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Deals and Transactions

deals and transactions
man with megaphone

Abacus Wealth Partners and Aspiriant form JV

Tue, 03/03/2015 - 09:00

Abacus Wealth Partners and Aspiriant have formed a new joint venture, Align, which will offer philanthropic strategy and impact investment portfolios to clients and their financial advisors.  »

hand shake

BNY Mellon Investment Management and Amherst Holdings launch real estate credit management platform

Fri, 27/02/2015 - 16:00

BNY Mellon Investment Management has partnered with Amherst Holdings to launch Amherst Capital Management (ACaM), a real estate credit investment management platform. »

man with megaphone

Landesbank Baden-Württemberg becomes new clearing member of EurexOTC Clear

Thu, 26/02/2015 - 11:30

Landesbank Baden-Württemberg (LBBW) has become a further clearing member of EurexOTC Clear for Interest Rate Swaps.  »

Hong Kong

Hong Kong’s Value Partners Group selects Charles River’s Investment Management Solution

Wed, 25/02/2015 - 20:00

Value Partners Group has selected The Charles River Investment Management Solution (Charles River IMS) for portfolio management, trading, compliance, and performance measurement and attribution. »

mutual funds

Jonson selects Ultimus Fund Solutions to provide fund accounting services for 11 mutual funds

Wed, 25/02/2015 - 18:30

Cincinnati based Johnson Investment Counsel (Johnson) has selected Ultimus Fund Solutions to provide fund accounting services for the firm’s family of mutual funds.  »

UK flag

Cambridge Associates adopts PFaroe in the UK

Wed, 25/02/2015 - 18:00

Cambridge Associates is expanding its use of RiskFirst’s real-time analytics and reporting platform, PFaroe, and will now adopt the platform in the UK as well as the US. »

document and pen

Aviva Investors reaches early settlement with FCA

Wed, 25/02/2015 - 06:00

Aviva’s asset management business, Aviva Investors, has reached an early agreement with the Financial Conduct Authority regarding historic breaches of FCA regulatory requirements concerning Aviva Investors’ dealing controls prior to 2013.  »

hands shaking

iCapital Network adds Mercury Capital Advisors and Stanwich Advisors

Fri, 20/02/2015 - 10:30

iCapital Network, an online marketplace providing qualified investors and their advisors with access to private equity fund managers, has added Mercury Capital Advisors and Stanwich Advisors to its roster of fund placement agents. »

closed sign

Guinness to close ‘early investor’ share class of Global Equity Income Fund

Thu, 19/02/2015 - 10:30

Guinness Asset Management is closing the ‘early investor’ Z share class of its Global Equity Income Fund to new investment  »

hands shaking

Venovate partners with Capital Hedge to bring alt investments to mid-sized institutions and family offices

Thu, 19/02/2015 - 10:00

Venovate and Capital Hedge have formed a partnership to offer better, faster, and broader access to alternative investments for family offices and mid-sized institutions. »

hands shaking

Lee Financial chooses ARKON as wealth management solution

Wed, 18/02/2015 - 15:30

Lee Financial has chosen wealth management and client reporting solutions provider First Rate’s ARKON offering as its integrated wealth management solution. »


Guernsey moves to allow flexibility of benefits to international pensions

Mon, 16/02/2015 - 15:00

Guernsey’s Treasury and Resources Department has announced that it intends to bring proposals to allow flexibility of benefits to international pensions. »

shaking hands

ThinCats agrees underwriting deal with ESO Capital Group

Fri, 13/02/2015 - 19:30

Peer-to-peer secured business spending platform ThinCats has partnered with ESO Capital Group to underwrite a regular series of large deals on the ThinCats platform.  »

closed sign

Oportun completes USD90m equity raise

Thu, 12/02/2015 - 18:30

Oportun, a financial services company serving the credit needs of the growing Hispanic market, has closed a USD90 million equity raise. »

man with megaphone

Altus welcomes DWP decision to select ‘open standard’ pension transfers

Thu, 12/02/2015 - 14:00

Altus Business Systems has welcomed the Department of Work and Pensions (DWP) decision to use open standard pension transfers for the automatic pot-follows-member initiative. »

US flag

Guernsey looks to boost financial services ties with the USA

Wed, 11/02/2015 - 10:45

Guernsey’s Chief Minister, Jonathan Le Tocq, has held a series of meetings in Washington to boost the Island’s reputation as a leading international finance centre. »

document signing

La Française Partners with Alger

Tue, 10/02/2015 - 18:00

Multi-class asset manager La Française has signed a strategic partnership – pending regulatory approval – with Alger Management (Alger).  »

document and pen

Investec Asset Management extends relationship with State Street

Fri, 06/02/2015 - 11:00

State Street Corporation has extended its relationship with Investec Asset Management for another seven years to provide full middle office and fund accounting services across the UK, South Africa, Luxembourg and the US. »


Denver Retirement Partners joins BOK Financial Advisors

Tue, 03/02/2015 - 19:45

The wealth management team of Denver Retirement Partners has joined BOSC, Inc’s registered investment advisor, BOK Financial Advisors, adding USD230 million in assets under management to the corporation. »

document signing

EU AML agreement is pragmatic solution, says STEP Chair

Tue, 03/02/2015 - 09:45

The European Union’s agreement on a revised Fourth Anti Money Laundering (AML) Directive has achieved a workable compromise, according to Edward Buckland, chair of STEP. »

approved stamp

Paragon Commercial Corporation approved to trade in OTC markets

Fri, 30/01/2015 - 15:30

Paragon Commercial Corporation has received approval from the Depository Trust Company (DTC) and Financial Industry Regulatory Authority (FINRA) to trade shares on the OTC Markets under the symbol PBNC. »

man with megaphone

TD Ameritrade Institutional and National Advisors Trust Company team up to offer trust services for RIAs

Thu, 29/01/2015 - 13:45

TD Ameritrade Institutional has formed a strategic alliance with National Advisors Trust Company to create Advisors Private Wealth Trust (APWT), offering corporate trustee services to RIAs.  »


Janus reopens Perkins Small Cap Value Fund

Tue, 27/01/2015 - 14:00

Janus Capital Group has reopened the Perkins Small Cap Value Fund, a defensive small-cap value fund which seeks to provide attractive returns over a full market cycle by mitigating losses in down markets while participating in up markets.  »

foot print

Advantus Capital expands retail distribution

Tue, 27/01/2015 - 12:30

Advantus Capital Management is growing its retail footprint. »

hands shaking

WE Family Offices and MdF Family Partners establish UHNWI wealth management alliance

Tue, 27/01/2015 - 11:45

Independent, family-focused wealth advisors, WE Family Offices and MdF Family Partners, have established an alliance to broaden their capability to serve wealthy families from all over the world. »


Thailand’s Thanachart live on Charles River’s Enterprise Solution and integrated FIX Network

Thu, 22/01/2015 - 20:00

Thailand’s Thanachart Fund Management Co (Thanachart Fund) is now live on the Charles River Investment Management Solution (Charles River IMS) and integrated FIX Network. »

Phil Milburn

Rumours of the demise of energy bonds have been greatly exaggerated, says Kames Capital

Thu, 22/01/2015 - 19:30

The energy sector is now offering investors some of the most attractive opportunities for years following the rapid decline in the price of oil, according to Kames Capital’s Phil Milburn. »

man with megaphone

BlackRock adds two long-dated sovereign bond ETFs to fixed income range

Thu, 22/01/2015 - 12:00

BlackRock has expanded its range of over 80 fixed income ETFs with two funds that purchase long-dated sovereign bonds with maturities of 15 years or more.  »

globe and handshake

EY confirmed as approved Climate Bond Standards verifier

Tue, 20/01/2015 - 20:30

EY (formerly known as Ernst & Young) has been confirmed by the Climate Bond Standards Board as an approved Climate Bond Standards verifier. EY has 700 offices in over 150 countries. »


Connection Capital exceeds initial allocation to specialist alternative asset fund

Fri, 16/01/2015 - 17:30

Connection Capital has successfully completed a commitment, on behalf of its clients, to the third fund from 17Capital, a London-based specialist investor of preferred equity in private equity funds.  »

Special report
Switzerland Hedge Fund Services 2015

Switzerland Hedge Fund Services 2015

Tue, 24/02/2015 - 19:14

New regulations are allowing hedge fund managers and institutional investors to take advantage of fresh opportunities in the Swiss market, from innovative new fund platforms to new fund strategies and structures that provide significant portfolio diversification opportunities... »

Richard Hoey, BNY Mellon

Global gross domestic product (GDP) growth should accelerate somewhat in 2015 and 2016 from the pace of the last three years because of much lower oil prices, the avoidance of special drags on the world economy, and continuing easy monetary policies from global central banks, according to  BNY Mellon Chief Economist Richard Hoey. Hoey (pictured) made the comments in his February outlook.  ... »


Nominations for the 3rd edition of the Wealth Adviser Awards, which recognise excellence among wealth managers and service providers including trust companies, law and accounting firms, is now open. The Awards will be presented at a lunch ceremony in London. ... »

Special report
Lyxor Asset Management - Why trend-following strategies are back on track

This Hedgeweek Special Report explains not only why managed futures should be reconsidered by investors, but also how a more effective risk allocation strategy can benefit investor portfolios in both correlated and non-correlated markets... »


Watch out for a bounce in the euro

Tue, 03/02/2015 - 12:05

Following recent dips in the Euro, Jeff Keen, fund manager at Waverton Investment Management, offers his view on why it will rebound… ... »

Interest Rate Sales - NA Investment Bank

Tue, 03 Mar 2015 00:00:00 GMT

Junior Quantitative Research | Systematic trading

Tue, 03 Mar 2015 00:00:00 GMT

PHD Software Engineers/Quantitative Engineers

Tue, 03 Mar 2015 00:00:00 GMT

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