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Intertrust appoints Global Head of Corporate Services Division

Tue, 02/07/2019 - 10:52

Intertrust, a provider of administrative services to clients operating and investing in the international business environment, has appointed Evert Wind as Service Line Leader, where he succeeds Jan Willem van Drimmelen. »

Juerg Hunziker, Avaloq

Avaloq acquires Derivative Partner

Tue, 02/07/2019 - 10:37

Avaloq, a cloud platform and service provider for banks, wealth managers and investment firms, has signed an agreement to acquire 100 per cent of Zurich-based Derivative Partners AG, an independent information and data provider for Structured Products and Derivatives.  »

Handshake

Silvercrest Asset Management Group acquires Cortina Asset Management

Tue, 02/07/2019 - 10:35

Silvercrest Asset Management Group (Silvercrest) has completed its acquisition of substantially all of the assets of Cortina Asset Management (Cortina), an independent asset management firm based in Milwaukee, Wisconsin, managing approximately USD1.7 billion in small cap growth equity strategies. »

David Hudson, SMP Group

Palatine owned SMP Group acquires Jersey-based Helm

Tue, 02/07/2019 - 10:33

Palatine Private Equity owned SMP Group, a professional and financial services group headquartered in the Isle of Man, is to acquire Helm Trust Company Limited, a trust and corporate services provider based in Jersey.  »

Dan Houston, Principal

Principal completes acquisition of Wells Fargo institutional retirement & trust business

Tue, 02/07/2019 - 10:28

Principal Financial Group has closed its acquisition of the Wells Fargo & Company (NYSE: WFC) Institutional Retirement & Trust business. Principal will now begin the integration of Wells Fargo’s defined contribution, defined benefit, executive deferred compensation, employee stock ownership plans, institutional trust and custody and institutional asset advisory businesses. »

Simon Clare, Bravura Solutions

Survey finds AI and machine learning make financial services firms more efficient

Tue, 02/07/2019 - 10:17

Artificial intelligence and machine learning are already impacting financial services firms and make the process of giving advice smoother, according to the delegates from a recent round table event, hosted by Bravura Solutions. »

Elizabeth Stone, PwC

Optimism in wealth and asset management has increased

Mon, 01/07/2019 - 14:26

The latest survey from the CBI/PwC Financial Services Survey finds that levels of optimism in the asset and wealth management sectors have increased over the previous quarter. »

Omba launches inaugural UCITS on Prescient Fund Platform

Mon, 01/07/2019 - 13:20

Omba Advisory & Investments, a United Kingdom based discretionary investment management firm, authorised by the Financial Conduct Authority, has selected Prescient Fund Services (Ireland) Limited as the UCITS Management Company and Fund Administrator for its first Irish UCITS fund.  »

IW&I appoints associate investment director in Edinburgh office

Mon, 01/07/2019 - 13:18

Investec Wealth & Investment (IW&I) has appointed Catriona Livingstone to the role of Associate Investment Director in the firm’s Edinburgh office. »

Deutsche Bank Wealth Management to hire 300 additional client-facing employees

Mon, 01/07/2019 - 13:17

Deutsche Bank Wealth Management has revealed plans to hire 300 additional client-facing employees by 2021. »

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