The program aims to invest in companies operating in verticals such as data ownership, Web3 privacy tools, NFTs, cryptocurrency platforms, blockchain technology, and DeFi.
REYL Intesa Sanpaolo acquires Carnegie Fund Services
July 4, 20237 min
REYL Intesa Sanpaolo is proud to announce the acquisition of Carnegie Fund Services SA (“Carnegie”), one of Switzerland’s leading Swiss Fund Representatives. Founded in 2003, Carnegie services clients encompassing fund management companies, boutique firms and large global asset management groups based in Europe, North America, Asia, and Australia. Today, it acts as a Swiss representative for over 100 global investment managers and over 700 funds. These funds are domiciled anywhere from Ireland, Luxembourg, France, all the way to Singapore and Cayman. The acquisition of Carnegie...
Fintech prime broker welcomes industry experts from JonesTrading, Bridgeway Capital Partners, EF Hutton to lead new practice area
InvestorFlow Opens London Operations
June 29, 20234 min
InvestorFlow, the Alternatives Cloud for Deals and Investors, announced at Salesforce World Tour London the opening of its London-based operation, InvestorFlow UK Ltd, expanding its presence to the UK and Continental Europe. The company has also hired Richard Davies as Vice President, Head of European Operations. As a leading provider of investor portals and CRM for alternative asset managers, InvestorFlow delivers next-generation investor experiences, fundraising, investor relations, and deal pipeline management for the largest US-based...
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...
Jessi Chadd Named Among InvestmentNews “40 Under 40”
June 26, 20234 min
Chadd recognized for her leadership accomplishments; commitment to clients and the financial services profession.
The newly formed firm comprised of industry professionals is now registered with the SEC and will be providing discretionary investment advisory solutions to the marketplace.
Stratos Wealth Advisors LLC (Stratos), a Stratos Wealth Holdings company, announced the successful recruitment of wealth management veteran Robert A. Hamer, who has more than $250 million in assets under management (AUM). Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $3 billion in advisory assets and over 32 million in third-party managed assets as of March 31, 2023. Hamer joins Stratos from Asset Management Group, Ltd. where he was a managing director since 2016. Prior to joining AMG,...
Proteus announces its strategic alliance with Alpha Principle
June 21, 20233 min
Proteus, LLC, a leading provider of alternative funds and private investment solutions, is pleased to announce its strategic alliance with Alpha Principle, a values-based RIA and asset management firm based in Englewood, CO. “With such a unique investment approach and vast financial expertise, we are excited to work with a firm like Alpha Principle. Adding Proteus’ customizable alternative investment platform will open a new sector of opportunity for its clients, empowering them with additional strategies to...
Biblically responsible investing firm, Inspire Investing, ranked in the top 500 Registered Investment Advisors (RIA) based on growth of assets under management and client recommendations.