Deals and Transactions

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Lee Wealth opens new Florida office

Mon, 14/05/2012 - 16:00
Lee Wealth Solutions has opened a new office on West Indiantown Road in Jupiter, Florida, a moved designed to make client access in Palm Beach County as easy as possible. »

Orange tick

Guggenheim Partners launches Guggenheim International

Thu, 10/05/2012 - 11:00
Guggenheim Partners has established Guggenheim International, a new division dedicated to building cross-border strategic partnerships and providing solutions to sovereign, institutional, corporate, and high-net-worth clients across the globe. »

Sebastian Speight, Managing Director of Ingenious Clean Energy,

Ingenious Clean Energy announces successful close of Energy Efficiency EIS Fund

Tue, 08/05/2012 - 17:00
Ingenious Clean Energy, a division of UK based investment and advisory group Ingenious, has successfully closed its pioneering Ingenious Energy Efficiency EIS Fund, exceeding its GBP10m target fund raise. »

Approved stamp

FTSE licences UBS with new currency solution

Tue, 08/05/2012 - 13:44
FTSE Group has awarded UBS AG the first licence for its recently launched currency solution, FTSE WPU (World Parity Unit). The swift adoption of FTSE WPU will allow UBS to offer a range of investment and hedging products linked to FTSE WPU, to its global client base. »

Document signing

Rothschild & Cie Gestion and HDF Finance to merge their multi-management activities

Fri, 04/05/2012 - 12:51
Rothschild & Cie Gestion and HDF have signed an agreement that, subject to regulatory approval, will lead to the merger of the two investment companies’ traditional and alternative multi-management activities. »

Ivo Hemelraad, Managing Director of Vistra Luxembourg,

Vistra acquires HT Group

Wed, 02/05/2012 - 14:21
Vistra, a provider of corporate, trust and fund administration services, has finalised agreement on the purchase of the Luxembourg based HT Group. »

Rod Gentry, Group Chief Executive of European Wealth

Kingswalk acquires equity stake in European Wealth

Mon, 30/04/2012 - 13:53
Kingswalk investments Limited is to acquire a 33% interest in The European Wealth Management Group plc, (European Wealth) a private wealth management group with offices in London, Brighton, Maidstone and Cheltenham. »

Closed sign

PineBridge closes USD412.5m collateralised loan obligation

Mon, 30/04/2012 - 06:00
PineBridge Investments, the global multi-asset class investment manager, has successfully closed its latest collateralised loan obligation (CLO), Galaxy XII CLO, Ltd. »

Edward A Treichel, President and CEO at McDonnell.

McDonnell sells alternative credit strategies subsidiary to THL

Thu, 19/04/2012 - 16:00
McDonnell Investment Management has agreed to sell McDonnell Alternative Credit Strategies, LLC, its senior debt credit manager subsidiary, to THL Credit Advisors LLC ("THL Credit Advisors"), the credit affiliate of Thomas H Lee Partners, LP »

James Ross, senior managing director and global head of SPDR Exchange Traded Funds at State Street Global Advisors

SSgA launches Upromise 529 Plan

Wed, 18/04/2012 - 11:57
State Street Global Advisors (SSgA) has launched the SSgA Upromise 529 Plan, marking a new arrangement with the State of Nevada and Upromise Investments, Inc. Designed to lower costs and simplify investment choices, the SSgA Upromise 529 Plan features innovative investment strategies that will be implemented using State Street's SPDR exchange traded funds (ETFs). »

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