Fintech PR

Gideon Strategic Partners Affilates With Leading Independent Broker-dealer, Appoints Adam Gross Partner And Head Of Family Office Group In Support Of Its Strategic Expansion

Published

3 years ago

July 20, 2021

Gideon Strategic Partners, a wealth management and financial planning firm that oversees over $500 million in assets and provides concierge-style services to high-net worth individuals and businesses, today announced that its financial advisors have affiliated with The Leaders Group, a leading national, independent broker-dealer located in Littleton, Colo. The transition is effective immediately.

With more than 25 years supporting financial advisors in the wealth management industry, The Leaders Group offers cutting-edge digital platforms and tools for client relationship management, product due diligence and comparison, client account management and financial planning, along with an industry-leading product shelf that features a broad range of investment strategies.

Gideon Strategic Partners CEO and Managing Partner Robert Amoruso said, “The continued growth of our business and demand for expanded technological capabilities by our clients made the transition to The Leaders Group the obvious choice for our firm. Their hand-on services combined with sophisticated solutions and complete independence give us the freedom and flexibility to deliver higher-value wealth management and financial planning services to our growing client base.”

Additionally, the firm announced the appointment of Adam Gross as a Managing Director and Head of the Family Office Group. Mr. Gross will build upon the existing practice area, expanding the services the firm provides for high-net worth and ultra-high-net worth families as a member of the firm’s senior leadership team. He will report to Mr. Amoruso.

“Adam takes an exceptionally personal yet highly strategic approach to client service,” Mr. Amoruso said. “Over the years he has built meaningful relationships with his clients and served more as a family chief financial officer than a traditional wealth manager. We are incredibly pleased to have him on our team, building out our capabilities in this space and delivering best-in-class service to our clients.”

With over 25 years of experience in private banking and wealth management, Mr. Gross spent nearly two decades at JP Morgan Private Bank, where he helped build one of its most productive teams, the Global Investment Opportunities Group. Previously he served as a senior management professional of both client coverage and investment products at HSBC and Citigroup. Mr. Gross also has experience within the public and private markets and has served as an advisor to multiple early-stage fintech companies. Mr. Gross earned his Bachelor of Arts in Political Science from the University of Rochester and holds Series 7, 63 and 24 licenses.

Mr. Gross’ hiring continues the steady expansion of Gideon’s leadership ranks as the firm grows.

Early this year, Gideon appointed industry rising star Anthony D’Angelo as Partner and Managing Director. Prior to joining the firm, Mr. D’Angelo served in several executive capacities with AXA and Equitable Advisors.
In August 2020, the firm appointed Eleanor Reid Partner and Head of Corporate Strategy. A former captain in the U.S. Air Force Reserves, Ms. Reid came to Gideon after leading Reid & Co., an operations and strategic consultancy for startups and small- and medium-size enterprises.
Erik Oros joined Gideon as Chief Investment Officer in 2019. Prior to Gideon, Mr. Oros co-founded and led Actinium Capital LP, a Baltimore-based hedge fund.

Mr. Gross said, “I’m excited to join Gideon, and I look forward to applying my experience and expertise to help Gideon reach its full potential. A strong family-office group will help the firm position itself as the destination of choice for high-net worth and ultra-high-net worth families in Southern California and beyond. I know Robert and the entire Gideon team foster a collaborative culture that will put this growing group on a journey towards achieving our goals while serving our clients objectives.”

Related Topics:latest-news Mr. Amoruso Mr. Gross Robert Amoruso

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Wahed appoints Khalid Al Jassim as Executive Chairman of Wahed MENA to help guide the strategic growth of Wahed in the region

Published

16 hours ago

November 24, 2024

CISION (PR Newswire)

wahed-appoints-khalid-al-jassim-as-executive-chairman-of-wahed-mena-to-help-guide-the-strategic-growth-of-wahed-in-the-region

DOHA, Qatar, Nov. 24, 2024 /PRNewswire/ — Wahed, a global Shariah-compliant fintech, has appointed Khalid Al Jassim as Chairman of Wahed MENA.

On this appointment, Khalid commented, ”I am excited to guide Wahed’s growth in the region. Wahed’s mission of furthering Islamic Finance is one I resonate with deeply and I look forward to supporting its growth ambitions.”

Khalid has over twenty five years of investment banking and corporate advisory experience gained with some of the most innovative and groundbreaking institutions in the world.

His career spans leading firms including SABIC, Arthur Anderson and Arcapita Bank in Bahrain, where he was instrumental in making it into one of the PE powerhouses in the region. His responsibilities started in the earlier years with establishing the Investment Placement Team and transforming it into one of the most robust teams in the industry. At the time that Khalid left Arcapita to build his personal business, he was an Executive Director. Today he is Chairman of Afkar Vision, a private advisory house specialized in mergers and acquisitions with offices in Manama, Dubai and Riyadh.

As well as being one of the earliest investors in Wahed, he is currently Chairman of the Audit Committee and Board Member at Bahrain Islamic Bank, the 4th oldest Islamic Bank in the World and Board Member at SICO Bank and SICO Capital in Saudi, an $8bn asset manager in the region.

Mohsin Siddiqui, Wahed CEO said, “We are delighted to announce Khalid’s appointment. His unique understanding of the financial landscape in the MENA region is unparalleled and we are excited to bring this expertise in continuing to grow our presence in the region.”

About Wahed

Founded in 2015, Wahed is a financial technology company that is advancing financial inclusion through accessible, affordable, and values-based investing. The company has made significant inroads in the world Shariah compliant investing by creating an easy-to-use digital platform that provides a suite of Shariah compliant investing products including managed portfolios and venture and real estate investments. Wahed caters to over 400,000 customers globally and manages over $ 1 billion in assets.

For more information, visit: www.wahed.com

Photo – https://mma.prnewswire.com/media/2566076/Wahed_MENA_Khalid_Al_Jassim.jpg

View original content:https://www.prnewswire.co.uk/news-releases/wahed-appoints-khalid-al-jassim-as-executive-chairman-of-wahed-mena-to-help-guide-the-strategic-growth-of-wahed-in-the-region-302314779.html

Fintech PR

Qatar Development Bank announces strategic investment in global Islamic FinTech, Wahed

Published

16 hours ago

November 24, 2024

CISION (PR Newswire)

qatar-development-bank-announces-strategic-investment-in-global-islamic-fintech,-wahed

DOHA, Qatar, Nov. 24, 2024 /PRNewswire/ — Qatar Development Bank (QDB) announces a strategic investment in Wahed, a global Shariah-compliant fintech.

Wahed currently manages over $1 billion in assets and has attracted over 400,000 clients worldwide. The company is built on the principles of democratizing access to financial services and offers clients access to Shariah-compliant investments in its mobile app. Wahed removes the barriers to sophisticated investment management services that have been traditionally reserved for high-net-worth investors.

Khalid Al Jassim, Executive Chairman of Wahed MENA said: ‘We are delighted to welcome our new shareholders, QDB. We believe Qatar is fully aligned with our mission in creating a technology-first Islamic finance leader that unlocks a financial ecosystem free from Riba. We look forward to supporting the Qatar National Vision 2030 of becoming a leading knowledge-based economy.

Ali Rahimtula, Partner at Cue Ball Capital said: “Qatar Development Bank’s strategic investment is a clear signal of the faith the industry has in Wahed and its ability to create the future of Islamic Finance.”

About Wahed

For more information, visit: www.wahed.com

About Qatar Development Bank

Qatar Development Bank’s mission is to advance the economic and innovation development cycle of Qatar, supporting and contributing to the nation’s economic diversification. As well as a focus on the development of Qatar’s private sector, QDB is a powerful catalyst for socio-economic development in the country, empowering the local economy and bettering living standards.

For more information, visit: https://www.qdb.qa/

Photo – https://mma.prnewswire.com/media/2566075/Qatar_Development_Bank_Announcement.jpg

View original content:https://www.prnewswire.co.uk/news-releases/qatar-development-bank-announces-strategic-investment-in-global-islamic-fintech-wahed-302314778.html

Fintech PR

China’s AIMA brand electric motorbike is now in Bangladesh

Published

1 day ago

November 23, 2024

CISION (PR Newswire)

DHAKA, Bangladesh, Nov. 23, 2024 /PRNewswire/ — With the popularity of electric vehicles in Bangladesh, the globally renowned AIMA brand has also arrived in Bangladesh. The esteemed DX Group has brought the AIMA F-626 to customers. This environmentally friendly battery-operated electric motorbike has already been approved by the Bangladesh Road Transport Authority (BRTA) now.

In light of the increasing popularity of electric motorcycles in the country, the internationally-leading brand AIMA has entered the market. By the end of 2023, AIMA electric two-wheelers had established a presence in over 50 countries worldwide, with 11 global production bases, including overseas factories in Indonesia and Vietnam. In 2022, AIMA collaborated with Rob Janoff, the designer of the Apple logo, to refresh the brand’s VI system with a youthful and fashionable image. In 2023, AIMA teamed up with PANTONE, the global authority in color expertise, to create the trending color of the year. As an industry leader, AIMA spearheads the electric two-wheeler sector and showcases the prowess of a leading electric two-wheeler brand on a global scale. As of March 31, 2024, AIMA’s total electric two-wheeler sales had reached 80 million units, earning certification from Frost & Sullivan, a globally recognized business growth consulting firm, as the “Global Leading Electric Two-wheeler Brand”.

Over the years, AIMA has always been a product trendsetter in the electric two-wheeler sector. As of March 31, 2024, the total sales volume of AIMA electric two-wheelers reached 80 million, and Frost & Sullivan, a world-renowned market consulting company, awarded AIMA with the market status certification of the “Global Leading Electric Two-wheeler Brand (by Sales)”.

AIMA adhere to the customer-centered product philosophy and technologies that support long-term innovation and breakthroughs. We believe that the efficiency and modern technology of the AIMA F-626 will present an excellent alternative means of communication for our customers.