EISA launches self-study diploma Tue, 29/07/2014 - 16:03

The Enterprise Investment Scheme Association (EISA) has developed a self-study diploma that gives a thorough background on the Enterprise Investment Scheme (EIS).


MB Financial Bank names Sally Larson Sargent as head of wealth management

MB Financial Bank has named Sally Larson Sargent as senior managing director and head of wealth management. »


SLI re-launches global real estate fund

Standard Life Investments (SLI) has re-launched its GBP420m Select Property Fund as the Standard Life Investments Global Real Estate Fund. »


Sanlam releases mid-year Income Study

Sanlam Private Investments has released its mid-year Income Study, an investor guide to UK equity income funds.  »

Mutual funds

Context Alternative Strategies Fund added to three mutual fund platforms

Context Asset Management’s alternative mutual fund, the Context Alternative Strategies Fund, is now available for purchase on three mutual fund platforms – Fidelity Investments, Charles Schwab and Pershing. »


Lexinta acquires Eternitrade

The Lexinta Group has acquired Eternitrade, a private wealth management solutions group, and the Eternitrader online trading platform. »


St James’s Place launches Masters in Wealth Management

St James’s Place is launching a Masters Degree in Wealth Management in conjunction with Loughborough University’s School of Business and Economics. »

Fund administration

SGSS in Luxembourg secures Bedrock mandate

Societe Generale Securities Services (SGSS) in Luxembourg has secured a mandate from Bedrock to provide custody, fund administration and registrar services for its range of UCITS funds. »


Société Générale Private Banking selects Wolters Kluwer to help meet Basel III requirements

Société Générale Private Banking has selected Wolter’s Kulwers’ Risk Management and Regulatory Reporting solution to help facilitate compliance with the Capital Requirements Directive IV in Belgium. »


BNY Mellon launches women’s guide to investing

BNY Mellon has produced a free Guide to Investing for Women to provide an introduction to investing and look at some of the practical considerations to take into account. »

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