Integration will streamline workflows and automate processes for tracking, managing and reporting on alternative investments
Allvue Systems, LLC, a leading alternative investment technology solutions provider, today announced that Symetra Investment Management Company (“SIM”) selected Allvue’s CLO solution to launch its inaugural collateralized loan obligation (CLO) offering. SIM, a registered investment advisor with approximately $79 billion in assets, closed Symetra CLO 2025-1, Ltd., a $408 million CLO transaction, in April. Allvue’s comprehensive CLO suite includes functionality for portfolio and trade management, agent notice processing, collateral management, compliance, and investment accounting—all seamlessly...
Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today announced that Danish pension provider, Norli Liv & Pension, part of the Norli group, has partnered with Clearwater to modernize its investment accounting, reporting and compliance operations. Clearwater will provide Norli with a single, consolidated view of all in-house and outsourced chief investment officer (OCIO) managed holdings across its public and private asset classes—enhancing investment transparency and empowering better, faster decision-making. The platform...
Firm Enhances Investment Management and Estate Planning Capabilities for Complex Client Needs
3iQ Launches Solana Staking ETF (SOLQ), SkyBridge Leads
April 16, 20255 min
This landmark launch of the 3iQ Solana Staking ETF (TSX: SOLQ), backed by robust lead investment, underscores 3iQ’s track record as a trailblazer in delivering fully regulated, first-to-market digital asset investment products, including Canada’s first publicly traded Bitcoin and Ether funds, The Bitcoin Fund (TSX: QBTC) and The Ether Fund (TSX: QETH). In October 2023, The Ether Fund and the 3iQ Ether Staking ETF (TSX: ETHQ) became the first exchange-traded products (ETPs) in North America to incorporate staking Ether into their investment strategies. 3iQ Corp. (“3iQ”), a...
iCreditWorks Raises $60M to Fuel Growth and Sector Expansion
April 15, 20256 min
iCreditWorks raises $60M, led by Comvest Partners and Barings and including a follow-on investment by RedBird Capital, to fuel expansion of the Company's omni-channel PaaS platform and continue its mission to reinvent Point-Of-Sale (POS) financing.
Federated Hermes wins 2025 LSEG Lipper Fund Awards
March 17, 202514 min
Federated Hermes MDT Advisers secures awards for multiple funds and performance periods Two active fixed-income strategies recognized for category outperformance through market cycles
Chilton Trust adds Henry Davison in latest advisory expansion
March 6, 20256 min
Chilton Trust, a leading privately owned, independent wealth management firm and national trust bank, today announced that Henry Davison, former Managing Director at Bessemer Trust, has joined as a Managing Director, Senior Wealth Advisor in the New York City office. Mr. Davison brings over forty years of experience serving ultra-high-net-worth individuals, advising clients on global strategic asset allocation and providing comprehensive wealth management strategies. Mr. Davison is the most recent hire in a series of...
LPL Financial Welcomes Servant Path Wealth Partners to Linsco Channel
February 26, 20255 min
LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Joe Young, CFP®, and Ryne Stokes, CFP®, have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Servant Path Wealth Partners. They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Synovus Securities. Based in Columbus, Ga., Young is a seasoned professional with two decades of industry expertise. Stokes entered the financial services field in 2014 following his tenure at...
BCI Completes Sale of Majority Stake in Hayfin
February 18, 20255 min
Initially Invested in 2017, ahead of private credit expansion and supported the growth of the platform