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Asset Management Press Releases

Iconiq Lab Rebrands to Iconic Holding

Iconiq Lab Rebrands to Iconic Holding

Growing exponentially and launching new crypto asset management services, Iconiq Lab evolves and rebrands as Iconic Holding. Beginning in early 2017 as Iconic Lab, the world’s first decentralized venture capital group and token sale accelerator program, Iconic has launched multiple…

CrossleyShear Wealth Management's Evan Shear Recognized as an NFL Players Association Registered Financial Advisor

CrossleyShear Wealth Management's Evan Shear Recognized as an NFL Players Association Registered Financial Advisor

CrossleyShear Wealth Management (CrossleyShear), a team of financial planning and wealth management advisors, announced today that founding partner of the practice and branch manager for Raymond James, Evan Shear, has been formally recognized by the National Football League Players Association…

Hayes Software Systems Announces Hire of Kunal Ashar as Chief Technology Officer

Hayes Software Systems, the leader in inventory control solutions for K-12 education, announces the hire of Kunal Ashar as Chief Technology Officer. Ashar brings over twenty years of experience to Hayes as a technology leader specializing in cloud-based software solutions…

CrossleyShear Wealth Management's Evan Shear Named to Forbes' 2019 Best-in-State List of Wealth Advisors for a Second Consecutive Year

CrossleyShear Wealth Management's Evan Shear Named to Forbes' 2019 Best-in-State List of Wealth Advisors for a Second Consecutive Year

CrossleyShear Wealth Management (CrossleyShear), a team of financial planning and wealth management advisors, recently announced that founding partner of the practice and branch manager for Raymond James, Evan Shear, has been named to Forbes Magazine’s prestigious list of America’s Best-in-State…

Schwarz Gehard London Integrates Data Management System to Simplify Alternative Investment Reporting

Schwarz Gehard London Integrates Data Management System to Simplify Alternative Investment Reporting

Schwarz Gehard, a provider of bespoke asset management and alternative investment solutions, has today released an upgraded version of its alternative investment reporting platform, aimed at improving the way its institutional clients, family offices and high-net-worth families interact with their…

Iconiq Holding Announces Strategic Partnership With Masternode Fund, INDX

Key players in the emerging token security space are putting their weight behind the INDX passive income security token. Iconiq Lab, Swarm, TYR Capital and London Block Exchange have all joined to support INDX. INDX is aimed at qualified investors wishing to…

Pennsylvania Trust Names Jonathan M. Heckscher as Chief Investment Officer

Pennsylvania Trust Names Jonathan M. Heckscher as Chief Investment Officer

Pennsylvania Trust, a leading wealth management firm in the Greater Philadelphia region, has announced the appointment of Senior Vice President Jonathan M. Heckscher to Chief Investment Officer.  Heckscher joined Pennsylvania Trust in 2012 to enhance the firm’s active fixed income capabilities and…

Schwarz Gehard London to Relocate Private Client Services to Firm's Headquarters in Vienna Due to Brexit

Schwarz Gehard London to Relocate Private Client Services to Firm's Headquarters in Vienna Due to Brexit

London-based asset management firm Schwarz Gehard is set to initiate plans to relocate the management of its private client services to their institutional offices located in Vienna, Austria. The move comes at a time when the uncertainty surrounding a Brexit…

Iconiq Holding Closes a Seven-Figure Financing Round as FinLab Increases Its Stake and Germany's Largest VC, High-Tech Gründerfonds, Invests

Iconiq Holding Closes a Seven-Figure Financing Round as FinLab Increases Its Stake and Germany's Largest VC, High-Tech Gründerfonds, Invests

​Iconiq Lab Holding GmbH, a global crypto asset management firm, has closed a seven-figure financing round with High-Tech Gründerfonds III GmbH & Co. KG and FinLab AG (ISIN: DE0001218063; Ticker: A7A.GR). Iconiq Holding will primarily use the funds to further develop…

VAR Capital Investment Director Petra Posnikova Shares Brexit Update

​​Brexit is unique. There is no precedent of a developed economy withdrawing from a trade agreement as major and complex as the European Union. There are many potential issues affecting UK’s financial stability arising from this ongoing process. The political…

Experienced Investment Management Executive Joins OnCorps' Board of Directors

OnCorps, a leader in machine learning and decision guidance software, announced the addition of Joseph (Joe) Dello Russo to the company’s board of directors. Joe’s prior experience includes a career in financial services and public accounting, including serving as Executive…

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…

Seventy2 Capital Welcomes Steve Richardson as Vice President and Senior Financial Advisor

Seventy2 Capital Welcomes Steve Richardson as Vice President and Senior Financial Advisor

Seventy2 Capital Wealth Management, one of the fastest growing, independent wealth-management practices in the Washington, D.C. metropolitan area, announced today that Steve Richardson has joined the firm as a Vice President and Senior Financial Advisor. Steve has joined Seventy2 Capital Wealth…

Seventy2 Capital Advisor Receives CAIA® Designation

Seventy2 Capital Advisor Receives CAIA® Designation

Seventy2 Capital Wealth Management announced today that the company’s Vice President and Financial Advisor Michael Levitsky has earned the designation of Chartered Alternative Investment Analyst®. The Chartered Alternative Investment Analyst (CAIA)® Charter has been the global benchmark for alternative investment…

Hayes Software Systems Announces Promotion of Mario Torres as Chief Revenue Officer

Hayes Software Systems, the leader in inventory control solutions for K-12 education, announced the promotion and appointment of Mario Torres as Chief Revenue Officer. As CRO, Torres oversees operations of revenue-generating direct and channel sales teams. Torres has over 15…

Field Service and Asset Management Software Business Loc8 Reveals Its New Brand Identity

Field Service and Asset Management Software Business Loc8 Reveals Its New Brand Identity

Founded in 2011, Australian-based SaaS platform Loc8 has just released a brand new look and website. Simplified, vibrant and modern, Loc8's aim is to appeal to its two very distinct target audiences while providing them with a unique user experience.…

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…

MCMtech Launches Feature-Rich, Cutting Edge Motiondeck Software Platform

MCMtech Launches Feature-Rich, Cutting Edge Motiondeck Software Platform

Mcmtech develops best in class asset management software solutions enabling our customers to track, manage, and maintain their complex equipment and inventory. The new Motiondeckplatform is the industry’s most powerful software tool yet showcasing feature-rich, web-based applications with enterprise capability. Motiondeck offers more…

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…

Kastle Systems Secures 401(k) Advisory Services From Seventy2 Capital

Seventy2 Capital Wealth Management announced that it has been selected to provide 401(k) advisory services to Kastle Systems. For more than 45 years, Kastle Systems has been leading the security industry with new technologies and advanced security solutions. With headquarters…

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