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Deals and Transactions

Munnypot partners with YouDrive

Thu, 13/04/2017 - 08:59

Digital investment service provider Munnypot has formed a partnership with financial support service provider YouDrive. »

StatPro signs three-year contract with Canadian wealth business

Mon, 03/04/2017 - 09:30

StatPro Group, an AIM listed provider of cloud-based portfolio analytics and asset pricing services for the global asset management industry, has signed a three-year CAD6 million (GBP3.6 million) contract extension with a large Canadian wealth business for its Software as a Service (SaaS) version of StatPro Seven, including an uplift in contract value over the three-year period of CAD1.2 million (GBP0.7 million). »

Moneyfarm partners with Allianz Global Investors

Mon, 27/03/2017 - 13:42

Digital wealth manager Moneyfarm has formed a partnership with Allianz Global Investors which will provide access to an active wealth management solution at institutional cost to UK employees of Allianz companies. »

Progeny Group expands further

Tue, 21/03/2017 - 09:27

Fast growing wealth managers and legal advisers, Progeny Group, is supporting the management buyout of Quadrant Group, a London-based wealth management firm serving private and corporate clients. »

Liverpool adviser deals top GBP342 million in 2016

Tue, 21/03/2017 - 09:15

Deal values of transactions made by Liverpool-based professional advisers reached more than GBP342 million in 2016 – a decline of 13 per cent compared to the previous year, according to the latest Experian report. »

LendUp closes USD100m credit facility

Thu, 02/03/2017 - 13:13

Socially responsible lender LendUp has closed another USD100 million credit facility with investment firm Victory Park Capital (VPC) to fund future loan growth. »

Astarte and BlueLake form partnership

Thu, 02/03/2017 - 10:12

London-based alternatives investment manager Astarte Capital Partners has formed a partnership with BlueLake Associates, a Zug-based investment consultancy and asset allocation specialist. »

Fairstone Group looks to Yorkshire for new growth

Mon, 23/01/2017 - 11:03

Fairstone Group, one of the UK’s largest Chartered Financial Planning firms, has entered into a downstream buyout agreement with Wakefield based Lofthouse Gate. »

InvestCloud buys Babel Systems

Tue, 10/01/2017 - 12:06

California-based fintech firm InvestCloud Inc has acquired London-based Babel Systems Limited for USD20 million. Babel’s client base includes robo-adviser Nutmeg among other wealth managers and family offices. »

Lloyds buys MBNA credit card business for GBP1.9bn

Tue, 20/12/2016 - 09:50

Lloyds has bought the MBNA credit card business from Bank of America for GBP1.9 billion. MBNA holds GBP7 billion of UK credit card debt. The company says the purchase will boost Lloyds’ presence in this market to GBP16 billion, taking it from a 15 per cent to 26 per cent market share. »

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. »


In focus

Progeny Group is on the growth path

Wed, 01/02/2017 - 07:24

Nutmeg’s core approach to ETFs

Wed, 18/01/2017 - 14:44

WMA indices switch to MSCI

Sun, 15/01/2017 - 13:02

Heartwood launches ethical accounts

Fri, 02/12/2016 - 09:38

Special Reports

Bermuda Fund Services 2017

Bermuda Fund Services 2017

Fri, 24/03/2017 - 10:55

Switzerland Hedge Funds 2017

Mon, 27/03/2017 - 12:53

Guide to Relocation 2017

Guide to Relocation 2017

Mon, 20/02/2017 - 14:43

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