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Bellevue announces biotech IPO BB Healthcare

Thu, 27/10/2016 - 16:21

Bellevue Asset Management has announced plans to launch a new biotech investment trust through an initial public offering (IPO). Dr Daniel Koller and Paul Major will be the portfolio managers of the investment trust which aims to raise GBP200 million. The trust will be concentrated, with a maximum of 35 holdings.  »

TD Direct Investing launches conditional order types

Thu, 27/10/2016 - 13:02

TD Direct Investing in Canada has added conditional order types to its flagship trading platform, WebBroker. »

Private Client Resources appoints CTO

Thu, 27/10/2016 - 13:00

Rob Neville, former director of engineering and head of exchange technology at itBit, has joined Private Client Resources (PCR) as the firm’s chief technology officer. »

Lisa Marlin, Coho Partners

Coho Partners adds two to management team

Thu, 27/10/2016 - 12:49

Brian Gibson and Lisa Marlin have joined Coho Partners, an independent, employee-owned investment firm that manages approximately USD4.8 billion in individually managed account assets on behalf of institutions, individuals, and UMA programmes. »

Cazenove Capital adds wealth planning director in Edinburgh

Thu, 27/10/2016 - 10:39

Cazenove Capital has appointed Bob Hair as a wealth planning director and head of the firm’s Edinburgh office. »

Silvercrest selects OpenText to modernise analytics capabilities

Silvercrest selects OpenText to modernise analytics capabilities

Thu, 27/10/2016 - 10:20

Silvercrest Asset Management Group, a registered investment adviser that provides asset management and family office services, has selected OpenText to modernise its reporting environment. »

Fieldpoint Private appoints managing director

Thu, 27/10/2016 - 10:17

Fieldpoint Private, a wealth advisory and private banking firm serving ultra-high-net-worth families and institutions, has appointed Richard Land as managing director and senior adviser. »

Tequity advises Salentica on acquisition by SS&C

Thu, 27/10/2016 - 10:08

SS&C Technologies has acquired CRM solution provider Salentica. »

Daniel Fiorillo, Otterbourg

Otterbourg appoints Daniel Fiorillo as head of restructuring group

Thu, 27/10/2016 - 10:06

Otterbourg has named Daniel Fiorillo as head of the firm’s restructuring practice group as of 1 January 2017. »

PLSA launches three guides to ETFs, income generation and low vol investing

Wed, 26/10/2016 - 16:21

The Pensions and Lifetime Savings Association (PLSA) has launched three new Made Simple Guides at its Annual Conference in Liverpool. »



Wealth Adviser Awards 2016

Wealth Adviser Awards 2016

Tue, 24/05/2016 - 09:14


Switzerland Hedge Fund Services 2016

Switzerland Hedge Fund Services 2016

Thu, 24/03/2016 - 10:12

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