investments - FinTecBuzz

Magnifi launches Linked Account Capability

July 17, 20234 min

New ‘linked investments‘ feature now has over $150 million in linked assets to enhance investing advice to subscribers . Magnifi, the AI-powered co-pilot for sensible investors from TIFIN, has launched a new feature that allows it’s over 20,000 subscribers now get AI help to not only manage investments held within their Magnifi brokerage accounts but now also from assets held in external accounts. This allows Magnifi’s AI investing assistant to provide better advice and a more...

by BusinessWire

Investments

Blue Room Investing Expands Exec Team With Key Hire John Fenley

July 13, 20234 min

Seasoned Executive joins Blue Room Investing

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 PRNewswire

Investments

Global Millennial Capital Launches Web3 Investment Program

July 5, 20236 min

The program aims to invest in companies operating in verticals such as data ownership, Web3 privacy tools, NFTs, cryptocurrency platforms, blockchain technology, and DeFi.

by PRNewswire

Investments

ADGM Implements its Sustainable Finance Regulatory Framework

July 4, 202311 min

ADGM has implemented its sustainable finance regulatory framework, comprising the region’s most comprehensive ESG disclosure requirements and a regulatory framework for funds, discretionary managed portfolios, bonds and sukuks designed to accelerate the transition of the UAE to net zero greenhouse gas emissions. The framework complements ADGM’s existing regulation of carbon offsets, facilitating the establishment of the world’s first regulated carbon offsets exchange and clearing house in ADGM. These measures reflect ADGM’s position as a leading sustainable...

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 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

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...

by PRNewswire

Investments

Correlation Ventures Closes Third Fund and Additions to Partnership

June 28, 20239 min

Raising $130M for its latest venture capital fund, the firm now has approximately $500M under management

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...

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