investment - FinTecBuzz

Palisades Group Welcomes Julia Coronado, Ph.D. as Senior Advisor

July 6, 20235 min

Palisades Group (“Palisades”), an alternative asset manager in the global residential credit and real estate markets, is excited to announce the appointment of Dr. Julia Coronado as Senior Advisor. Dr. Coronado will join the company’s advisory board, bringing her wealth of expertise and insights into the U.S. and global economy. As Senior Advisor, Dr. Coronado will provide strategic guidance on macroeconomic trends and policy developments, working closely with Palisades’ investment team. Her insights and research will help inform...

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 PRNewswire

Investments

Privat 3 Money Introduces New Features to its Investment App

July 5, 20234 min

Privat 3 Money (P3), the UK’s premier WealthTech institution, has announced optimizations to its cutting-edge mobile Investment platform. Following the platform’s successful recent launch, P3 has been working tirelessly to enhance the user experience and provide clients with more lucrative financial opportunities. Building upon its commitment to innovation, P3 has implemented the following updates to its trading facility powered by P3 Wealth and DriveWealth: Earn Monthly Dividends with Money Market (MM) Sweep: Qualified clients now...

by PRNewswire

Investments

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...

by BusinessWire

Investments

Ellington Financial and Great Ajax Corp. Announce Merger Agreement

July 3, 202323 min

− Transaction Increases Scale and Enhances Access to Securitization Markets – − Synergistic Expansion Expected to Drive Earnings Accretion and Long-Term Growth −

by BusinessWire

Investments

Clear Street to Launch Investment Banking Business, Advisory Services

June 30, 20236 min

Fintech prime broker welcomes industry experts from JonesTrading, Bridgeway Capital Partners, EF Hutton to lead new practice area

by PRNewswire

Investments

Cathay Capital Closes $270 Million Growth Private Equity Fund

June 30, 20235 min

Small Cap IV, the firm's latest growth private equity fund expands its geographical focus to include consumer, healthcare, and technology companies across North America

by BusinessWire

Investments

WisdomTree Launches CORBU x WT PolyMacro Model Portfolios

June 28, 202313 min

WisdomTree, Inc, a global financial innovator, announces the launch of the CORBU x WT PolyMacro Model Portfolios, a collaborative effort with CORBU, a research intelligence and advisory platform, designed for a rapidly changing global investment landscape. These model portfolios seek to capitalize on key policy pivots through a thematic view of global markets and asset allocation – a distinct process from the traditional index approach. CORBU x WT PolyMacro Model Portfolios are designed using CORBU’s...

by PRNewswire

Investments

TIFIN & Hamilton Lane launch new AI-powered investment assistant

June 28, 20235 min

Investment assistant is intended for integration within wealth platforms and digital marketplaces used by advisors and investors allocating to the private markets Joint venture is part of TIFIN.AI, TIFIN’s initiative to build B2B AI assistants for financial services TIFIN, the AI platform for wealth, and global private markets investment manager Hamilton Lane announced the launch of a new AI-powered investment assistant that will combine Hamilton Lane’s high-quality private markets data and intelligence with TIFIN’s AI...

by BusinessWire

Investments

Discover Launches $36 Million Mission-Driven Investment Fund

June 14, 20234 min

Discover Bank has launched a new mission-driven investment fund, the Discover Financial Health Improvement Fund, to support startups and early stage technology companies who are developing solutions to improve the financial health of low- and moderate-income people, communities, and small businesses. Discover Bank has made an initial capital commitment of $36 million. “We continually explore innovative ways to support our communities in which we operate and creating the Discover Financial Health Improvement Fund is a...

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