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Deals and Transactions

deals and transactions
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. »


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. »


Lowes brings multi-asset fund onshore

Thu, 11/06/2015 - 20:30

Lowes Financial Management has brought its multi-asset fund of funds onshore to widen its availability to other intermediaries and self-directed investors. »


Baker Tilly to adopt RSM as global brand

Thu, 11/06/2015 - 19:30

Baker Tilly announced it is adopting RSM as a common brand name, uniting under a single global brand with more than 100 fellow member firms around the world of the RSM International global network.  »

sell button

Incapital and Nuveen Investments expand unit trust partnership

Thu, 11/06/2015 - 16:45

Incapital LLC and Nuveen Investments have expanded their joint-distribution and portfolio consultant unit trust partnership with the addition of new unit trusts and expanded sales resources at both firms. »


CQG to provide connectivity to CRYEX crypto currency trading platform

Thu, 11/06/2015 - 16:30

CRYEX, the new digital currency trading and clearing platform, is partnering with CQG, a trade routing, global market data and advanced technical analysis provider, to offer connectivity to its members and participants from launch. »

document signing

Aberdeen joins forces with Hymans Robertson

Thu, 11/06/2015 - 13:30

Aberdeen Asset Management has signed up Hymans Robertson, the leading pensions, benefits and risk consultancy, to provide its online technology, GO, as part of a new initiative to help individuals meet their savings goals. »

hand shake

Coherence Capital Partners and James Alpha Management team up to distribute Spectrum Fund

Wed, 10/06/2015 - 09:00

Coherence Capital Partners, a fixed income focused alternative investment firm, and James Alpha Management, a diversified alternative asset management firm, have entered into a strategic partnership to exclusively distribute Coherence’s flagship Spectrum Fund. »

piggy bank

Standard Life creates pension freedoms solution to optimise savings in retirement

Tue, 09/06/2015 - 21:00

Standard Life has created Standard Life Active Retirement, a ready-made drawdown option which is designed to spread investment risk while aiming to grow savings throughout a person’s entire retirement. »


Barclays to sell Wealth and Investment Management Americas franchise to Stifel

Tue, 09/06/2015 - 17:17

Barclays is to sell its Wealth & Investment Management franchise in the Americas to Stifel Financial Corp. (NYSE: SF). The transaction is targeted to close in mid-November, subject to regulatory approvals and customary conditions. »

one finger

Lyxor launches Corsair, first daily fund on alternative UCITS platform

Thu, 04/06/2015 - 21:00

Lyxor Asset Management has partnered with Corsair Capital Management to launch the Lyxor/Corsair Capital Fund a new UCITS-compliant US long/short equity strategy, and the first fund with daily liquidity within Lyxor’s  Alternative UCITS offering.  »

document signing

Schroders signs up to the Calastone Net Payments Hub

Tue, 02/06/2015 - 18:00

Schroders is now a participant of the Calastone Net Payments Hub, the STP settlement service offering matched netting and the Barclays payments service. »

thumbs up

Aspiriant adds eight new principals

Wed, 27/05/2015 - 14:30

Aspiriant, an independent wealth management with more than USD8 billion in assets under management and advisement, has added eight new principals. »

Wind power

Wind power deals account for 17 per cent of all infrastructure transactions since 2006

Mon, 25/05/2015 - 16:48

Stephen Yates examines Preqin’s latest data on wind power deals, including aggregate deal value, average deal size and the most prominent regions for wind power deal activity. »


Wealth Adviser Awards 2015 – Voting now closed

Thu, 21/05/2015 - 14:54

Voting for the Wealth Adviser Awards 2015 has now closed. The awards were presented at a lunch ceremony in London In May 2015 »

US flag

F-Squared partners with Soho Asset Management

Tue, 19/05/2015 - 13:45

F-Squared Investments has partnered with SoHo Asset Management (SoHo) to use its Portfolio Replication Technology investment capabilities to create and manage model portfolios for SoHo’s clients in Singapore and the United States under SoHo’s Replicas brand. »

hand shake

Redington and PwC join forces to address pensions industry challenges

Mon, 18/05/2015 - 17:45

PwC and Redington, two of the UK’s leading innovators in pension solutions, have formed a unique strategic alliance to help trustees and sponsors better eliminate deficits, improve funding levels, and manage pensions risk.  »

computer security

Docupace and Security Snapshot to extend cyber-security management solutions for financial services firms

Fri, 15/05/2015 - 22:00

Docupace Technologies is joining with computer security services company Security Snapshot to deliver cyber-security solutions for financial services firms.  »

Irish flag

IFIA welcomes the EC’s Capital Markets Union Green Paper

Fri, 15/05/2015 - 21:00

The Irish Funds Industry Association (IFIA), the trade body representing the largest sector of the financial services industry in Ireland, has responded positively to the European Commission’s Green Paper on Capital Markets Union (CMU). »


LPL Financial adds Faubourg Private Wealth Advisors

Fri, 15/05/2015 - 16:00

Faubourg Private Wealth Advisors, a newly formed, independent financial advisory firm, has joined the LPL Financial broker-dealer platform and will provide fee-based services to clients through Level Four Wealth Management. »

EU flag

Pension savers have much to gain from capital markets union, says NAPF

Thu, 14/05/2015 - 20:00

The National Association of Pension Funds (NAPF) has confirmed its strong support for the European Commission’s proposals for a Capital Markets Union (CMU), in its response to the EC Green Paper: Building a Capital Markets Union. »

hand shake

Asia veteran Robert Lloyd George partners with Argos on launch of the Bamboo Fund

Thu, 14/05/2015 - 17:30

Argos Investment Management is partnering with a new asset management company headed by emerging markets veteran Robert Lloyd George to target professional investors with a new, long only, UCITS fund focused on emerging market high growth sectors. »

hand shake

UBS WMA partners with Mercer Investments to expand manager research offering

Fri, 08/05/2015 - 12:00

UBS Wealth Management Americas (WMA) has partnered with Mercer Investments, to provide the Investment Management Research team at UBS Financial Services with access to Mercer's 9,000 manager research opinions and performance analytics.  »


SYZ now offering corporate advisory services

Wed, 06/05/2015 - 06:00

In response to the changing needs of its private and institutional clients, the SYZ Swiss banking group is expanding its range of services to offer strategic advisory services to companies.  »


Hispania completes EUR337m capital increase

Tue, 05/05/2015 - 14:30

Hispania Activos Inmobiliario has successfully closed a EUR337 million capital increase by means of an accelerated private placement to institutional investors. »

MediaWatch WA awards 2015

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

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.... »

Seattle ; Local UHNW Client Market ; Relationship Manager / Wealth Manager

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Instutional Equity Sales

Tue, 30 Jun 2015 00:00:00 GMT

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Tue, 30 Jun 2015 00:00:00 GMT

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