Industry expert joins as Triterras continues to scale its Supply Chain Finance & Working Capital Solutions
Veteran Professional Bolsters Growing Firm's IR Function
Renewal Extends Long-Term Relationship with UK Defined Benefit Pension Scheme Manager
UBS Wealth Management USA announced today that Financial Advisor and Senior Portfolio Manager Matt Odom, based in the firm’s Knoxville, Tennessee office, has been named to the Forbes Best-In-State Wealth Advisors list for 2023. “We are incredibly proud to see Matt recognized for his achievements and commitment to helping clients achieve their financial goals,” said Chris Cannon, Knoxville Market Director at UBS Wealth Management USA. “Matt consistently goes above and beyond for his clients and exemplifies...
Equity market plunge saw HNWIs lose $3 Trillion in wealth; North America retains top wealth spot, while Africa, Latin America, and the Middle East were the only growth regions
Paul J. Carbone Joins Larry H. Miller Company Board
June 2, 202310 min
Mary Lee Schneider Appointed as Board's Lead Independent Director Founding Director Dennis Haslam Retires from the Board
Investment technologies leader SigTech enters APAC market
June 1, 20233 min
SigTech, a leading provider of investment technologies, announces its entry into the Asia-Pacific (APAC) market. Building upon its recent partnerships with three of Australia’s top ten superannuation funds, SigTech is expanding its operations to better serve local customers and capitalize on the immense growth potential within the region. “In today’s macro environment, there is a clear need for innovative and differentiated technology solutions to challenges in trading and investing,” said Amy Wu, the newly appointed APAC Regional Director at...
Matthews announces that Beonca Yip has joined the firm as Head of Asia Pacific. Beonca will be responsible for overseeing the firm’s business in the Asia Pacific region as well as leading its distribution activities, with a particular focus on the firm’s growing institutional business. In her role, Beonca will continue to expand the firm’s growing client base in Asia Pacific and tailor investment solutions that meet the needs of investors in the region. Matthews...
KKR Names Dan Pietrzak Global Head of Private Credit
May 22, 20234 min
KKR, a leading global investment firm, today announced it has named Dan Pietrzak as Global Head of Private Credit. Most recently, Mr. Pietrzak served as Co-Head of Private Credit with Matthieu Boulanger, who is leaving to pursue other opportunities. “As traditional lenders pull back, scaled private credit investors have a real opportunity to provide capital to high quality issuers and the breadth and depth of our platform enables us to support issuers with bespoke solutions,”...
Arbor Digital Announces New Partnership with DFD Partners
May 20, 20234 min
Arbor Digital is excited to share its new distribution partnership with DFD Partners, whose goal is to help investment management professionals expand their portfolio management perspectives by connecting them with a wide range of exceptional, differentiated asset managers. As a featured partner of DFD, Arbor Digital will continue on its mission to be the connection for financial professionals to the digital asset (r)evolution. Arbor Digital’s experience in digital asset investing powers their turnkey approach for financial advisors...