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Anacapa Advisors Shortlisted in the 2024 Family Wealth Report Awards

/PRNewswire/ -- Anacapa Advisors, a market-directional investment manager, announced today that the firm has been shortlisted in the 2024 Family Wealth Report...

New-york , United-states , California , Pacific-palisades , America , Ryan-walker , Phil-pecsok , Mandarin-oriental-hotel , Anacapa-advisors , Rj-walker-co , Asset-management-firm-serving-family-offices , Wealth-report

How 'art services' help elite banks cultivate the ultra-wealthy

At banks like UBS, art experts work with wealth-management teams to help high-net-worth clients navigate the insular world of art collecting.

Washington , United-states , New-york , Brooklyn , Switzerland , Georgia , Swiss , America , Andy-warhol , Steve-cohen , Derrick-adams , Anna-wintour

How UBS, Deutsche Bank, and other giants tap their in-house art experts to appeal to ultrawealthy customers

At banks like UBS, art experts work with wealth-management teams to help high-net-worth clients navigate the insular world of art collecting.

United-states , Washington , Georgia , New-york , America , Steve-cohen , Matthew-newton , Tom-burroughes , Mitchell-rales , Don-marron , Lucian-freud , Alice-walton

Martin Leitch Named Chief Executive Officer of PURE Group of Insurance Companies

insurancenewsnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from insurancenewsnet.com Daily Mail and Mail on Sunday newspapers.

White-plains , New-york , United-states , Florida , Tokio , Tokyo , Japan , America-hall , Martin-leitch , Satoru-komiya , Ross-buchmueller , Kristin-piccini

Martin Leitch Named Chief Executive Officer of PURE Group of Insurance Companies

/PRNewswire/ -- Privilege Underwriters, Inc. (PUI) and the affiliated companies of the PURE Group of Insurance Companies (PURE) have announced that Ross...

New-york , United-states , Florida , White-plains , Tokio , Tokyo , Japan , America-hall , Martin-leitch , Satoru-komiya , Ross-buchmueller , Kristin-piccini

Martin Leitch Named Chief Executive Officer of PURE Group of Insurance Companies

Martin Leitch Named Chief Executive Officer of PURE Group of Insurance Companies
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

Florida , United-states , White-plains , New-york , Tokio , Tokyo , Japan , Kristin-piccini , Dave-logan , Satoru-komiya , Martin-leitch , Ross-buchmueller

ViewTrade Awarded "Best Overall WealthTech Provider for India" at WealthBriefingAsia Awards 2023

JERSEY CITY, N.J., June 2, 2023 /PRNewswire/ -- ViewTrade, the force that powers fintech, is proud to announce that it has been named as the winner of "Overall WealthTech Provider for India" at the WealthBriefingAsia Awards 2023. Winners and highly commended companies were named today at the Gala Ceremony at The Fullerton Hotel, Singapore. The annual WealthBriefingAsia Awards program recognizes the most innovative and exceptional wealth management product and service providers for the region. The awards have been designed to showcase outstanding organizations that a prestigious panel of independent judges deemed to have demonstrated innovation and excellence during the prior year. The awards are part of a global program run by WealthBriefingAsia and its sister publications, WealthBriefing and Family Wealth Report, encompassing all of the world's major wealth management centers. Stephen Harris, ClearView Financial Media's CEO, and publisher of WealthBriefingAsia, was first to extend his congratulations to all winners and highly commended companies: "Every category winner and highly commended firm has been subjected to a rigorous and independent judging process and can rightly be proud of the success they have achieved this year.We have seen a marked increase in entrants and interest in all our global awards programs and WealthBriefingAsia is no exception. These awards are so beneficial as they give organizationsand individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally and to celebrate in style with their peers. I offer my congratulations and best wishes for the future to all winners and highly commended firms - they are all worthy recipients who join the elite list of wealth management professionals who form global elite of WealthBriefingAsia winners." "We are honored to have been awarded 'Best Overall WealthTech Provider for India' during this year's WealthBriefing Asia Awards," said Tony Petrilli, CEO of ViewTrade Holding Corp. "At ViewTrade, we pride ourselves on our ability to offer market-specific services and solutions to the diverse array of international markets we serve. This honor is a testament to ViewTrade's focus on delivering modern solutions that empower global market access. With technology that enables fractional investing, overnight sessions, regular savings plans, DRIP and more - built around an order management system tailored to retail flow - ViewTrade stands ready to partner with brokerages, fintechs and others in India, across APAC and around the world." About ViewTrade ViewTrade is the force that powers fintech and cross-border investing for financial services firms throughout the world. We provide the technology, support and brokerage services that business innovators need to quickly launch or enhance a retail investing experience. Now in our third decade, our approach has helped 300+ firms - from technology startups to large banks, brokers and advisors - create the differentiating investment experiences their customers demand. With clients in over 20 countries and a team that brings decades of experience and understanding of brokerage technology and services, we help our business clients deliver the investment access and financial solutions they require. For more information, visithttps://viewtrade.com/and follow the company onLinkedIn. Securities and brokerage services provided by ViewTrade Securities Inc. ("ViewTrade Securities") a broker-dealer registered with the Securities and Exchange Commission (SEC) and a member of the Financial Industry Regulatory Authority (FINRA) andSIPC. Technology and business solutions provided by Orbis Systems Inc. ("Orbis"). Orbis and ViewTrade Securities Inc. are affiliated and collectively referred to (with other affiliates) as "ViewTrade". This communication is not an offer to buy or sell securities and is not a recommendation regarding any investment or investment risks and past performance is no guarantee of future results. Media Contact Michael Kingsley Forefront Communications for ViewTrade mkingsley@forefrontcomms.com 914-522-9471

Jersey , Singapore , India , Stephen-harris , Michael-kingsley , Tony-petrilli , Prnewswire-viewtrade , Fullerton-hotel , Viewtrade-holding-corp , Exchange-commission , Linkedin , Viewtrade-securities-inc

ViewTrade Awarded "Best Overall WealthTech Provider for India" at WealthBriefingAsia Awards 2023

/PRNewswire/ -- ViewTrade, the force that powers fintech, is proud to announce that it has been named as the winner of "Overall WealthTech Provider for India"...

Singapore , India , Jersey , Michael-kingsley , Prnewswire-viewtrade , Tony-petrilli , Stephen-harris , Orbis-systems-inc , Viewtrade-holding-corp , Financial-industry-regulatory-authority , Forefront-communications-for-viewtrade , Viewtrade-securities-inc

Summitas Wins Family Wealth Report's 2023 "Best Customer Facing Digital Platform" Award

/PRNewswire/ -- Summitas, an innovative platform for secure, online client portals for family ofﬁces, wealth advisors, and other client-facing businesses, has...

United-states , America , Prnewswire-summitas , Dan-gregerson , Family-office , Customer-facing-digital , Wealth-report , Family-wealth-report , Best-customer-facing-digital-platform- , Summitas-chairman , Summitas ,

AQUILANCE HAS BEEN NAMED A WINNER IN THE TENTH ANNUAL FAMILY WEALTH REPORT AWARDS FOR BEST BILL PAY SOLUTION

/PRNewswire/ -- Aquilance, a leading provider of financial administration services for high-net-worth families, individuals, and family offices, has been...

New-york , United-states , Manhattan , London , City-of , United-kingdom , America , Ken-eyler , Prnewswire-aquilance , Stephen-harris , Ryan-walker , Rj-walker-co