Curated Wealth Partners, a leading multi-family office and investment management firm catering to ultra-high-net-worth clients, has announced the appointment of Nellie Keyhani as its new Director of Client Advisory. With nearly two decades of experience, Ms. Keyhani brings valuable expertise in wealth management, estate planning, and family governance to the firm.
Expansion Capital Group (ECG) has been named one of the Best Places to Work in Fintech for the fourth time, continuing to solidify its position as a leading employer in the financial technology sector. The annual awards program, launched by Arizent and Best Companies Group, celebrates companies that excel in creating outstanding workplace cultures. ECG’s repeated recognition underscores the company’s dedication to fostering an environment where employees feel valued, empowered, and supported.
Sumitomo Mitsui Banking Corporation (SMBC) announced that Greg Keeley has joined the bank as Chief Operating Officer of its Americas Division. Based in New York, Keeley will lead technology, cyber, and operational functions, driving the bank’s transformation initiatives in the region.
Paysafe, a leading payments platform, and Fiserv, Inc., a global provider of payments and financial services technology, are deepening their long-term partnership to deliver enhanced value to their customers. This collaboration focuses on empowering small and medium-sized businesses (SMBs) through innovative financial solutions that promote growth and efficiency.
Linqto, Inc., a leading financial technology platform offering accredited investors access to late-stage, privately held companies, has confirmed that the underlying shares of platform companies are secure. This assurance comes after a third-party advisory firm conducted an independent analysis of the underlying stock owned by Linqto’s affiliate, Linqto Liquidshares, LLC (Liquidshares).
Ant International has formed a strategic alliance with Barclays, the leading UK bank, to enhance the efficiency and resilience of global treasury management for businesses. This partnership combines innovative solutions, including Ant’s AI-powered Foreign Exchange (FX) model and Time-Series Transformer (TST), designed to help companies reduce FX costs and risks amid global volatility.
Northern Trust Asset Management (NTAM), a leading global investment management firm with $1.3 trillion in assets under management as of March 31, 2025, has announced the appointment of Michael Hunstad, PhD, and Christian (Chris) Roth, CFA, as Global Co-Chief Investment Officers, effective June 1, 2025.
Richard S. Brown, CEO and Chairman of JNBA Financial Advisors, has been named the top advisor in Minnesota for the second consecutive year in the Forbes Best-in-State Top Wealth Advisors High Net Worth list. This prestigious recognition highlights his leadership in providing expert wealth management services and the firm’s impressive client retention.
Bregal Investments, a leading private equity investment firm, has announced the appointment of Neil Syers as its new Chief Financial Officer. Based in London, Syers will lead Bregal’s global finance operations, supporting the firm’s strategic growth across investment strategies and geographies.
SoFi, a digital finance leader, and Capitalize, the award-winning retirement account transfer platform, have expanded their collaboration to streamline 401(k) rollovers. The new integration embeds Capitalize’s Rollover API into the SoFi app, enabling members to locate and consolidate legacy 401(k) accounts directly into their SoFi IRAs without ever leaving the app.
