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Ovata Capital Optimizes Cash Management with Hazeltree
29 janv. 2018 03h00 HE | Hazeltree Fund Services
NEW YORK and LONDON and HONG KONG, Jan. 29, 2018 (GLOBE NEWSWIRE) -- Hazeltree, a leading provider of treasury solutions, today announced the successful onboarding of Ovata Capital Management, a...
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Ovata Capital Optimizes Cash Management with Hazeltree
28 janv. 2018 17h00 HE | Hazeltree Fund Services
NEW YORK, LONDON and HONG KONG, Jan. 28, 2018 (GLOBE NEWSWIRE) -- Hazeltree, a leading provider of treasury solutions, today announced the successful onboarding of Ovata Capital Management, a Hong...
Pitcairn
Pitcairn’s Wealth Momentum™ Index Reveals Potential Friction Points for Ultra High Net Worth Families
03 janv. 2018 09h00 HE | Pitcairn
JENKINTOWN, Pa., Jan. 03, 2018 (GLOBE NEWSWIRE) -- Pitcairn, the leading family office specializing in maintaining and accelerating the wealth momentum of ultra high net worth (UHNW) families,...
Harshal Shah Joins C
Harshal Shah Joins Callan’s Private Equity Research Group
05 déc. 2017 10h00 HE | Callan LLC
SAN FRANCISCO, Dec. 05, 2017 (GLOBE NEWSWIRE) -- Callan LLC, a leading institutional investment consulting firm, announced today that Harshal Shah, CFA, has joined the firm as a senior vice...
Segment Wealth Manag
Segment Wealth Management Offers Tax Tips After 2017’s Strong Market
28 nov. 2017 05h00 HE | Segment Wealth Management
HOUSTON, Nov. 28, 2017 (GLOBE NEWSWIRE) -- As the end of the year quickly approaches, Gil Baumgarten, financial advisor and president of Houston-based Segment Wealth Management, recommends looking...
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Nicola Wealth Management Launches Private Debt Fund
31 oct. 2017 10h00 HE | Nicola Wealth Management
VANCOUVER, British Columbia, Oct. 31, 2017 (GLOBE NEWSWIRE) -- Nicola Wealth Management is pleased to announce the launch of its NWM Private Debt Fund.  This fund combines a fund-of-funds approach...
ASSET OWNERS WEIGH I
ASSET OWNERS WEIGH IN FOR CALLAN’S INSTITUTIONAL PRIVATE EQUITY SURVEY
26 sept. 2017 13h12 HE | Callan LLC
SAN FRANCISCO, Sept. 26, 2017 (GLOBE NEWSWIRE) -- Callan LLC recently published the results of its first-ever Private Equity Survey, which included responses from 69 institutional investors with...
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20,000 members: Institutional Research Platform Savvy Investor hits milestone
23 août 2017 04h05 HE | SavvyPro Networks Ltd
LONDON, Aug. 23, 2017 (GLOBE NEWSWIRE) -- Savvy Investor, the world’s leading research network for institutional investors, this week celebrates a significant milestone: reaching 20,000 members...
Genus Capital Among First Investment Management Firms in Canada to Achieve B Corp Status
10 août 2017 09h00 HE | Genus Capital Management
VANCOUVER, British Columbia, Aug. 10, 2017 (GLOBE NEWSWIRE) -- Genus Capital today announced its achievement of B Corporation certification, joining the ranks of more than 200 Canadian and 2,000...
CHARLES N. HAZEN APPOINTED PRESIDENT OF TRANSWESTERN INVESTMENT GROUP
31 juil. 2017 12h05 HE | Transwestern
HOUSTON, July 31, 2017 (GLOBE NEWSWIRE) -- Transwestern today announces Charles N. Hazen has been appointed President of Transwestern Investment Group (TIG®). In this role, the veteran real estate...