investment management - FinTecBuzz

Clearwater Analytics announced Clearwater-GPT

July 27, 20237 min

World’s First Generative AI for Investment Management Promises to Transform Investing Operations. Clearwater Analytics, a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, announced the upcoming launch of Clearwater-GPT, the world’s first generative AI technology for investment management that will deliver AI-created content for sales, service, marketing, IT and client interaction, and accelerate the way Clearwater’s global clientele analyzes investment data and responds to dynamic market changes. With an expected availability to select...

by PRNewswire

Investments

EQT appoints Jeremy Knop as New Chief Financial Officer

July 21, 20234 min

EQT Corporation announced Jeremy Knop has been named Chief Financial Officer, following completion of the Company’s previously announced succession process. Mr. Knop, who previously served as the Company’s Executive Vice President of Corporate Development, will assume the CFO role effective July 24, 2023. Mr. Knop has extensive experience in strategic decision making, investment management, capital allocation, M&A and transaction execution. In his previous role at EQT, Mr. Knop was responsible for leading EQT’s M&A strategy...

by PRNewswire

Investments

Aviva Goes Live with Clearwater Analytics

July 6, 20234 min

Clearwater Analytics, a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, announced that Aviva went live on April 1, 2023, on the Clearwater platform as the comprehensive solution for its investment accounting operations and regulatory reporting. Aviva is a leading UK provider of insurance, wealth, and retirement products with franchises in Ireland and Canada serving over 18 million customers in the UK, Ireland, and Canada, and manages group assets of more than £350 billion. The company has a diversified...

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 GlobeNewswire

Investments

Halo Investing Names Matt Radgowski as the New CEO

June 28, 20233 min

Chicago-Based Halo Investing, Inc., an award-winning platform for Protective Investment Solutions such as Structured Notes, Buffered ETFs, and Annuities, has appointed Matt Radgowski, currently Halo’s Chief Operating Officer, to become its new Chief Executive Officer. Over the coming weeks, Biju Kulathakal, Halo’s current CEO, will transition responsibilities to Mr. Radgowski. Halo’s Leadership team and the Board of Directors are confident that Halo will make this change seamlessly and continue to innovate how the world accesses...

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 PRNewswire

Investments

Compre Group Expands into Alternative Investments on Clearwater LPx

June 14, 20234 min

Deep Limited Partnership Investment Details Will Help Compre Maintain AUM Growth, Now at 3X in Three Years

by BusinessWire

Investments

NPF Investment Advisors Promotes Tyler Bosgraaf to Partner

March 13, 20235 min

NPF Investment Advisors, one of the longest standing privately owned investment management firms in Grand Rapids, Michigan is pleased to announce that Tyler Bosgraaf, CFA, CFP® was promoted to Partner on January 1, 2023. The promotion reinforces NPF’s belief in elevating top talent, creating an exceptional experience for clients, and remaining a privately owned investment management firm – as it has been since 1933. The firm is also moving to another floor in the Trust...

by BusinessWire

Investments

Investment firm KKR Appoints Tim Lawler as Executive Advisor

January 17, 20235 min

KKR, a leading global investment firm, announced today the appointment of Tim Lawler as an Executive Advisor. Mr. Lawler will work alongside the KKR Americas Health Care team to help develop a differentiated approach to executive talent management for existing portfolio companies and prospective investment opportunities. Mr. Lawler will focus on cultivating long-term relationships with accomplished CEOs and other executives and will help build various capabilities within KKR to help the firm be an exceptional...

by BusinessWire

Investments

Nomura Strategic Ventures makes an investment in Percent

January 16, 20234 min

Percent announces venture debt financing from Nomura Strategic Ventures to fund growth for the private credit platform and to explore collaborating on future transactions

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