Asset Management - FinTecBuzz

Mission Wealth named One of Top Financial Advisory Firms in 2024

April 26, 20246 min

Mission Wealth, a leading provider of personalized financial and investment strategies, is proud to announce that it has been named one of USA TODAY’s Best Financial Advisory Firms of 2024. This prestigious ranking is a testament to Mission Wealth’s steadfast commitment to providing exceptional financial guidance and personalized service to clients across the nation. According to USA TODAY’s recent coverage, the landscape of financial advisory services is evolving, underscoring the importance of partnering with a trusted registered investment adviser (RIA) that...

by PRNewswire

Platforms

AlphaTrAI names John F. Sweeney as President

April 8, 20246 min

Industry veteran's expertise in investment management, digital assets, product development and technology positions firm to elevate its capabilities in AI-driven business solutions

by PRNewswire

Insurance

Blue Owl Capital to acquire Kuvare Asset Management for $750 Mn

April 3, 20245 min

Blue Owl Capital Inc., a leading alternative asset manager, announced today it has entered into a definitive purchase agreement to acquire Kuvare Insurance Services LP (dba Kuvare Asset Management) (“KAM”) for $750 million. KAM is a boutique investment management firm focused on providing asset management services to the insurance industry, including Kuvare UK Holdings (“Kuvare”). Blue Owl will fund the KAM acquisition through a combination of $325 million in cash and $425 million in Blue Owl Class A common...

by PRNewswire

Investments

Sun Life names Timothy Deacon as Chief Financial Officer

March 26, 20244 min

Sun Life Financial Inc. is pleased to announce the appointment of Timothy (Tim) Deacon as Executive Vice-President and Chief Financial Officer, reporting to Kevin Strain, President and CEO, Sun Life, effective April 8, 2024. Mr. Deacon will become a member of Sun Life’s global Executive Team. He succeeds Manjit Singh, who is now President of Sun Life Asia. Mr. Singh will continue in his role as President of Sun Life Asia and as CFO until Mr. Deacon assumes his...

by PRNewswire

Investments

CDPQ appoints Rana Ghorayeb as EVP and Head of Real Estate

March 22, 20247 min

CDPQ announced the appointment of Rana Ghorayeb as Executive Vice-President and Head of Real Estate. In her new role, she will be responsible for leading the overall Ivanhoé Cambridge portfolio and investment team, which has assets of over $77 billion. Rana Ghorayeb has served as President and Chief Executive Officer of Otéra Capital, a CDPQ subsidiary specialized in real estate lending, for nearly five years. Before joining CDPQ in 2012, Rana Ghorayeb already had an impressive track record in real estate in...

by PRNewswire

Investments

Stratos Wealth Holdings names Brian L. Sullivan Head of Distribution

March 5, 20243 min

Experienced Investment Management Leader to Identify Growth Opportunities for Advisors, Stratos Investment Management

by BusinessWire

Investments

MAI Capital Management acquires LWS Wealth Advisors

March 4, 20243 min

Transaction to add approximately $562 million to MAI’s client AUM and to provide LWS with robust internal infrastructure and alternative asset management capabilities

by BusinessWire

Investments

Logan Capital Management appoints Head of Institutional Sales

February 14, 20243 min

Elizabeth Fugler joins the team to bring over a decade of expertise to drive growth at Logan Capital

by BusinessWire

Investments

SMArtX Advisory Solutions adds 13 Strategies to Manager Marketplace

February 9, 20244 min

Bahl & Gaynor and Cantor Fitzgerald join the SMArtX Platform.

by PRNewswire

Platforms

TIFIN announces the Spin-off of TIFIN AG

January 24, 20244 min

The AI-powered venture appoints industry veterans from Focus Financial Group and J.P. Morgan Wealth Management Solutions to its new board of directors

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