All news

CitiFirst extends closing date of autocall fund

CitiFirst, the retail structured products division of Citi, is extending the closing date of its UK Autocall Fund to the end of the current tax year. »

Rockfleet opens New York City office

Rockfleet Financial Services has opened its Manhattan office.  »

Martin Currie China Fund opens to investors

Martin Currie, the active equity manager, has opened its China Fund to investors. »

Summit names Joseph Spada 2009 leading financial adviser

US-based financial planning and wealth management firm Summit Financial Resources has named Joseph W. Spada as the firm’s 2009 leading financial adviser. »

Amundi lists 15 ETFs on Borsa Italiana

Amundi ETF has listed 15 equity exchange-traded funds on Borsa Italiana. »

Northern Trust names David McPhillips director of consultant relations

Northern Trust has named David McPhillips director of consultant relations for the corporate and institutional services business unit in North America. »

Third Financial launches tercero Wealth Workstation

Third Financial Software, a provider of wealth management technology solutions, has launched the latest version of its tercero wealth management platform. »

Caldwell brings affiliates under single corporation

Caldwell Life Strategies, an asset manager providing life settlement and related investing solutions, has reorganised its affiliates under a single corporation resulting in a new name and corporate identity. »

Evercore Pan-Asset’s PanDynamic Oeics launch on Ascentric

Evercore Pan-Asset has launched its two PanDynamic funds on independent wrap platform Ascentric. »

Cavendish appoints Tyrone Long as sales manager

Cavendish Asset Management has appointed Tyrone Long as sales manager as part of its ongoing expansion programme in the retail market. »

RBC adds wealth manager to UK domestic team

The international division of RBC Wealth Management, part of Royal Bank of Canada, has added Jonathan Gold to its London-based UK onshore business. »

Crestone Capital adds Nick DeCenso as financial associate

Crestone Capital Advisors, a provider of wealth advisory services to entrepreneurs and their families, has appointed Nick DeCenso as a financial associate. »

Dynamic Cash Management service launched by jonathanfry

Wealth manager and independent financial adviser jonathanfry has launched a service for clients wanting to park a minimum of GBP250,000 in cash accounts. »

Fairbairn adopts Equipos client reporting platform

Fairbairn Private Bank has upgraded its client communications processes with the addition of Equipos Coric Straight Through Reporter. »

Tokio Marine expands business development team

Tokio Marine Asset Management (London), the Japanese and Asian equities specialist, has appointed David O'Keeffe as vice president, business development. »

db x-trackers launches SGX-listed China and Indonesia ETFs

Deutsche Bank has launched a Ucits III compliant exchange-traded fund which tracks the performance of the CSI 300, an index that replicates the performance of the 300 most representative A-shares listed on the Shanghai and Shenzhen stock exchanges.  »

DMX top performing AI-Index in March

The Directional Markets Index heads the list of investable Alternative Investment Indices in March with a month-to-date performance of 0.67 per cent. »

WSFS names business development officer for wealth management division

WSFS Financial has added Janis L. Julian to the trust and wealth management division of WSFS Bank as senior vice president, business development officer.  »

Allium Capital launches fund for Simply Biz

Allium Capital is launching a fund for Simply Biz, one of the largest financial services groups in the UK and a provider of financial compliance services, training and support to more than 5,000 members. »

Evercore Partners acquires interest in Atalanta Sosnoff

Investment banking advisory firm Evercore Partners has acquired an interest in Atalanta Sosnoff Capital. »