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Recent Activities

Activities between Nov. 16, 2024, 12:30 a.m. and Nov. 23, 2024, 12:30 a.m. from: Asset Management Services.

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Lord Abbett selects IMTC's technology to offer more personalized fixed income solutions to clients

Document Date: Nov. 21, 2024, 2:15 p.m. / Source: prweb
Activity Class: PartnershipActivity
Partnership: Document Extract: Post this. IMTC's end-to-end investment platform will empower Lord Abbett to build and rebalance client portfolios at a significant scale. Leveraging unique pre- and post-trade functionality alongside proprietary optimization tools will allow the firm to act with speed and precision. IMTC's highly integrated platform will also help automate post-trade processing and improve communication between the asset manager and plan sponsors. " We are pleased to partner with Lord Abbett, a leading fixed income manager renowned for delivering an exceptional client experience ," said Russell Feldman, CEO of IMTC.
Document Source: https://www.prweb.com/releases/lord-abbett-selects-imtcs-technology-to-offer-more-personalized-fixed-income-solutions-to-clients-302312826.html (archive.org page / archive.org listing)


Tavistock at centre of £56m asset manager deal merry-go-round

Document Date: Nov. 22, 2024, 7:13 a.m. / Source: BusinessCloud
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: London, Bath
Buyer: Target: Document Extract: Tavistock Investments Plc has made two disposals and one acquisition as it refocuses its business model.
Document Source: https://businesscloud.co.uk/news/tavistock-at-centre-of-56m-asset-manager-deal-merry-go-round/ (archive.org page / archive.org listing)


Tavistock at centre of £56m asset manager deal merry-go-round

Document Date: Nov. 22, 2024, 7:13 a.m. / Source: BusinessCloud
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: Nō
Buyer: Target: Document Extract: All the completion conditions for the disposal of Tavistock Partners Limited and Tavistock Estate Planning Services Limited to Saltus have now been satisfied.
Document Source: https://businesscloud.co.uk/news/tavistock-at-centre-of-56m-asset-manager-deal-merry-go-round/ (archive.org page / archive.org listing)


Close Brothers Asset Management Partners With Objectway to Drive Growth and Innovation

Document Date: Nov. 21, 2024, 11 a.m. / Source: Business Wire
Activity Class: PartnershipActivity
Partnership: Document Extract: Close Brothers Asset Management Partners With Objectway to Drive Growth and Innovation. CBAM, one of the UK's leading specialist investment management and financial planning firms with over £20 billion of assets under management, has chosen Objectway to support its growth strategy and enhance its offering, aiming to become the best place in the UK for wealth management professionals and their clients. " The key factors in selecting Objectway were its comprehensive and sophisticated front office capability coupled with its forward-looking innovation roadmap, which underlines its commitment to continuously improving the product for all clients ," said Gregg Clarke COO at CBAM. Objectway's advanced portfolio management solution represents a significant step forward in CBAM's digital transformation. The solution will enhance the functionalities available to CBAM, enabling proactive compliance, effective risk management, scalable dealing practices, optimised returns, and consistency in performance reporting for clients.
Document Source: https://www.businesswire.com/news/home/20241119828406/en/Close-Brothers-Asset-Management-Partners-With-Objectway-to-Drive-Growth-and-Innovation (archive.org page / archive.org listing)


Close Brothers Asset Management Partners With Objectway to Drive Growth and Innovation

Document Date: Nov. 21, 2024, 11 a.m. / Source: Business Wire
Activity Class: PartnershipActivity / Region: United Kingdom of Great Britain and Northern Ireland
Partnership: Document Extract: The solution will enhance the functionalities available to CBAM, enabling proactive compliance, effective risk management, scalable dealing practices, optimised returns, and consistency in performance reporting for clients. By leveraging Objectway's best-in-class user experience, CBAM will also see improved front-office efficiency, allowing Investment Managers to focus more on efficiency and client relationship management. Dr. Alexander Cassar, CEO of Objectway UK, commented, "We are delighted to be working with Gregg Clarke and his team at Close Brothers Asset Management as they embark on this ambitious digital transformation. This collaboration underlines Objectway's commitment to enabling growth in our industry by providing adaptable, scalable solutions that meet evolving market demands and set new standards in client service excellence ." Recent industry data highlights the essential role that modern portfolio management solutions play in enhancing productivity and operational efficiency.
Document Source: https://www.businesswire.com/news/home/20241119828406/en/Close-Brothers-Asset-Management-Partners-With-Objectway-to-Drive-Growth-and-Innovation (archive.org page / archive.org listing)


Close Brothers Asset Management Partners With Objectway to Drive Growth and Innovation

Document Date: Nov. 21, 2024, 11 a.m. / Source: Business Wire
Activity Class: PartnershipActivity
Partnership: Document Extract: Close Brothers Asset Management Partners With Objectway to Drive Growth and Innovation. CBAM, one of the UK's leading specialist investment management and financial planning firms with over £20 billion of assets under management, has chosen Objectway to support its growth strategy and enhance its offering, aiming to become the best place in the UK for wealth management professionals and their clients. " The key factors in selecting Objectway were its comprehensive and sophisticated front office capability coupled with its forward-looking innovation roadmap, which underlines its commitment to continuously improving the product for all clients ," said Gregg Clarke COO at CBAM. Objectway's advanced portfolio management solution represents a significant step forward in CBAM's digital transformation. The solution will enhance the functionalities available to CBAM, enabling proactive compliance, effective risk management, scalable dealing practices, optimised returns, and consistency in performance reporting for clients.
Document Source: https://www.businesswire.com/news/home/20241119828406/en/Close-Brothers-Asset-Management-Partners-With-Objectway-to-Drive-Growth-and-Innovation (archive.org page / archive.org listing)


Citadel founder Ken Griffin said he would be 'open' to selling a stake in his $65 billion hedge fund

Document Date: Nov. 21, 2024, 7:21 p.m. / Source: Business Insider
Activity Class: CorporateFinanceActivity / Type: Investment / Region: New York City
Investor: Target: Document Extract: BlackRock's potential investment into Izzy Englander's Millennium might have Citadel founder Ken Griffin thinking.
Document Source: https://www.businessinsider.com/ken-griffin-would-consider-selling-stake-in-citadel-2024-11 (archive.org page / archive.org listing)


Citadel founder Ken Griffin said he would be 'open' to selling a stake in his $65 billion hedge fund

Document Date: Nov. 21, 2024, 7:21 p.m. / Source: Business Insider
Activity Class: CorporateFinanceActivity / Type: Investment / Region: New York City
Investor: Document Extract: BlackRock's potential investment into Izzy Englander's Millennium might have Citadel founder Ken Griffin thinking.
Document Source: https://www.businessinsider.com/ken-griffin-would-consider-selling-stake-in-citadel-2024-11 (archive.org page / archive.org listing)


Crusoe, a rumored OpenAI data center supplier, has secured $686M in new funds, filing shows

Document Date: Nov. 21, 2024, 4:41 p.m. / Source: TechCrunch
Activity Class: CorporateFinanceActivity / Type: Investment / Region: Cruso, Energy
Protagonist: Target: Document Extract: In early October, Crusoe announced it would enter into a $ 3.4 billion joint venture with asset manager Blue Owl Capital to build a massive data center in Abilene, Texas.
Document Source: https://techcrunch.com/2024/11/21/crusoe-a-rumored-openai-data-center-supplier-has-secured-686m-in-new-funds-filing-shows/ (archive.org page / archive.org listing)


Odoo S.A. announces a €500 million transaction, increasing the Belgian Unicorn's valuation to €5 billion

Document Date: Nov. 20, 2024, 2 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Investment / Region: Kingdom of Belgium
Investor: Target: Document Extract: Odoo S.A. announces a €500 million transaction, increasing the Belgian Unicorn's valuation to €5 billion.
Document Source: https://www.prnewswire.com/news-releases/odoo-sa-announces-a-500-million-transaction-increasing-the-belgian-unicorns-valuation-to-5-billion-302311288.html (archive.org page / archive.org listing)


Private Sector Buyers Drive Sustainable Aviation Fuel Growth Through Strategic Purchases

Document Date: Nov. 18, 2024, 1:15 p.m. / Source: GlobeNewswire
Activity Class: CorporateFinanceActivity / Type: Investment / Region: London, San Francisco
Investor: Target: Document Extract: SAN FRANCISCO, CA & LONDON, UK, Nov. 18, 2024 (GLOBE NEWSWIRE) - Watershed, the enterprise sustainability platform, announced today that it has facilitated the purchase of sustainable aviation fuel certificates (SAFc) on behalf of customers including BlackRock, Ripple, Samsara, and Block.
Document Source: https://www.globenewswire.com/news-release/2024/11/18/2982763/0/en/Private-Sector-Buyers-Drive-Sustainable-Aviation-Fuel-Growth-Through-Strategic-Purchases.html (archive.org page / archive.org listing)


State Street Global Advisors Forms Strategic Relationship With Bridgewater Associates

Document Date: Nov. 19, 2024, 12:35 p.m. / Source: Business Wire
Activity Class: PartnershipActivity
Partnership: Document Extract: State Street Global Advisors Forms Strategic Relationship With Bridgewater Associates. State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT) , announced today that it is joining forces with Bridgewater Associates, LP, one of the world's preeminent asset managers, seeking to widen access to core alternative investment strategies. " Bridgewater is known for its 40-year history of delivering resilient, diversified portfolios and insights to many sophisticated institutional global investors, including innovative approaches to strategic asset allocation. We are excited that this strategic relationship will now bring that portfolio construction expertise to retail investors as well ," said Anna Paglia, chief business officer at State Street Global Advisors. State Street Global Advisors pioneered the ETF industry in 1993 and has a history of providing investors with access to liquid and transparent solutions to meet essential goals, including income generation, diversification, and wealth accumulation.
Document Source: https://www.businesswire.com/news/home/20241118278354/en/State-Street-Global-Advisors-Forms-Strategic-Relationship-With-Bridgewater-Associates (archive.org page / archive.org listing)


BTM INDUSTRIAL APPOINTS ANDREW PRINGLE VICE PRESIDENT OF BUSINESS DEVELOPMENT

Document Date: Nov. 21, 2024, 8:20 p.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Starting / Region: Muskegon
Role: Person: Organization: Document Extract: MUSKEGON, Mich., Nov. 21, 2024 /PRNewswire/ - BTM Industrial, a leading asset disposition company, has appointed Andrew Pringle as Vice President of Business Development.
Document Source: https://www.prnewswire.com/news-releases/btm-industrial-appoints-andrew-pringle-vice-president-of-business-development-302313567.html (archive.org page / archive.org listing)


BlackRock Elects Bayo Ogunlesi to Board of Directors

Document Date: Nov. 19, 2024, 9:50 p.m. / Source: Business Wire
Activity Class: RoleActivity / Type: Starting / Region: United States
Role: Person: Organization: Document Extract: BlackRock Elects Bayo Ogunlesi to Board of Directors.
Document Source: https://www.businesswire.com/news/home/20241119251245/en/BlackRock-Elects-Bayo-Ogunlesi-to-Board-of-Directors (archive.org page / archive.org listing)


BlackRock Elects Bayo Ogunlesi to Board of Directors

Document Date: Nov. 19, 2024, 9:50 p.m. / Source: Business Wire
Activity Class: RoleActivity / Type: Starting / Region: United States
Role: Organization: Document Extract: BlackRock, Inc. (NYSE: BLK) announced today that Adebayo ("Bayo") Ogunlesi, Founding Partner, Chairman and Chief Executive Officer of Global Infrastructure Partners ("GIP") , and a Senior Managing Director at BlackRock, has been elected to BlackRock's Board of Directors ("Board") .
Document Source: https://www.businesswire.com/news/home/20241119251245/en/BlackRock-Elects-Bayo-Ogunlesi-to-Board-of-Directors (archive.org page / archive.org listing)


BlackRock Elects Bayo Ogunlesi to Board of Directors

Document Date: Nov. 19, 2024, 9:50 p.m. / Source: Business Wire
Activity Class: RoleActivity / Type: Starting / Region: United States
Role: Person: Organization: Document Extract: BlackRock, Inc. (NYSE: BLK) announced today that Adebayo ("Bayo") Ogunlesi, Founding Partner, Chairman and Chief Executive Officer of Global Infrastructure Partners ("GIP") , and a Senior Managing Director at BlackRock, has been elected to BlackRock's Board of Directors ("Board") .
Document Source: https://www.businesswire.com/news/home/20241119251245/en/BlackRock-Elects-Bayo-Ogunlesi-to-Board-of-Directors (archive.org page / archive.org listing)


Artisan U.S. Mid-Cap Growth Strategy Portfolio Management Update

Document Date: Nov. 18, 2024, 5:01 p.m. / Source: GlobeNewswire
Activity Class: RoleActivity / Type: Starting / Region: Milwaukee
Role: Person: Organization: Document Extract: MILWAUKEE, Nov. 18, 2024 (GLOBE NEWSWIRE) - Artisan Partners Asset Management Inc. (NYSE: APAM) announced today that Jason White will join Matt Kamm as Co-Lead Portfolio Manager of the U.S. Mid-Cap Growth Strategy, effective January 1, 2025.
Document Source: https://www.globenewswire.com/news-release/2024/11/18/2983028/0/en/Artisan-U-S-Mid-Cap-Growth-Strategy-Portfolio-Management-Update.html (archive.org page / archive.org listing)


Financial Advisor Jason L. Zachter joins UBS in New York City

Document Date: Nov. 21, 2024, 3 p.m. / Source: Business Wire
Activity Class: RoleActivity / Type: Starting / Region: Manhattan
Role: Person: Organization: Document Extract: UBS Wealth Management today announced that Jason L. Zachter has joined the firm as a Managing Director and Financial Advisor in Manhattan.
Document Source: https://www.businesswire.com/news/home/20241121427552/en/Financial-Advisor-Jason-L.-Zachter-joins-UBS-in-New-York-City (archive.org page / archive.org listing)


Abrdn shakes up top team in turnaround push

Document Date: Nov. 19, 2024, 4:58 p.m. / Source: City AM
Activity Class: RoleActivity / Type: Starting
Role: Person: Organization: Document Extract: Abrdn's new chief executive Jason Windsor has revamped his leadership team today as part of efforts to breathe life into the beleaguered asset manager after years of sluggish performance.
Document Source: https://www.cityam.com/abrdn-shakes-up-top-team-in-turnaround-push/ (archive.org page / archive.org listing)


Abrdn shakes up top team in turnaround push

Document Date: Nov. 19, 2024, 4:58 p.m. / Source: City AM
Activity Class: RoleActivity / Type: Starting
Role: Person: Organization: Document Extract: Abrdn's new chief executive Jason Windsor has revamped his leadership team today as part of efforts to breathe life into the beleaguered asset manager after years of sluggish performance.
Document Source: https://www.cityam.com/abrdn-shakes-up-top-team-in-turnaround-push/ (archive.org page / archive.org listing)


Abrdn shakes up top team in turnaround push

Document Date: Nov. 19, 2024, 4:58 p.m. / Source: City AM
Activity Class: RoleActivity / Type: Moving To
Role: Person: Organization: Document Extract: Abrdn's new chief executive Jason Windsor has revamped his leadership team today as part of efforts to breathe life into the beleaguered asset manager after years of sluggish performance.
Document Source: https://www.cityam.com/abrdn-shakes-up-top-team-in-turnaround-push/ (archive.org page / archive.org listing)


Abrdn shakes up top team in turnaround push

Document Date: Nov. 19, 2024, 4:58 p.m. / Source: City AM
Activity Class: RoleActivity
Role: Person: Organization: Document Extract: Abrdn's new chief executive Jason Windsor has revamped his leadership team today as part of efforts to breathe life into the beleaguered asset manager after years of sluggish performance.
Document Source: https://www.cityam.com/abrdn-shakes-up-top-team-in-turnaround-push/ (archive.org page / archive.org listing)


DigitalBridge Appoints Yoshiaki Fujimori as Senior Executive Advisor to Drive Strategic Growth in Japan and the Asia-Pacific Region

Document Date: Nov. 18, 2024, 9:30 p.m. / Source: Business Wire
Activity Class: RoleActivity / Type: Starting / Region: Japan
Role: Person: Organization: Document Extract: DigitalBridge Group, Inc. (NYSE: DBRG) , a leading global investment firm focused on digital infrastructure, today announced the appointment of Yoshiaki Fujimori as Senior Executive Advisor.
Document Source: https://www.businesswire.com/news/home/20241118752774/en/DigitalBridge-Appoints-Yoshiaki-Fujimori-as-Senior-Executive-Advisor-to-Drive-Strategic-Growth-in-Japan-and-the-Asia-Pacific-Region (archive.org page / archive.org listing)


Cornerstone Home Lending Promotes Jay Crowell to President of National Retail Division

Document Date: Nov. 18, 2024, 4:27 p.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Starting
Role: Person: Organization: Document Extract: Cornerstone Home Lending Promotes Jay Crowell to President of National Retail Division.
Document Source: https://www.prnewswire.com/news-releases/cornerstone-home-lending-promotes-jay-crowell-to-president-of-national-retail-division-302308763.html (archive.org page / archive.org listing)


Cornerstone Home Lending Promotes Jay Crowell to President of National Retail Division

Document Date: Nov. 18, 2024, 4:27 p.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Starting / Region: Houston
Role: Person: Organization: Document Extract: HOUSTON, Nov. 18, 2024 /PRNewswire/ - Cornerstone Home Lending, a division of Cornerstone Capital Bank-a preeminent national provider of mortgage origination and servicing solutions and commercial, institutional and consumer banking services-has promoted Jay Crowell to the newly created role of president - national retail division.
Document Source: https://www.prnewswire.com/news-releases/cornerstone-home-lending-promotes-jay-crowell-to-president-of-national-retail-division-302308763.html (archive.org page / archive.org listing)

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