desk0
Needham Bank announced that Blake Bamford has joined the Commercial & Industrial (C&I) Lending group as Senior Vice President Structured Finance Relationship Manager. Mr. Bamford has over 13 years of experience in financial services, with expertise in C&I lending and customer relationship management. “Latest Fintech News: ABNB Federal Credit Union Launches BioCatch on......
Hollow Brook Wealth Management Announces Launch of The Hollow Brook Wealth Alliance
Investments News

Hollow Brook Wealth Management Announces Launch of The Hollow Brook Wealth Alliance

Fintech News Desk
by Fintech News Desk0
Hollow Brook Wealth Management LLC a leading independent and full-service wealth management firm, announced that it has formed the Hollow Brook Wealth Alliance. “Latest Fintech News: ABNB Federal Credit Union Launches BioCatch on Alkami Digital Banking Platform The Hollow Brook Wealth Alliance is a new and unique networking community that enables......
Moran Wealth Management Announces Launch as Independent Registered Investment Advisor
Investments News

Moran Wealth Management Announces Launch as Independent Registered Investment Advisor

Fintech News Desk
by Fintech News Desk0
Moran Wealth Management, an investment management practice based in Naples, Florida, has announced its launch as an independent registered investment advisor. A boutique financial advisory practice with over $4 billion of assets under management (AUM) as of 5/31/22*, MWM provides comprehensive investment services for its sophisticated investors through personalized and customizable......
BHG VC Announces Investment in Fraud Prevention and Financial Crime Management Company, Effectiv
Finance News Security

BHG VC Announces Investment in Fraud Prevention and Financial Crime Management Company, Effectiv

Fintech News Desk
by Fintech News Desk0
BHG VC, the corporate venture capital arm of BHG Financial, is pleased to announce its investment in Effectiv, an industry leading fraud prevention and financial crime management company. BHG VC’s investment in the company comes after a successful partnership was established between Effectiv and BHG Financial. By implementing Effectiv’s solutions, BHG......
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