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Deals and Transactions

deals and transactions
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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.   »

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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.  »

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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.  »

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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.  »

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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 »


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. »

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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. »

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DBS and Manulife form 15-year regional life bancassurance partnership

Thu, 09/04/2015 - 12:30

DBS Bank Ltd and Manulife Financial Asia Limited have entered into a 15-year regional distribution agreement covering four mutually significant markets, namely Singapore, Hong Kong, China and Indonesia. The agreement signed today will take effect on 1 January 2016. »

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Fidelity adds new practice management solution to help independent advisors serve emerging and mass affluent investors

Thu, 09/04/2015 - 09:00

Fidelity Clearing and Custody has partnered with FirstPoint Financial, a subsidiary of Mariner Holdings, to provide its RIA clients with access to client segmentation solutions.  »

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Smart Investment to terminate three funds

Mon, 06/04/2015 - 11:45

Smart Investments plans to terminate the operation of the Pro Money Market Fund, the Pro Fundamental Bond Index Fund and the Pro Fundamental Balanced Index Fund, on or about 1 June. »


PGC Invest three-property US buy-to-let package offers 115% buy-back guarantee

Thu, 02/04/2015 - 18:15

PGC Invest is hoping to provide peace of mind to UK investors looking to invest in the US buy-to-let market, but worried about how they will liquidate their assets should they wish to sell out. »

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Crystal & Company and AIG launch conceptual art insurance solution for private clients

Wed, 01/04/2015 - 16:30

Crystal & Company has partnered with AIG Private Client Group to create a new insurance solution for private clients with conceptual art collections. »

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Private Wealth Systems adds USD1.3bn in new assets

Wed, 01/04/2015 - 11:00

Private Wealth Systems, a provider of consolidated investment reporting to private banks, family offices, RIAs, and sophisticated investors, added over USD1 billion in net new assets in March. »

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IQPF and FPSC establish unified standards for financial planning in Canada

Wed, 01/04/2015 - 09:00

The Institut québécois de planification financière (IQPF) and the Financial Planning Standards Council (FPSC) have established unified standards for financial planning in Canada. »


Vanare Partners with North Capital

Mon, 30/03/2015 - 21:00

Vanare has partnered with North Capital to provide sophisticated financial advice to clients at any wealth level simply and conveniently through web and mobile goal-based planning. »

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Eurasia Group, Nikko Asset Management pair strengths in emerging markets investment

Mon, 30/03/2015 - 16:00

Eurasia Group and Nikko Asset Management are partnering to bring together Eurasia Group’s proprietary geopolitical risk indicators within Nikko’s multi-asset investment management process.  »

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Calamos Dynamic Convertible and Income Fund raises USD555m

Mon, 30/03/2015 - 12:00

Convertible securities specialist Calamos Investments has completed pricing for the initial public offering of the Calamos Dynamic Convertible and Income Fund (CCD).  »


ESMA issues draft guidelines on complex debt instruments and structured deposits

Wed, 25/03/2015 - 10:00

The European Securities and Markets Authority (ESMA) has issued a set of draft guidelines on complex debt instruments and structured deposits.   »

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Equitable Life policyholders to benefit from 35% capital distribution

Wed, 25/03/2015 - 06:00

From 1 April 2015, Equitable Life is increasing its capital distribution to with-profits policyholders from 25% to 35%.  »

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FCA sets out key areas of work for coming year

Tue, 24/03/2015 - 21:00

The Financial Conduct Authority has set out the key areas of work it will undertake in the forthcoming financial year with the publication of its Business Plan for 2015/16.  »


Lending Works launches targeted services for older lenders

Mon, 23/03/2015 - 21:00

Lending Works, the first peer-to-peer lender to have insurance against borrower default risk, is introducing several new features aimed at the UK pensions market, as new pension rule changes come into effect in April 2015. »

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Multrees Investor Services selects Babel Systems’ securities processing platform

Tue, 17/03/2015 - 20:30

Babel Systems has signed contracts with Multrees Investor Services to provide its securities processing software as a key component of Multrees’ custody and investment administration service for wealth managers and private investment offices.   »


Equifax's MyTouchstone partners with The Financial Marketing Department

Tue, 17/03/2015 - 14:30

MyTouchstone, the collaborative intermediary database operated by Equifax Touchstone Limited, has partnered with The Financial Marketing Department, a marketing solutions service.  »

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Deutsche Bank closes USD50m Essential Capital Consortium Fund

Tue, 17/03/2015 - 12:00

Deutsche Bank’s Global Social Finance Group has held the closing of the Essential Capital Consortium (ECC), a five-year USD 50 million social enterprise fund. »

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 Global Awards 2015 – The Winners

Read the complete list of Winners and profiles at the sixth edition of the Hedgeweek Awards, presented in London's Mayfair and sponsored by Morgan Stanley, which brought together the leading names in the global hedge funds industry to celebrate the achievements of the best performing managers and service providers in 2014... »

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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