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Shalin Madan, Bodhi Tree

Bodhi Tree purchases minority stake in Sudrania Fund Services

Thu, 06/12/2018 - 10:15

Bodhi Tree Asset Management (Bodhi Tree) has purchased a minority stake in Sudrania Fund Services (Sudrania) as part of its strategy to create a scalable front to back-office multi-asset class solution for RIAs, Family Office, and Endowment model investors, all backed by cloud technology. »

Family Office Networks secures strategic investment from Canaccord Genuity Group

Thu, 06/12/2018 - 09:57

Family Office Networks (FON) has secured a strategic investment from Canaccord Genuity Group, a global, full-service investment banking and financial services company that specialises in wealth management and brokerage in capital markets. »

Picture of a man with megaphone making announcement

S&P DJI establishes EU authorised benchmark administrator in Amsterdam

Wed, 05/12/2018 - 10:50

The Dutch Authority for Financial Markets (AFM) has granted S&P DJI Netherlands (S&P DJI BV) authorisation as a regulated Dutch benchmark administrator, under the EU benchmark regulation. »

Picture of a green world

CPR AM licenses five funds with new Climetrics climate rating

Wed, 05/12/2018 - 10:47

CPR Asset Management, part of European asset manager Amundi, has become the first asset manager to license climate rating Climetrics to market its funds.     »

Richard Gray, Dolfin

Dolfin investment head comments on ETF usage

Wed, 05/12/2018 - 10:12

With a background in both institutional and private wealth management, Richard Gray, head of investment management, Dolfin is perfectly positioned to declare that, in his opinion, the investment thinking behind the two doesn’t differentiate between them. »

Truman Wealth Advisors joins Equita platform

Wed, 05/12/2018 - 10:03

Truman Wealth Advisors of Columbia, Missouri, led by Mindy McCubbin, has joined the Equita Financial Network, a recently launched network of independent, women-led financial planning firms. »

Mercer acquires Pavilion’s alternatives consulting and wealth management operations

Wed, 05/12/2018 - 10:01

Mercer has completed its acquisition of the investment consulting, alternatives consulting and wealth management operations of Pavilion Financial Corporation (Pavilion). »

Berkeley Alexander launches new range of compliance proof add-ons for intermediaries

Wed, 05/12/2018 - 09:44

General insurance provider, Berkeley Alexander, has added a new range of add-on insurance covers to its online quote portal.  »

William Blair Investment Management names Director of Sustainable Investing

Wed, 05/12/2018 - 09:42

William Blair, a global boutique with expertise in investment banking, investment management, and private wealth management, has named Blake Pontius, CFA, to a new role as Director of Sustainable Investing. »

Harvest files preliminary prospectus for two new ETFs

Wed, 05/12/2018 - 09:12

Harvest Portfolios Group (Harvest) has filed a preliminary prospectus with the Canadian securities regulators for two new ETFs – the Harvest Equal Weight Global Utilities Income ETF (HUTL) and Harvest Global Gold Giants Index ETF (HGGG). »

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