Investment Platforms - FinTecBuzz

Financial Recovery Technologies Boosts Australia Presence with APAC Vice President and Managing Director Hire

February 7, 20204 min

Financial Recovery Technologies (“FRT”), the leading provider of securities class action recovery services to institutional investors, has appointed Sean Cookson as Vice President and Managing Director, APAC. He joins FRT after having held senior sales, strategy, business development and marketing roles within financial and information services across Asia, Australia and New Zealand. FRT is rapidly expanding its international presence as activity in shareholder class actions outside the U.S. continue to gain momentum. FRT first entered the Australian market in 2014, primarily...

by PRNewswire

Investment Platforms

Broadridge Appoints Chris Perry President

February 7, 20207 min

Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader and part of the S&P 500® Index, today announced that its Board of Directors has appointed Chris Perry as President of Broadridge Financial Solutions, Inc., effective March 2, 2020. Mr. Perry is assuming the title of President from Broadridge’s Chief Executive Officer Tim Gokey, who remains Chief Executive Officer and a Director of the Company. Mr. Perry currently leads Broadridge’s Global Sales, Marketing and Client...

by BusinessWire

Investment Platforms

BlackRock Credit Allocation Income Trust Announces Final Results of Tender Offer

February 6, 20205 min

BlackRock Credit Allocation Income Trust (the “Trust”) (NYSE: BTZ, CUSIP: 092508100) today announced the final results of the Trust’s tender offer (the “Tender Offer”) for up to 10% of its outstanding common shares of beneficial interest (the “Shares”). The Tender Offer, which expired at 5:00 p.m. Eastern time on February 3, 2020, was oversubscribed. Therefore, in accordance with the terms and conditions of the Tender Offer, the Trust will purchase Shares from all tendering stockholders...

by Ashish Y.

Investment Platforms

Lake Street Advisors Expands with Partner Addition

February 5, 20202 min

Lake Street Advisors, a wealth and investment advisory firm founded in 2003, announced the promotion of Joseph W. Chase, CFA to Partner Lake Street Advisors, a wealth and investment advisory company established in 2003, announced the promotion of Joseph W. Chase, CFA to Partner, effective January 1, 2020. Buddy Webb, Managing Partner of the firm stated that “Joe has done an outstanding job working with our clients in managing investment portfolios. His investment knowledge has...

by Chandrima S.

Investment Platforms

eVest Technology Launches Innovative Marketplace

February 5, 20206 min

eVest Marketplace Platform delivers investment opportunities in a myriad of industries via a comprehensive and convenient digital process featuring instant updates, automated funding, and dividend processing, without brokerage or attorney fees eVest Technology, ushering in the next generation of investing, long recognized for its savvy, industry-leading syndication software, has introduced a unique investing platform exclusively for accredited investors, eVest Marketplace. Through the innovative platform of the company, accredited investors, (those with an income above $200K...

by PRNewswire

Investment Platforms

Parliament Capital Management Selects PEF Services for Fund Administration

February 5, 20202 min

Leading alternative investment firm outsources fund administration to drive growth

by PRNewswire

Investment Platforms

Cielo Global Holdings Announces Financial Partnership between CieloAlliance and Barrington Consulting

February 5, 20203 min

Cielo Global Holdings (CGH) has announced a strategic investment partnership between CieloAlliance, their management consulting portfolio company, and Barrington Consulting, a transformational business and IT service firm based out of Nova Scotia, Canada. The investment of Barrington Consulting by their managing partner, Andrew Creaser, and his team of associates is instrumental in helping to grow CieloAlliance by combining their knowledge, expertise, and insight with the leadership and industry experience of CieloAlliance president, Michelle Stash. “Partnering with Andrew and...

by Chandrima S.

Investment Platforms

First Eagle Investment Management Completes Acquisition of THL Credit

February 4, 20203 min

First Eagle Investment Management, announced that it has completed the acquisition of THL Credit Advisors LLC, a leading alternative credit manager

by PRNewswire

Investment Platforms

Twain Financial Provides $34mm to Temecula Resort

February 4, 20205 min

Twain Financial Partners provided $34 million in Property Assessed Clean Energy (PACE) Financing to the development of a luxury boutique hotel and parking structure located in the Old Town neighborhood at the heart of Temecula, CA. The Temecula Valley attracts over three million tourists annually and is known for its 40+ wineries, golf courses, nature trails and preserves, breweries/distilleries, shopping and dining. The project, currently 1.75 acres of unimproved land, will be transformed into a...

by PRNewswire

Investment Platforms

Qontigo adds Axioma Factor-based Fixed Income Risk Model to its Fixed Income Solutions Suite

February 3, 20205 min

Qontigo, an investment intelligence leader and provider of best-of-breed analytics and world-class indices, today announced the release of the Axioma Factor-based Fixed Income Risk Model. This model leverages Qontigo’s market-leading expertise and research capabilities in the equity factor space with insights into systematic macro and style factor exposures to meet the growing demand for factor-based investing in fixed income. “Fixed income investors have struggled to get a clear understanding of the risks associated with their...

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