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Asset Management

Fineco selects SGSS for fund admin and transfer agency services

Societe Generale Securities Services (SGSS) has been chosen by Fineco Asset Management to act as its local transfer agent in Italy for its foreign funds. SGSS will also provide Fineco Asset Management with depositary and trustee services, fund administration and...

HighTower partners with Green Square Wealth Management

HighTower announced that Green Square Wealth Management, a fee-only investment advisor and multi-family office headquartered in Memphis, Tenn., will join HighTower's growing community of partner firms. With approximately $2.6 billion in client assets, Green Square Wealth Management serves ultra-high net...

Brown & Brown, Inc. Announces the Asset Acquisition of Smith Insurance Associates, Inc.

J. Scott Penny, Chief Acquisitions Officer of Brown & Brown, Inc., and Stephen Smith, Jr., Brian & Kellie Smith Friel, Christopher & Carrie Smith and Brendan & Megan Smith Whelan, the owners of Smith Insurance Associates, Inc ,  announced...

Tortoise Launches Two Digital Infrastructure Exchange-Traded Funds: TCLD and TPAY

Tortoise announced the launch of two digital infrastructure ETFs, Tortoise Cloud Infrastructure Fund and Tortoise Digital Payments Infrastructure Fund. Tortoise invests in essential assets across the infrastructure spectrum. These are assets that are indispensable to the economy and society. Digital...

Northern Trust to provide asset servicing to AD Global Investors

Northern Trust has been appointed the sole broker and provider of foreign exchange, fund administration and custody support for AD Global Investors. The bank will assist AD Global Investors with fixed income execution services in Abu-Dhabi, a first for Northern...

GMEX Fusion adds pioneering Digital Asset Custodian and Vault capabilities

GMEX Technologies Ltd, a provider of multi-asset exchange and post-trade business and technology solutions, is pleased to announce the launch of ForumCustody and ForumWallet, part of the GMEX Fusion product suite, to include Digital Custodian and Vault capabilities. GMEX Fusion...

TriOptima Launches triCalculate IM Analytics Tool for Initial Margin Compliance

TriOptima, a leading infrastructure service that lowers costs and mitigates risk in OTC derivatives markets, today announced that it has launched triCalculate IM Analytics which provides crucial insight into the options for initial margin (IM) calculation, helps with the...

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