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Deals and Transactions

deals and transactions
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Aspiriant adds eight new principals

Wed, 27/05/2015 - 14:30

Aspiriant, an independent wealth management with more than USD8 billion in assets under management and advisement, has added eight new principals. »

Wind power

Wind power deals account for 17 per cent of all infrastructure transactions since 2006

Mon, 25/05/2015 - 16:48

Stephen Yates examines Preqin’s latest data on wind power deals, including aggregate deal value, average deal size and the most prominent regions for wind power deal activity. »

Survey

Wealth Adviser Awards 2015 – Voting now closed

Thu, 21/05/2015 - 14:54

Voting for the Wealth Adviser Awards 2015 has now closed. The awards were presented at a lunch ceremony in London In May 2015 »

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F-Squared partners with Soho Asset Management

Tue, 19/05/2015 - 13:45

F-Squared Investments has partnered with SoHo Asset Management (SoHo) to use its Portfolio Replication Technology investment capabilities to create and manage model portfolios for SoHo’s clients in Singapore and the United States under SoHo’s Replicas brand. »

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Redington and PwC join forces to address pensions industry challenges

Mon, 18/05/2015 - 17:45

PwC and Redington, two of the UK’s leading innovators in pension solutions, have formed a unique strategic alliance to help trustees and sponsors better eliminate deficits, improve funding levels, and manage pensions risk.  »

computer security

Docupace and Security Snapshot to extend cyber-security management solutions for financial services firms

Fri, 15/05/2015 - 22:00

Docupace Technologies is joining with computer security services company Security Snapshot to deliver cyber-security solutions for financial services firms.  »

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IFIA welcomes the EC’s Capital Markets Union Green Paper

Fri, 15/05/2015 - 21:00

The Irish Funds Industry Association (IFIA), the trade body representing the largest sector of the financial services industry in Ireland, has responded positively to the European Commission’s Green Paper on Capital Markets Union (CMU). »

meeting

LPL Financial adds Faubourg Private Wealth Advisors

Fri, 15/05/2015 - 16:00

Faubourg Private Wealth Advisors, a newly formed, independent financial advisory firm, has joined the LPL Financial broker-dealer platform and will provide fee-based services to clients through Level Four Wealth Management. »

EU flag

Pension savers have much to gain from capital markets union, says NAPF

Thu, 14/05/2015 - 20:00

The National Association of Pension Funds (NAPF) has confirmed its strong support for the European Commission’s proposals for a Capital Markets Union (CMU), in its response to the EC Green Paper: Building a Capital Markets Union. »

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Asia veteran Robert Lloyd George partners with Argos on launch of the Bamboo Fund

Thu, 14/05/2015 - 17:30

Argos Investment Management is partnering with a new asset management company headed by emerging markets veteran Robert Lloyd George to target professional investors with a new, long only, UCITS fund focused on emerging market high growth sectors. »

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UBS WMA partners with Mercer Investments to expand manager research offering

Fri, 08/05/2015 - 12:00

UBS Wealth Management Americas (WMA) has partnered with Mercer Investments, to provide the Investment Management Research team at UBS Financial Services with access to Mercer's 9,000 manager research opinions and performance analytics.  »

meeting

SYZ now offering corporate advisory services

Wed, 06/05/2015 - 06:00

In response to the changing needs of its private and institutional clients, the SYZ Swiss banking group is expanding its range of services to offer strategic advisory services to companies.  »

Euros

Hispania completes EUR337m capital increase

Tue, 05/05/2015 - 14:30

Hispania Activos Inmobiliario has successfully closed a EUR337 million capital increase by means of an accelerated private placement to institutional investors. »

retirement

NAPF, ABI and TUC call for independent UK retirement savings commission

Fri, 01/05/2015 - 06:00

The National Association of Pension Funds (NAPF), the Association of British Insurers (ABI) and Trade Union Congress (TUC) have come together to make the case for a standing independent retirement savings commission. »

Luxembourg

RQFII quota granted to Luxembourg

Thu, 30/04/2015 - 09:15

The People's Bank of China has granted an RMB50 billion RQFII quota to Luxembourg, allowing the Grand Duchy’s investor base to invest directly in the Chinese capital market. »

man with megaphone

Sun Life Global Investments reduces management fees for Sun Life Templeton Global Bond Fund

Tue, 28/04/2015 - 16:15

Sun Life Global Investments has announced management fee reductions for its Sun Life Templeton Global Bond Fund. »

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Private Client Services signs Bennett & Bennett Financial as Its latest addition

Tue, 28/04/2015 - 15:30

Broker/Dealer and registered investment advisor Private Client Services (PCS) says the advisory firm Bennett & Bennett Financial has joined its broker/dealer platform. »

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Octopus and Transact take the lead in VCT platform development

Thu, 23/04/2015 - 20:30

Octopus Investments has completed a development with Transact to enable shares in its Venture Capital Trusts (VCTs) to be bought and held on a financial adviser platform for the first time.  »

New Jersey

Lateral Investment Management partners with Leo Group

Mon, 20/04/2015 - 09:00

Lateral Investment Management has formed a strategic partnership with The Leo Group, a New Jersey-based wealth management firm serving family offices, institutions and endowments. »

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Northern Trust establishes asset management sales and client service team in Melbourne office

Mon, 20/04/2015 - 06:00

Northern Trust has established an asset management sales and client servicing team in its Melbourne, Australia, office to offer its full range of customisable asset management solutions to institutional investors across Australia and New Zealand. »

North Carolina

OTC Markets Group welcomes Paragon Commercial to OTCQX

Fri, 17/04/2015 - 21:00

Paragon Commercial Corporation, the holding company for Paragon Bank serving Raleigh, Cary and Charlotte, NC, has qualified to trade on the OTC Markets Group’s Best Marketplace (OTCQX) under the symbol PBNC.   »

man with megaphone

BPR offers renewable investors timely solution for IHT mitigation

Fri, 17/04/2015 - 06:00

EIS schemes with renewable energy investments may no longer qualify for government-backed incentives, but investors can still benefit from both the incentive schemes and achieve Inheritance Tax exemption with Business Property Relief (BPR) qualifying assets. »

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Mercer enhances offers ANS FX TCA solution

Thu, 16/04/2015 - 18:00

To support its European and Middle Eastern clients in monitoring the activities of their custodian banks, Mercer is to offer Abel Noser Solutions’ (ANS) Foreign Exchange Trade Cost Analysis (FX TCA) solution. »

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SLI’s absolute return bond fund added to Macquarie wrap

Wed, 15/04/2015 - 18:00

Standard Life Investments’ Absolute Return Global Bond Strategies (ARGBS) Australian Trust (ARSN 125 897 261) has been added to the Macquarie Wrap platform.  »

closed sign

BlackRock closes reorganisation of two New Jersey Muniicpal closed end funds

Wed, 15/04/2015 - 10:30

BlackRock has completed the reorganisation of the BlackRock MuniYield New Jersey Quality Fund (MJI) into the BlackRock MuniHoldings New Jersey Quality Fund (MUJ). »

New Zealand

TEL selects SS&C’s Pages client account reporting

Tue, 14/04/2015 - 18:30

Trustee Executors Limited (TEL), a New Zealand-based provider of third party administration for financial services, has selected SS&C's reporting solution, Pages.  »

one finger

Focus Financial Partners enters Canadian market with Dorchester Wealth Management

Tue, 14/04/2015 - 09:00

Dorchester Wealth Management, an investment counselling and wealth management firm based in Montreal, became the first Canadian firm to join the Focus Financial Partners partnership as of 1 April, 2015.  »

complete stamp

Heptagon removes hedging overlay from equity hedge offering

Mon, 13/04/2015 - 14:30

Heptagon Capital has successfully completed the conversion of the Helicon Fund from an equity-hedge product to a global long-only equity by removing the index futures hedging overlay. The change is in response to client demand »

Shares

Harewood Associates launches Thistleton Estate

Fri, 10/04/2015 - 15:30

North West property investment company Harewood Associates is inviting potential investors to buy shares in its latest development, Thistleton Estate, offering returns of over 14 per cent. »

document and pen

Societe Generale to acquire most of Jefferies Bache futures activities

Fri, 10/04/2015 - 11:00

Societe Generale is to acquire most of the futures activities of Jefferies’ Bache business. Under the terms of that agreement, a majority of the client activities currently serviced by Bache will be transferred to Societe Generale. »

MediaWatch WA awards 2015

See interviews and presentation at the Wealth Adviser 2015 awards ceremony, held at Sketch, Mayfair on the 15th May .... »

features
Special report
State Street Global Advisors – Volatility and the benefits of downside protection strategies

State Street Global Advisors has unveiled the results of an in-depth survey of 420 senior executives within global private and public pension plans, endowments, foundations and sovereign wealth funds, summarised in this keynote Hedgeweek Special Report... »

Special report
Wealth Adviser Awards 2015

Wealth Adviser Awards 2015

Thu, 21/05/2015 - 13:50

The Wealth Adviser Awards 2015 were determined by the votes of Wealth Adviser's readers, who include wealth managers, IFAs, fund managers, family offices, law firms, accounting firms and other industry professionals. This Special Report includes the full list of winners plus links to video footage of the Awards... »

Special report
Commodities 2015: The outlook for investors

Investing in commodities can yield handsome returns, but investors need to focus sharply on timing and diversify their portfolios away from traditional safe havens and into sectors such as agriculturals and products such as ETFs. As one expert reveals in this special report, "Gold is not the only yellow commodity one should have in their portfolio"... »

Special report
Hedgeweek Special Report: The Bahamas – How it continues to evolve its funds industry

The Bahamas is taking steps to raise its profile as an attractive funds centre, continuing to build out the popular SMART Fund model template to provide a range of solutions for investment managers, plus its new ICON structure designed to appeal specifically to Brazilian investment managers and advisers.... »

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