==== Asset Adviser 16/12/09 ====
16 Dec 2009 go directly to : home interviews jobs events

News

SEI renews relationships with three wealth management firms

Tue, 15 Dec 2009, 15:02

Wealth Adviser

SEI has renewed multi-year agreements with three clients to provide outsourced back-office investment accounting and processing services, as well as outsourced wealth management solutions.

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Jubilee rolls out structured products training programme for IFAs

Tue, 15 Dec 2009, 11:47

Wealth Adviser

Concerns identified by the Financial Services Authority in the quality of advice provided by IFAs on structured products have prompted Jubilee Financial Products to roll out a nationwide training scheme on this sector.

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Thomas Elliott named chief financial officer of Resource America

Wed, 16 Dec 2009, 05:48

Wealth Adviser

Asset management firm Resource America has promoted Thomas C. Elliott, senior vice president of finance and operations for the company, to the additional position of chief financial officer.

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Jason Pride joins Glenmede as director of investment strategy

Tue, 15 Dec 2009, 14:01

Wealth Adviser

Investment and wealth management firm Glenmede has appointed Jason Pride as director of investment strategy, a newly created position.

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SEI and RiskMetrics to deliver independent risk reports to clients

Wed, 16 Dec 2009, 05:54

Wealth Adviser

SEI is collaborating with long-standing partner RiskMetrics Group to provide its clients with independent risk management and reporting services that will integrate directly into the company’s flexible Manager Dashboard tool.

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Latest Features

Special report: Cayman Islands Hedge Fund Services
Special report: Cayman Islands Hedge Fund Services 2012

Tue, 17 Jan 2012, 16:06

Despite difficult times in terms of hedge fund performance and capital-raising, concern about governance and competition from onshore domiciles, the Cayman Islands' dominance as an alternative fund jurisdiction has barely been dented.

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Interview: Amit Shabi, Bernheim Dreyfus: “The fa
Interview: Amit Shabi, Bernheim Dreyfus: “The failure of the AT&T/T-Mobile deal has led to a repricing of antitrust risk that we believe is exaggerated”

Mon, 30 Jan 2012, 20:13

Amit Shabi (pictured), chief executive of Paris-based event-driven and merger arbitrage specialist Bernheim, Dreyfus & Co, says the firm’s Diva Synergy fund and its recently-launched Ucits version is poised to capitalise on an expected pick-up in European M&A volumes, which should create more lucrative investment opportunities and better performance.

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Comment: Where should Facebook list?
Comment: Where should Facebook list?

Fri, 3 Feb 2012, 16:52

Dear Mark Zuckerberg,   Congratulations on your IPO filing.  We understand that you are faced with a difficult decision soon on where to list your stock.

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Guide: Global Fund Media Guide to relocation 2011
Guide: Global Fund Media Guide to relocation 2011

Tue, 20 Dec 2011, 17:58

A look at the options available to managers re-examining their current home jurisdiction in the light of the changes that have swept the alternative investment management industry over the past three years

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Fund performance

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News

TD Asset Management to terminate North American equity fund

Tue, 15 Dec 2009, 15:34

Wealth Adviser

TD Asset Management plans to terminate operations of the TD Private North American Equity Fund.

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Calamos chooses State Street for US and global products

Tue, 15 Dec 2009, 14:09

Wealth Adviser

State Street has been selected by Illinois-based Calamos Investments to provide custody, fund administration and securities lending services to Calamos’ collective fund structures.

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John Hancock launches small company fund

Tue, 15 Dec 2009, 13:11

Wealth Adviser

John Hancock Funds has completed the adoption of Fiduciary Management Associates' FMA Small Company Portfolio and has launched it as the John Hancock Small Company Fund.

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Barclays Capital lists iPath ETN on Singapore Exchange

Wed, 16 Dec 2009, 06:47

Wealth Adviser

Barclays Capital, the investment banking division of Barclays Bank, has listed the iPath Dow Jones-UBS Commodity Index Total Return exchange-traded note on the Singapore Exchange.

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Hedge funds regain momentum as markets resume upward climb

Tue, 15 Dec 2009, 16:06

Wealth Adviser

Hedge funds finished November in positive territory as global stock markets resumed their upward trend, according to a report by Lipper.

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Jupiter funds raise GBP342m in pre-launch

Wed, 16 Dec 2009, 02:49

Euromoney Institutional Investor

Two Jupiter Asset Management funds, launched by Philip Gibbs, have raised GBP342 million in the pre-launch fund raising period, Financial Times reports.

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Executive Training

Business Continuity Planning

Sun, 26/02/2012 (All day) - Dubai

 Business Continuity Planning is the process through which an organisation ensures the maintenance or recovery of operations, including services to customers, when faced with disruptive events

Derivatives in Risk Management and Trading

Tue, 28/02/2012 (All day) - London

 This comprehensive 2-day course run by a former senior City banker is designed to provide delegates with a thorough insight into the most important financial derivative instruments, demonstra

Basel III - Implementation, Risk Management & ICAAP

Tue, 28/02/2012 (All day) - London

 This 2 day course examines the latest tools, techniques and best practices surrounding economic capital calculation and management and how to structure an Internal Capital Adequacy Assessment


News

Providers are attracted by 1000-year nest egg

Wed, 16 Dec 2009, 02:37

Financial Times

In the wake of the financial crisis, private banks across the world are scrambling to regain the trust of the wealthy.

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Templeton unveils new share class

Wed, 16 Dec 2009, 01:27

Euromoney Institutional Investor

Franklin Templeton Investments has introduced a new hedged share class for its Templeton Global Total Return Bond fund, Financial Times reports.

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ICBC launches private banking services in Jiangsu

Wed, 16 Dec 2009, 00:20

Alibaba News Channel

Industrial and Commercial Bank of China has set up a private bank division in Nanjing, Jiangsu Province.

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Carlyle, Goldman Sachs reduce price for Cobalt's IPO

Wed, 16 Dec 2009, 00:07

Bloomberg.com

Carlyle Group and Goldman Sachs Group Inc cut the price for their USD851 million initial public offering of Cobalt International Energy Inc.

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Same in the end and ramping up research

Tue, 15 Dec 2009, 23:31

Private Asset Management

... losses have left family offices poised for a period of significant evolution,” says Belinda Sneddon, executive with US Trust's family office group.

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Canada's year-end rush to mining stock

Tue, 15 Dec 2009, 20:12

Reuters

Flow-through shares are an excellent way for Canadian investors who capitalized on the market rebound this year to save on tax bills. But they will have to hurry because time has almost run out.

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Jobs

  • Client Reporting System Analyst
    USA
    Our client is a well-known investment management firm. The firm is in the process of implementing a ...
  • Financial Reporting Specialist
    USA
    Our client is a well-known investment management firm based. Due to their continued growth and succe...
  • Marketing Programs Manager
    USA
    Our client is a well-established investment management firm with an excellent track record. Due to c...
  • Quantitative Analyst
    Canada
    Waterfront International is a Toronto-based financial consulting firm, specializing in developing co...
  • Data Mining Analyst
    Canada
    Waterfront International is a Toronto-based financial consulting firm, specializing in developing co...
  • Private Equity Investment Manager
    United Kingdom
    Private Equity Investment Manager London To £100,000 Plus Large Performance Bonus Alexande...


News

DSP Merrill Lynch to add more advisers

Tue, 15 Dec 2009, 10:32

Banking Business Review

DSP Merrill Lynch is planning to add more advisers in India to manage the assets of people with more than USD1m of financial assets as the ranks of the rich are reported to swell the market by as much

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UK private bank launches new portfolio service for high net worth individuals

Tue, 15 Dec 2009, 09:49

Investment International

A new discretionary portfolio service for high net worth investors has been launched amid signs that an appetite for investment is returning.

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Stellar rolls out tech EIS fund

Tue, 15 Dec 2009, 09:27

Euromoney Institutional Investor

Stellar Asset Management has unveiled a technology enterprise investment scheme fund, Financial Times reports.

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Baer, unfazed by crisis, makes Dubai appointments

Tue, 15 Dec 2009, 09:22

Reuters

Swiss private bank Julius Baer has appointed a new chief executive in Dubai as well as four relationship managers, in an expansion which will continue as planned in spite of recent regional turmoil.

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Baring to launch MENA fund in Q1

Tue, 15 Dec 2009, 08:16

Euromoney Institutional Investor

Baring Asset Management is preparing to introduce its Middle East and North Africa fund in the first quarter of 2010, Financial Times reports.

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Should wealth management firms defer bonuses?

Tue, 15 Dec 2009, 06:34

Citywire

As pressure mounts on banks to remunerate staff with deferred bonuses and a number of asset management firms adopt this model, wealth management businesses are divided on whether the model is applicab

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Commercial Events and Seminars

Hedge Funds World Middle East 2012

4 weeks 19 hours from now - Dubai

5 - 8 March 2012

Hedge Funds World Middle East is the region’s number 1 hedge fund conference when it comes to the scope, depth and breadth of attendees.

Middle East Investment Summit 2012

4 weeks 19 hours from now - Dubai

5 - 8 March 2012

The Middle East Investment Summit 2012 brings together local and international institutional investors, including the region’s biggest sovereign wealth funds and family offices, with top-performing fund and asset managers.

Hedge Funds World Middle East 2012

4 weeks 19 hours from now - Dubai

5 - 8 March 2012

With over $3 trillion worth of capital represented, Hedge Funds World Middle East is the local meeting place for the Middle East’s institutional investors. The 13th annual conference brings together more industry superstars than ever before. Hear from Marc Faber, Mark Mobius, John Taylor Jnr and more, and learn which styles and strategies will outperform the market in 2012.

European Family Office Winter Symposium

4 weeks 19 hours from now - London

5 - 6 March 2012

The European Family Office Winter Symposium will explore the challenges and opportunities associated with investing in emerging markets, alternative investments, real estate, global credit & fixed income markets along with numerous other asset types.

Institutional Investors Congress

4 weeks 19 hours from now - London

5 - 6 March 2012

This Institutional Investors conference will bring together industry professionals throughout Europe and North America for two days of engaging discussion on a wide range of common investment challenges and opportunities in both traditional and alternative investments. The leaders and practitioners from the institutional investment community will bring to the fore lively discussion and insight on contemporary investment topics in a relaxed environment optimized for information exchange, education and relationship development.

Hedge Fund Managed Accounts 2012

4 weeks 1 day from now - London

2011 witnessed a slow return to riskier strategies and increased investor demand for enhanced reporting & daily pricing.

Investors have re-assessed their allocations into managed account platforms. By attending IIR’s Hedge Fund Managed Accounts conference you will discover how to tailor your offering and:

• Gauge current volatility strategies
• Explore investor transparency demands
• Maximise operational efficiencies
• Meet decision makers at the biggest platforms such as Innocap, Goldman Sachs, Lyxor, Deutsche Bank, Man Investments & Alphametrix

Insurance Distribution Forum 2012

4 weeks 2 days from now - Webinar

This webinar will bring together the leaders in the insurance industry to discuss distribution & multichannel strategies, as well as how to improve customer services while handling claims effectively. Discuss, hear and listen to the important topics and real life case studies.
Come and join us at this premium event, share your experiences and questions with the most influential experts in the industry and learn how to stay ahead of your competition!

7th Annual Private Equity Southeast Asia Summit

4 weeks 2 days from now - Singapore

7 - 8 March 2012

Assessing high growth SEA sectors through private equity investments

Join over 150 of the region’s leading CEO's, chairmen and business owners focused on buyouts, growth capital, distressed asset and venture capital investment assessing the top opportunities in Indonesia, Vietnam, Singapore, Malaysia, Thailand and the rest of Southeast Asia.

Regulation of Alternative Investment Fund Managers 2012

4 weeks 2 days from now - London

IIR’s Regulation of Alternative Investment Fund Managers brings together regulatory, compliance & legal experts from the funds industry.
By attending, you will discover how you can reduce the costs whilst managing the compliance burden.

• Gain an in-depth knowledge of your requirements for all regulation
• Learn from industry experts
• Find out how the biggest funds are operating and adapt your strategies

Quote VIP Code FKW52352GFM – 10% discount!

6th Real Estate Private Equity Summit

4 weeks 2 days from now - New York

iGlobal Forum is pleased to announce the 6th Real Estate Private Equity Summit in our series! The flagship Summit series will gather the industry's largest institutional investors, asset managers, hedge funds, private equity firms, investment banks, and real estate investors. This year, the event will examine in great detail the 2012 forecast for the industry, fundraising issues, global PERE opportunities, and profile the best practice strategies in private equity real estate markets. This senior-level forum will once again be the premier platform to unite Corporate & Public Pension Plans, Foundations & Endowments, Insurance Companies, Private Equity Real Estate Firms, R.E.I.T’s, Real Estate Venture Capitalists, Investment Banks, Distressed Debt Firms and Investors, Hedge Funds, Real Estate Asset Management Firms, and Commercial Real Estate Executives & Advisors.

SuperReturn Latin America 2012

5 weeks 19 hours from now - São Paulo

10% Discount for Private Equity Wire readers – VIP Code: FKR2326PEW

In response to the phenomenal interest in Latin American private equity by international & regional LPs, SuperReturn Latin America shall take place on March 12-14 2011 in Sao Paulo, Brazil.

The event promises to continue SuperReturn’s unique ability to attract international pension funds, sovereign wealth funds, family offices and wealth managers who are already investing or looking to invest in the region. In addition, local pension funds and wealth managers have already started to confirm their attendance, meaning that fund managers will be able to network and mingle with a huge variety of LPs investing in the region.

3rd Bank & Financial Institutions Special Asset Executive Conference on Real Estate Workouts (New York)

5 weeks 19 hours from now - New York

12 - 13 March 2012

IMN's series of Bank & Special Asset Forums on Distressed Real Estate continues to be the only place where Special Asset, Special Servicers, REO, Credit & “C”-level executives can meet to discuss the latest CRE workout issues. With 300-500 registered for our previous NYC, South Florida and LA forums, IMN is excited to bring this event and its brand new agenda back to the NYC special asset and real estate workout communities.

Indonesia Mining Conference 2012

5 weeks 19 hours from now - Bali

12 - 13 March 2012

Capitalizing Business & Investment Opportunities in an Uncertain Market

The Indonesia Mining 2012 Conference is slated to be the key mining investment platform for the year as industry stakeholders seek to leverage on opportunities in Indonesia’s deposits of minerals and metals amidst regulatory uncertainty.

Experts will provide the most up-to-date information on how mining operations are being impacted by government initiatives to reduce uncertainty amidst changing market dynamics, and the best strategies to succeed in this highly prospective mining market.

Energy Project Finance - Oil, Gas & Power ( Dubai)

5 weeks 1 day from now - Dubai

13 - 15 March 2012

Participants in this workshop will develop a framework for recognising and analysing qualitative and quantitative project risks, and learn how to choose the optimal funding structure when financing green-field projects and facility upgrades in the energy sector. You will also understand how Excel models are used to assess project debt capacity, return on investment, and other metrics common to attractive deals.

Commercial Litigation Funding & Investment 2012

5 weeks 2 days from now - London

14 - 16 March 2012

Infocast’s Commercial Litigation Funding & Investment Summit 2012 provides an unprecedented opportunity to meet the most experienced commercial litigation fund managers, investors and litigators, and gain an invaluable introduction to this emerging asset class.

The World Congress Annual Leadership Summit On Mergers & Acquisitions (M&A)

5 weeks 6 days from now - Florida

18 - 20 March 2012

Navigating the Changing Financial, Legal & Strategic Health Care Landscape


News

Scotia Asset Management turns to MFC Global

Tue, 15 Dec 2009, 05:13

RPF Connect

MFC Global Investment Management recently was selected by Scotia Asset Management LP as investment adviser.

Click here to read more

FBR Asset Management to acquire AFBA 5Star mutual funds operations

Tue, 15 Dec 2009, 05:02

Trading Markets.com

FBR Asset Management Holdings, a subsidiary of FBR Capital Markets, has entered into an agreement to acquire the mutual fund operations of AFBA 5Star Investment Management Company, a related enterpris

Click here to read more

Wells Fargo to repay entire USD25bn in TARP funds

Mon, 14 Dec 2009, 23:33

MarketWatch

Wells Fargo & Co late Monday said it will repay the entire USD25 billion investment into the company from the government's Troubled Asset Relief Program, better known as TARP.

Click here to read more


People moves

David Abuaf, CIO, Hefty Wealth Partners Hefty Wealth Partners appoints David Abuaf as CIO

Fri, 03/02/2012 - 14:00

Hefty Wealth Partners has expanded its investment committee with the addition of David Abuaf, who will assume the duties of Chief Investment Officer and will direct the implementation of the firm's flexible advance and protect investment strategy.

Inès de Dinechin, Chief Executive Officer, Lyxor Asset Management. Ines de Dinechin appointed CEO of Lyxor Asset Management

Fri, 03/02/2012 - 13:00

Societe Generale Corporate & Investment Banking has appointed Inès de Dinechin as Chief Executive Officer of Lyxor Asset Management. She replaces Laurent Seyer who will leave Societe Generale group to pursue other opportunities. This appointment will be effective as of the end of March 2012.

Two fingers Alter Domus appoints two new directors to Jersey office

Fri, 03/02/2012 - 10:31

Alter Domus has appointed two new Directors, Davinia Smith and Spencer Wells, to its Jersey office.


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