Renewal Extends Long-Term Relationship with UK Defined Benefit Pension Scheme Manager
UBS Wealth Management USA announced today that Financial Advisor and Senior Portfolio Manager Matt Odom, based in the firm’s Knoxville, Tennessee office, has been named to the Forbes Best-In-State Wealth Advisors list for 2023. “We are incredibly proud to see Matt recognized for his achievements and commitment to helping clients achieve their financial goals,” said Chris Cannon, Knoxville Market Director at UBS Wealth Management USA. “Matt consistently goes above and beyond for his clients and exemplifies...
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...
Matthews announces that Beonca Yip has joined the firm as Head of Asia Pacific. Beonca will be responsible for overseeing the firm’s business in the Asia Pacific region as well as leading its distribution activities, with a particular focus on the firm’s growing institutional business. In her role, Beonca will continue to expand the firm’s growing client base in Asia Pacific and tailor investment solutions that meet the needs of investors in the region. Matthews...
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