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Asset Management Press Releases

Advisors Capital Management Elevates Dr. JoAnne Feeney to Partner

Advisors Capital Management Elevates Dr. JoAnne Feeney to Partner

Nationally recognized investment advisory and portfolio management firm, Advisors Capital Management (ACM), is pleased to announce the elevation of Dr. JoAnne Feeney to partner. Dr. Feeney joined the firm in 2015 as a portfolio manager and member of the firm’s…

Rosenthal Wealth Management Group Lists Top Five New Year's Resolutions to Shape Up People's Financial Fitness

Rosenthal Wealth Management Group Lists Top Five New Year's Resolutions to Shape Up People's Financial Fitness

​New Year's is just around the corner and so are the many, many resolutions people promise to embrace in order to get more physically fit and healthier. But one top financial planner in the Washington, DC area, Larry Rosenthal of…

TradeWinds Financials Partners With Foster Estate Planning to Launch Cryptocurrency Investment Fund

TradeWinds Financials has announced the company is partnering with Foster Estate Planning to launch a new cryptocurrency investment fund. This will provide investors the opportunity to move against volatility in the cryptocurrency markets without incurring the frictional costs of converting…

Archie Ponce Earns CERTIFIED FINANCIAL PLANNER™ Designation

Archie Ponce Earns CERTIFIED FINANCIAL PLANNER™ Designation

Archie Ponce, Executive Vice President at Dallas wealth management and financial planning firm Optima Asset Management has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance…

causaLens Appoints Hedge Fund Veteran and Data Leaders to Advisory Board

 causaLens, the deep tech startup that predicts the global economy in real-time, has appointed its Strategic Board of Advisors ahead of its upcoming funding round. The much-anticipated lineup is set to include Jose Marques, the former Head of Trading at Bridgewater…

Swiss Crypto Asset Manager Set to Launch First Ever Fully-Regulated Tokenized Fund

Swiss Crypto Asset Manager Set to Launch First Ever Fully-Regulated Tokenized Fund

SwissOne Capital AG, an asset management company specializing in crypto, will soon launch the market’s first tokenized and fully-regulated index fund. Crypto as an asset class continues to edge towards maturity, and each regulatory win advances that evolution. While other…

SwissOne Capital: Perhaps the Only Sensible Approach to Crypto

SwissOne Capital: Perhaps the Only Sensible Approach to Crypto

​SwissOne Capital AG recently announced their plan to unveil a series of crypto asset management funds. SwissOne represents something of a unicorn in the blockchain arena, a firm with decades of experience in traditional finance as well as veteran expertise…

SwissOne Capital Adds Steffen Bassler as Head of Business Development

SwissOne Capital AG continues to expand with prominent players in Switzerland’s institutional investment arena. The asset management firm recently added Steffen Bassler as head of business development. Bassler made a name for himself as one of the managing partners of…

Veteran Crypto Fund Manager Joins SwissOne Capital

SwissOne Capital AG, notable asset manager, continues to round out their crypto staff, despite the market's recent performance. "We want to offer clients proven-practice methodologies applied to crypto. In that respect we're thrilled to welcome Kenneth Hearn to our team,"…

iCapital® Network Recognized for Technology at 2018 WealthManagement.com Industry Awards

iCapital Network, the financial technology platform democratizing alternative investments for high-net-worth individuals and their advisers, today announced the firm has been honored in the WealthManagement.com 2018 Industry Awards as the top Alternative Investment Platform. The WealthManagement.com Industry Awards recognize outstanding…

PEG Companies Announces Acquisition of Eight Hotels Across United States

PEG Companies (“PEG”), a leader in hospitality and multifamily real estate development across North America, today announced the acquisition of an eight-hotel portfolio in major U.S. markets. PEG and "PEG Capital Partners Fund III" led a group of investors, with…

Grasshopper Announces USD $80 Million Investment in Japan Iizuka Solar Power Project

Grasshopper Solar, Canada’s largest vertically integrated solar energy company announces a USD $80 million investment in Setouchi Koken’s Iizuka Solar Plant located in Fukuoka, Japan. This 21.6MW ground mount project will utilize 65,455 solar panels, generate 26,136 MWh of clean energy…

Biblically Responsible Inspire Global Hope ETF – NYSE: BLES – Beats Benchmark in Debut Year Performance

The Inspire Global Hope ETF [NYSE: BLES], the largest exchange-traded fund (ETF) from biblically responsible asset management firm Inspire Investing, has outperformed its benchmark in its debut year of trading on the New York Stock Exchange. “We are thrilled with…

Pendo Systems Announce the Hire of Michael Perentin to Build a World-Class Services Team and Their Nomination for the Fintech Power 50

Pendo Systems is pleased to announce the recent hiring of Michael Perentin as Director of Premium Services. Michael is an accomplished strategic executive with over 18 years of experience and a history of leading large transversal projects within Corporate and Investment…

CrossleyShear Wealth Management Unveils New Logo, Tagline, and Website as Part of Rebranding Effort

CrossleyShear Wealth Management (CrossleyShear), a team of advisors who offer premier financial planning and wealth management services, officially announced today the completion of a corporate-wide rebranding effort. The launch is the culmination of a fourteen-month project dedicated to creating a…

NaviCom International Investment Utilizes FinTech to Provide Entry Level Access to Alternative Platform

NaviCom International Investment, the New York and Hong Kong-based provider of wealth management and alternative investment solutions, has extended its technology platform to accommodate the changing preferences of a broader client base. Utilizing the services of a leading fintech provider,…

Copper Basin Capital Launches MSCI All Country Asia Index Fund

Singapore-based investment fund manager, Copper Basin Capital Pte. Ltd., has launched an investment platform that allows investors to invest in one, some or all the 11 GICSⓇ sectors comprising the MSCI All Country Asia Index (MSCI AC Asia Index). The…

Energy Executive Lord Browne Joins Advisory Board of VC Blue Bear Capital

​Blue Bear Capital, a venture and growth equity fund focused on digital technologies for the energy industry, has announced the appointment Lord Browne of Madingley to its Advisory Board. Lord Browne has an exceptional record of leadership across the energy…

RedBlack and Silver Announce Strategic Alliance

​​​Silver Management Group, Inc., a leading provider of business and technology solutions for the investment services industry, and RedBlack, the independent market leader in investment management solutions for rebalancing and trading, today announced that they have formed an alliance to…

Swiss Global Group to Go Worldwide

Swiss Global Group to Go Worldwide

Swiss Global Group has today announced significant expansion plans across a number of continents, on the back of unprecedented growth in 2017. The announcement will see them build upon their offices in Switzerland and open further offices in Europe, Middle…

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