Tag : Investment Management

Bregal Sagemount Announces Strategic Growth Investment in Optima Partners
Investment Services News

Bregal Sagemount Announces Strategic Growth Investment in Optima Partners

Fintech News Desk
by Fintech News Desk0
Bregal Sagemount (“Sagemount”), a leading growth-focused private equity firm, announced a strategic growth investment in Optima Partners Holdings (“Optima” or the “Company”), a leading provider of specialized compliance advisory services to the investment management industry in the United States, United Kingdom, and Hong Kong. Latest Fintech News: Global Primex Launches Private,......
Live Oak Ventures Participates in Series A Financing of Asset Class
Finance News

Live Oak Ventures Participates in Series A Financing of Asset Class

Fintech News Desk
by Fintech News Desk0
Live Oak Ventures, the investment arm of Live Oak Bancshares, Inc., has announced an investment in Asset Class, a Dublin-based fintech that provides a range of innovative, custom investment management software solutions to clients across financial sectors, with a focus on private equity, venture capital, financial advisory and commercial lending. Latest Fintech......
William Blair Bolsters Investment Banking Group With Senior Hires in London
Banking Investment Services News

William Blair Bolsters Investment Banking Group With Senior Hires in London

Fintech News Desk
by Fintech News Desk0
William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today that it has bolstered its investment banking group in Europe with the appointment of five senior hires. Latest Fintech News: New Workflows in Pega Smart Dispute Help Banks Handle the Evolving Payment......
XML Financial Group Completes Merger with Pennsylvania Wealth Advisor, Expands Mid-Atlantic Footprint
Investment Services News

XML Financial Group Completes Merger with Pennsylvania Wealth Advisor, Expands Mid-Atlantic Footprint

Fintech News Desk
by Fintech News Desk0
XML Financial Group (XML), an independent wealth and investment management firm with offices in Maryland, Virginia and Colorado, today announced it has completed its merger with Samson Wealth Management Group, a wealth management practice in Fort Washington, Pennsylvania. Latest Fintech News: New Workflows in Pega Smart Dispute Help Banks Handle the Evolving Payment Landscape The deal, which took......
LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)
Investments News

LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced today that Ivan Illán has joined LPL Financial as a Hybrid RIA with the launch of Aligne Wealth Advisors Investment Management (AWAIM), an SEC-registered investment adviser and wholly owned business unit of Aligne Wealth Preservation & Insurance Services, LLC. He reported having served approximately $300 million in......
Khelp Financial Launches Investment Management Practice with Key Hires; DeFi Hedge Funds Planned for Q3 2022
DeFi News

Khelp Financial Launches Investment Management Practice with Key Hires; DeFi Hedge Funds Planned for Q3 2022

Fintech News Desk
by Fintech News Desk0
Khelp Financial (“Khelp”), a registered investment advisor in the digital asset sector, is pleased to announce the hiring of two new employees. Latest Fintech News: DP World and CDPQ Announce US$5 billion Investment in Strategic Assets in the UAE First, Steve Goeke is joining the firm as Chief Operating Officer. Mr. Goeke has......
Franklin Templeton to Acquire Alcentra from BNY Mellon
Investment Services News

Franklin Templeton to Acquire Alcentra from BNY Mellon

Fintech News Desk
by Fintech News Desk0
Transaction will double the size of Benefit Street Partners’ assets under management to $77 billion and increase Franklin Templeton’s alternative assets under management to $257 billion Franklin Resources, Inc., a global investment management organization operating as Franklin Templeton, and The Bank of New York Mellon Corporation announced that Franklin Templeton......
cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients
Finance News Security

cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients

Fintech News Desk
by Fintech News Desk0
United Planner’s DefendUP offering takes its critical infrastructure and access to key cloud applications “dark” and off the open internet cleverDome, Inc., a cybersecurity solution for the wealth management and legal industries that protects confidential consumer information by taking that information “Under the Dome” (i.e. secure and off the open......
Westwood to Acquire Salient Partners’ Asset Management Business
Investment Services News

Westwood to Acquire Salient Partners’ Asset Management Business

Fintech News Desk
by Fintech News Desk0
Strategic Combination Creates Strong Investment Management Boutique With Specialization and Scale Across U.S. Equity, Multi-Asset, Real Assets and Alternatives Westwood Holdings Group, Inc., a Dallas-based investment management boutique and wealth management firm, has entered into a definitive agreement with Salient Partners, L.P. (“Salient”), a Houston-based investment firm, and its related......
MassMutual Becomes Equity Investor in Kudu Investment Management
InsurTech Investment Services News

MassMutual Becomes Equity Investor in Kudu Investment Management

Fintech News Desk
by Fintech News Desk0
Kudu Investment Management, LLC (Kudu), an independent provider of permanent capital solutions to asset and wealth managers worldwide, announced that Massachusetts Mutual Life Insurance Company (MassMutual), a leading U.S. mutual life insurance company, has become an equity investor – joining White Mountains Insurance Group, Ltd.. Since 2018, New York-based Kudu has......
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