Independent global investment research company Vadevalor has launched a fund manager search engine as part of its rollout to the UK funds market. The firm has researched the many thousands of equity fund managers working in the European market and has awarded a rating to those individuals it deems to have added value over the longer term.
Sinara Group is setting up an international financial holding, Sinara Financial Corporation, in an effort to accelerate the expansion of its investment arm.
Commercial law firm Lawrence Stephens has expanded its offering to meet growing demand from clients requiring family law expertise.
Refinitiv has launched Refinitiv Active Investor for wealth managers and their customers. Active Investor provides advanced technology along with a fully customisable look and feel that enables wealth management firms to optimise their brand identity, while giving self-directed investors looking for a more comprehensive trading platform, the flexibility to seamlessly invest their way.
RF Capital Group Inc has announced that its wholly-owned subsidiary Richardson Wealth Limited (Richardson Wealth) has engaged with Envestnet to build the premier financial wellness network, in support of its ambitious growth strategy.
Whitman Asset Management, a fund management and private client investment firm, has acquired Kestrel Partners’ AIM Inheritance Tax Portfolio service (KITS), bringing it within Whitman’s existing AIM IHT portfolio management business.
Protective Life Corporation (Protective), a wholly owned US subsidiary of Dai-ichi Life Holdings, has launched Concourse Financial Group (Concourse).
Phoenix American partners with Forge Trust to make it easier for IRA account holders to invest in alt assets
Phoenix American, a transfer agent and fund administrator for alternative investment sponsors, and Forge Trust, a provider of custody services for alternative investments, have announced a partnership to make it easier for IRA account holders to invest in alternative assets.
Chartered financial planners Tony Moss and Robert Goldschmidt have re-kindled their partnership by becoming founders of the brand-new Raymond James, Barbican.
Barclays Wealth Management & Investments is partnering with EOS at Federated Hermes, a specialist stewardship services provider.