Tag : Investment Management

Boston Financial Investment Management Announces New Chief Credit Officer
Investment Services News

Boston Financial Investment Management Announces New Chief Credit Officer

Fintech News Desk
by Fintech News Desk0
Boston Financial Investment Management announced that the company’s Chief Credit Officer, Jim Dailey, will be retiring from the firm in June. Noreen Short will join the firm as Deputy Chief Credit Officer on February 7, 2022, and she will assume the Chief Credit Officer role upon Mr. Dailey’s departure. “Jim is admired......
Omni Bridgeway Continues US Expansion with C-suite Appointments
Investment Services News

Omni Bridgeway Continues US Expansion with C-suite Appointments

Fintech News Desk
by Fintech News Desk0
Omni Bridgeway (formerly known in the US as Bentham IMF) is pleased to announce continued expansion of its US investment team and C-suite in direct response to increasing market demand for the company’s legal finance offerings. The four appointments include internal promotions for key executive positions including Jim Batson and Matt Harrison as Managing......
UBS Agrees to Acquire Wealthfront to Deliver Digital Wealth Management Offering to Millennial and Gen Z Affluent Investors
Banking News

UBS Agrees to Acquire Wealthfront to Deliver Digital Wealth Management Offering to Millennial and Gen Z Affluent Investors

Fintech News Desk
by Fintech News Desk0
Wealthfront’s state-of-the-art, digital only platform tailored to next gen affluent investors will accelerate UBS’s growth ambitions in the US UBS and Wealthfront, an industry-leading, automated wealth management provider serving the next generation of investors, signed an agreement whereby UBS would acquire Wealthfront in an all-cash transaction valued at $1.4 billion. Through this......
Colliers to Invest in Leading Infrastructure Investment Firm
Investment Services News

Colliers to Invest in Leading Infrastructure Investment Firm

Fintech News Desk
by Fintech News Desk0
Basalt Infrastructure adds highly differentiated investment products to IM platform Leading diversified professional services and investment management company, Colliers, announced it has entered into an agreement to make a strategic investment in Basalt Infrastructure Partners LLP (“Basalt”), a leading transatlantic infrastructure investment management firm with more than $8.5 billion of......
Merit Financial Advisors Completes Merger with Biltmore Capital Advisors and Stone Creek Capital Management
Finance Investment Services News

Merit Financial Advisors Completes Merger with Biltmore Capital Advisors and Stone Creek Capital Management

Fintech News Desk
by Fintech News Desk0
The partnership enhances Merit’s presence in South Florida and New Jersey, adding $557M in assets under management and a new line of business, which facilitates margin lending, reporting, and other consulting services to families, representing $1.6 billion in assets Merit Financial Advisors, a Georgia-based financial advisory firm that specializes in financial......
Wilmington Trust Adds Mark Maggioncalda as Senior Wealth Advisor to Radnor Office
Investments News

Wilmington Trust Adds Mark Maggioncalda as Senior Wealth Advisor to Radnor Office

Fintech News Desk
by Fintech News Desk0
Wilmington Trust, a leader in wealth management and corporate and institutional services, said that Mark Maggioncalda has been hired as a senior wealth advisor in its Radnor, PA, office. In his new role, Maggioncalda will be responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and......
DeFi Technologies Announces Preferred Partnership Agreement with SEBA Bank AG
DeFi Investment Services News

DeFi Technologies Announces Preferred Partnership Agreement with SEBA Bank AG

Fintech News Desk
by Fintech News Desk0
DeFi Technologies Inc., a technology company bridging the gap between traditional capital markets and decentralised finance, is thrilled to announce it has entered into a commercial agreement to establish a preferred partnership relationship with SEBA Bank AG. SEBA is a fully integrated, FINMA licensed, digital assets banking platform providing a seamless,......
Creative Planning Acquires Reilly Financial Advisors
Finance News

Creative Planning Acquires Berno Financial Management

Fintech News Desk
by Fintech News Desk0
Cincinnati, Ohio Firm Has Over $300 Million in AUM Creative Planning Inc., one of the nation’s largest Registered Investment Advisers, announced the acquisition of Berno Financial Management, which has a total of over $300 million in assets under management. Berno was founded by Bruce J. Berno, CFP in 1993 and has helped......
Morningstar to Acquire Wealth Management Platform Provider Praemium's UK and International Business
Investments News

Morningstar to Acquire Wealth Management Platform Provider Praemium’s UK and International Business

Fintech News Desk
by Fintech News Desk0
Fast-growing wealth management platform brings advisers choice and efficiency, enabling better advice for investors Morningstar and Praemium Limited have reached an agreement for Morningstar to acquire 100% of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai. The consideration for the transaction will comprise cash of £35 million, subject to......
Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience
Fintech Investment Services News

Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience

Fintech News Desk
by Fintech News Desk0
Appway’s onboarding solution, purpose-built for the Canadian market, will allow Baskin Wealth Management to rapidly deliver a new-and-improved experience to its clients and relationship managers Appway, the leader in onboarding solutions for financial services, announced that Baskin Wealth Management has selected Appway’s Client Onboarding for Wealth solution. This solution is purpose-built for......
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