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Deals and Transactions

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.  »

Advisors Asset Management expands strategic partnership with Rothschild Asset Management

Advisors Asset Management expands strategic partnership with Rothschild Asset Management

Fri, 24/06/2016 - 09:46

Advisors Asset Management (AAM) is to become the distributor for several Rothschild Asset Management separately managed accounts (SMAs), including Rothschild's US Large-Cap Core, US Large-Cap Value and US Balanced strategies. »

ADVFN’s Follow Feed aiming to give stock market investors their own big picture fast

Fri, 24/06/2016 - 09:42

Follow Feed from ADVFN (AFN) is designed to cut out market data overload to deliver the most vital and pertinent stocks information to private investors. »

Intelliflo to provide business management system to Mazars’ Financial Planning Division

Thu, 23/06/2016 - 07:44

Mazars Financial Planning Ltd, part of the Mazars Group, has chosen Intelliflo’s Intelligent Office (iO) as its business management system. »

AlphaCore Capital sees increased demand for alternative strategies from independent advisors

AlphaCore Capital sees increased demand for alternative strategies from independent advisors

Wed, 22/06/2016 - 09:37

AlphaCore Capital, a La Jolla, CA based investment advisor has seen increased demand for alternative allocations from independent advisors.  »

ADGM and BRSA sign MoU to bolster cross-border cooperation

ADGM and BRSA sign MoU to bolster cross-border cooperation

Wed, 22/06/2016 - 09:32

The Financial Services Regulatory Authority (FSRA) of Abu Dhabi Global Market (ADGM) and the Banking Regulation and Supervision Agency of Turkey (BRSA) have signed a Memorandum of Understanding (MoU) to co-operate and exchange supervisory and enforcement information, as well as foster the implementation of high regulatory standards in both jurisdictions.  »

Hank Murphy joins Fiduciary Trust Company International as MD and portfolio manager

Mon, 20/06/2016 - 16:10

Fiduciary Trust Company International, a global investment manager and wholly-owned subsidiary of Franklin Resources, has appointed Hank Murphy as a managing director and portfolio manager responsible for investment manager research, selection and monitoring.  »

Manulife Asset Management announces significant European expansion plans

Manulife Asset Management announces significant European expansion plans

Wed, 15/06/2016 - 07:44

Manulife Asset Management has revealed plans for the expansion of its operations in Europe. The business already has significant scale in North America and in Asia, with global assets under management of EUR285 billion/GBP226 billion (as at 31 March 2016). »

Professional advisers must collaborate more closely to achieve optimum client outcomes

Tue, 14/06/2016 - 10:05

Clapton Consultants; the chartered accountancy practice, says that advisers must now work more closely with accountants in order to deliver the best financial solution for their clients.  »

PhillipCapital UK to raise margins ahead of EU referendum

PhillipCapital UK to raise margins ahead of EU referendum

Thu, 09/06/2016 - 09:14

In a move to help protect clients ahead of the EU referendum on 23 June, PhillipCapital UK will be increasing its margin requirements. This will take place in two stages, with the first increase occurring on the 12th June and the second on the 19 June.  »

Draft IHT disclosure rules are potentially wider than for any other tax, warns Boodle Hatfield

Wed, 08/06/2016 - 09:39

The Government has published revised regulations attempting to narrow the scope of a new IHT-specific hallmark under the Disclosure of Tax Avoidance Scheme ('DOTAS') rules, but the latest draft is still too wide according to Geoffrey Todd, a Partner in the Private Client & Tax team at Boodle Hatfield. »

Lyxor signs distribution agreement with Intesa Sanpaolo Private Banking for Alternative UCITS range

Lyxor signs distribution agreement with Intesa Sanpaolo Private Banking for Alternative UCITS range

Mon, 06/06/2016 - 16:45

Lyxor Asset Management (Lyxor) has signed a distribution agreement with Intesa Sanpaolo Private Banking, the wealth management arm of the Intesa Sanpaolo banking group, making Lyxor’s range of Alternative UCITS and Multi-Asset funds now available to private banking investors in Italy.  »

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