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Deals and Transactions

deals and transactions
Klingenstein, Fields and Co rebrands as Klingenstein Fields Wealth Advisors

Klingenstein, Fields and Co rebrands as Klingenstein Fields Wealth Advisors

Thu, 27/08/2015 - 15:23

Klingenstein, Fields & Co is now operating as Klingenstein Fields Wealth Advisors. The new brand highlights the firm's integrated approach in providing comprehensive wealth management services to a broad range of high-net-worth clients. »

Edison and CC Group form strategic investor access partnership

Edison and CC Group form strategic investor access partnership

Wed, 26/08/2015 - 14:12

New partnership will enable Polish listed companies to develop relationships with investors in international capital markets through Edison’s global investor network »

Wellian Investment Solutions partners with Five Ways Financial Planning

Wellian Investment Solutions partners with Five Ways Financial Planning

Tue, 25/08/2015 - 14:01

Wellian Investment Solutions, the multi-manager DFM business of Harwood Capital, has formed a new strategic partnership with independent financial advisory firm FiveWays Financial Planning. »

Franklin Square provides senior secured financing for iSqFt's merger with CMD Group

Franklin Square provides senior secured financing for iSqFt's merger with CMD Group

Tue, 25/08/2015 - 07:43

Franklin Square Capital Partners its senior secured investment in Blueprint Sub (doing business as iSqFt), a provider of software and bid information to the commercial construction industry.  »

Genton Property Group releases plans for Four Seasons Private Residences-Los Angeles

Genton Property Group releases plans for Four Seasons Private Residences-Los Angeles

Mon, 24/08/2015 - 07:49

Genton Property Group (GPG) has released details of its plans for the exclusive Four Seasons Private Residences-Los Angeles, which will include 58 luxury condos and a top-floor penthouse. »

Rescorp offering ‘dream home’ in St John’s Wood

Rescorp offering ‘dream home’ in St John’s Wood

Thu, 20/08/2015 - 15:38

The chance to create a ‘dream home’ on ‘one of the most desired streets in St John’s Wood’ is how Rescorp Residential is marketing a stucco fronted family home situated on Acacia Road. »

Quilter Cheviot launches Zurich wrap

Quilter Cheviot launches Zurich wrap

Tue, 11/08/2015 - 09:36

Quilter Cheviot has partnered with Zurich to provide advisers with access to its Managed Portfolio Service (MPS) via the Zurich Intermediary Platform. »

Canada’s EdgePoint Investment Group implements Charles River IMS as a hosted service

Canada’s EdgePoint Investment Group implements Charles River IMS as a hosted service

Fri, 07/08/2015 - 07:40

EdgePoint Investment Group, a global asset manager based in Toronto, is now live on the hosted Charles River Investment Management Solution (Charles River IMS).  »

Ascot Lloyd and PFP Group combine to create national wealth management firm

Ascot Lloyd and PFP Group combine to create national wealth management firm

Wed, 05/08/2015 - 14:08

Ascot Lloyd Financial Services (Ascot Lloyd), the independent financial adviser, has aligned with the PFP Group to create a nationwide independent wealth management firm »

Krung Thai Asset Management Public Co Ltd selects Charles River IMS

Krung Thai Asset Management Public Co Ltd selects Charles River IMS

Mon, 03/08/2015 - 15:10

Krung Thai Asset Management Public Company Limited (KTAM) has selected the Charles River Investment Management Solution (Charles River IMS) delivered as a managed application. »

Lyxor launches credit specialist Chenavari on alternative UCITS platform

Lyxor launches credit specialist Chenavari on alternative UCITS platform

Thu, 30/07/2015 - 14:07

Lyxor Asset Management has partnered with Chenavari Investment Managers to launch the Lyxor/Chenavari Credit Fund, a new European focused long/short credit strategy on Lyxor’’s alternative UCITS platform. »

EBS BrokerTec combines MyTreasury into product portfolio

EBS BrokerTec combines MyTreasury into product portfolio

Tue, 28/07/2015 - 13:33

EBS BrokerTec, ICAP’s electronic foreign exchange and fixed income business, has combined MyTreasury – an ICAP owned, established Money Market Fund (MMF) platform for the corporate treasury community – into its product portfolio.  »

Handshake

Dinsmore Capital Management and Gabelli Funds form alliance to manage convertible portfolios

Mon, 27/07/2015 - 07:43

Dinsmore Capital Management and Gabelli Funds announced have signing a strategic relationship. Subject to shareholder approval, the Dinsmore Group of Gabelli Funds will continue to manage the Bancroft Fund and the Ellsworth Growth and Income Fund. In addition, the Dinsmore portfolio management team will contribute to the management of The Gabelli Convertible and Income Securities Fund. »

Barclays and Elkhorn Capital Group form strategic partnership

Barclays and Elkhorn Capital Group form strategic partnership

Fri, 24/07/2015 - 14:23

Barclays has formed a strategic partnership with investment firm Elkhorn Capital Group allowing Elkhorn to offer clients access to additional products based on Barclays’ strategies. »

tru Independence Partners With TruClarity to offer operational support for independent advisor incubator

tru Independence Partners With TruClarity to offer operational support for independent advisor incubator

Thu, 23/07/2015 - 13:42

tru Independence, a consulting and services platform for wealth management firms seeking independence, has partnered with TruClarity, an independent advisor incubator that transforms advisors into business owners without the need to be business operators. »

Richard Pavry

Hargreaves Lansdown to receive transfer of Investment Trust Savings Scheme clients from Jupiter

Mon, 20/07/2015 - 14:29

Jupiter is to withdraw from administering its retail Investment Trust Savings and ISA Schemes and has chosen to work with Hargreaves Lansdown to provide investors with an option to transfer their holdings free of exit charges onto the HL Vantage Platform. »

Alok Misra

Navatar and Orion launch integrated CRM and portfolio management platform for financial advisors

Thu, 16/07/2015 - 12:56

Navatar and Orion Advisor Services have partnered to deliver a fully integrated CRM user experience for the advisory community. »

Steve Prirgyi

Weissenburger Investments & Financial Planning joins LPL financial platforms

Wed, 15/07/2015 - 10:02

Weissenburger Investments & Financial Planning has joined the LPL Financial broker-dealer and RIA custodial platforms. The firm, named for its principal, Tom Weissenburger, also consists of financial advisor David Olberding and four professional support staff. »

Jess Ravich

TCW offers first alternative mutual fund

Tue, 14/07/2015 - 07:30

The TCW Group has partnered with Gargoyle Investment Advisor to offer its first alternative mutual fund, the TCW | Gargoyle Hedged Value Fund (TFHIX / TFHVX).  »

Steven Murray

Standard Life unveils financial planning business 1825

Mon, 13/07/2015 - 13:53

Standard Life’s new financial planning business is to be called 1825, evoking the long-term investment savings company’s proud heritage. »

Maury Fertig

RVP teams up with Focus Financial

Fri, 03/07/2015 - 09:17

Relative Value Partners (RVP) has entered into a partnership with Focus Financial Partners, LLC, an international partnership of independent, fiduciary wealth management firms. »

Beverly Chandler

Willis Group and Towers Watson announce USD18bn merger

Wed, 01/07/2015 - 17:41

Willis Group and Towers Watson are to merge to create a global advisory, broking and solutions firm. Incremental revenue growth through cost synergies is predicted at USD100 to USD125 million. »

Steven Maijoor

ESMA publishes guidelines for issuers performance measures

Wed, 01/07/2015 - 16:00

The European Securities and Markets Authority (ESMA) has published its Final Guidelines on Alternative Performance Measures (APMs) for listed issuers.  »

David La Placa

Dynasty partners with Intellectus

Tue, 30/06/2015 - 17:30

Dynasty Financial Partners (Dynasty) has partnered with Intellectus Partners (Intellectus), the most recent independent investment advisory firm to leverage Dynasty’s’ platform of integrated wealth management services and technology. »

Canada flag

WealthBar partners with Nicola Wealth Management

Thu, 25/06/2015 - 09:00

WealthBar Financial Services, Canada's first full-service online portfolio management and financial advisory service, has partnered with Nicola Wealth Management, a private wealth management firm from Vancouver, BC.  »

three fingers

Liberty SIPP freezes annual charge

Thu, 18/06/2015 - 23:31

Liberty SIPP is freezing its annual charge for the third year in a row. Clients pay just GBP150 plus VAT per year for the brand’s flagship product – the Liberty Option SIPP – a price which hasn’t changed since the pension was launched in 2013. »

announcement

MMF reforms will have different effects in the US and the EU

Thu, 18/06/2015 - 23:18

European policy makers have proposed money market fund (MMF) reforms relatively similar to the US changes slated to take effect next year, says Moody's Investors Service in a new report. »

complete stamp

MSCI completes Barra US Total Market Equity Model suite

Thu, 18/06/2015 - 17:00

MSCI Inc has completed the roll-out of its range of next-generation equity risk models, with the release of the Barra US Total Market Medium-Term Equity Model.  »

document signing

Cerno Capital Partners joins Suggestus research platform

Thu, 18/06/2015 - 06:00

Investment management boutique Cerno Capital Partners, which manages the assets of individuals, families, charities and wealth managers, has signed up for the ARC’s “Suggestus” research platform. »

hand shake

PURE Insurance Partners with Concentric Advisors to launch CyberSafe Solutions

Tue, 16/06/2015 - 16:00

Privilege Underwriters Reciprocal Exchange (PURE), the policyholder-owned property and casualty insurer of high net worth individuals and families, has partnered with security firm Concentric Advisors to offer CyberSafe Solutions, which is designed to help individuals better assess, prevent, detect and respond to cyber threats. »

MediaWatch WA awards 2015

See interviews and presentation at the Wealth Adviser 2015 awards ceremony, held at Sketch, Mayfair on the 15th May .... »

features
Special report
State Street Global Advisors – Volatility and the benefits of downside protection strategies

State Street Global Advisors has unveiled the results of an in-depth survey of 420 senior executives within global private and public pension plans, endowments, foundations and sovereign wealth funds, summarised in this keynote Hedgeweek Special Report... »

Special report
Wealth Adviser Awards 2015

Wealth Adviser Awards 2015

Thu, 21/05/2015 - 13:50

The Wealth Adviser Awards 2015 were determined by the votes of Wealth Adviser's readers, who include wealth managers, IFAs, fund managers, family offices, law firms, accounting firms and other industry professionals. This Special Report includes the full list of winners plus links to video footage of the Awards... »

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 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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