Investment Analyst - FinTecBuzz

Financial Advisor Team Joins UBS Private Wealth Management in Miami

November 26, 20246 min

UBS Private Wealth Management today announced that financial advisor team AMD Wealth Partners has joined the firm. The team is led by Financial Advisors Ary Velasco, Michael von Borsig and David Cardenas. They join the UBS Miami Private Wealth Management market, led by Brad Rosenberg, and will be located in the downtown Miami office. Together, the Private Wealth Management team was responsible for managing over $1.4 billion in client assets. “On behalf of the entire...

by PRNewswire

Investments

Clearwater Analytics Announces Europe & Asia Client Award Winners

June 15, 20234 min

Beazley, Convex, Esure, FWD Group and 10th Bridge Exemplify Operational Excellence in Investment Accounting

by BusinessWire

Investments

Arria NLG Appoints Mark Goodey to Lead Arria’s Investment Business

March 29, 20224 min

Arria NLG, a leading provider of natural language generation (NLG) technologies, has appointed Managing Director and Innovation Strategist, Mark Goodey, to cement Arria Investment Analyst as the Banking, Financial Services, and Insurance (BFSI) industry leader. Arria Investment Analyst uses natural language technologies to bring 100 percent accuracy to investment analysis and to create data-driven investment commentary. “I am excited to lead this initiative,” said Goodey. “Arria’s Investment Analyst uses natural language technology to analyze investment portfolio performance. It’s...