Fintech PR
London & Capital Partners with Addepar to Deliver Tailored Investment Management and Reporting on a Global Scale
Partnership combines London & Capital’s global and strategic investment mindset with Addepar’s best-in-class technology foundation and data network to power their technology stack
LONDON, Sept. 21, 2023 /PRNewswire/ — London & Capital, an international wealth & asset manager based in the UK, today announced a collaboration with Addepar, a global technology and data company for investment professionals, to bring data modeling, portfolio analytics, tailored investment management and performance reporting to its wealth management clients in the UK and around the globe.
London & Capital has long been expanding its client solutions, growing internationally, and investing in technology to future-proof their firm and meet the demands of today’s high net worth and ultra high net worth global wealth market. With this partnership, London & Capital will seamlessly anchor their technology stack around Addepar’s industry standard platform for data management and reporting.
“London & Capital is delighted to have a partner in Addepar whose strategic ambition aligns with ours, and allows our advisors to focus their time on investments and clients,” said Marc Graveney, Chief Operating Officer at London & Capital. “The partnership with Addepar enables us to deliver an efficient, flexible and comprehensive picture of each client’s unique investments and overall wealth, while staying lean through greater operational efficiency. We are extremely pleased with the engagement from the team and look forward to innovating further.”
Now more than ever, clients are looking for global diversification and reliable data as they navigate fast-moving markets and a dynamic risk landscape. Addepar provides the flexibility to model complex ownership, including multi-asset class and multi-currency portfolios. London & Capital and Addepar share a global mindset towards investment management to provide a truly borderless, integrated solution to help clients think about their holistic portfolio and future investment decisions in a more data-driven way.
“Addepar is proud to be working with London & Capital, a firm at the forefront of the UK’s wealth and asset management sector, to bring the right technology, data, tools and perspective to their team and expanding client base,” said Peter O’Brien, Head of Global Sales & Partnerships at Addepar. “Partnering with innovative technology solutions that can normalize portfolio data irrespective of currency or location is more important than ever as tailored, timely client engagement remains paramount for leaders in the global wealth industry.”
With more than $4.5T assets on the platform, Addepar continues to bring best in class technology, product, data, research and services offerings for hundreds of thousands private client investment managers, wealth advisors, private banks, family offices and clients around the globe, in more than 40 countries, with offices in London, Edinburgh and the prominent tech hub of Pune, India. The partnership with London & Capital will enable wealth management clients around the world to run their business in a more tech-enabled, collaborative and data driven way.
About London & Capital
Established in 1986, London & Capital is a specialist wealth and asset manager working with private and institutional clients. The company supports its clients in developing financial strategies, investing with a focus on capital preservation and providing clear, concise global reporting. Many of London & Capital’s private clients are international, with finances, business interests, property, and family across multiple countries. The company is a recognised market leader in advising US connected persons.
London & Capital’s institutional business offers a full end-to-end asset management proposition for its predominantly insurance company clients. From identifying investment objectives and risk appetite to portfolio construction and management, to ongoing monitoring and reporting. The company’s deep expertise in insurance ensures portfolios are tailored also to meet the business requirements of its clients.
With offices in London, Barcelona and Barbados, London & Capital is one of the few UK based wealth and asset managers which are UK (FCA), US (SEC) and EU (CNMV) regulated.
About Addepar
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $4.5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.
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View original content:https://www.prnewswire.co.uk/news-releases/london–capital-partners-with-addepar-to-deliver-tailored-investment-management-and-reporting-on-a-global-scale-301934184.html
Fintech PR
Markel appoints April Tam as Senior Underwriter, PFR & Cyber and Head of Financial Institutions, Asia
SINGAPORE, Sept. 19, 2024 /PRNewswire/ — Markel, the insurance operations within Markel Group Inc. (NYSE: MKL), is pleased to announce the appointment of April Tam as Senior Underwriter, Professional Financial Risk (PFR) & Cyber and Head of Financial Institutions in Asia. This strategic hire is integral to advancing Markel’s profile and reinforcing its leadership position in the PFR sector.
In her new role, Tam will be instrumental in strengthening Markel’s Financial Institutions proposition in Asia. Working in collaboration with the regional underwriting team across Asia, Tam will focus on driving continued profitable growth of the company’s PFR book and ensuring its scalability and diversification. She will also be responsible for forging strong relationships with insurance brokers, clients and partners in the region.
Tam joins Markel from Allianz Commercial, where she was most recently employed as Financial Institutions Practice Leader, Asia. Prior to joining Allianz Commercial in 2018, Tam gained expertise at Zurich Insurance Group. With more than 12 years’ experience in Financial Lines underwriting, Tam brings a wealth of expertise, broker relationships and a proven track record to Markel.
Based in Hong Kong, Tam will report to Kevin Leung, Chief Underwriting Officer, Asia Pacific.
Leung commented: “I’m excited to welcome April to our team in Hong Kong. Her extensive experience and deep understanding of Financial Lines underwriting will be of huge importance as we continue to expand and enhance our PFR offerings. I’m confident that April’s expertise and strong networks will significantly help to contribute to our strategic objectives and strengthen our position in the Asia market.”
About Markel
We are Markel, a leading global specialty insurer with a truly people-first approach. As the insurance operations within Markel Group Inc. (NYSE: MKL), we operate the Markel Specialty, Markel International, and Markel Global Reinsurance divisions, as well as State National, our portfolio protection and program services operations, and Nephila, our insurance-linked securities operations. Our broad array of capabilities and expertise allow us to create intelligent solutions for the most complex risk management needs. However, it is our people – and the deep, valued relationships they develop with colleagues, brokers and clients – that differentiates us worldwide.
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View original content:https://www.prnewswire.co.uk/news-releases/markel-appoints-april-tam-as-senior-underwriter-pfr–cyber-and-head-of-financial-institutions-asia-302251969.html
Australian property developer and operator to utilise innovative cloud platform for construction and investment accounting
SYDNEY, Sept. 18, 2024 /PRNewswire/ — Apt.Residential, an owner, developer and operator of residential properties in Australia, has chosen Yardi’s single connected platform to support growth, connect teams and manage capex projects and build.
With Yardi®, Apt.Residential can manage its funds and simplify complex financial processes, mitigate risk and deliver real-time insights into projects. The platform provides more visibility from investor to asset and delivers enhanced and accurate reporting. The company can access live data for costing, expenses, and revenue on all projects, from ground-up development to single-unit improvements and will allow Apt.Residential to grow the volume of units within BTR once they have operational units.
“We wanted to find the best platform for BTR that would support growth, streamline management of capex projects and handle our complex accounting,” said Michael Hogg, co-founder & head of operations for Apt.Residential. “Yardi’s single integrated platform was the best solution as it ensures our team can connect on one system and not worry about integrations or using multiple platforms.”
“We’re excited to work with Apt.Residential and support its growth as the company expands its BTR projects,” said Neal Gemassmer, vice president and general manager for Yardi. “Our connected platform will help Apt.Residential enhance communication and set them up so they’re ready to operate once development has completed.”
See how Yardi’s end-to-end technology can help drive your digitalisation strategies.
About Apt.Residential
Apt.Residential is a leading vertically integrated owner, developer, and operator of residential properties in Australia backed by global institutional capital. The company develops residential communities where wellbeing and connectedness come first. Its human-centric approach allows Apt.Residential to shape places for people who crave comfort, community, and elevated living. For more information, please visit aptresidential.au.
About Yardi
Celebrating its 40-year anniversary in 2024, Yardi® develops industry-leading software for all types and sizes of real estate companies across the world. With over 9,500 employees, Yardi is working with our clients to drive significant innovation in the real estate industry. For more information on how Yardi is Energised for Tomorrow, visit yardi.com.au.
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View original content to download multimedia:https://www.prnewswire.co.uk/news-releases/aptresidential-selects-yardis-technology-to-support-btr-projects-302252015.html
Fintech PR
NewCo Capital Group Continues Global Expansion as 2024 Milestones Set The Stage for an Ambitious Q4
NEW YORK, Sept. 18, 2024 /PRNewswire/ — As Q4 fast approaches, NewCo Capital Group (“NewCo”) and Australia-based Bizcap are finalizing year-end initiatives to strategically position both companies for an ambitious expansion in 2025.
Both companies have celebrated a highly successful 2024, marked by remarkable and accelerated growth. This momentum has been driven by Bizcap’s unique Line of Credit product, NewCo’s introduction of their “Line of Capital” product and the launch of NewCo’s new mobile app. CEO Albert Gahfi emphasized the importance of closing 2024 on a high note to set the stage for future growth. “We’ve had an exceptional year so far, but our focus is on what comes next. We’re building the foundation for 2025 and beyond, ensuring that NewCo and Bizcap are positioned for continued global expansion.”
The plan for Q4 includes deepening their presence in existing markets while making calculated moves into new territories, including Singapore, Germany, and Luxembourg. “There are new opportunities in emerging markets that are currently underserved, where we believe we can make a significant impact. As a result, 2025 promises to be an exciting year for SMB financing globally.”
By reinforcing their operational and technological infrastructure, the companies are preparing to meet the demands of a rapidly evolving global financing landscape. “2024 has been a year of strong growth, but we’re not stopping here,” Gahfi said. “We are focused on delivering innovative financing solutions that not only meet the needs of today but also anticipate the demands of tomorrow. As we head into 2025, we’re ready to expand our reach and provide even more businesses with the capital they need.”
Part of a multinational collaboration, NewCo and Bizcap have successfully deployed over $1.5 billion to over 35,000 businesses worldwide. Gahfi commented, “We’re moving capital faster and more effectively than any other sector and our clients are benefiting from that growth.”
NewCo’s strength lies in its ability to adapt quickly, using a unique mix of proprietary technology, nuanced underwriting, and an experienced risk management team. The companies’ hybrid approach is challenging outdated financing models, making NewCo a preferred partner for SMBs looking for custom capital solutions that truly fit their needs.
“We’re not just growing; we’re leading,” Gahfi added. “As we expand globally, our goal remains the same—helping small businesses scale, create jobs, and thrive.”
With a clear strategy and a relentless focus on delivering value, NewCo Capital Group is primed to deepen its market influence and capitalize on emerging opportunities. As the company prepares for its next wave of market entries, Q4 will serve as a pivotal launchpad for an even more ambitious 2025, setting the stage for continued growth and global leadership.
For more information, visit www.NewCoCapitalGroup.com.
Contact:
NewCo Capital Group
Email: [email protected]
Website: www.NewCoCapitalGroup.com
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View original content:https://www.prnewswire.co.uk/news-releases/newco-capital-group-continues-global-expansion-as-2024-milestones-set-the-stage-for-an-ambitious-q4-302252281.html
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