Document signing

Ivy High Income Opportunities Fund signs lending agreement with Pershing

Ivy High Income Opportunities Fund has entered into a lending agreement with Pershing, a wholly owned subsidiary of The Bank of New York Mellon Corporation. »


Coins

PURE Insurance brings new solutions to California HNWI marketplace

Privilege Underwriters Reciprocal Exchange (PURE), the policyholder-owned property/casualty insurer catering to high net worth individuals and families, has begun to accept new members in California. »


Handshake

Kingston Wealth Management Group appoints financial advisor

The Kingston Wealth Management Group has added a new financial advisor, Janice F Dabate, to the group. »


Dollars

Corsair Capital leads USD50m series D funding in Personal Capital

Personal Capital, a digital wealth management firm, has raised USD50 million in a Series D funding round led by Corsair Capital, as well as BBVA Ventures and USAA. »


Survey

Briton’s shaky grasp of pension reforms puts SMEs at risk, say HW Fisher

An overwhelming majority of Britons have little or no grasp of the slew of pension changes announced this year, according to a survey by the chartered accountancy firm HW Fisher & Company. »


Joined hands

Glenmore Advisors joins forces with Edge Capital

Edge Capital Partners and Glenmore Advisors, both headquartered in Atlanta, have completed a deal that sees the two firms combine into one team under the Edge Capital Partners brand.  »


Globe

Schroders bolsters global and international equities

Following a review of the current investment philosophy, process and structure, Schroders’ head of global and international equities Alex Tedder has made a number of changes. »


London

PCL residential prices up 14.7 per cent year-on-year

Contrary to reports that investment demand in Prime Central London (PCL) residential has already stalled in the lead up to the UK general election, Land Registry HPI statistics paint a different picture, according to London Central Portfolio (LCP). »


Money and calculator

Highland Capital Management announces expense cap for Global Allocation Fund

Dallas-based investment management firm Highland Capital Management Fund Advisors has announced a 0.65 per cent expense cap on the Highland Global Allocation Fund (HCOAX). »


Green light

Ash Park launches Global Consumer Staples Fund on MontLake UCITS Platform

Boutique investment advisor Ash Park has launched its Global Consumer Staples equities fund on the MontLake UCITS platform, which gives investors access to a range of liquid, transparent and regulated investment products. »


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