Realta Wealth announced its inaugural corporate advisory board
January 29, 20244 min
Inaugural Board Includes RLR Strategic Partners Managing Partner Larry Roth, Haven Tower Group CEO Joseph Kuo and Docupace COO Mike Zebrowski
Menlo Ventures hires Rama Sekhar as Partner
January 25, 20244 min
Veteran technology investor and engineer brings expertise in cybersecurity, AI, and cloud infrastructure to the firm’s investment team
Leon Capital names Cory Calvert Head of Capital Formation
January 25, 20244 min
Leon Capital is focused on delivering a new model that provides an attractive alternative to traditional fund management, with full alignment over sustained periods of time.
Objectway acquires Nest Wealth
January 23, 20243 min
Objectway, the Global Top 100 FinTech provider of as-a-service software and services to banks, wealth and asset managers, announced the acquisition of Nest Wealth, a leading Canadian provider of digital wealth solutions. Building on more than 30 years of business expertise, Objectway has built partnerships with banks, wealth and asset management firms to empower and scale their business through cutting-edge software and services, enabling financial institutions of all sizes and geographies to seamlessly embark on...
Monex Europe achieves investment & payment licences in Spain
January 23, 20245 min
Seizing opportunities in the broader European landscape, Monex Europe Holdings Limited (“MEHL”) has achieved a dual milestone with the acquisition of both an investment and payment licence in Spain, paving the way for the establishment of two new subsidiaries in the region; investment firm, Monex Europe Markets S.V., S.A.U. (“MEMS”), and authorised payment institution, Monex Europa S.L. (“MESL”). MEHL is part of the wider financial services group, Monex S.A.P.I. de C.V. (“Monex”), a global investment-grade...
Snowden Lane Partners announced two new appointments in exec committee
January 22, 20244 min
Firm Veterans, Alison Burkett and Joe Raieta, Have Been Appointed as Executive Vice Presidents Burkett and Raieta Will Join the Firm’s Expanded Executive Committee Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, announced that Alison Burkett and Joe Raieta have been appointed to the newly-created positions of Executive Vice President. While Burkett and Raieta will retain their responsibilities as Head of Enterprise Development and Head...
Stonepeak appointed Sung Eun Ahn as Chairman, Korea
January 22, 20244 min
Industry veteran Sung Eun Ahn to join Stonepeak as Chairman, Korea
Bridge Investment Group announces Key 2024 Promotions
January 18, 20244 min
Inna Khidekel and Lourdes Fisher Promoted to Co-Heads of Client Solutions Group
Robert Leary joins Voya Financial Board of Directors
January 15, 20243 min
Voya Financial, Inc., announced that Robert Leary has been elected to the company’s board of directors, effective Jan. 8, 2024. Leary has more than 30 years of experience across the asset management, employee benefits, retirement, insurance and annuities industries. He currently serves as a senior advisor at Leapfrog Investments, a private investment firm that invests in high-growth financial services, healthcare and climate solutions companies in emerging markets. He will serve on the compensation, benefits and...
NewEdge Wealth adds Kevin McIntyre to Investment Team
January 10, 20243 min
Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm