Deals and Transactions

AFH acquires Specialist Solutions

Tue, 26/06/2012 - 11:09

Discretionary wealth management and independent financial advisory (IFA) firm AFH, has acquired Specialist Solutions, a Cheltenham-based IFA with approximately GBP80m of funds under advice. The deal is AFH's eighth acquisition since the Company's IPO last year. »

Covenant Multifamily Offices acquires Bridge Wealth Management

Fri, 22/06/2012 - 10:44

San Antonio wealth advisory firm Covenant Multifamily Offices has acquired Bridge Wealth Management, LLC, a privately owned wealth management firm based in Tyler, Texas. Bridge Wealth Management will be rebranded as Covenant Wealth Management. »

Dr Hubertus Kolster, Managing Partner, CMS Hasche Sigle

CMS Hasche Sigle revamps Succession & Assets practice area

Mon, 18/06/2012 - 15:00

Germany’s leading commercial law firm is setting up a dedicated Private Clients practice area following a recent decision by the Partner Committee. »

Intertrust Group completes the acquisition of Walkers Management Services

Thu, 14/06/2012 - 14:10

Intertrust Group (Intertrust) has, after obtaining the necessary regulatory approvals, completed the acquisition of Walkers Management Services (WMS), a provider of corporate, company secretarial and fiduciary services. The financial details of the transaction are not being disclosed. »

FIS sees strong demand for wealth management solutions

Thu, 31/05/2012 - 13:16

FIS has signed more than 20 agreements for wealth management solutions so far this year. »

Reuben Jeffery III , Chief Executive of Rockefeller & Co

RIT Capital Partners and Rockefeller & Co form strategic partnership

Thu, 31/05/2012 - 12:00

RIT Capital Partners plc (RIT), chaired by Lord (Jacob) Rothschild, and Rockefeller Financial Services, Inc. the parent company of Rockefeller & Co, have created a strategic partnership. »

Simon Wombwell, CEO of Brooks Macdonald Funds,

New farmland investment opportunity set to raise up to GBP20 million

Thu, 31/05/2012 - 06:00

Brooks Macdonald Funds (BMF) has launched UK Farming plc, a new asset backed UK farming business which is expected to qualify for Business Property Relief (BPR). BMF also announces the appointment of Christine Tacon as Chairman of the new business. »

Sanjiv Sawhney, Global Head of Fund Services, Citi Transaction Services

Citi to provide fund admin services for Phoenix Personal Provident Funds

Wed, 30/05/2012 - 15:23

Citi has been awarded a mandate to provide fund administration services for Phoenix Pension & Provident Funds, Limited (Phoenix), to support their new personal provident fund offering, a form of retirement savings through defined contribution schemes. »

Nicolas Chaput, Managing Director of Oddo Asset Management

Oddo Asset Management opens Frankfurt office

Wed, 30/05/2012 - 15:14

Hot on the heels of opening offices in Milan, Italy and Zurich, Switzerland in 2011, Oddo Asset Management has established a new office in Frankfurt, Germany. »

Two men admit to roles in alleged market manipulation

Tue, 29/05/2012 - 11:34

The British Columbia Securities Commission has settled with two men who admitted to participating in an alleged market manipulation involving a US over-the-counter issuer. »