Old Mutual Wealth acquires Quilter Cheviot 

Old Mutual Wealth has reached agreement to acquire discretionary investment manager Quilter Cheviot in a deal worth GBP585 million. »

mutual funds

Ultimus Fund Solutions to provide mutual fund servicing for BPV family of funds

Knoxville-based BPV Capital Management (BPV) has selected Ultimus Fund Solutions to provide mutual fund servicing for the BPV Family of Funds. »


Research shows increased client satisfaction from long-term advisor relationships

Younger investors in all three wealth segments express less satisfaction in their advisor than older investors, many of whom have long-term relationships with their advisor, according to research from Spectrem Group. »

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TCW expands alternatives team with two senior hires

The TCW Group has appointed William Lloyd and Joseph Quinn to the firm’s alternatives team, as Managing Director and Head of Alternatives Marketing, and Senior Vice President of Alternatives Marketing, respectively. »

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AllianceBernstein expands liquid alternatives platform with three new funds

AllianceBernstein has launched three new liquid alternative mutual funds, Credit Long/Short (ALASX), Multi-Manager Alternative Strategies Fund (ALATX) and Long/Short Multi-Manager Fund (LSAMX). »


Voya Financial CEO to head retirement solutions business

Voya Financia’s Retirement Solutions business, which consists of the Retirement and Annuities segments, is to be led directly by Voya Financial Chairman and CEO Rodney O Martin, Jr with immediate effect. »

Computer screen

FlashFunders launches no-fee online equity funding platform

FlashFunders has launched a no-fee, online equity funding platform aimed at helping start-ups raise capital efficiently, while also opening up access to start-up investing for accredited investors. »

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IW&I adds two to Bournemouth-based private client team

Investec Wealth & Investment (IW&I) has appointed Darren Elmes and Steve Hart as Senior Investment Directors in the firm’s Bournemouth office.  »

Two fingers

Principal Funds launches two new fixed-income funds

Principal Funds has launched two new fixed-income funds – the Principal Credit Opportunities Explorer Fund (PCEAX) and the Principal Dynamic High Yield Explorer Fund (PDYAX). »

Magnifying glass

Fitch places Ignis Absolute Return Government Bond Fund ‘strong' Fund Quality Rating “under review"

Fitch Ratings has placed Ignis Absolute Return Government Bond (ARGBF) Fund's ‘strong' Fund Quality Rating “under review". The fund is managed by Ignis Asset Management (Ignis). »

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