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Crowdmatrix adds venture capital to offering

Wed, 21/06/2017 - 09:35

Online alternative investment platform Crowdmatrix is now providing investors with access to high growth private technology companies through the Plaza Ventures Fund IV venture capital fund.  »

Van Eck consolidates UCITS platform in Ireland

Mon, 19/06/2017 - 14:38

VanEck has announced the consolidation of its actively and passively managed UCITS platforms in Europe into a newly established legal entity in Ireland, the VanEck ICAV. VanEck’s actively managed funds were previously SICAVs domiciled in Luxembourg.  »

Capital Wealth Planning selects Fiserv for integrated portfolio accounting and trading solutions

Fri, 16/06/2017 - 09:51

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, announced today that Capital Wealth Planning, a fee-only SEC registered investment advisor (RIA), has selected Fiserv to provide a portfolio accounting and trading platform that can interface with Unified Managed Account (UMA) model delivery platforms. »

Rob Arnott, Research Affiliates

Research Affiliates launches revamped asset allocation interactive website

Fri, 16/06/2017 - 07:30

Research Affiliates has launched a new version of Asset Allocation Interactive, an online investor tool that provides investment information and expected return data across more than 130 assets. »

Nicola Meaden Grenham, Dumas

Dumas Capital Co-founder named strategic adviser to Kettera Strategies

Fri, 16/06/2017 - 07:26

Dr Nicola Meaden Grenham (pictured), co-founder of Dumas Capital, has been named Strategic Adviser to Kettera Strategies and its Hydra marketplace, a global platform providing investors with access, daily transparency, intra-month liquidity and notional funding to established and emerging alternative asset managers. »

ArchOver partners with Escalate

Thu, 15/06/2017 - 09:56

Peer-to-peer (P2P) business lending platform ArchOver, has become the first UK lender to partner with Escalate, a fixed-cost commercial dispute resolution service for SMBs. »

Standard Life’s Wrap platform Investment Hub passes GBP4bn mark in just three years

Thu, 15/06/2017 - 08:45

Standard life’s Investment Hub has broken through the GBP4 billion milestone as it celebrates its third birthday. »

Lou Pellicori, Chief Technology Officer and Managing Director, Glenmede

Glenmede consolidates institutional and wealth operations on Charles River’s enterprise platform

Wed, 14/06/2017 - 10:07

The Glenmede Trust Company has chosen the Charles River Investment Management Solution (Charles River IMS) as the enterprise investment management platform for its institutional and wealth management businesses.  »

Fasken Martineau launches new integrated platform for private clients

Tue, 13/06/2017 - 09:00

Fasken Martineau recently launched an exclusive dedicated platform for its Private Client Services group to offer more comprehensive and integrated legal solutions to its private clients. »

Capstone Capital Consulting launches Senior Life Settlement platform for RIAs

Mon, 12/06/2017 - 09:12

Capstone Capital Consulting has announced the launch of a new business model that will assist Registered Investment Advisors (RIAs) in offering Senior Life Settlements as an alternative investment.  »

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