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Deals and Transactions

deals and transactions
debt

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.   »

upwards arrow

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%.  »

man with megaphone

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.  »

Pension

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. »

document signing

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.   »

marketing

Equinox’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.  »

closed sign

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. »

Shanghai

Oracle Capital Group signs strategic partnership agreement with Shanghai International Trust

Mon, 16/03/2015 - 18:00

Oracle Capital Group has established a strategic partnership with Shanghai International Trust, a provider of global asset and wealth management solutions for Chinese high net worth individuals (HNWIs).  »

thumbs up

Old Mutual wealth supports Help for Heroes XI vs Rest of the World XI Twenty20 challenge match 

Fri, 13/03/2015 - 18:30

The Kia Oval will host the inaugural international Help for Heroes Twenty20 cricket fundraiser, supported by Old Mutual Wealth. »

technology

Allium Capital multi asset funds now available as Dynamic Planner ‘Risk Target Managed’ solutions from DT

Thu, 12/03/2015 - 09:00

The GBP220m Allium Capital FP multi asset DRP fund range has been added as the lowest cost solution to the ‘Risk Target Managed’ service by Distribution Technology (DT).  »

upwards arrow

Private Wealth Systems completes capital raise

Wed, 11/03/2015 - 09:00

Private Wealth Systems, a provider of investment reporting to private banks, family offices, RIAs, and sophisticated investors, has successfully closed a new round of growth capital.  »

Canada flag

Franklin Templeton Investments reduces management fees for Canadian and Global fixed income funds in Canada

Wed, 04/03/2015 - 13:00

Franklin Templeton Investments has reduced the management fees for its domestic and global fixed income funds to provide Canadians diversification and investment expertise at a lower cost. »

man with megaphone

Abacus Wealth Partners and Aspiriant form JV

Tue, 03/03/2015 - 09:00

Abacus Wealth Partners and Aspiriant have formed a new joint venture, Align, which will offer philanthropic strategy and impact investment portfolios to clients and their financial advisors.  »

hand shake

BNY Mellon Investment Management and Amherst Holdings launch real estate credit management platform

Fri, 27/02/2015 - 16:00

BNY Mellon Investment Management has partnered with Amherst Holdings to launch Amherst Capital Management (ACaM), a real estate credit investment management platform. »

man with megaphone

Landesbank Baden-Württemberg becomes new clearing member of EurexOTC Clear

Thu, 26/02/2015 - 11:30

Landesbank Baden-Württemberg (LBBW) has become a further clearing member of EurexOTC Clear for Interest Rate Swaps.  »

Hong Kong

Hong Kong’s Value Partners Group selects Charles River’s Investment Management Solution

Wed, 25/02/2015 - 20:00

Value Partners Group has selected The Charles River Investment Management Solution (Charles River IMS) for portfolio management, trading, compliance, and performance measurement and attribution. »

mutual funds

Jonson selects Ultimus Fund Solutions to provide fund accounting services for 11 mutual funds

Wed, 25/02/2015 - 18:30

Cincinnati based Johnson Investment Counsel (Johnson) has selected Ultimus Fund Solutions to provide fund accounting services for the firm’s family of mutual funds.  »

UK flag

Cambridge Associates adopts PFaroe in the UK

Wed, 25/02/2015 - 18:00

Cambridge Associates is expanding its use of RiskFirst’s real-time analytics and reporting platform, PFaroe, and will now adopt the platform in the UK as well as the US. »

document and pen

Aviva Investors reaches early settlement with FCA

Wed, 25/02/2015 - 06:00

Aviva’s asset management business, Aviva Investors, has reached an early agreement with the Financial Conduct Authority regarding historic breaches of FCA regulatory requirements concerning Aviva Investors’ dealing controls prior to 2013.  »

hands shaking

iCapital Network adds Mercury Capital Advisors and Stanwich Advisors

Fri, 20/02/2015 - 10:30

iCapital Network, an online marketplace providing qualified investors and their advisors with access to private equity fund managers, has added Mercury Capital Advisors and Stanwich Advisors to its roster of fund placement agents. »

closed sign

Guinness to close ‘early investor’ share class of Global Equity Income Fund

Thu, 19/02/2015 - 10:30

Guinness Asset Management is closing the ‘early investor’ Z share class of its Global Equity Income Fund to new investment  »

hands shaking

Venovate partners with Capital Hedge to bring alt investments to mid-sized institutions and family offices

Thu, 19/02/2015 - 10:00

Venovate and Capital Hedge have formed a partnership to offer better, faster, and broader access to alternative investments for family offices and mid-sized institutions. »

hands shaking

Lee Financial chooses ARKON as wealth management solution

Wed, 18/02/2015 - 15:30

Lee Financial has chosen wealth management and client reporting solutions provider First Rate’s ARKON offering as its integrated wealth management solution. »

slinky

Guernsey moves to allow flexibility of benefits to international pensions

Mon, 16/02/2015 - 15:00

Guernsey’s Treasury and Resources Department has announced that it intends to bring proposals to allow flexibility of benefits to international pensions. »

shaking hands

ThinCats agrees underwriting deal with ESO Capital Group

Fri, 13/02/2015 - 19:30

Peer-to-peer secured business spending platform ThinCats has partnered with ESO Capital Group to underwrite a regular series of large deals on the ThinCats platform.  »

closed sign

Oportun completes USD90m equity raise

Thu, 12/02/2015 - 18:30

Oportun, a financial services company serving the credit needs of the growing Hispanic market, has closed a USD90 million equity raise. »

man with megaphone

Altus welcomes DWP decision to select ‘open standard’ pension transfers

Thu, 12/02/2015 - 14:00

Altus Business Systems has welcomed the Department of Work and Pensions (DWP) decision to use open standard pension transfers for the automatic pot-follows-member initiative. »

US flag

Guernsey looks to boost financial services ties with the USA

Wed, 11/02/2015 - 10:45

Guernsey’s Chief Minister, Jonathan Le Tocq, has held a series of meetings in Washington to boost the Island’s reputation as a leading international finance centre. »

document signing

La Française Partners with Alger

Tue, 10/02/2015 - 18:00

Multi-class asset manager La Française has signed a strategic partnership – pending regulatory approval – with Alger Management (Alger).  »

document and pen

Investec Asset Management extends relationship with State Street

Fri, 06/02/2015 - 11:00

State Street Corporation has extended its relationship with Investec Asset Management for another seven years to provide full middle office and fund accounting services across the UK, South Africa, Luxembourg and the US. »

features
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.... »

Special report
State Street Global Markets – Fund Connect

This Special Report unveils the ways in which State Street Global Markets' Fund Connect ETF platform is bringing new levels of efficiency to the the ETF marketplace, and includes expert comment from the perspective of an AP.... »

Special report
Switzerland Hedge Fund Services 2015

Switzerland Hedge Fund Services 2015

Tue, 24/02/2015 - 19:14

New regulations are allowing hedge fund managers and institutional investors to take advantage of fresh opportunities in the Swiss market, from innovative new fund platforms to new fund strategies and structures that provide significant portfolio diversification opportunities... »

Comment
Richard Hoey, BNY Mellon

Global gross domestic product (GDP) growth should accelerate somewhat in 2015 and 2016 from the pace of the last three years because of much lower oil prices, the avoidance of special drags on the world economy, and continuing easy monetary policies from global central banks, according to  BNY Mellon Chief Economist Richard Hoey. Hoey (pictured) made the comments in his February outlook.  ... »

latestjobs
Global ETF Quant Trader | Tier one Hedge Fund

Thu, 26 Mar 2015 00:00:00 GMT

Ph.D. Quant Analyst-Global Hedgefund-NY-CT

Thu, 26 Mar 2015 00:00:00 GMT

Senior Project Manager – Data Governance

Thu, 26 Mar 2015 00:00:00 GMT

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