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ATA RiskStation now available on Fusion Capital Management platform

Tue, 19/03/2019 - 14:06

Fusion Capital Management has selected ATA RiskStation to provide portfolio risk assessment and risk monitoring on its Fusion Elements platform.  »

Cresset acquires Evanston Advisors

Tue, 19/03/2019 - 14:05

Cresset Asset Management (Cresset) has acquired Evanston Advisors (Evanston), a Chicago-area SEC Registered Investment Advisor (RIA). »

BNY Mellon debuts service to evaluate ESG factors in investment performance

Tue, 19/03/2019 - 14:04

BNY Mellon has launched of a range of reporting tools that will enable clients to track their portfolio investments based on environmental, social and governance (ESG) issues and United Nations Global Compact (UNGC) principles. »

Proximity and KG Wealth move assets to Arkadios Capital

Tue, 19/03/2019 - 14:03

Proximity Financial Partners and KG Wealth Management have moved their combined assets under advisement to hybrid independent broker/dealer Arkadios. »

VCT funding shoots past GBP500m

Tue, 19/03/2019 - 14:01

Last week was the biggest week for VCT fundraising this tax year with investors pouring GBP44.6m into VCTs. Over half of that (GBP24.5 million) was channeled into Octopus Titan, analysis from Wealth Club reveals. »

Team building

Quilter Cheviot recruits six investment managers

Tue, 19/03/2019 - 11:03

Quilter Cheviot has appointed six new investment managers, increasing its investment management team to 162 across the firm’s 12 offices. »

Ron Burdett, BMO GAM

Average active fund outperformed average passive fund over past 20 years in UK, Europe and Japan

Tue, 19/03/2019 - 11:01

The average active fund has outperformed the average passive fund over the past 20 years in three out of the five Lipper Global sectors – the UK, Europe and Japan – according to new research from BMO Global Asset Management’s Multi-Manager team. »

Rockefeller Capital Management adds MD in Philadelphia

Tue, 19/03/2019 - 10:59

Rockefeller Capital Management has appointed Matthew T Panarese as a Managing Director in the Rockefeller Global Family Office to establish and lead the firm’s Philadelphia office. »

Framework appoints head of product

Tue, 19/03/2019 - 10:50

Framework, a specialist global solutions vendor for private equity (PE) and real estate (RE) investments, has made a senior hire to its leadership team. »

Man with loud hailer

GSAM acquires Standard & Poor's Investment Advisory Services from S&P Global Market Intelligence

Tue, 19/03/2019 - 10:42

Goldman Sachs Asset Management (GSAM) is to acquire Standard & Poor's Investment Advisory Services (SPIAS) from S&P Global Market Intelligence, a division of S&P Global. Terms of the the transaction, which is expected to close in the first half of 2019, have not been disclosed. »

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