Search Results for: wealth manager

Oppenheimer Builds Out Healthcare Investment Banking Team To Support Accelerating Growth
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Oppenheimer Builds Out Healthcare Investment Banking Team To Support Accelerating Growth

Fintech News Desk
by Fintech News Desk0
Jonathan Fassberg Named Vice Chairman of Healthcare Investment Banking, Brian Korb Joins as Managing Director and Don Ritucci Appointed Head of M&A for Firm’s Healthcare Investment Banking Team Oppenheimer Hits Record Deal Volume in the Sector as it Successfully Concludes Annual Healthcare Conference Oppenheimer & Co. Inc., a leading investment......
Canoe Expands EMEA Presence with New Clients, New Office and New Senior Hire
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Canoe Expands EMEA Presence with New Clients, New Office and New Senior Hire

Fintech News Desk
by Fintech News Desk0
Canoe Intelligence (“Canoe”), a financial technology company focused on reimagining data management processes for alternative investors, wealth managers, asset servicing firms and capital allocators, today announced it has expanded its EMEA presence with new clients, a new London office and the hire of Toby Bailey as Vice President of Sales,......
Net Purpose Joins Investment Association’s FinTech Accelerator
Fintech Investment Services News

Net Purpose Joins Investment Association’s FinTech Accelerator

Fintech News Desk
by Fintech News Desk0
Net Purpose, a global impact data provider for responsible, sustainable and impact investors, has been chosen to take part in the Investment Association’s FinTech hub, IA Engine. The six-month accelerator programme aims to connect innovative FinTech companies with forward-looking investment managers and to spur industry transformation. The programme was established......
Financial Services Firms That Invested In Emerging Technologies Profited In 2020, New Broadridge Study Finds
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Financial Services Firms That Invested In Emerging Technologies Profited In 2020, New Broadridge Study Finds

Fintech News Desk
by Fintech News Desk0
Widening gap emerges between Leaders and Non-leaders Leading firms to allocate nearly 20% of global IT budgets to next-generation technologies by 2023 Over half of financial services firms worldwide plan to increase their spending over the next two years on next-generation technologies such as AI, blockchain, the Cloud and digital,......
Western Union Integrates With Swift gpi
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Leading Fintech Apex Clearing Holdings to List on NYSE Through Merger With Northern Star Investment Corp. II

Fintech News Desk
by Fintech News Desk0
Apex Clearing Holdings LLC (“Apex” or the “Company”), the fintech for fintechs powering innovation and the future of digital wealth management, and Northern Star Investment Corp. II (“Northern Star”) (NYSE: NSTB), a publicly traded special purpose acquisition company, today announced that they have entered into a definitive merger agreement. As......
Robertson Stephens and StratiFi Technologies Announce New Partnership
Fintech News Risk Management

Robertson Stephens and StratiFi Technologies Announce New Partnership

Fintech News Desk
by Fintech News Desk0
Strengthening client-advisor relationships through award-winning risk evaluation tool StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, and Robertson Stephens have announced a new partnership to create a more holistic view of clients’ financial wellness by integrating risk analytics into their investment solution. This partnership gives Robertson Stephens’ advisors......
FundCount Named Best Partnership Accounting System at the Private Asset Management 2021 Awards
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FundCount Named Best Partnership Accounting System at the Private Asset Management 2021 Awards

Fintech News Desk
by Fintech News Desk0
FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it won Best Partnership Accounting System for the second year in a row at the 2021 Private Asset Management Awards. Read More: Reef Finance Becomes the Marquee Project in Pioneering Decentralized Finance with Binance, the World’s Largest......
iCapital Network® and CAIA Association Partner To Launch AltsEdgeTM – An Alternative Investing Education Program For Financial Advisors
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iCapital Network® and CAIA Association Partner To Launch AltsEdgeTM – An Alternative Investing Education Program For Financial Advisors

Fintech News Desk
by Fintech News Desk0
Innovative education initiative offers research-based, CE-accredited modules to prepare advisors to optimize the use of alternatives in client portfolios iCapital Network1, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Chartered Alternative Investment Analyst (CAIA) Association, the professional body......
The Family Office Launches Its Digital Platform
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The Family Office Launches Its Digital Platform

Fintech News Desk
by Fintech News Desk0
The Family Office Company B.S.C. (c), the Bahrain-based global wealth manager (with an office in Saudi Arabia regulated by the Capital Markets Authority, and its investment management arm Petiole Asset Management in Zurich, Switzerland), announced the launch of its proprietary digital platform, which is accessible through a dedicated client mobile application, enabling clients to......
Moven Wins Contract With Japan's Kyushu Financial Group
Business Fintech News Risk Management

Arbor Digital and Blockchange Partner on Digital Asset SMA for Registered Investment Advisors

Fintech News Desk
by Fintech News Desk0
Blockchange Inc, the digital asset investing platform for professional wealth managers, and Arbor Digital, an SMA manager for RIAs on their journey to digital assets, today announced a new Separately Managed Account (SMA) option for digital assets. The True Digital Asset SMA™ is the first of its kind, offering a......
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