deals and transactions

Fiduciam closes first 2019 Spanish loan and aims to double lending in Spain in 2019

Tue, 15/01/2019 - 09:59

Fiduciam has made its first Spanish deal of the year; a EUR850,000k loan secured over a luxury villa in Mallorca. It was taken for a term of 18 months with an interest rate of 0.80 per cent per month. The loan and security were entirely structured under Spanish law, with all documentation in Spanish, carried out by Fiduciam’s Spanish team based in London. »

Advisors Asset Management appoints Kames Capital for global sustainable equities

Thu, 10/01/2019 - 10:32

Advisors Asset Management (AAM) has strengthened its investment offering with the appointment of Kames Capital, based in Edinburgh, as Portfolio Consultant for a new unit investment trust (UIT). »

LendInvest partners with Mortgage Brain to bring BTL loans to wider market

Wed, 09/01/2019 - 09:46

LendInvest, a specialist property finance lender, has partnered with mortgage technology expert, Mortgage Brain, to bring its Buy-to-Let (BTL) product to a wider audience of intermediaries. »

Atria Wealth Solutions acquires independent wealth management firm NEXT Financial Group

Tue, 08/01/2019 - 17:28

Atria Wealth Solutions (Atria), a wealth management solutions company with subsidiaries that serve independent financial advisors and financial institutions, is to acquire NEXT Financial Group, (NEXT), an award-winning independent wealth management firm based in Houston, TX, which serves over 500 independent advisors with approximately USD13 billion in assets under administration (AUA). »

Investment and wealth management firm HPM Partners rebrands as Cerity Partners

Tue, 08/01/2019 - 09:44

Wealth management firm HPM Partners has changed its name to Cerity Partners. »

Sequoia Financial Group completes acquisition of LJPR Financial Advisors

Tue, 08/01/2019 - 08:59

Sequoia Financial Group, a wealth management firm serving private, institutional and corporate clients in the Midwest and Southern US, has completed its acquisition of LJPR Financial Advisors, a fee-only financial advisory and wealth management firm headquartered in Troy, Michigan. »

Dakota Wealth Management makes third acquisition in eight months

Thu, 03/01/2019 - 13:03

Dakota Wealth Management has acquired the tax and advisory practice of GML Associates, in Boston, Massachusetts, which will now operate under the Dakota Wealth Management brand.  »

Lawrence Calcano, iCapital

iCapital Network partners with Rockefeller Capital Management to provide access to alternatives

Mon, 24/12/2018 - 10:32

iCapital Network has partnered with Rockefeller Capital Management (Rockefeller), an independent financial services firm offering global family office, asset management, and strategic advisory to ultra-net-worth families as well as institutional clients, to increase alternative investment options for the company’s investors. »

Fairstone acquires Belasis IFA

Wed, 19/12/2018 - 10:26

UK chartered financial planning firm Fairstone has acquired Darlington-based Belasis IFA, its fifth acquisition in recent months. »

Martin Fotheringham, JTC

JTC secures additional funding from Santander

Thu, 13/12/2018 - 08:27

JTC, a provider of fund, corporate and private wealth services to institutional and private clients, has secured GBP15 million in senior debt facilities from Santander Corporate & Commercial to support strategic acquisitions and the expansion of its geographic spread, client base and service offering. »

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