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...
Lannebo Fonder AB Adopts Bloomberg Buy-Side Solutions
May 31, 20234 min
Bloomberg announced that Lannebo Fonder AB, an independent Nordic investment manager of 19 funds, has adopted Bloomberg Buy-Side Solutions offerings, including Bloomberg AIM, a leading order and investment management solution, and PORT Enterprise, Bloomberg’s advanced portfolio and risk analytics solution. Lannebo Fonder AB will utilize Bloomberg AIM to streamline and future proof its order management operations as it scales and completes a refresh of its operating model design. PORT Enterprise delivers industry-leading risk and attribution...
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...
Trousdale Ventures, LLC., a preeminent privately-held investment firm (www.TrousdaleVC.com), is thrilled to announce the appointment of esteemed finance and data analytics authority, Sachin Seth, to the role of Finance and Climate Venture Capitalist. This strategic addition to the team enhances Trousdale’s leadership and aligns perfectly with the firm’s ambitious growth trajectory. With a rich 15-year tenure in the finance, data analytics, and semiconductor sectors, including a pivotal stint as a Senior Manager of Finance at...
Sphere's ChatGPT-powered Integration Provides Asset And Wealth Managers With New Tools To Enhance Investment Decision-Making
YCharts and Orion Release Integration Enhancement
May 18, 20233 min
This Integration enhancement by two wealthtech powerhouses, YCharts and Orion, creates a seamless workflow for advisors to enable smarter investment decisions and better client communications.
SC Ventures & Yabx to expand access to Financial Services in Africa
February 13, 20237 min
‘Purpose-driven loans’ centred around inclusion, education, skill development and gender are the main products being developed for African markets This collaborative partnership leverages the expertise and global best-practices from the financial services industry with the disruption and nimbleness of a fintech to address the need for responsible consumer finance in Africa. SC Ventures, Standard Chartered’s innovation, fintech investment and ventures arm has entered into a Memorandum of Understanding (MOU) with Yabx, a company incubated by Comviva and part of...