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Broadridge completes Bonaire acquisition

Thu, 18/07/2013 - 16:02

Broadridge Financial Solutions has closed its acquisition of Bonaire Software Solutions, a provider of fee calculation, billing and revenue and expense management solutions for asset managers including institutional asset managers, wealth managers, mutual funds, bank trusts, hedge funds and capital markets firms. »

Mortgage

LendInvest completes first block trade of loans for GBP1.3m

Wed, 17/07/2013 - 23:08

Peer-to-peer mortgage trading platform LendInvest has completed its first block trade of loans. »

Acquisition

Tiger Bay Advisors acquires Gramercy Park Advisors

Wed, 17/07/2013 - 12:16

Tiger Bay Advisors, a provider of consulting and business process outsourcing (BPO) services to asset managers, has completed its acquisition of Gramercy Park Advisors, a boutique strategic advisory firm focused on the asset management industry.  »

Electronic trading floor

S&P Capital IQ agrees deal with Tullett Prebon Information for use and redistribution of market data

Tue, 16/07/2013 - 16:06

S&P Capital IQ, a provider of multi-asset class research, data and analytics, has entered into a long-term, strategic agreement with Tullett Prebon Information (TPI), part of Tullett Prebon, one of the world’s largest inter-dealer brokers. »

Bill Taylor, president of Miravast

Miravast closes USD60m life insurance portfolio acquisition

Thu, 11/07/2013 - 16:08

Miravast Asset Management, an investment adviser specialising in life contingent assets, has advised on the USD60m purchase of a life insurance portfolio by a substantial institutional investor.   »

Michael Azlen, founder and chief executive of Frontier

Gottex completes Frontier acquisition

Fri, 05/07/2013 - 12:09

Gottex Fund Management has completed the acquisition of a majority interest in Frontier Investment Management, a UK multi-asset investment management firm. »

Money and calculator

Broadridge to acquire Bonaire

Thu, 27/06/2013 - 12:05

Broadridge Financial Solutions is to acquire Bonaire Software Solutions, a provider of fee calculation, billing and revenue and expense management solutions for asset managers including institutional asset managers, wealth managers, mutual funds, bank trusts, hedge funds and capital markets firms. »

Handshake

Butterfield Fulcrum Group to be acquired by Mitsubishi UFJ Trust and Banking Corporation

Fri, 21/06/2013 - 08:45

Mitsubishi UFJ Trust and Banking Corporation (MUTB) is to acquire alternative fund administrator Butterfield Fulcrum. Established in 1927, MUTB is a wholly owned subsidiary of Mitsubishi UFJ Financial Group (‘MUFG’), the fifth largest global bank holding company ranked by assets.  »

Mark Beeston, chief executive of portfolio risk services at ICAP

ICAP invests in Enso Financial Management

Thu, 20/06/2013 - 14:33

ICAP, a markets operator and provider of post trade risk mitigation and information services, has made an investment in Enso Financial Management (EFM), an early-stage firm providing hedge funds and asset managers with portfolio reporting and data analytics services. »

FirstRand group chief executive Sizwe Nxasana

Jersey based Ashburton to become part of South African parent’s new investment business

Tue, 18/06/2013 - 16:06

Ashburton (Jersey) Limited is to form the international arm of a new asset manager that will become the fourth financial services franchise of FirstRand Limited alongside existing brands FNB, RMB and WesBank. »

Sean Dowling, office managing partner of Appleby (Isle of Man)

Appleby acquires Caledonian’s IOM operation

Mon, 03/06/2013 - 06:33

Appleby has acquired Caledonian Trust (IOM) and Caledonian Fund Services (Europe) as part of the group’s ongoing strategy to grow its fiduciary and administration business. »

Michel Péretié, RiverRock's partner and co-chief executive

RiverRock European Capital Partners acquires broker-dealer

Thu, 23/05/2013 - 14:04

RiverRock European Capital Partners has acquired a controlling stake in Chenavari Financial Advisors, the broker-dealer business of Chenavari Financial Group. »

Mark W Yusko, chief investment officer of Morgan Creek

Morgan Creek Capital Management to acquire Signet Capital Management

Wed, 22/05/2013 - 10:09

Morgan Creek Capital Management is to acquire the alternative funds business of Signet Capital Management, a European-based institutional fixed income investment firm. »

Jason Spaeth, a managing partner of Värde

Värde Partners acquires FirstCity Financial Corporation

Mon, 20/05/2013 - 10:04

Funds managed by Värde Partners have completed the acquisition of FirstCity Financial Corporation. »

Colin Heffron, chief executive of GFI Group

GFI Group acquires team from Phoenix Partners Group

Thu, 09/05/2013 - 10:14

GFI Group has agreed to acquire certain assets of Phoenix Partners Group, an independent inter-dealer broker operating mainly in the international credit and equity markets. »

Computer screen

Backstop acquires PerTrac CMS

Tue, 07/05/2013 - 06:03

Backstop Solutions Group, a Software-as-a-Service provider to the alternative asset management industry, has acquired the PerTrac CMS product line, a customer relationship management tool built exclusively for the institutional investment community. »

Graham Stock, Insparo

Bharti Airtel-Qatar Investment Group deal highlights continuing African growth potential

Mon, 06/05/2013 - 12:14

Graham Stock (pictured), chief strategist at Insparo Asset Management comments on Bharti Airtel decision to sell a stake to Qatar investment group… »

Document signing

Weeden Investors acquires prime broker Saxis Group

Tue, 23/04/2013 - 16:00

Weeden Investors, the parent company of Weeden & Co – a full-service institutional broker, has completed the acquisition of Saxis Group, a full-service prime brokerage business. »

Closed sign

American Capital closes USD414m managed CLO

Tue, 02/04/2013 - 16:06

ACAS CLO 2013-1, an affiliate of American Capital, has closed on the sale of USD414m of collateralised loan obligation bonds. The transaction was arranged by Deutsche Bank Securities.   »

Jeff Greenberg, chief executive of Aquiline

Aquiline and Genstar to acquire Genworth Wealth Management

Tue, 02/04/2013 - 07:13

Aquiline Capital Partners, a New York-based private equity firm investing in the financial services sector, and Genstar Capital, a middle market private equity firm based in San Francisco, are to acquire Genworth Wealth Management from Genworth Financial for USD412.5m. »

Joachim Gottschalk, chairman and CEO of Gottex

Gottex acquires Frontier Asset Management

Thu, 21/03/2013 - 06:07

Gottex Fund Management has reached agreement on the acquisition of a majority interest in Frontier Investment Management, a multi-asset investment management firm in the UK. »

Accounts

MSCI to sell its CFRA business

Wed, 13/03/2013 - 06:38

MSCI has entered into a definitive agreement to sell its CFRA business, a provider of forensic accounting research, to a private investor for an undisclosed purchase price. »

Jim McCaughan, Principal Global Investors

Principal Global Investors to acquire majority stake in Liongate Capital Management

Mon, 04/03/2013 - 16:39

Principal Global Investors is to acquire a 55 per cent stake in Liongate Capital Management (Liongate), a global alternative investment boutique based in London and New York focused on managing portfolios of hedge funds. »

Shares

Steel Holdings to acquire 7.5 million ModusLink shares at USD4 per share

Tue, 12/02/2013 - 10:15

ModusLink Global Solutions has entered into an investment agreement with Steel Partners Holdings, which together with certain affiliates, including Handy & Harman, beneficially owns 14.9 per cent of ModusLink’s outstanding shares. »

Acquisition

Fiera Capital acquires fixed income, equity and balanced account business of UBS Global Asset Management (Canada)

Fri, 01/02/2013 - 14:02

Fiera Capital has closed the acquisition of the Canadian fixed income, Canadian equity and domestic balanced account business from UBS Global Asset Management (Canada). »

Oil

Elliot Associates to nominate execs to Hess Corp board

Fri, 01/02/2013 - 06:19

Hedge fund Elliot Associates is planning to nominate five executives to the board of Hess Corp as it looks to force a break up of the US oil and gas company. »

Handshake with money

GAM to take a minority investment in macro manager QFS

Mon, 14/01/2013 - 14:46

GAM Group AG (GAM), a wholly owned subsidiary of GAM Holding AG is to enter into a partnership with QFS Asset Management L.P. (QFS), a US-based alternative asset management boutique that specialises in currency, global macro and fixed income strategies. »

Declan Kenny, chief executive of IFG Trust and Corporate Group

IFG Trust and Corporate Group acquires Moore Group

Fri, 04/01/2013 - 10:00

The IFG Trust and Corporate Group has concluded its acquisition of Moore Group following receipt of regulatory approval from the Jersey Financial Services Commission (JFSC). »

Acquisition

Aston Hill completes purchase of Citadel Securities

Fri, 21/12/2012 - 14:24

Aston Hill Financial has completed its purchase of Citadel Securities, a provider of investment advice and services to private and institutional investors. »

Isaac Souede, Chief Executive Officer of Permal

Legg Mason and Permal acquire Fauchier Partners

Thu, 13/12/2012 - 12:49

Legg Mason and affiliate Permal are to acquire Fauchier Partners, a European-based manager of funds of hedge funds, from BNP Paribas Investment Partners. The deal, which will see Fauchier Partners combine with Permal, will create an institutionally focused platform with approximately USD24 billion in assets under management, offices in nine locations around the world, and a global investment team based in New York, London, Paris and Singapore. »

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