Services | Wealth Adviser

Maples Group expands Cayman Islands Regulatory & Compliance practice

Wed, 13/02/2019 - 10:05

The Maples Group has appointed Hugo Lodge as a partner in its Regulatory & Compliance legal practice. »

Imagineer and Solovis partner to deliver qualitative research management in multi-asset class portfolio management platform

Wed, 13/02/2019 - 09:01

Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, has partnered with Imagineer Group to enable clients to easily integrate the Solovis platform with Imagineer’s qualitative research management platform, Synap. »

Ensign selects Punter Southall Aspire to provide at retirement services for its Master Trust members

Mon, 11/02/2019 - 11:03

Ensign, a shipping and maritime pension specialist, has selected Punter Southall Aspire to provide at retirement guidance and regulated advice for its Master Trust members. The service will be offered alongside another exciting new initiative – the Ensign Drawdown Account. »

55ip's investment strategy engine now available on CircleBlack platform

Thu, 07/02/2019 - 08:50

55ip, an investment strategy engine that enables advisers to automate and custom-build investment strategies using quantitative capabilities, is now available on CircleBlack, a multi-aggregation wealth management platform. »

Goji adds 25 direct managers to platform

Wed, 06/02/2019 - 10:04

Goji, the specialist direct lending investment manager and platform, has launched its 25th platform technology client, enabling 25 direct lending investment managers to offer financial products, such as the IF ISA to retail investors. »

Maples and Calder and MaplesFS combine as the Maples Group

Mon, 28/01/2019 - 10:45

Maples and Calder and MaplesFS which together comprise Maples Fiduciary and Maples Fund Services, have consolidated their offerings under a single brand, now called the Maples Group. »

Artivest expands alternative investment platform to offer product structuring and fund distribution solutions

Wed, 23/01/2019 - 10:24

Following the successful completion of its merger with alternative asset manager Altegris, Artivest has expanded its suite of services to include product structuring and fund distribution solutions for asset and wealth manager enterprise partners. »

Aegon adds ratings from three leading risk profiling providers to its Core Portfolios

Wed, 23/01/2019 - 10:07

Aegon has worked with leading risk profiling suppliers, Synaptic, Defaqto and FinaMetrica to add additional risk mapping for its Aegon Core Portfolio range of funds. The new ratings are in addition to existing ratings from Distribution Technology. »

Picture of a man with megaphone making announcement

Apex Group selects Citi as global custodian

Mon, 21/01/2019 - 10:59

Citi has been awarded a mandate from fund manager Apex Group (Apex) to provide custody services to its global client base. The partnership between Citi and Apex will deliver integrated custody services and streamlined operational processes to Apex’s asset management clients. »

Interactive Brokers to offer CFRA’s equity, ETF, and mutual fund research to investors

Fri, 18/01/2019 - 09:38

Interactive Brokers is to give investors access to independent research provider CFRA’s ETF, and mutual fund research through the Investors’ Marketplace platform. »