Tag : wealth management

Six-Person Advisor Team Joins UBS Private Wealth Management in Tampa, Florida
Fintech Investments News

Six-Person Advisor Team Joins UBS Private Wealth Management in Tampa, Florida

Fintech News Desk
by Fintech News Desk0
UBS Private Wealth Management announced today that a six-person Financial Advisor team has joined the firm in Tampa, Florida. The team offers a broad range of multigenerational wealth management services, including portfolio and investment strategies, corporate and individual retirement and 401(k) planning, liquidity events, succession planning, estate planning, wealth transfer planning and philanthropy.......
Evonne Tan appointed Head of Barclays Private Bank, Singapore
Finance Fintech News

Evonne Tan Appointed Head of Barclays Private Bank, Singapore

Fintech News Desk
by Fintech News Desk0
Barclays Private Bank has appointed Evonne Tan as Head of Barclays Private Bank, Singapore. In her new role, Evonne will focus on building on the collaboration between the Private Bank and Barclays Corporate and Investment Bank in Singapore to bring enhanced, tailored investment propositions and provide clients with access to......
Flinks
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Cascades and Flinks Form Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Collaboration will provide financial services firms with best-in-class retirement income planning experience Cascades Financial Solutions Inc., a PureFacts company, and Flinks announced a strategic partnership to provide financial services firms with a best-in-class retirement income planning experience. The collaboration will see the integration of Cascades’ decumulation planning engine with Flinks’ financial......
Exencial Wealth Advisors Partners with First United Bank
Fintech News

Exencial Wealth Advisors Partners with First United Bank

Fintech News Desk
by Fintech News Desk0
Leading RIA receives a minority investment from one of the nation’s largest community banks, expanding and deepening its service offering for clients Leading independent wealth management firm Exencial Wealth Advisors (Exencial) announces its partnership with First United Bank (First United), a Spend Life Wisely Company® and one of the nation’s premier financial institutions, which......
Renault Bank, the Savings Offer of Renault Group, Enters the Netherlands via Savings
Banking Fintech News

Renault Bank, the Savings Offer of Renault Group, Enters the Netherlands via Savings platform Raisin.nl

Fintech News Desk
by Fintech News Desk0
The Renault Group automotive captive RCI Bank and Services and fintech Raisin DS have announced their new exclusive cooperation to bring the bank’s first retail banking offer to the Netherlands through the Renault Bank brand. Raisin Netherlands, a platform operated by the German wealth management fintech Raisin DS, now features......
Genstar Capital to Acquire a Majority Stake in Foreside Financial Group from Lovell Minnick Partners
Fintech Investments News Risk Management

Genstar Capital to Acquire a Majority Stake in Foreside Financial Group from Lovell Minnick Partners

Fintech News Desk
by Fintech News Desk0
Genstar Capital (“Genstar”), a leading private equity firm focused on investments in targeted segments of the financial services, healthcare, industrials, and software industries, announced the signing of a definitive agreement to acquire a majority stake in Foreside Financial Group, LLC (“Foreside” or “Company”) from Lovell Minnick Partners (“LMP”). Foreside provides......
BankFinancial Announces National Expansion of its Commercial Finance Division
Banking Fintech News

BankFinancial Announces National Expansion of its Commercial Finance Division

Fintech News Desk
by Fintech News Desk0
BankFinancial NA, the national banking association subsidiary of BankFinancial Corporation announced the expansion of its Commercial Finance Division and the appointments of Carol Bader Apicella as Senior Vice President – Government Finance, and Lindsay Gordon as Senior Vice President – Commercial Finance. Based in Tyson’s Corner, VA, Carol Apicella is......
AssetMark Closes on the Acquisition of Voyant
Fintech News

AssetMark Closes on the Acquisition of Voyant

Fintech News Desk
by Fintech News Desk0
AssetMark Financial Holdings, Inc., a leading provider of wealth management and technology solutions for financial advisors, announced the completion of its acquisition of Voyant, a global provider of SaaS-based financial planning, wellness and client digital engagement solutions. Voyant serves more than 20,000 advisors across financial institutions and small advisor firms......
HSBC Asset Management Finances the Launch of RadiantESG Global Investors
Investments News

HSBC Asset Management Finances the Launch of RadiantESG Global Investors

Fintech News Desk
by Fintech News Desk0
A women-owned investment firm HSBC Asset Management announces that it is taking a minority stake in Radiant ESG, a US-based, ESG and diversity and inclusion (D&I) focused consulting firm co-founded by Heidi Ridley and Kathryn McDonald, former CEO and Head of Sustainable Investing at Rosenberg Equities, respectively. “We are delighted......
Marstone Announces Close of $5 Million Series A Funding
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Marstone Announces Close of $5 Million Series A Funding

Fintech News Desk
by Fintech News Desk0
Led by Amerant, the second close of this financing allows Marstone to accelerate its integrated fintech ecosystem and offer complete financial wellness to clients Marstone, Inc., a leading digital wealth technology firm, announced the second close of a $5 million Series A financing round bringing the company’s total funding to......
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