Banque Indosuez

Milltrust International launches East West Private Wealth, a global sustainability-focused multi-family office

Retrieved on: 
Wednesday, October 4, 2023
Close Brothers Group, GEMS, JPMorgan Chase, United Kingdom, Hopkins, Nomura, Waste management, Enterprise Singapore, University, Human Development Innovation Fund, Dennis, Chemical Bank, Climate, CIO, UBS, Banque Indosuez, Merrill (company), Greater China, Emirates NBD, Chair, Financial services, Renewable energy, Financial adviser, Bank, Investment

LONDON and SINGAPORE, Oct. 04, 2023 (GLOBE NEWSWIRE) -- Milltrust International, an award-winning investment manager co-headquartered in London and Singapore, today announces the launch of East West Private Wealth (“EWPW”), a global sustainability-focused multi-family office with a focus on protecting and investing assets for families who prioritise sustainability and impact.

Key Points: 
  • LONDON and SINGAPORE, Oct. 04, 2023 (GLOBE NEWSWIRE) -- Milltrust International, an award-winning investment manager co-headquartered in London and Singapore, today announces the launch of East West Private Wealth (“EWPW”), a global sustainability-focused multi-family office with a focus on protecting and investing assets for families who prioritise sustainability and impact.
  • Too often it’s a homogenised offering trying to squeeze clients into one of a number of model portfolios.
  • Finally, in Singapore, long-standing Milltrust director and veteran fund manager, Dennis See leads EWPW’s affiliate, First Estate Capital Management.
  • Dennis founded PointWorth Management, the first exempt fund manager in Singapore, and held leadership roles at Indosuez and Chemical Bank (now JP Morgan) in Singapore.

Fin Capital Announces Formation of Advisory Board

Retrieved on: 
Tuesday, September 12, 2023
Banking, Fintech, Professional Services, Finance, Diamond, NASP, SK, Senior, Committee, SGX, Investment, Robotics, Capital, Principal, National Association, CPO, Boston Consulting Group, Risk, HKSE, Risk management, Banque Indosuez, Government, USRobotics, Partner, Knowledge, Growth, Security (finance), CIO, Harbert Management Corporation, Apollo Global Management, 3Com, Norwest Venture Partners, Citigroup, Engineering, Merrill (company), GIC, Information technology, Financial services, Senior advisor, Performance management, Stanford University, Boston, Private limited company, Yucaipa Companies, Harvard Innovation Labs, Mastercard, Hertz, SEI, Freeman Vineyard & Winery, Cryptocurrency, Management, Governance

Fin Capital , a global asset manager specializing in B2B FinTech, today announced the launch of its advisory board.

Key Points: 
  • Fin Capital , a global asset manager specializing in B2B FinTech, today announced the launch of its advisory board.
  • Comprised of leaders across several investment and operating disciplines, the board will provide important support to both the firm and its portfolio companies.
  • The advisory board will aid and assist Fin Capital's investment and platform teams in evaluating investment opportunities, business development across the firm's multi-stage portfolios, and adding talent to underlying management teams.
  • Jordi Nieto Gabarró: Founder and CEO of Crillon Capital Partners (Former Sabertia Capital Partners), a leading investment banking boutique with a presence in more than 20 countries.

Wealth Dynamix appoints new Chief Strategy Officer to support the company's acceleration as a leading provider of Client Lifecycle Management solutions in the WealthTech sector.

Retrieved on: 
Wednesday, March 1, 2023
SIONICS, Growth, RBS, Executive Committee, Barclays, Acceleration, Banque Indosuez, Wealth management, Financial services, EU

LONDON, March 1, 2023 /PRNewswire/ -- Wealth Dynamix is a leading provider of client lifecycle management platforms for private banks and wealth management firms.

Key Points: 
  • LONDON, March 1, 2023 /PRNewswire/ -- Wealth Dynamix is a leading provider of client lifecycle management platforms for private banks and wealth management firms.
  • The platform is designed to boost operating efficiencies and grow revenue whilst enriching the client experience and enabling a significantly higher degree of client insight and due diligence.
  • Robert Roome has 20 years of experience in the Wealth Management (WM) and Private Banking Industries, within technology, wealth management and management consulting firms.
  • He has previously worked with Wealth Dynamix, as well as at firms such as Barclays and RBS, and most recently within the wealth management & private banking practice at management consultancy Sionic.

Wealth Dynamix appoints new Chief Strategy Officer to support the company's acceleration as a leading provider of Client Lifecycle Management solutions in the WealthTech sector.

Retrieved on: 
Wednesday, March 1, 2023
SIONICS, Growth, RBS, Executive Committee, Barclays, Acceleration, Banque Indosuez, Wealth management, Financial services, EU

LONDON, March 1, 2023 /PRNewswire/ -- Wealth Dynamix is a leading provider of client lifecycle management platforms for private banks and wealth management firms.

Key Points: 
  • LONDON, March 1, 2023 /PRNewswire/ -- Wealth Dynamix is a leading provider of client lifecycle management platforms for private banks and wealth management firms.
  • The platform is designed to boost operating efficiencies and grow revenue whilst enriching the client experience and enabling a significantly higher degree of client insight and due diligence.
  • Robert Roome has 20 years of experience in the Wealth Management (WM) and Private Banking Industries, within technology, wealth management and management consulting firms.
  • He has previously worked with Wealth Dynamix, as well as at firms such as Barclays and RBS, and most recently within the wealth management & private banking practice at management consultancy Sionic.

Bloomberg Enhances ETF Trade Efficiency on RFQe Through List Trading

Retrieved on: 
Tuesday, February 7, 2023
BOLT, Quote, ETF, News, Banque Indosuez, Risk, Security (finance), Bloomberg

NEW YORK, Feb. 7, 2023 /PRNewswire/ -- Bloomberg today announced the launch of ETF list trading via its ETF Request for Quote service (RFQe), expanding existing functionality that enables clients to trade multiple securities with a single click.

Key Points: 
  • NEW YORK, Feb. 7, 2023 /PRNewswire/ -- Bloomberg today announced the launch of ETF list trading via its ETF Request for Quote service (RFQe), expanding existing functionality that enables clients to trade multiple securities with a single click.
  • "Innovative solutions like list trading via RFQe help us optimize trading as we continue to grow and evolve our business," said Maria Barreira, Global Head of Execution at Indosuez Wealth Management.
  • "The new RFQe list functionality is now part of our regular workflow as it enables us to trade many instruments at once.
  • "Enhancing the RFQe workflow to include list trading via BOLT brings greater efficiency to ETF trading on Bloomberg," said Paul Kaplan, Global Head of Equities, Credit, and Price Transparency at Bloomberg.