Tagged asset-management
Press Release
Sterling Organization Sells Windsor Square, in Charlotte, North Carolina MSA for $70.1 Million
Sterling Organization, a vertically integrated private equity real estate investment firm whose national platform is focused on investing in retail real estate assets, has announced the sale of Windsor Square
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Keystone Private Wealth Expands Expertise with the Addition of Two Veteran Financial Advisors
Keystone Private Wealth Strengthens Its Team with the Addition of Veteran Advisors Robert Valenzuela and Todd Luttmers, Enhancing Client-Focused Financial Strategies and Service Excellence Read More
Press Release
Keystone Private Wealth Welcomes Financial Advisors Robert Valenzuela and Todd Luttmers to the Team
Keystone Private Wealth is thrilled to announce the addition of Robert Valenzuela and Todd Luttmers to our firm. With their combined expertise and unwavering commitment to client service, Robert and Todd bring fresh energy to Keystone that aligns perfectly with our mission of prioritizing our clients. Together, they managed over $100 million in investment assets. Read More
Press Release
Proxymity and Deutsche Bank Extend Their Partnership With Singapore Market Deployment
Deutsche Bank Singapore goes live with Proxymity Vote Connect Global, the first Proxymity partner to launch in Singapore, expediting the arrival of true shareholder democracy worldwide with complete global meeting coverage. Read More
Press Release
Onramp Hires Former Charles Schwab Executive Richard Kerr to Lead Onramp Managed Wealth as It Launches Bitcoin Trading and New ‘Wake Up Call’ Show
Appointment of Richard Kerr Strengthens Onramp's Commitment to Advancing Bitcoin Financial Services and Educating Advisors through New 'Wake Up Call' Show Read More
Press Release
Onramp Hires Mark Connors as Managing Director, Head of Global Macro Strategy to Accelerate Bitcoin Institutional Adoption
Mark will lead Onramp’s plans to accelerate the institutional adoption of Bitcoin and advance its increasingly relevant role in solving the growing list of challenges across traditional portfolios. Read More
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SolRiver Capital Completes the Grayfox Solar Project in North Carolina, Enhancing Energy Security and Local Agriculture
The 6 MW project exemplifies SolRiver Capital's strategy to diversify energy sources, stimulate local economies, and offer attractive investment opportunities to its partners. Read More
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Onramp Accelerates Bitcoin Education & Investment in the MENA Region
As the global financial landscape becomes increasingly interconnected, Bitcoin is emerging as a significant force of unification, transcending borders and cultures to redefine humans’ understanding of value and financial sovereignty. Read More
Press Release
Aisot Technologies Unveils AI Insights Platform for Equities
Aisot Technologies, a leader in advanced artificial intelligence solutions for professional and institutional investors, is excited to announce the launch of its latest innovation – the AI Insights Platform for Equities. This state-of-the-art platform is designed to transform the way investors design, validate, and customize investment strategies at scale, providing unprecedented actionable, real-time analytical capabilities and insights for the stock market. Read More
Press Release
Proxymity Launches New Proxy Voting Solution Across 100+ Markets
Complete worldwide next-generation proxy voting solution now available to intermediaries and global custodians. Proxymity also enhances Vote Connect Suite with an intelligent POA solution, and new intuitive Investor Portal. Read More
Press Release
Proxymity Launches Vote Connect in the North American Market, Bringing a Breakthrough in Digital Proxy Voting
Vote Connect brings new choice and freedom to intermediaries for their North American proxy voting requirements and introduces new levels of transparency, speed, and accuracy to the process. Read More
Press Release
South Africa Issuers and Investors Gain Access to End-to-End Digital Investor Communications in Market First
Proxymity, in partnership with Computershare and Citi, now provides the South African market with the unprecedented ability to leverage golden source data, delivering investor communications in real-time and error-free, throughout the entire chain of ownership. Read More
Press Release
LendKey and Thomas Ho Company Announce Strategic Partnership to Provide Industry-Leading Loan Trading Experience and Balance Sheet Optimization
Partnership equips financial institutions buying or selling loans with a robust analytics toolkit that optimizes transaction structures to achieve target outcomes via balance sheet simulations on LendKey's ALIRO loan trading platform. Read More
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