Mooreland Partners Advises Balabit on Sale to Quest Software
- 7 years 1 month ago
- Investment Management
Mooreland Partners, the leading independent investment bank providing M&A and private capital advisory services to the global technology industry, today announced that it acted as the exclusive financial advisor to Hungary-based Balabit in its sale to leading Texas-based security software vendor One Identity, a Quest Software business. The transaction was publicly announced and closed on January 17, 2018.
BnkToTheFuture Raises Initial $30 Million for Tokenized Securities Market and Due Diligence Platform
- 7 years 1 month ago
- Investment Management
Financial technology investment platform BnkToTheFuture has raised an initial $30 million for its tokenized equity market and due diligence platform in the first three days of BnkToTheFuture’s token private pre-sale open solely to institutional investors.
Broadridge Enhances Focus on Global Growth, Creates Broadridge International to Accelerate Next Wave of Growth in EMEA and Asia Pacific
- 7 years 1 month ago
- Asset Management
Broadridge Financial Solutions, Inc. today announced the creation of Broadridge International, appointing Tom Carey to head Broadridge’s International efforts, responsible for leading the company’s rapidly expanding efforts and presence in the EMEA and Asia Pacific regions across all business lines. Carey has also been appointed to serve on Broadridge’s Executive Committee.
HOULIHAN LOKEY ACQUIRES QUAYLE MUNRO LIMITED AND ESTABLISHES A NEW GLOBAL DATA & ANALYTICS GROUP
- 7 years 1 month ago
- Investment Management
Houlihan Lokey, Inc., the global investment bank, today announced that it has agreed to acquire Quayle Munro Limited (Quayle Munro), an independent advisory firm that provides corporate finance advisory services to companies underpinned by data & analytics, content, software, and services. The agreement was signed on January 15 and is expected to close following regulatory approvals.
Raymond James Investment Services Selects Red Deer for MiFIDII Research Compliance
- 7 years 1 month ago
- Investment Management
Red Deer, a financial technology company dedicated to enhancing the performance of active investment managers, is pleased to announce that Raymond James Investment Services (“Raymond James”), one of the fastest growing wealth management businesses in the UK today, has selected its MiFID II solution in order to adhere to the regulations that came into effect earlier this year.
WAY FUND MANAGERS subscribes to OTCFin-Morningstar’s PRIIP KIDs and EPTs service
- 7 years 2 months ago
- Asset Management, Risk Management
Way Fund Managers, a British Asset Manager dedicated to the operation of collective investment schemes, has selected OTCFin, a financial technology firm specialized in Investment, Risk, and Regulatory Data Management and Reporting, to assist them with their implementation of the PRIIPS regulation. OTCFin will work in partnership with Morningstar to provide a fully integrated PRIIPS KIDs anEPT solution to WAY FUND MANAGERS that includes both the... more
Kestra Private Wealth Services Helps Another Wirehouse Team Go Independent
- 7 years 2 months ago
- Wealth Management
Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., supporting independent advisor teams nationwide, today announced the addition of Modernize Wealth to its advisory platform. Based in Chandler, Ariz., the professionals at Modernize have been providing wealth management and retirement planning services for over 25 years. The advisory team at Modernize consists of John Hebert,... more
Assetz Capital launches GBBA series two
- 7 years 2 months ago
- Investment Management
Assetz Capital has launched Series 2 of its Great British Business Account (GBBA), offering investors a capped target gross interest rate of 6.25% per annum. GBBA Series 2 automatically invests in business loans that have realisable asset security. Although the account has a similar investment mandate to Series 1, Series 2 is more tailored to current market conditions to capture a wider range of higher-quality loans than its predecessor. Over £4... more
UBS and EPAM Win Best Use of IT Private Banking/Wealth Management for SmartWealth App at Banking Technology Awards
- 7 years 2 months ago
- Wealth Management
EPAM Systems, a leading global provider of digital platform engineering and software development services, and UBS AG, the world's largest wealth manager, have been awarded for Best Use of IT Private Banking/Wealth Management at the Banking Technology Awards held on December 13, 2017 in London. Now in its 18th year, the Banking Technology Awards recognize excellence and innovation in the use of IT in financial services worldwide, and the people... more
Wealth and Asset Management Firms Are Ahead of Banks in Race to Embrace New Technology – Excelian, Luxoft Financial Services says
- 7 years 2 months ago
- Wealth Management
Wealth & Asset Managers in Europe are closer to embracing new technologies than their sell-side counterparts because CEOs in the industry understand the importance of technology within the business, according to over 200 Information Technology (IT) executives working in the financial services sector.
FlexTrade Appoints New Multi-Asset Sales Director, Manuela Bauer
- 7 years 2 months ago
- Asset Management
FlexTrade (@FlexTrade) today announced the expansion of its EMEA sales team with the hiring of a new Multi-Asset Sales Director, Manuela Bauer. The expansion of the team comes at the end of a successful year of cross-asset innovation for the business.
Fast-growing CoInvestor bolsters client team with three new hires
- 7 years 2 months ago
- Asset Management
CoInvestor, the fast-growing alternative assets platform, has made three senior hires to its client team to bolster the rapid adoption of its software as a service for financial advisers and fund managers.
GSV Asset Management Announces Strategic Investment from HMC Capital-Led Group
- 7 years 2 months ago
- Asset Management
GSV Asset Management, LLC ("GSV"), a modern merchant bank that identifies, advises, and invests in the fastest growing, most dynamic companies in the world - the Stars of Tomorrow - today announced a strategic investment from a group led by HMC Capital ("HMC"), a leading Latin American advisory and investment firm.
Concurrent Stockholders Approve Proposal to Sell Content Delivery & Storage Business to Vecima Networks
- 7 years 2 months ago
- Asset Management
The stockholders of Concurrent, a global leader in storage, protection, transformation, and delivery of visual media assets, have approved all proposals presented at a special meeting of its stockholders held on December 13, 2017. The proposals related to the sale of Concurrent's content delivery and storage business to Vecima Networks Inc. (TSX:VCM).
