Sign up for free newsletter

 

Deals and Transactions

deals and transactions
Sager secures new Third Space fitness club for Islington Square development

Sager secures new Third Space fitness club for Islington Square development

Tue, 19/01/2016 - 09:43

Third Space is to open of a new 46,922 sq ft (4,359 sq m) fitness club ar Sager Group’s Islington Square development in late 2017. »

Jefferies Wealth Management partners with Envestnet

Jefferies Wealth Management partners with Envestnet

Wed, 13/01/2016 - 09:37

Envestnet has begun working with Jefferies Wealth Management to strengthen its service and product offerings. »

SLI partners British & Irish Lions for 2017 tour of New Zealand

SLI partners British & Irish Lions for 2017 tour of New Zealand

Mon, 11/01/2016 - 16:37

Standard Life Investments (SLI) is to become a Principal Partner for the 2017 British & Irish Lions tour of New Zealand including replacing HSBC as the Lions’ shirt sponsor. »

Man with loud hailer

Jupai issues new shares to Julius Baer and SINA

Mon, 04/01/2016 - 07:00

Jupai Holdings, a third-party wealth management service provider in China, has entered into a share purchase agreement with Julius Baer Investment and Chinese online media company SINA Hong Kong Limited (SINA). »

Edward Jones adopts Broadridge Performance Analytics platform for retail investors

Edward Jones adopts Broadridge Performance Analytics platform for retail investors

Fri, 18/12/2015 - 16:57

Edward Jones financial advisors will now have access to Broadridge’s Performance Analytics platform, delivering a flexible, highly transparent performance reporting and analytics tool for retail investors. »

Sager reveals details of new luxury serviced apartment scheme at Islington Square

Sager reveals details of new luxury serviced apartment scheme at Islington Square

Fri, 18/12/2015 - 09:45

Sager Group, in association with Cain Hoy, have unveiled details of the 58,000 sqft Almeida Serviced Apartments scheme planned for Islington Square, which will provide 108 apartments and, according to Sager, deliver one of the most luxurious and exclusive hospitality offerings in London. »

KBC Asset Management selects SimCorp Dimension as IBOR

KBC Asset Management selects SimCorp Dimension as IBOR

Fri, 18/12/2015 - 09:42

SimCorp has signed a license agreement with KBC Asset Management, one of the largest investment managers in Belgium with assets of approximately EUR 205 billionn in funds and unit-linked life insurance. »

BlueBay Asset Management completes implementation of SimCorp Dimension

BlueBay Asset Management completes implementation of SimCorp Dimension

Fri, 11/12/2015 - 10:41

Fixed income specialist BlueBay Asset Management (BlueBay) has successfully completed the implementation of SimCorp Dimension. The system now supports BlueBay's middle and back office operations across the entire investment book. »

Linedata and NetWorth partner to offer integrated solution for the transfer agency market

Linedata and NetWorth partner to offer integrated solution for the transfer agency market

Wed, 09/12/2015 - 17:03

Linedata has partnered with NetWorth Services to offer Linedata Admin Edge clients access to NetBasis, NetWorth’s automated solution for the calculation and reporting to the IRS of the adjusted cost basis of sold mutual funds.  »

Ashburton Investments buys Atlantic Asset Management

Ashburton Investments buys Atlantic Asset Management

Wed, 09/12/2015 - 10:00

Ashburton Investments is to acquire 100 per cent of boutique Cape Town fixed income asset manager Atlantic Asset Management, which includes the Atlantic Specialised Finance division, effective 1 January 2016. »

SEI Wealth Platform signs seven year contract with Fusion Wealth

SEI Wealth Platform signs seven year contract with Fusion Wealth

Fri, 04/12/2015 - 11:16

SEI UK Private Banking has agreed to a seven-year extension of its contract with Fusion Wealth, a technology solutions provider for wealth managers and large-scale financial planners. »

Manulife Asset Management adopts UN’s Principles for Responsible Investment

Manulife Asset Management adopts UN’s Principles for Responsible Investment

Fri, 04/12/2015 - 09:47

Manulife Asset Management has become a signatory to the United Nations-supported Principles for Responsible Investment (PRI). »

Old Mutual Wealth to sponsor England’s autumn rugby internationals

Old Mutual Wealth to sponsor England’s autumn rugby internationals

Thu, 03/12/2015 - 11:08

Old Mutual Wealth is to become a Principal Partner of England Rugby from 2016 and will be the title sponsor of England Rugby Men’s and Women’s Autumn Internationals, which will become known as the Old Mutual Wealth Series from 2016. »

Dunedin-backed Hawksford to offer full range of service in Caribbean

Dunedin-backed Hawksford to offer full range of service in Caribbean

Wed, 02/12/2015 - 18:24

Dunedin backed Hawksford has received formal permission to operate in the Caribbean region with the award of a full Trust Licence that will enable the business to provide a wide range of trust services in the Cayman Islands.  »

Former Islington Royal Mail centre stamps mark on London property market

Former Islington Royal Mail centre stamps mark on London property market

Tue, 01/12/2015 - 16:46

Plans for Islington Square London, the transformation of the former North London Mail centre just off Upper Street, Islington into a mixed retail/leisure/retail development, are to be unveiled in a special preview evening on Thursday 3 December 2015.  »

EQ Investors signs-up as a Worthstone Partner

EQ Investors signs-up as a Worthstone Partner

Tue, 01/12/2015 - 16:39

EQ Investors (EQ), the boutique wealth manager led by John Spiers (pictured), has been confirmed as a founder partner of Worthstone, the dedicated investment service and knowledge centre for participants in the social impact investment arena. »

Barclays fined GBP72m by FCA for poor handling of financial crime risks

Barclays fined GBP72m by FCA for poor handling of financial crime risks

Fri, 27/11/2015 - 09:23

The Financial Conduct Authority (FCA) has fined Barclays Bank (Barclays) more than GBP72 million for failing to minimise the risk that it may be used to facilitate financial crime, »

Old Mutual Wealth introduces vertical integration model to South Africa

Old Mutual Wealth introduces vertical integration model to South Africa

Thu, 12/11/2015 - 15:10

Old Mutual Wealth is teaming up with Quilter Cheviot to deliver investment opportunities to South African investors via Old Mutual’s vertical integration model. »

mydesq selects Encap Security to boost productivity and engagement for wealth managers

mydesq selects Encap Security to boost productivity and engagement for wealth managers

Thu, 12/11/2015 - 15:09

Fintech firm mydesq is to integrate Encap’s Smarter Authentication platform into its wealth management solution. »

La Française and Gonet&Cie join forces for fund distribution in Switzerland

La Française and Gonet&Cie join forces for fund distribution in Switzerland

Wed, 04/11/2015 - 18:29

La Française and Gonet&Cie have agreed to a partnership for fund distribution in Switzerland. This alliance will be structured as a joint venture – subject to the necessary approval. »

AppBox Media raises over GBP3m

AppBox Media raises over GBP3m

Fri, 30/10/2015 - 04:33

Investors in AppBox Media, a UK based developer of mobile applications and video games, will have received Enterprise Investment Scheme (EIS) rebates of almost GBP1million. To date, GBP720,000 of EIS claims have been made, with a further 200,000 to be submitted before Christmas. »

FxPro granted SA FSA financial services provider licence

FxPro granted SA FSA financial services provider licence

Tue, 27/10/2015 - 18:03

FxPro Financial Services has secured authorisation by the South Africa Financial Services Board (FSB) to operate as a Financial Service Provider.  »

Old Mutual Wealth selects Eagle Data Management for Solvency II requirements

Old Mutual Wealth selects Eagle Data Management for Solvency II requirements

Thu, 22/10/2015 - 14:18

Old Mutual Wealth has selected Eagle Investment Systems’ enterprise data management solution to support its Solvency II compliance programme. »

Pickler picks Commonwealth Financial as prime broker

Pickler picks Commonwealth Financial as prime broker

Tue, 20/10/2015 - 09:49

Independent wealth advisory firm Pickler Wealth Advisors (PWA) has selected Commonwealth Financial Network as its broker/dealer. »

Martin Graham completes MBO at Oracle Group

Martin Graham completes MBO at Oracle Group

Mon, 19/10/2015 - 13:38

Martin Graham, Chairman of the the independent multi-family office and wealth consultancy Oracle Group, has bought out the Group’s majority stake. »

APFA welcomes Financial Advice Market Review

APFA welcomes Financial Advice Market Review

Fri, 16/10/2015 - 09:56

The Association of Professional Financial Advisers (APFA) has provided an initial response to the joint HM Treasury and FCA Review into the Financial Advice Market (FAMR). »

LPL to provide custodial and broker-dealer services for Bleakley Financial

LPL to provide custodial and broker-dealer services for Bleakley Financial

Thu, 15/10/2015 - 10:24

Retail investment advisory firm and independent broker/dealer LPL Financial is providing custodial and broker-dealer services to Bleakley Financial Group (Bleakley), an independent financial advisory firm. »

Standard Life to offer tailored drawdown

Standard Life to offer tailored drawdown

Wed, 14/10/2015 - 15:00

Standard Life is to introduce greater automation to its SIPP drawdown process, enabling advisers to offer a more tailored tax-efficient income solution. This will result in time savings of up to 80% on setting up and managing tax efficient income withdrawals. »

Fort Pitt Capital Group joins Focus Financial Partners

Fort Pitt Capital Group joins Focus Financial Partners

Tue, 13/10/2015 - 10:04

Fort Pitt Capital Group has joined Focus Financial Partners. Fort Pitt is the third Pennsylvania-based firm to join Focus, following the addition of JFS Wealth Advisors and Quadrant Private Wealth. »

HSBC halves fees on three index tracker funds

HSBC halves fees on three index tracker funds

Tue, 13/10/2015 - 09:57

HSBC Global Asset Management has significantly reduced fees on three of its most popular trackers, more than halving OCFs on its American, European and FTSE All-Share funds. This reduction applies to both new and existing customers and begins on 16 November 2015. »

MediaWatch WA awards 2015

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

latestjobs
Natural Gas Trader - Top Regional Bank - Atlanta

Sat, 06 Feb 2016 00:00:00 GMT

Senior Database Architect

Sat, 06 Feb 2016 00:00:00 GMT

Senior Systems Infrastructure Engineer

Sat, 06 Feb 2016 00:00:00 GMT

events
1 week 2 days from now - Dubai
1 week 2 days from now - Cairo
1 week 3 days from now - New York
3 weeks 3 days from now - New York
specialreports
other gfm publications