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Clients of wealth manager and trust company San Antonio Capital Management can now invest in customised portfolios of top-tier hedge funds through an alliance with Crystal Capital Partners and Deer Isle Capital.
Crystal Capital offers wealth managers the ability to develop custom-tailored portfolios of hedge funds for each investor’s specific objectives, supported by rigorous due diligence, research, analytics, portfolio optimization tools and operational support.
“Our partnership with Crystal Capital enables us to deliver highly customised investment solutions to our clients. We are gaining access to exclusive investment options typically only available to some of the world’s largest investors, at
Jersey Finance has appointed Robert Christensen as the new chairman of its board in succession to Jonathan White.
Christensen, who has over 35 years of experience in trust and company management services within Jersey, has been the managing director of Volaw Group since 1988, having been a founding director of Volaw in 1982.
He was instrumental in the establishment of Jersey Finance and served as a non-executive director for Jersey Finance from 2000 until 2008.
A member of the Society of Trust & Estate Practitioners and holding the Trustee Diploma of the Chartered Institute of Bankers, Christensen has
Private financial cloud provider Options has completed the expansion of its hosting platform into the NYSE, NYSE MKT, Arca, Arca Options and Amex Options exchange colocation facility in Mahwah.
This latest expansion will allow Options customers to leverage exchange colocation services, using a single provider, for every lit and dark equity and options market in the US.
Options’ Mahwah hosting is underpinned by the firm’s Velocity platform, the IaaS provider’s ultra-low latency market data, connectivity and application hosting service, which will see the firm allow quantitative trading and market making operations to deploy the most latency sensitive trading strategies
The hedge fund industry took in USD7.7 billion, or 0.3 per cent of assets, in June, down from USD19.1 billion (0.8 per cent of assets) in May, according to BarclayHedge and TrimTabs.
“First half inflows to hedge funds this year totalled USD82.5 billion (3.8 per cent of assets), the most since 2007,” says Sol Waksman, president and founder of BarclayHedge.
By comparison, the industry took in USD26.8 billion (1.5 per cent of assets) in the first half of 2013.
Industry assets climbed to a six-year high of USD2.35 trillion in June, according to estimates based on data from
Jeff Sica has launched Circle Squared Alternative Investments, a firm dedicated to providing financial advisors with access to alternative investments previously available only to institutions and ultra-high net-worth investors.
Sica’s approach to simplifying alternative market investing – investments that “touch the real economy” – is intended to give advisors and their clients greater confidence in their financial future.
In addition to offering access to alternative investments, Sica and his team will serve as coaches and mentors to advisors, helping them to better understand and communicate to their clients the role and advantages of alternative investments in a portfolio. Much
Hong Kong-based asset management company Chartwell Capital has appointed Joe Wan as senior advisor.
As a Certified Public Accountant since 2004, Wan has over 12 years of experience in accounting and mergers and acquisitions consulting.
Before joining Chartwell, Wan was with PricewaterhouseCoopers Corporate Finance, where he represented listed corporate clients in making acquisitions and private clients in fund-raising, private equity, and identifying acquisition opportunities.
In his new capacity, Wan will improve Chartwell’s investment research capabilities and keep the company up to date on changes in relevant accounting standards. He will also be involved in identifying small and medium-sized companies in Asia.
“We
Accelerate Product Partners has launched a video due diligence platform – accelerateproduct.com – for accredited investors and alternative funds.
Accelerate gives investors the ability to anonymously access, view, search and share detailed video interviews of top-tier fund managers (issuers).
Once an investor member is ready to reveal their identity and establish direct contact with an issuer they can do so via the simple click of a button.
Alexis Graham, co-founder of Accelerate and 20-year hedge fund industry veteran, says: “accelerateproduct.com emerged after many years of conversation with institutional investors who conduct due diligence for a living and are always in search of new opportunities yet are tired
Kate Storey (pictured) from Appleby assesses how insurance linked securities are a growing alternative asset classes for investors, including investment funds…
Insurance linked securities (ILS) are growing as an alternative asset class for a diverse group of capital markets investors, including investment funds. Further, the sponsors of ILS products are showing increasing interest in Guernsey as the jurisdiction in which to establish their ILS structure (where Bermuda has traditionally dominated).
ILS products typically include catastrophe bonds (Cat bonds), industry loss warranties (ILWs) and sidecars. Cat bonds are risk-linked securities that transfer catastrophe risks to capital market investors. ILWs enable a
As more markets go electronic, the move forward must include integrating pricing and flow across asset classes, leveraging a firm’s investment and experience in technology in mature markets.
According to new TABB Group research, potential roadblocks to this evolution often boil down to a firm’s approach to risk taking.
The fixed-income industry is rapidly being reshaped, says TABB Group analyst Radi Khasawneh, who wrote “Meet Your (OTC Market) Maker: Return on Market Share,” analysing banks’ efforts to consolidate pricing models and IT in the shifting fixed-income dealer (FID) landscape.
“As markets become increasingly order-driven and competitive only those
BNP Paribas Securities Services has appointed Nick Jenkins as head of technical for trustee and depositary services in the UK.
Jenkins has 30 years’ experience in the trustee and depositary industry.
He joins from Citi where he was head of fiduciary oversight and research.
At BNP Paribas he will work with asset manager clients to help them manage regulatory change and ensure a smooth transition to the Alternative Investment Fund Managers Directive (AIFMD) and Ucits V regimes.
“Nick is an expert in how AIFMD and Ucits V apply to UK asset managers. He brings an outstanding wealth
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