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Deals and Transactions

deals and transactions
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.  »

clock

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

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. »

London

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.  »

Chicago

Fiserv partners with HedgeACT to provide access to hedge funds in managed accounts

Fri, 16/01/2015 - 13:00

Fiserv has partnered with HedgeACT, based in Chicago, to deliver access to an array of hedge funds to asset managers and investors within their managed account portfolios.  »

Shanghai

UBP strengthens Asian capabilities with new Chinese asset management company

Thu, 15/01/2015 - 14:00

Union Bancaire Privée (UBP) has partnered with an asset management team to establish a new company in Shanghai, UBP Investment Management (Shanghai) Limited. »

two hands shaking

Malvern Federal Savings partners with Bell Rock Capital

Wed, 14/01/2015 - 13:45

Malvern Federal Savings Bank has entered into a strategic partnership with Bell Rock Capital, an SEC registered investment advisory firm based in Delaware and with satellite offices in Pennsylvania and Florida.  »

five fingers

Standard Life Wealth adds five portfolios to MPS

Fri, 09/01/2015 - 06:00

Standard Life Wealth, the discretionary fund manager, has added five new conventional portfolios to its Managed Portfolio Service (MPS) on the new Standard Life Investments Hub.  »

shakiing hands

Hollis Park Partners partners with GCM Grosvenor

Wed, 07/01/2015 - 15:30

Hollis Park Partners, a global structured products investment management firm, has formed a strategic partnership with alternative investment manager GCM Grosvenor.  »

pen and paper

Vanguard to launch first municipal bond index fund and ETF

Wed, 07/01/2015 - 12:00

Vanguard has filed a registration statement with the US Securities and Exchange Commission to offer a national municipal bond index fund with an exchange-traded fund (ETF) share class.  »

man with megaphone

GPIF to be unshackled by Japan’s pension fund reforms, says NRI and Cerulli

Thu, 18/12/2014 - 12:00

Japan’s pension funds’ asset management reforms will enable the Government Pension Investment Fund (GPIF) to individually set its own operational targets in accordance with its individual objectives. »

four fingers

Fourth AML Directive agreement preserves legitimate confidentiality of trusts, says STEP

Thu, 18/12/2014 - 10:45

Reports suggest that the EU Parliament and Member States have now reached an agreement on the 4th AML Directive.  »

number six

Brooks Macdonald Funds added to Old Mutual Wealth platform

Tue, 16/12/2014 - 06:00

Brooks Macdonald Funds’ (BMF) six UK-domiciled funds are now available to investors through the Old Mutual Wealth platform. The funds were added on 5 December 2014 following strong investor interest. »

man with megaphone

SSgA launches First Low Carbon ETF

Mon, 15/12/2014 - 09:00

State Street Global Advisors (SSGA) is SPDR MSCI ACWI Low Carbon Target ETF (symbol:LOWC) began trading on the NYSE Arca on 26 November, 2014.  »

big dollar sign

CSQ to provide outsourced CIO services in new partnership with Strategic Capital Alternatives

Thu, 11/12/2014 - 16:00

Circle Squared Alternative Investments (CSQ) has partnered with USD1.5bn money management and investment consulting firm Strategic Capital Alternatives (SCA). »

merger

THL Credit forms investment JV with Perspecta Trust

Thu, 04/12/2014 - 20:00

THL Credit has formed a joint venture with Perspecta Trident, an affiliate of Perspecta Trust, to create THL Credit Logan JV.  »

USD

Gunner closes oversubscribed USD1.09bn revolving credit facility

Thu, 04/12/2014 - 16:30

Commodities trading house Gunvor Group Ltd has agreed a USD1,090,000,000 revolving credit facility in favour of Gunvor International BV and Gunvor SA . »

man with megaphone

Kanawha selects SatuitCRM for customer relationship management needs

Wed, 03/12/2014 - 17:45

Kanawha Capital Management has selected Satuit Technologies’ SatuitCRM software as the firm’s new CRM system. »

document and pen

Bern Art Museum accepts Gurlitt collection

Wed, 26/11/2014 - 17:15

Bern Art Museum has accepted the bequest made by Cornelius Gurlitt. The museum's board of trustees has signed a corresponding agreement with the Federal Republic of Germany and the Federal State of Bavaria. »

Joined hands

NLP Financial Management and Birchwood Investment Management join forces

Thu, 13/11/2014 - 11:27

Birchwood Investment Management has merged with the NLP Financial Management Group (NLPFM), with the combined group now looking after over 2,000 clients and over GBP550 million of funds. »

Meeting

Howard Kennedy advises 31 VCTs in seven months

Wed, 12/11/2014 - 14:11

Law firm Howard Kennedy has advised 31 venture capital trusts (VCTs) in the past seven months. »

Document signing

Clarkson Wayman Ball signs strategic alliance with BMAM

Wed, 12/11/2014 - 11:13

Brooks Macdonald Asset Management (BMAM), the specialist investment manager, has agreed a strategic alliance with Clarkson Wayman Ball Limited (CWB), the Leicestershire based independent financial adviser firm. »

South Korea

Neuberger Berman partners with Samsung to expand offerings in Korea

Tue, 04/11/2014 - 11:21

Neuberger Berman Group has partnered with Samsung Securities Co and its affiliate Samsung Asset Management Co to offer an enhanced suite of Neuberger Berman investment products in the Republic of Korea. »

Handshake

Pagnato Karp teams with Hannah Shaw Grove

Fri, 31/10/2014 - 11:15

HighTower's Pagnato Karp, founded by Paul Pagnato, has formed an exclusive partnership with family office expert Hannah Shaw Grove. »

features
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... »

Article
Survey

Voting 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, has now closed. A list of winners will be announced in due course. ... »

Comment
Neil Williams, Hermes

Hermes Chief Economist Neil Williams comments on the latest UK inflation statistics… ... »

Comment
Andrew Milligan, Standard Life Investments

2015 a pivotal year for global markets

Mon, 22/12/2014 - 09:57

Standard Life Investments, the global investment manager, believes that 2015 has all the hallmarks of a pivotal year for global financial markets. Andrew Milligan, Head of Global Strategy, Standard Life Investments, comments… ... »

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