Tag : investment solutions

Alpian, Switzerland’s First Digital Private Bank, Has Appointed Belinda Bencic and Géraldine Fasnacht as Honorary Chief Inspiration Officers
Banking Digital Fintech Investment Services News Risk Management

Alpian Hires Victor Cianni As Head Of Investments To Shape Customer Offering

Fintech News Desk
by Fintech News Desk0
Digital financial service company, Alpian SA (“Alpian”), has today announced the appointment of Victor Cianni as Head of Investments. In this new role, Cianni will lead on the disruptor’s wealth advisory offering, along with discretionary management products for private bank clients. Inspired by the executive team’s vision of bringing a......
Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans
Banking Business Fintech Investment Services News

Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans

Fintech News Desk
by Fintech News Desk0
Vestrata is a unique platform backed by significant investment from industry insiders Founding team comprises senior executives from world’s biggest firms including J.P. Morgan, UBS, Credit Suisse, Barclays, HSBC, and MSCI Addresses many of the key challenges facing the wealth management industry today by enhancing client engagement Vestrata, a fintech......
Societe Generale
Banking Business Fintech Investment Services News

Societe Generale: Launch of a Unique Savings Solutions Offer by Strengthening the Partnership Set-Up

Fintech News Desk
by Fintech News Desk0
Starting in the first quarter of 2021, Societe Generale will become the first and only major bank in France to operate in open architecture for all clients of its two retail banking networks. New innovative partnerships have been forged with six asset management companies, allowing savers served by the Societe......
HKD Group Hires New Head of M&A
Banking Fintech Investment Services News

HKD Group Hires New Head of M&A

Fintech News Desk
by Fintech News Desk0
HKD Group, have announced today that Jarrod Aldridge has joined the firm as Head of M&A, replacing Ian McMahon who steps down after leading the firm’s M&A division over the last decade. Jarrod will focus on leading HKD Group’s rapidly growing investment banking practice in the Asia Pacific region. He......
Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
by Fintech News Desk0
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
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