Management

3rd Global Asset Allocation Focus 2018 will commence in Shanghai this May

3rd Global Asset Allocation Focus 2018 (hereinafter as GAAF2018) will commence on May 17th-18th in Shanghai. GAAF2018 is Organized by CDMC Finance Research Institute (hereinafter as CFRI) and CDMC Group, with the support of Beijing Wealth Management Industry Association, International Wealth Management Association, Alternative Investment Management Association, Association of Family Office in Asia and Association of Private Bankers in Greater... more Read more »

FCI Advisors digitizes client engagement with InvestCloud

InvestCloud Inc., a global FinTech firm, has announced FCI Advisors as the latest wealth manager to adopt its digital platform. FCI will use InvestCloud to digitize services and engagement for its high-net-worth and institutional clients. FCI Advisors has been using InvestCloud’s document storage apps since 2014. The wealth manager has now added new functionality from InvestCloud to give clients the ability to interact with their wealth in more... more Read more »

Kestra Private Wealth Services Leads Another Wirehouse Team to Independence

Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. supporting independent advisor teams nationwide, today welcomed True Alpha Wealth Management (True Alpha) to its platform. Based in Sandusky, Ohio, True Alpha Wealth Management is operated by Brian C. Duttera, President; Elizabeth Skrinak, CFP®, Vice President; and Pat Glasgow, Wealth Management Associate. Collectively, the team... more Read more »

CoInvestor Supports Oxford Capital’s Drive to Fully Digitise Its Tax-efficient Investment Business

CoInvestor, the leading supplier of integrated technology to the alternative asset sector, has been selected by Oxford Capital to support them on their journey of achieving a fully digitised investment process. Investors and advisory firms are increasingly looking for a digital solution to enable them to transact and manage their tax-efficient investments online. CoInvestor provides fund managers and financial advisers with fully integrated... more Read more »

Paroc Group Capacity Expansion Investment in Poland Proceeds According to Plan

Paroc Group has recently launched a capacity expansion programme in its Trzemeszno plant in Poland to support its growth strategy for Central and West Europe. In addition to the positive market situation, two key macro drivers ‒ energy efficiency and fire safety – are expected to increase the demand for insulation materials. Paroc believes that the demand growth will be especially in favour of stone wool insulation materials due to its superior... more Read more »

FundedByMe Moves Into Poland

FundedByMe, the fastest growing equity crowdfunding platform in Scandinavia, with a network of 110,000 investors, is expanding into Poland. The launch of FundedByMe in Poland will take place on 17 April at Google Campus in Warsaw. The new office in Poland is the fifth international market location beyond Sweden where the platform is headquartered. Read more »

Brookfield Asset Management Completes Annual Filings

Brookfield Asset Management Inc. announced today that it has filed its 2017 annual materials on Form 40-F, including its audited financial statements and management's discussion and analysis for the year ended December 31, 2017, with the SEC on EDGAR as well as with the Canadian securities authorities on SEDAR. These documents are also available at www.brookfield.com and a hard copy will be provided to shareholders free of charge upon request. Read more »

JHC’s Digital Wealth Management Dashboard is Now Available in App Studio via Thomson Reuters Eikon 



Following the signing of a global partnership agreement at the end of 2017, Wealth management fintech firm JHC Systems (JHC), is pleased to announce that its digital dashboard for instant 360°portfolio monitoring, risk analysis and ongoing compliance checking, JHC Neon (Neon) is now available in the Eikon App Studio.  Amer Attar, JHC’s Head of Alliances, says that Neon’s fit with Eikon is “about as perfect as could be”.  Read more »

SEI Enhances Technology for Improved Wealth Management Decision-Making

As ultra-high-net-worth individuals accumulate more assets and wealth, financial confusion and disorganization can grow. SEI (NASDAQ:SEIC) Private Wealth Management today announced expanded technological features to its client dashboard, organizing clients’ personal financial information and helping them make better wealth management decisions.   Read more »

Barings Alternative Investments Expands Aviation Investment Platform Through Partnership with Genesis Aircraft Services

Barings Alternative Investments, part of Barings LLC, one of the world's leading financial services firms, announced today the expansion of its aircraft leasing platform on behalf of the firm's institutional fund clients through Genesis Aircraft Services Limited. To facilitate new aircraft acquisitions on behalf of Barings' clients, Genesis will increase existing capabilities to now include all commercial, technical, portfolio and legal... more Read more »

ION Investment Group Completes Acquisition of Openlink

 ION Investment Group announced today that it completed its acquisition of Openlink Financial, a global provider of trading and risk management solutions.  Financial terms were not disclosed.  Openlink provides complementary solutions that further expand ION’s footprint across energy companies, financial services institutions, and commodities-intensive corporates.   Clients will benefit from ION’s additional scale and reach, with global... more Read more »

New version of Linedata Capitalstream enhances the user interface and expands functionalities

Linedata (Euronext Paris: LIN) is pleased to announce the latest release of Linedata Capitalstream, an award winning and best-in-class lending & leasing solution. This version, available now, marks a turning point in the story of Linedata Capitalstream: it is new in its design and user benefits, and brings deeper technology changes. Read more »

Further UHNWI Investment To Support FinTech Entrepreneur Zichain's Growth and Innovation

Zichain, a Switzerland-based digital asset management company, is pleased to announce that it has secured an USD 1.2m investment from a syndicate of UHNW Hong-Kong based investors, supporting further development of its unique cryptocurrency products.  The deal was confirmed while the Company was participating at the Goldman Sachs 2018 Disruptive Technology Symposium, held in London on 20-21 March. Read more »

Objectway Announces a Distribution Partnership with BML Istisharat

Objectway, a leading provider of investment management and digital software solutions to the global financial services industry, announced today its distribution partnership with BML Istisharat. The well-known Lebanon-based banking software provider will distribute Objectway’s solutions for Digital Wealth Management and Robo-Advisory to wealth and investment managers in the Levant and Gulf regions, and in MENA (Middle East and North Africa) more... more Read more »

Colnvestor Connect Expands Scope with Private Equity Funds

CoInvestor Connect, CoInvestor’s alternative asset investment platform for sophisticated private investors, has expanded its offering with the addition of private equity funds to the platform. CoInvestor has continually strengthened its offering since its inception in 2016, transforming the management of alternative assets by digitising this traditionally offline, paper-based asset class. Read more »

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