All news

Jarislowsky Fraser to launch low fee mutual funds

Fri, 03/09/2010 - 11:03

A family of low fee Jarislowsky Fraser mutual funds is to be launched, subject to regulatory approvals. »

Richard Garrod, co-chairman, Guernsey Film

Independent film funds an investment of the future, say Guernsey experts

Fri, 03/09/2010 - 06:00

As traditional Hollywood studios struggle to assemble funding – MGM has been forced to postpone the 23rd film of the James Bond franchise because of debt problems – more and more financiers are looking to the independent film fund model for reliable returns, according to Guernsey-based tax expert Ben Tustin. »

Brookfield appoints client relations manager for private funds group

Fri, 03/09/2010 - 05:41

Brookfield Asset Management has appointed Chris Harris as client relations manager for the private funds group. »

Phillip Frost, chairman of the board of Ladenburg

Ladenburg Thalmann completes acquisition of Premier Trust

Fri, 03/09/2010 - 05:06

Ladenburg Thalmann Financial Services has completed its acquisition of Premier Trust, a provider of wealth management services, including trust administration, estate and financial planning, custody and investment services. »

Merchant Capital launches second tranche of emerging markets plan

Fri, 03/09/2010 - 05:02

Merchant Capital has launched a second tranche of the Merchant Capital Kick Out Plan: Emerging Markets, which offers investors exposure to Brazil and China. »

Larry Hughes, BNY Mellon Wealth Management's chief executive

BNY Mellon completes purchase of I(3) Wealth Advisors of Toronto

Thu, 02/09/2010 - 15:09

Financial services company BNY Mellon has completed its purchase of I(3) Advisors of Toronto, an independent wealth strategy company with more than CAD3.8bn in assets under advisement. »

Family Office Exchange expands leadership team

Thu, 02/09/2010 - 14:36

Family Office Exchange has appointed Thomas J. Reilly as chief operating officer to oversee daily operations and guide deployment of digital systems that deliver the firm’s knowledge to members. »

Rich Berg, chief executive officer at Performance Trust Capital Partners

Performance Trust Investment Advisors launches total return bond fund

Thu, 02/09/2010 - 13:19

Performance Trust Investment Advisors, an affiliate company of Performance Trust Capital Partners, has launched its first mutual fund, the Performance Trust Total Return Bond Fund. »

American Beacon launches small cap equity fund

Thu, 02/09/2010 - 13:17

American Beacon Advisors, a provider of investment advisory services to institutional and retail markets, has added the American Beacon Evercore Small Cap Equity Fund to its family of mutual funds. »

Investment Services UK launches Jersey-based fund

Thu, 02/09/2010 - 11:47

Investment Services UK, a London-based fixed income specialist focused on emerging markets, has launched a fund seeking enhanced returns through access to a portfolio of fixed income securities principally throughout the emerging markets. »

Citigroup names head of global family office group

Thu, 02/09/2010 - 11:16

Citigroup has promoted Catherine Weir as head of its new global family office group. »

Glenn Degenaars joins First Republic Private Wealth Management

Thu, 02/09/2010 - 11:00

Glenn Degenaars has joined First Republic Private Wealth Management in New York as portfolio manager and managing director. »

Frontier Capital promotes Andrew Cracknell to head of intermediary business

Thu, 02/09/2010 - 09:25

Frontier Capital Management, an investment management company that combines both traditional and alternative asset classes, has promoted Andrew Cracknell to head of intermediary business. »

Emmanuel Roman to become chief operating officer of Man

Thu, 02/09/2010 - 05:16

Emmanuel Roman will assume the newly created role of chief operating officer of Man following the company’s acquisition of GLG Partners. »

Global equity manager Javelin Capital is launched

Thu, 02/09/2010 - 05:09

Javelin Capital, an asset manager specialising in global equities, has launched. »

Vanguard surpasses iShares in ETF adviser loyalty

Thu, 02/09/2010 - 04:57

Vanguard now ranks first among exchange-traded fund providers in adviser loyalty, displacing the long-standing industry leader iShares. »

Principal launches wrap solutions service

Wed, 01/09/2010 - 15:21

Principal Investment Management, a private client investment management firm, has launched a wrap solutions service called WealthSpace. »

Investor confidence falls by 4.4 points in August

Wed, 01/09/2010 - 11:30

Investor confidence fell by 4.4 points in August from July’s revised reading of 96.5 to 92.1, according to the State Street Investor Confidence Index. »

Societe Generale Private Banking names chief executive for South Asia

Wed, 01/09/2010 - 11:15

Societe Generale Private Banking has appointed Olivier Gougeon as chief executive officer for South Asia. »

Mike Zelouf, director of international business at Western Asset

GDP to slow towards equilibrium growth rates in next six months

Wed, 01/09/2010 - 06:18

Fixed income manager Western Asset expects global gross domestic product growth to slow toward equilibrium growth rates in the next six months as inventory restocking cycle concludes and fiscal stimulus fades. »