financial assets - FinTecBuzz

Callan adds Constantine Braswell to Growing Private Credit Team

September 26, 20233 min

Callan, a leading institutional investment consulting firm, announced that Constantine (Cos) Braswell joined the firm’s Alternatives Consulting group as a vice president and private credit research consultant. Based in the Denver office, Mr. Braswell reports to Pete Keliuotis, executive vice president and head of alternatives consulting at Callan. “We’re excited to have Cos join our private credit consulting team,” said Mr. Keliuotis. “In recognition of the continued strong client interest in private credit strategies, we’ve been expanding our team, and...

by PRNewswire

Investments

Josh Warren named Chief Financial Officer of Envestnet Inc.

September 26, 20235 min

Succeeds Pete D'Arrigo Who Will Assist During Transition

by BusinessWire

Investments

Passthrough and STP Investment Services strategically partner

July 10, 20235 min

Passthrough, a leader in fund workflow automation for investors, fund managers, and other fintech, and STP Investment Services (STP), a leading technology-enabled services company, are excited to announce a strategic partnership to transform the investor onboarding experience and drive operational efficiencies for STP’s clients and their investors. STP serves as a trusted partner providing front, middle, and back-office solutions to investment managers, funds, family offices, wealth managers, and plan sponsors. With Passthrough’s digital platform, STP’s...

by BusinessWire

Investments

Laffer Tengler Investments hires Four new employees

July 5, 20235 min

Two Securities Analysts, Senior Relationship Manager and Office Manager are Welcomed by the Asset Management Firm

by PRNewswire

Investments

Jessi Chadd Named Among InvestmentNews “40 Under 40”

June 26, 20234 min

Chadd recognized for her leadership accomplishments; commitment to clients and the financial services profession.

by BusinessWire

Investments

Discover Launches $36 Million Mission-Driven Investment Fund

June 14, 20234 min

Discover Bank has launched a new mission-driven investment fund, the Discover Financial Health Improvement Fund, to support startups and early stage technology companies who are developing solutions to improve the financial health of low- and moderate-income people, communities, and small businesses. Discover Bank has made an initial capital commitment of $36 million. “We continually explore innovative ways to support our communities in which we operate and creating the Discover Financial Health Improvement Fund is a...

by BusinessWire

Investments

J.P. Morgan Launches Sustainable Investment Data Solutions for Institutional Investors

June 13, 20235 min

J.P. Morgan Securities Services announced the launch of its Sustainable Investment Data Solutions for institutional investors, available through Fusion by J.P. Morgan. The solution will enable investors to readily extract value from sustainable investment data supplied by providers through technology-enabled normalization, management, calculation, and screening capabilities. By partnering with leading data providers including Bloomberg, Equileap, FactSet, ISS ESG, MSCI, RepRisk, Revelio Labs, S&P Global, and Sustainalytics, Fusion has reimagined the sustainable investment process delivering a...

by PRNewswire

Investments

Citi urges consumers to be vigilant against investment scams

June 9, 20233 min

Global financial institution Citi is urging consumers to remain vigilant following a spate of scams that have used the company’s branding to deceive unsuspecting New Zealanders. Citi provides a range of financial services to institutional, government and corporate clients but does not offer products or services to individual retail customers in New Zealand. In recent months, criminals have used the branding of legitimate financial institutions and banks, including Citi, to entice victims into fake investments. Criminals...

by PRNewswire

Investments

Hightower Makes Strategic Investment in Boston Hill Advisors

June 7, 20234 min

The firm continues to expand its northeast footprint through a series of strong firm partnerships.

by BusinessWire

Investments

Brightwell Renews Northern Trust for Investment Operations Outsourcing

June 2, 20234 min

Renewal Extends Long-Term Relationship with UK Defined Benefit Pension Scheme Manager

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