Tag : Morgan Stanley

Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering
Fintech News

Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering

Fintech News Desk
by Fintech News Desk0
Morgan Stanley Wealth Management announced plans to consolidate its robo-advisor offering, Access Investing, within the E*TRADE from Morgan Stanley ecosystem. Latest Fintech Insights : Goldman Sachs Asset Management and Cleanhill Partners Acquire Majority Stake in EPC Power Corp. The updates are part of the E*TRADE integration as Morgan Stanley seeks to......
Morgan Stanley at Work to Acquire Leading Nonqualified Deferred Compensation Plan Provider American Financial Systems
Finance News

Morgan Stanley at Work to Acquire Leading Nonqualified Deferred Compensation Plan Provider American Financial Systems

Fintech News Desk
by Fintech News Desk0
Morgan Stanley at Work announced the acquisition of American Financial Systems (AFS), a recognized leader in providing nonqualified executive benefit plan solutions and services to employers of all sizes. The business’s full-service deferred compensation plan offerings include: Latest Fintech News: Finastra and ITC Infotech Extend European Partnership to Deliver Treasury Automation......
Thought Machine Raises $160 Million in Series D Funding Round
Banking News

Thought Machine Raises $160 Million in Series D Funding Round

Fintech News Desk
by Fintech News Desk0
Thought Machine, the cloud native banking technology company, announces it has closed its series D funding round, led by Temasek, the global investment company headquartered in Singapore, with participation from Intesa Sanpaolo and Morgan Stanley. Existing investors following-on in this round include: Eurazeo, ING, JPMorgan Chase, Lloyds Banking Group, and......
Peter Isern Joins the Insigneo Network to Form IM Wealth Management
Investment Services News

Peter Isern Joins the Insigneo Network to Form IM Wealth Management

Fintech News Desk
by Fintech News Desk0
The ex-UBS advisor joined the Insigneo network of independent investment professionals and is partnering with Gonzalo Milian to expand their reach Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, announced today that it is welcoming Peter Isern as a Senior Vice President in Miami. Mr. Isern will partner......
KKR and GIP Complete Acquisition of CyrusOne
Fintech Funding News

KKR and GIP Complete Acquisition of CyrusOne

Fintech News Desk
by Fintech News Desk0
CyrusOne Inc. announced the completion of its acquisition by funds managed by KKR, a leading global investment firm, and Global Infrastructure Partners, one of the world’s leading infrastructure investors, in an all-cash transaction valued at approximately $15 billion, including the assumption of debt (the “Transaction”). The Company also announced, effective......
Versana, Founded by Top Global Banks, Launches to Transform the $5T Syndicated Loan Market
Banking News

Versana, Founded by Top Global Banks, Launches to Transform the $5T Syndicated Loan Market

Fintech News Desk
by Fintech News Desk0
Fixed income veteran Cynthia E. Sachs named Chief Executive Officer Versana announced its plans to launch a leading-edge, industry-backed syndicated loan platform, joining together banks, institutional lenders and their service providers to bring transparency, efficiency and velocity to this $5 trillion market. Versana’s founding members are J.P. Morgan, Bank of America, Citi and......
Harris Williams Advises Morgan Stanley Capital Partners on its Acquisition of SpendMend
Investment Services News

Harris Williams Advises Morgan Stanley Capital Partners on Its Acquisition of SpendMend

Fintech News Desk
by Fintech News Desk0
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised investment funds managed by Morgan Stanley Capital Partners (MSCP) on its acquisition of SpendMend, a leading provider of tech-enabled solutions to optimize the cost cycle for the healthcare industry. The transaction was led by Dan Linsalata and Sam Hendler of......
Crewe Investment Bank Hires New Head of Debt Capital Markets
Capital Markets Credit Bureaus News

Crewe Investment Bank Hires New Head of Debt Capital Markets

Fintech News Desk
by Fintech News Desk0
Two new executives expand Utah-based investment bank’s expertise and service for clients Crewe’s Investment Bank has added two experienced executives to its ranks, enhancing the firm’s expertise and service offerings. Morgan Edwards and Paul Leck join the team as capital markets specialists. “What Mike and his team have built here......
Morgan Stanley Capital Partners Completes Investment in SpendMend
Investment Services News

Morgan Stanley Capital Partners Completes Investment in SpendMend

Fintech News Desk
by Fintech News Desk0
Investment funds managed by Morgan Stanley Capital Partners, the middle-market focused private equity team at Morgan Stanley Investment Management, have acquired a controlling interest in SpendMend (the “Company”), from Sheridan Capital Partners. MSCP is partnering with the current management team led by CEO Dan Geelhoed and President Rob Heminger, who......
Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as Vice President, Client Relationship Manager
Finance News

Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as VP, Client Relationship Manager

Fintech News Desk
by Fintech News Desk0
Magnus Financial Group LLC is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager Magnus Financial Group LLC  is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager. Prior to joining Magnus, Jonathan was a Portfolio......
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