12/10/2018
Former Cowboy golfer helps tee up new wealth management firm
Most Full Sail clients have $2 million or more to invest, or are high earners, Reynolds said, and give analysts full discretion to manage their accounts.
Alternative Investments
12/05/2018
Northern Trust acquires forex software solutions provider
Deal Builds on 2016 Partnership for Algorithmic Trading and E-Commerce Platform
12/03/2018
Meet the wealth firm that proudly hires brokers with checkered pasts — from hot-dog thieves to serial email-deleters
A Florida wealth-management firm that oversees $500 million hires brokers who've had run-ins with the law or regulators.
11/30/2018
Warburg Pincus Collects $14 Billion for Flagship Fund
Firm expects further commitments and will close next year
11/29/2018
Baird to buy wealth manager
Terms of the deal, which is subject to customary regulatory approvals, were not disclosed.
11/29/2018
RBC takes robo-advisor service national – making it easy for Canadians to access investment advice online
RBC InvestEase brings convenience, speed and simplicity to fit Canadians’ busy lifestyles
11/28/2018
Scotiabank Selling Operations in Saint Lucia, Other Caribbean Countries
Scotiabank's Global Banking and Markets Division acted as exclusive financial advisor to Scotiabank on both transactions.
11/28/2018
Aberdeen Standard maps countries on ESG credentials
The research found that, without globalisation, poverty reduction in developing nations would not have happened over the past 20 years
11/26/2018
Hedge Fund Throws a Lifeline to HNA Unit Shunned by Wall Street
Pactera’s difficulties, some of which haven’t been previously reported, illustrate how HNA is still struggling to cope with the debt burden amassed during a $40 billion takeover spree.
11/26/2018
Ex-Goldman Banker Channels the Hulk for Deals With Billionaires
Gerry Cardinale's RedBird Capital cultivates wealthy families.
11/26/2018
Fleet Complete Announces New Investment Partnership with Ontario Teachers’
Ontario Teachers' Private Capital group has a long history of investing in the technology sector, as well as a track record of working with leading management teams to execute on their growth ambitions.
11/23/2018
Ifunds launches combined passive and active ethical range
All equity exposure is through ETFs and trackers that invest only in companies that meet socially responsible investing (SRI) criteria.
11/23/2018
Hedge fund manager’s tearful apology video after losing $200 million of clients’ money goes viral
A hedge fund manager who lost hundreds of millions of dollars of clients’ money has gone viral for a tearful apology video.
11/22/2018
Anbang Hires Bank of America for Luxury Hotels Sale
Blackstone held initial discussions about bidding for some of Anbang’s assets
11/22/2018
Vanguard amasses £1bn from UK retail investors
The low-cost US asset management giant broke through the billion-pound level just 18 months after launching its direct investment service
11/21/2018
AllianceBernstein snaps up UK boutique
AB's strong suit has always been, and will continue to be, the firm's commitment to fundamental research.
11/16/2018
Global Money Managers Rush To Raise Mexican Infrastructure Funds Before New Government Takes Office
Global money managers fear that the incoming administration, which does not hide its nationalistic tendencies, will frown on Afores’ money being used to invest internationally.
11/16/2018
Colony Capital and HB2 Announce Formation of New Energy Focused Investment Management Platform, “Colony HB2 Energy”
The new company will be named Colony HB2 Energy
11/16/2018
Loomis Sayles and McDonnell Investment Management Announce Agreement to Combine
Natixis Investment Managers plans to transfer ownership of McDonnell Investment Management to Loomis Sayles on January 1, 2019.
11/15/2018
IG Wealth Management recognized at 2018 Lipper Awards
Lipper® tracks 125,000 funds worldwide.