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Deals and Transactions

Piper Jaffray and CIBC enter exclusive equity research distribution agreement

Piper Jaffray and CIBC enter exclusive equity research distribution agreement

Mon, 05/12/2016 - 12:48

Piper Jaffray Companies, an investment bank and asset management firm, is entering into an exclusive equity research distribution agreement with the capital markets arm of Canadian Imperial Bank of Commerce (CIBC). »

Fairstone completes acquisition of advice business through DBO

Mon, 05/12/2016 - 12:33

Fairstone Group, incorporating the largest Chartered Financial Planning firm in the UK announces that it has now fully-acquired Leicestershire-based My Wealth Management.  The deal follows the recent announcement of the acquisition of Angela Murfitt Financial Services, and finalises the purchase of the company under Fairstone’s downstream buyout (DBO) model.  »

LendInvest cuts minimum loan size to reflect regional deal flow demand

Tue, 29/11/2016 - 10:13

LendInves has reduced the minimum loan size applicable across its suite of bridging finance products. »

Charles Trafton, FlowPoint

Crow Point Partners and FlowPoint form partnership

Tue, 22/11/2016 - 08:56

Crow Point Partners (CPP), an investment adviser providing global alternative investment management solutions, has entered a strategic partnership with FlowPoint Capital Partners. »

Michael Hennen, Hatteras Funds

Hatteras Funds agrees sub-advisory relationship with Adams Street Partners

Tue, 15/11/2016 - 10:34

Hatteras Funds, a provider of alternative investment solutions for financial advisers and their clients, has agreed a sub-advisory relationship with Adams Street Partners, a global private markets investment firm. »

EFG International integrates BSI in Singapore

Tue, 15/11/2016 - 09:50

EFG International has completed the operational integration of BSI in Singapore by way of an asset deal. »

Brooks Macdonald forms alliance with Dubai adviser firm Abacus

Mon, 14/11/2016 - 09:37

Brooks Macdonald has entered into its first international strategic alliance with Abacus Financial Consultants, an independent financial advisory firm based in Dubai. »

Property crowdfunding platform sees GBP10 million of shares traded

Thu, 10/11/2016 - 10:19

UK property crowdfunding platform Property Partner has hit a milestone on its ‘resale’ market with investors trading more than GBP10 million of shares since the company launched early last year. »

More NatWest business customers get access to alternative lending

Tue, 01/11/2016 - 13:43

All of NatWest’s business and commercial customers can now access an expanded panel of alternative lenders to which they can be formally referred if borrowing directly from the bank is not possible. »

SIB enters alternative lending market with LendingCrowd

Wed, 26/10/2016 - 13:13

LendingCrowd, a UK alternative finance lender, has partnered with the Scottish Investment Bank (SIB), the investment arm of Scottish Enterprise, in an initiative that will see GBP2.75 million invested in Scottish SMEs across the LendingCrowd platform. »

Gerard Ferguson, J2 Capital

Front Street Capital to sell Jemekk to J2 Capital

Mon, 17/10/2016 - 09:44

Front Street Capital is to sell Jemekk Capital Management to J2 Capital Management, a newly created corporation controlled by Gerard Ferguson. »

Patrick Reeve, Albion Ventures

Albion Ventures to acquire OLIM Investment Managers

Tue, 27/09/2016 - 09:54

One of the largest venture capital investors in the UK, Albion Ventures, is to acquire GBP490 million OLIM Investment Managers from Close Brothers Group.  »

Adviser firm 6 Meridian partners with PCS

Fri, 16/09/2016 - 10:10

6 Meridian, an SEC registered investment advisory firm founded by former Morgan Stanley wealth advisers, has partnered with broker/dealer and registered investment adviser Private Client Services (PCS). »

Brooks Macdonald and Pareto Financial Planning form alliance

Mon, 15/08/2016 - 10:49

Brooks Macdonald has formed an alliance with Pareto Financial Planning, an independent financial adviser based in the North West of England. »

Bridgehouse and Morningstar form retail tie-up in Canada

Fri, 12/08/2016 - 07:09

Bridgehouse Asset Managers, the retail trade name of Brandes Investment Partners, has entered into a retail collaboration with Morningstar Associates to offer core investment solutions. »

Centier Bank signs contract extension with SEI Wealth Platform

Thu, 04/08/2016 - 09:40

Centier Bank (Centier) has extended its contract with SEI Wealth Platform  company for an additional three years. The new agreement will continue the successful relationship between the two companies until at least 2020. »

Computershare offers wealth management and brokerage services to employee equity plan clients

Thu, 28/07/2016 - 10:41

Computershare Trust Company has entered into referral arrangements with HighTower Advisors for wealth management services and TD Ameritrade for brokerage services. »

Larch Lane team to join Fiera Capital

Larch Lane team to join Fiera Capital

Thu, 28/07/2016 - 07:30

The entire team of Larch Lane Advisors is to join Fierra Capital, boosting the US division of Fiera Capital Corporation's existing capabilities in alternative investing and adding expertise in alternative investment management, risk management, fund accounting and firm operations. »

Firstrust Financial Resources joins AXA Advisors

Tue, 26/07/2016 - 10:27

Philadelphia-headquartered Firstrust Financial Resources (FFR), which focuses on wealth management and corporate benefits for individuals, businesses and not-for-profit entities, has joined AXA Advisors. »

PagnatoKarp partners with Rocaton Investment Advisors

Wed, 13/07/2016 - 09:51

Independent wealth specialist firm PagnatoKarp has partnered with investment advisory consulting group, Rocaton Investment Advisors. »

Brexit vote hits UK property sector

Tue, 05/07/2016 - 08:39

Standard Life has suspended dealing in its UK Real Estate fund following a rapid increase in redemption requests as a result of the Brexit vote. Investors won’t be able to buy or sell units in the fund until further notice, while the managers look to raise cash by selling off some of their portfolio. »

New Inheritance Tax guide signposts ten ways to protect family wealth

Thu, 30/06/2016 - 15:17

EQ Investors (EQ), the boutique wealth manager led by John Spiers, has published a new guide to help raise awareness of the importance of estate planning. »

LGT Vestra reaffirms commitment to JHC’s FIGARO system

Wed, 29/06/2016 - 16:37

JHC Systems Limited, a provider of wealth management solutions, has signeded a new contract with LGT Vestra for the FIGARO system.  »

Fiduciary Trust Company International completes relocation of New York HQ

Wed, 29/06/2016 - 09:48

Fiduciary Trust Company International has completed the relocation of its New York City headquarters to 280 Park Avenue, along with other divisions of parent Franklin Templeton Investments. »

Advantage Investment Management selects Ascendant Compliance as preferred compliance technology partner

Wed, 29/06/2016 - 09:47

Ascendant Compliance Management, a services and technology company that provides customised compliance solutions for firms in the U.S. and abroad, today announced that  »

APFA calls for pause on secondary annuity market

Tue, 28/06/2016 - 16:50

The Association of Professional Financial Advisers (APFA) has today published its response to the FCA consultation on the forthcoming secondary annuities market.  »

AES establishes DIFC office

Tue, 28/06/2016 - 16:49

AES International has established a new office inside the Dubai International Finance Centre (DIFC) and secured licensing by gold standard regulator The Dubai Financial Services Authority (DFSA).   »

eValue makes radical changes to asset allocation post-Brexit

Tue, 28/06/2016 - 10:11

Immediately following the referendum result, eValue has run its state of the art economic scenario generator, Insight, to take account of the impact Brexit is having on financial markets. »

Alternatives and tactical management are top volatility solutions, says RIAs and fee-based advisors

Tue, 28/06/2016 - 10:10

In a special report that takes a 360-degree view on volatility – its causes and the solutions successful advisors are using to protect against it – Registered Investment Advisors (RIAs), fee-based advisors and individual investors say that ongoing volatility is among the top three macro issues that will most adversely impact portfolios over the next 12 months, while alternatives and tactical management are among the leading solutions and strategies used by advisors.  »

Consolidation in the wealth sector creates opportunities, says Progeny Wealth

Mon, 27/06/2016 - 10:00

The UK financial landscape is currently providing a fertile ground for Mergers and Acquisitions (M&A) in the wealth management sphere, writes Alex Shaw, (pictured) director, Progeny Wealth. “A wide variety of features have come together to provide a unique situation that is proving to be highly tempting to investors, both domestic and foreign. This environment has come at an excellent time, falling in line with a global increase in M&A activity within the sector, placing the UK at the forefront of continued expansion.  »

features

Interview

Heartwood launches ethical accounts

Fri, 02/12/2016 - 09:38

Special Reports

Alternative UCITS 2016

Alternative UCITS 2016

Wed, 23/11/2016 - 13:57

Awards

Wealth Adviser Awards 2016

Wealth Adviser Awards 2016

Tue, 24/05/2016 - 08:14

Interview

Switzerland Hedge Fund Services 2016

Switzerland Hedge Fund Services 2016

Thu, 24/03/2016 - 09:12

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