Category: Asset Management Solutions

Latest Market Research Report on Basic Pension Insurance Fund Investment Management Service Market 2024: Industry Trends, Analysis, and Forecast The Basic Pension Insurance Fund Investment Management Service Market is experiencing significant growth due to the increasing awareness of environmental sustainability issues. The market is expanding as concerns about climate change drive the uptake of eco-friendly…

Moves in the Global Wealth Management Sector – April 2024 In April 2024, the global wealth management industry saw significant movements and appointments across various firms. Here are some of the key highlights: 1. Noel Quinn announced his retirement as CEO of HSBC after a long tenure at the lender since 1987. He had been…

Envestnet Portfolio Solutions Inc. Reduces Stake in HSBC Holdings plc (NYSE:HSBC) Envestnet Portfolio Solutions Inc. recently reduced its stake in HSBC Holdings plc by 19.3% in the 1st quarter, according to a recent filing with the SEC. The institutional investor sold 3,519 shares, bringing its total holdings to 14,742 shares valued at $580,000. This move…

Swissquote’s Rafael Weber Discusses Growth and Innovation in Singapore’s Family Office Sector Swissquote Singapore, a digital wealth management custodian, has seen significant growth in recent years as it positions itself as a traditional private banking alternative in the region. In an interview with Rafael Weber, the head of Swissquote’s Booking Centre in Singapore, he shared…

Investment Firm Lowers Holdings in EVERTEC, Inc. (NYSE:EVTC) – Market Update Title: EVERTEC, Inc. (NYSE:EVTC) Sees Changes in Institutional Holdings and Positive Trading Trend In a recent report by Holdings Channel.com, Oppenheimer Asset Management Inc. has decreased its holdings in EVERTEC, Inc. (NYSE:EVTC) by 12.0% in the 1st quarter. The fund now owns 9,182 shares…

DLM Asset Management Wins Best Asset Management Company of the Year at AIDCA Awards DLM Asset Management Named Best Asset Management Company of the Year at AIDCA Awards LAGOS, NIGERIA / ACCESSWIRE / July 16, 2024 / DLM Asset Management, a subsidiary of DLM Capital Group, has been recognized as the Best Asset Management Company…

CIBC Asset Management Inc. Announces Launch of New ETF Series on Cboe Exchange CIBC Asset Management Inc. has announced the launch of new ETF Series to complement their successful CIBC Investment Grade Bond Funds. The new ETF Series, which have closed their initial offerings of units and will begin trading on the Cboe Exchange today,…

Blackstone Inc. (NYSE:BX) Holdings Trimmed by Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions Inc. recently trimmed its holdings in Blackstone Inc. by 6.5% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm sold 1,353 shares, bringing its total holdings in Blackstone to 19,406 shares worth…

Intapp, Inc. (NASDAQ:INTA) Stake Acquired by BI Asset Management Fondsmaeglerselskab A S BI Asset Management Fondsmaeglerselskab A S recently made a significant investment in Intapp, Inc. (NASDAQ:INTA), acquiring 2,496 shares valued at approximately $86,000 during the 1st quarter. This move comes as several other hedge funds and institutional investors have also shown interest in INTA….

SEI Investments Holdings and Insider Activity: Nordea Investment Management AB Cuts Holdings Title: Nordea Investment Management AB Reduces Holdings in SEI Investments (NASDAQ:SEIC) Nordea Investment Management AB recently decreased its holdings in SEI Investments by 12.6% during the first quarter, according to its latest Form 13F filing with the SEC. The fund sold 1,187 shares,…