Search Results for: wealth manager

Cambridge Wilkinson Investment Banking Closes $100 Million Credit Facility for Proven Real Estate Asset Manager
Investment Services News

Cambridge Wilkinson Investment Banking Closes $100 Million Credit Facility for Proven Real Estate Asset Manager

Fintech News Desk
by Fintech News Desk0
Cambridge Wilkinson is pleased to announce the closing of a $100MM credit facility for a long track record Real Estate Asset Manager who currently has more than 90,000 acres of land and manages over $3 billion of real estate assets. This facility will be used to purchase land that has been......
QTR Family Wealth Joins High-Growth Investment Group Bison Wealth
Finance Fintech News

QTR Family Wealth Joins High-Growth Investment Group Bison Wealth

Fintech News Desk
by Fintech News Desk0
QTR brings an established and strong presence in the Central Florida market to Bison Wealth The Hunter Group, formerly part of Merrill Lynch in Orlando, Fla., is on the move, joining Bison Wealth, a division of Bison Holdings, as QTR Family Wealth (QTR). The dynamic wealth management team, led by industry veterans Wes Hunter, Chad......
Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations
Investment Services News Trading

Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations

Fintech News Desk
by Fintech News Desk0
TownSquare’s full-service investment and trading platform will add $6 billion to Orion’s $60 billion in TAMP assets Orion Advisor Solutions, a leading provider of transformative wealthtech solutions for fiduciary advisors, announced a definitive agreement to expand its existing wealth management business by acquiring TownSquare Capital (TownSquare). Serving the financial advisor......
HCL Technologies Expands Global Partnership with Avaloq to Accelerate Innovation in Digital Wealth Management
Banking News

HCL Technologies Expands Global Partnership with Avaloq to Accelerate Innovation in Digital Wealth Management

Fintech News Desk
by Fintech News Desk0
HCL Technologies (HCL), a leading global technology company, has expanded its global partnership with Avaloq, a leading provider of digital banking solutions. HCL will now develop a world-class lifecycle management center for Avaloq clients and invest in ongoing training and development for HCL teams working with Avaloq products. These investments......
Nations Lending Names New Regional Manager to Oversee Expansion in Hawaii
Lending Mortgage News

Nations Lending Names New Regional Manager to Oversee Expansion in Hawaii

Fintech News Desk
by Fintech News Desk0
 Jon Whittington tapped to expand retail footprint on O’ahu and neighboring islands Nations Lending, a leading full-service national mortgage lender, announced 29-year industry veteran Jon Whittington, CMB will oversee its expansion to the Hawaiian Islands. As Regional Manager, Whittington will focus primarily on growing Nations’ retail footprint and production volume.......
Manning & Napier to Go Private and Be Acquired by Callodine Group, Driving Next Phase of Growth for the Preeminent Regional Investment Manager
Digital Asset Management Investment Services News

Manning & Napier to Go Private and Be Acquired by Callodine Group, Driving Next Phase of Growth for the Preeminent Regional Investment Manager

Fintech News Desk
by Fintech News Desk0
Manning & Napier, Inc.,(“Manning & Napier” or “the Company”), an experienced investment manager offering comprehensive wealth and asset management services, and Callodine Group, LLC (“Callodine”), a Boston-based asset management firm, announced they have entered into a definitive agreement under which Manning & Napier will go private and be acquired by Callodine.......
Hywin Wealth, VP Bank Report Finds Strong APAC Demand for Private Market Investments
Investment Services News

Hywin Wealth, VP Bank Report Finds Strong APAC Demand for Private Market Investments

Fintech News Desk
by Fintech News Desk0
Demand for private market opportunities is strong among investors in the Asia Pacific region, according to a new industry report jointly issued by Hywin Holdings Ltd, a leading independent wealth management service provider in China, with Liechtenstein-based VP Bank Ltd. and WealthBriefingAsia. Over three quarters, or 77% of wealth management......
EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth
Finance News

EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth

Fintech News Desk
by Fintech News Desk0
Sanctuary Wealth acquires minority stake in Indianapolis-based independent firm with almost $400 million in AUM Sanctuary Wealth, home to the next generation of elite advisors, proudly announces that EverNest Financial Advisors, an independent firm based in Indianapolis, has chosen to partner with Sanctuary, which has acquired a minority position in the firm. The two-person team......
Stratos Wealth Enterprises Acquires a Majority Stake in NSC Asesores
Finance Investment Services News

Stratos Wealth Enterprises Acquires a Majority Stake in NSC Asesores

Fintech News Desk
by Fintech News Desk0
Investment in Premier Mexican Wealth Management Firm is First International Holding for Ohio-Based Stratos Stratos Wealth Enterprises, a Stratos Wealth Holdings company,  announced the purchase of a controlling interest in NSC Asesores, a premier wealth management and investment firm headquartered in Mexico City, with more than $4 billion (U.S.) in client assets,......
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