finexis advisory Pte Ltd

finexis.com.sg

Since our incorporation in 2005, finexis has grown to become one of the largest independently-owned financial advisory firm in Singapore licensed by the Monetary Authority of Singapore, with assets under advisory of almost S$1 billion. Our strategic partnerships, extensive portfolio of leading financial solutions, strength of more than 600 financial consultants and support staff have enabled us to become a market leader in the field of specialised financial services.

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FINANCIAL MANAGEMENT,INVESTMENT MANAGEMENT

INVESTMENT BANKING FIRM OUTCOME CAPITAL LAUNCHES ADVISORY PRACTICE

Outcome Capital | August 26, 2022

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Outcome Capital, a highly specialized life science and healthcare investment banking group, today announced the formal launch of an Advisory Services Practice in response to demand from client companies and their Boards for earlier access to Outcome’s broad scientific, clinical, financial and strategy capabilities. The firm’s advisory services will include bespoke tax and accounting solutions provided by Michaele Esdale, PhD, CPA, who joined the firm earlier this year. Read More

SWYFT, INC. CLOSES ADDITIONAL FUNDING WITH DEFIANCE VENTURES

Cision PR Newswire | August 20, 2020

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Swyft Inc., the global leader in unattended retail, today announced the close of additional funding led by Defiance Ventures. Swyft intends to use the funds as working capital to continue to rapidly grow in the US market. We're excited to announce our partnership with Defiance Ventures, said Gower Smith, CEO of Swyft. "The Defiance principals bring relevant experience in building growth SaaS businesses and can help us further implement AI in our platform where it will most benefit our c...

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CI FINANCIAL TO ACQUIRE BDF WITH US$4.5 BILLION IN ASSETS

Cision PR Newswire | August 04, 2020

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CI Financial Corp. ("CI") (TSX: CIX) and Balasa Dinverno Foltz LLC ("BDF") of Itasca, Illinois, announced an agreement today under which CI will acquire full ownership of BDF, a private wealth management firm with US$4.5 billion in assets. BDF's excellence has been recognized through its inclusion on the prestigious Barron's magazine list of America's Top 50 registered investment advisor (RIA) firms for 2019. Through offices in the Chicago region, the BDF team of ...

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EXCLUSIVE: WALL STREET FIRM DANGLED UP TO 175% RETURNS TO INVESTORS USING U.S. AID PROGRAMS

Wall Street | April 09, 2020

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A New York investment firm pitched wealthy investors in recent days on a way to make returns of 22% to 175% using U.S. government programs designed to help Americans keep their jobs and boost the coronavirus-stricken economy, according to a marketing document seen by Reuters. Following questions posed by Reuters, Arcadia Investment Partners LLC, which has about $1 billion under management, said it had put its plans on hold. The idea was in “formative stages” and the firm was not &ldq...

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FINANCIAL MANAGEMENT,INVESTMENT MANAGEMENT

INVESTMENT BANKING FIRM OUTCOME CAPITAL LAUNCHES ADVISORY PRACTICE

Outcome Capital | August 26, 2022

Outcome Capital, a highly specialized life science and healthcare investment banking group, today announced the formal launch of an Advisory Services Practice in response to demand from client companies and their Boards for earlier access to Outcome’s broad scientific, clinical, financial and strategy capabilities. The firm’s advisory services will include bespoke tax and accounting solutions provided by Michaele Esdale, PhD, CPA, who joined the firm earlier this year. Read More

news image

SWYFT, INC. CLOSES ADDITIONAL FUNDING WITH DEFIANCE VENTURES

Cision PR Newswire | August 20, 2020

Swyft Inc., the global leader in unattended retail, today announced the close of additional funding led by Defiance Ventures. Swyft intends to use the funds as working capital to continue to rapidly grow in the US market. We're excited to announce our partnership with Defiance Ventures, said Gower Smith, CEO of Swyft. "The Defiance principals bring relevant experience in building growth SaaS businesses and can help us further implement AI in our platform where it will most benefit our c...

Read More
news image

CI FINANCIAL TO ACQUIRE BDF WITH US$4.5 BILLION IN ASSETS

Cision PR Newswire | August 04, 2020

CI Financial Corp. ("CI") (TSX: CIX) and Balasa Dinverno Foltz LLC ("BDF") of Itasca, Illinois, announced an agreement today under which CI will acquire full ownership of BDF, a private wealth management firm with US$4.5 billion in assets. BDF's excellence has been recognized through its inclusion on the prestigious Barron's magazine list of America's Top 50 registered investment advisor (RIA) firms for 2019. Through offices in the Chicago region, the BDF team of ...

Read More
news image

EXCLUSIVE: WALL STREET FIRM DANGLED UP TO 175% RETURNS TO INVESTORS USING U.S. AID PROGRAMS

Wall Street | April 09, 2020

A New York investment firm pitched wealthy investors in recent days on a way to make returns of 22% to 175% using U.S. government programs designed to help Americans keep their jobs and boost the coronavirus-stricken economy, according to a marketing document seen by Reuters. Following questions posed by Reuters, Arcadia Investment Partners LLC, which has about $1 billion under management, said it had put its plans on hold. The idea was in “formative stages” and the firm was not &ldq...

Read More

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Feature market insights and perspectives from top C-Level executives, elite technology influencers and thought leaders from your company here. This signature initiative has garnered immense support...

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