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Services

Rafay Farooqui, SAF Platform

Rocaton partners with SAF Platform to provide alt investment research

Mon, 17/04/2017 - 12:52

Rocaton Investment Advisors has formed a partnership with SAF Platform, a New York City based financial technology firm to offer offer private capital and hedge fund research to institutional investors. »

Digidentity partners with Smartr365 to provide secure ID verification service

Wed, 15/02/2017 - 14:39

Digidentity, a UK-based identification verification service, has partnered with recently-launched financial technology platform Smartr365 to provide fast, safe ID verification. »

Jonathon Clifton, Vistra

OIL rebrands as Vistra

Mon, 13/02/2017 - 11:16

OIL, one of Asia's leading company formation specialists, has rebranded as Vistra. The rebrand is the culmination of five years of successful integration that began with the merger of OIL and Vistra in 2011.  »

Bill Prew, Indos Financial

Fund managers need to be alert to successfully navigate a hard Brexit

Tue, 31/01/2017 - 12:19

Bill Prew (pictured), CEO of Indos Financial, the independent depositary firm, writes that the UK government has finally revealed its Brexit position. “Any chance of a soft Brexit or retained membership of the Single Market has apparently been removed. The UK will almost certainly pull out of the Single Market although some hope policymakers will negotiate a transitional arrangement to avoid a cliff-edge Brexit. »

Stefan Willebrand, Bricknode

Bricknode launches tax reporting app for financial brokers

Mon, 02/01/2017 - 12:01

Bricknode has released a tax reporting app for the platform Bricknode Financial Systems in order to streamline tax reporting for financial institutions. »

Lapland

All aboard for Lapland

Fri, 23/12/2016 - 08:20

The manager of Finnish airports, Finavia, reports that Lapland has been fully prepared for a busy winter season, with air traffic volumes expected to be the highest since 2007, and some 500 charter and scheduled flights arriving in Lapland in December. »

James Willims, Hedgeweek

Equity Bank and Trust Bahamas: Views on Latin America

Tue, 22/11/2016 - 12:07

Latin America represents significant potential for Equity Bank And Trust Bahamas Limited to build out its boutique private banking business as the continent enjoys shoots of economic growth. Dillon Dean shares his views on the `significant potential' on offer, not only to extend the bank's HNW client relationships in Brazil, Mexico and other key markets, but to help The Bahamas raise its profile as a gateway to the Americas. »

Mike Geller, Edelman

Edelman - Best North American PR Firm

Mon, 03/10/2016 - 15:46

Edelman is one of the highest profile PR agencies in the world. With 65 global offices, Edelman is uniquely positioned within the communications marketing arena.  »

Mike Slemmer, FundCount

FundCount - Best Fund Accounting & Reporting Systems Provider

Mon, 03/10/2016 - 15:26

Boston-based FundCount was established in 1999 and according to Mike Slemmer, Chief Operating Officer of the Americas, it is one of the industry's 'best kept secrets'. »

Kyle Dunn, Meyler Capital

Meyler Capital - Best North American Third Party Marketing Firm

Mon, 03/10/2016 - 15:01

New York-based Meyler Capital has been ‘shredding decks and driving change' since 2012. The firm re-envisions the marketing process used for raising capital.  »

Jeffrey Rosenthal, Anchin, Block & Anchin

Anchin, Block & Anchin LLP - Best North American Accounting Firm

Mon, 03/10/2016 - 13:59

Six time Best Global Accounting Firm, Anchin, Block & Anchin LLP is also being honoured with this year's Best North American Accounting Firm. With a staff of more than 350 and numerous specialised industry and service teams, Anchin is a full-service accounting, tax and advisory firm that provides investment companies, privately-held businesses, and high net worth individuals/family offices with a wide range of traditional and non-traditional services.  »

Bennett Egeth, Broadridge

Broadridge Investment Management Solutions - Best North American Data Visualisation Software Provider

Mon, 03/10/2016 - 13:06

A decade ago, there was nothing wrong with having eight or 10 vendors in place to run a hedge fund operation. But times have changed, as has technology. So much so, that established managers are increasingly looking to reduce overhead costs and complexity by consolidating the number of their critical systems into single or integrated solutions, often delivered on a hosted basis.  »

James Williams, Hedgeweek

Wedbush Securities - Best North American Hedge Fund Research Provider

Mon, 03/10/2016 - 12:58

Wedbush Securities was founded in 1955 and is one of the largest providers of small and midcap equity research in the US.  »

Philip Griffiths

JP Integra renames and expands

Tue, 06/09/2016 - 12:30

Specialist financial services group JP Integra Group has announced the expansion of the firm’s services, targeting the private capital sector with a wider offering.  »

Graham Harrison

Asset Risk Consultants launches new charity portfolio analysis service

Wed, 03/08/2016 - 10:08

Asset Risk Consultants (ARC) has launched a new portfolio analysis service for charity trustees, further developing the information it provides to the third sector. »

Portolani enhances client communication services with InvestCloud

Fri, 29/04/2016 - 10:52

Portolani, an independent family office based in Belgium, has selected the InvestCloud digital document portal to enhance client communication capabilities and improve their overall digital client experience.   »

Interactive Data’s CEP and liquidity indicators services now available to FactSet clients

Interactive Data’s CEP and liquidity indicators services now available to FactSet clients

Wed, 20/04/2016 - 09:00

Interactive Data’s continuous evaluated fixed-income pricing (CEP) and liquidity indicators services are now available to FactSet clients. FactSet provides integrated financial information and analytical applications across asset classes to more than 63,000 users around the world. »

Bill Prew

INDOS reaches USD10 bn in assets under depositary

Fri, 15/04/2016 - 08:34

The UK’s independent AIFMD depositary, INDOS Financial, has passed the milestone of USD10 billion of assets under depositary, just seven months after it passed the USD5 billion mark and within two years of launching.  »

True Potential Investments to offer new Lifetime ISA

True Potential Investments to offer new Lifetime ISA

Thu, 14/04/2016 - 09:43

Fast-growing Newcastle-upon-Tyne-based investment management firm True Potential Investments is to offer consumers a new Lifetime ISA (LISA) from April next year. »

FolioDynamix solution helps firms prepare for DOL fiduciary rule change

FolioDynamix solution helps firms prepare for DOL fiduciary rule change

Wed, 16/03/2016 - 09:56

The upcoming DOL Fiduciary Rule change finds many financial services firms scrambling to put steps and solutions in place to help advisors affected by the expansion of the “best interest standards” to individual retirement accounts and 401(k) rollovers.  »

Brooks Macdonald International’s discretionary investment management services added to Glacier International’s Global Life Plan

Brooks Macdonald International’s discretionary investment management services added to Glacier International’s Global Life Plan

Mon, 23/11/2015 - 16:22

Brooks Macdonald International’s discretionary investment management services are now available to offshore investors through Glacier International’s Global Life Plan. »

Access to pension freedoms in ill health could lead to inheritance tax trap

Access to pension freedoms in ill health could lead to inheritance tax trap

Tue, 10/11/2015 - 10:09

Under current rules, those suffering from ill health could potentially see their pension assets ultimately subject to inheritance tax (IHT) if they transfer to a new pension scheme to access the range of flexibilities introduced by the pension freedom reforms in April 2015. »

FOX introduces technology consulting services for family offices

FOX introduces technology consulting services for family offices

Wed, 04/11/2015 - 10:03

Family Office Exchange (FOX), a global membership organisation of enterprise families and their key advisors, is adding Technology Consulting to its present array of consulting services. »

CIBC Mellon to provide asset servicing as Cygnus Investment Partners launches KKR alternative

CIBC Mellon to provide asset servicing as Cygnus Investment Partners launches KKR alternative

Thu, 29/10/2015 - 04:18

CIBC Mellon has been selected to provide asset servicing for Cygnus Investment Partners' (Cygnus) new set of alternative investment solutions.  »

Hymans Robertson achieves PASA accreditation

Hymans Robertson achieves PASA accreditation

Tue, 27/10/2015 - 18:32

The Pensions Administration Standards Association (PASA), the independent body dedicated to driving up standards in pensions administration, has awarded its “gold standard in administration” to Hymans Robertson. »

First Allied to provide broker-dealer and RIA services to Sawchuk & Langenstein

First Allied to provide broker-dealer and RIA services to Sawchuk & Langenstein

Thu, 22/10/2015 - 10:26

First Allied Securities is to provide broker-dealer and, through its affiliate First Allied Advisory Services, registered investment advisory services to advisors with Sawchuk & Langenstein Wealth Strategies. »

Bill Prew

The UK’s independent AIFMD depositary firm reaches USD5bn

Fri, 18/09/2015 - 09:07

The UK’s only independent depositary firm, INDOS Financial, has reached USD5 billion in assets under depositary in its first 15 months of existence. »

Life Settlements offer alternative for seniors facing unsustainable “Universal Life" insurance premiums

Life Settlements offer alternative for seniors facing unsustainable “Universal Life" insurance premiums

Tue, 18/08/2015 - 09:32

Many ageing Americans are facing a significant unexpected financial challenge: Sky-high premiums for "Universal Life" insurance policies. »

Smaller portfolios are not “uneconomic”, says Walker Crips

Smaller portfolios are not “uneconomic”, says Walker Crips

Fri, 14/08/2015 - 11:02

Mark Rushton (pictured), Chief Investment Officer at Walker Crips, highlights how clients with portfolios of under GBP150,000 can still be well-served and continue to be attractive business. »

Griselda Williams

TRUST|Pensions to offer group life cover from Canada Life

Wed, 15/07/2015 - 10:04

TRUST|Pensions, the automatic enrollment workplace pension master trust for SMEs, is to offer optional group life cover provided by Canada Life’s Simply CLASS service. »

features

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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