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Johnson Har has joined Equity Trust’s office in Hong Kong, where he will be Regional Sales & Marketing Executive for Custom House, the fund services arm of the Equity Trust Group.
Johnson’s responsibilities will focus on promoting Custom House’s services in Hong Kong and China, as well as Client Relationship Management with select clients in the region.
Having been employed in the financial service sector since 2002, Johnson has held roles specialising in funds for the past four years. In 2007/08 he was an Investor Relations officer in the Alternative Fund Services department of HSBC’s Institutional Trust Service in Hong
Citi’s Global Transaction Services business has launched a comprehensive OTC Derivatives Service that consolidates and simplifies the entire post-trade execution process. The offering provides clients with access to a full range of middle- and back-office services on a single platform, including confirmation, settlement, valuation services, collateral management, margin management, and access to Citi’s global clearing network.
New regulations and oversight are transforming the OTC derivatives market, adding levels of operational complexity and reporting requirements across the contract lifecycle. The proposed offering addresses the need for a comprehensive OTC derivatives solution clients can use to navigate a rapidly changing regulatory and
VII Peaks Capital has partnered with KBR to form VII Peaks-KBR an investment platform featuring investment programs utilising the VII Peaks Capital Co-Optivist approach.
The Co-Optivist approach is a proprietary strategy developed by VII Peaks Capital to acquire discounted corporate debt securities of public companies that have a perceived risk of near term liquidity issues, but that also have solid fundamentals and business prospects, including historical revenue growth, positive cash flow and sufficient asset coverage. The VII Peaks Capital Co-Optivist approach includes proactively engaging the target company’s management in order to restructure the underlying corporate debt securities and de-lever the
New compliance requirements arise in November this year for many UK finance industry firms, including hedge fund managers, dealers, traders, stockbrokers and some financial advisers. For the first time, it will be mandatory to record mobile telephone conversations, in a bid by the Financial Services Authority (FSA) to crack down on market abuse.
Some firms had hoped that simply prohibiting employees from using their mobile phones for business-related calls would avoid the need to implement mobile call recording solutions, but at a seminar hosted by Voxsmart, in conjunction with Actiance, this approach was rejected by the FSA representative as insufficient
The hedge fund industry raked in USD34.9 billion (2.0% of assets) in February 2011, the heaviest inflow on record, according to BarclayHedge and TrimTabs Investment Research. Industry assets stand at USD1.73 trillion, the highest level since October 2008.
“Flows are doubtless following performance,” explains Sol Waksman, founder and President of BarclayHedge. “The Barclay Hedge Fund Index posted an increase in each of the past seven months, and it didn’t hurt that February is historically the best month of the year for new hedge fund subscriptions. Meanwhile, public pension plans — many of which are underfunded — are devoting much more capital
Following a statement from PDL International’s Sven Kuhlbrodt, in favour of alternative asset investment, Alternative Asset Analysis (AAA) partner, Anthony Johnson, has added his support for this investment approach.


"I strongly agree with Sven Kuhlbrodt’s comments about diversifying a portfolio to minimise risk," says Johnson. "He pointed out that as well as diversifying a portfolio, investing in alternative assets, such as forestry – which do not typically follow the performance of traditional financial markets – is a sensible additional strategy during these particularly volatile times."


Both Kuhlbrodt and Johnson believe that the recent political turmoil in the Middle East and
Hedge fund flows as measured by the GlobeOp Capital Movement Index were negative 0.05% in April, and the GlobeOp Forward Redemption Indicator declined slightly to 3.26% during the month of March.
“Investor sentiment remained calm during the reporting period, despite events in Japan and in the Middle East,” says Hans Hufschmid, chief executive officer, GlobeOp Financial Services.
The GlobeOp Capital Movement Index represents the monthly net of subscriptions to and redemptions from hedge funds administered by GlobeOp, divided by the total assets under administration (AuA) for GlobeOp’s fund administration clients. Redemptions were slightly greater than subscriptions for the month of
Two new recruits in New York have boosted Equity Trust’s presence in the North American market. Felicia Fratila and Lawrence Kho, experienced professionals who have worked for Equity Trust since 2007, have moved to New York to join local Managing Director Wouter Plantenga.
Equity Trust’s New York operation is a representative office offering a one-stop sales presence in New York, and also functions as an intermediary for existing and potential clients throughout North America, and other parts of the world.
The office, set up in 2006 and headed Wouter Plantenga, provides the network of professionals and institutions in the US
A poll of investment professionals ranging from investors to analysts has seen Capricorn FX voted as the "Best Managed Futures/CTA" in the Hedgeweek 2011 awards. Capricorn was recognised as a premium currency manager that has consistently produced risk-adjusted returns that is uncorrelated to other asset classes.
An increase in AUM has elevated strategy assets to a peak of USD88m and total advisory assets to slightly under USD300m. Over seventy five per cent of the firm strategy assets are from institutional investors, the majority being from bank and fund of fund allocations, with the remainder of assets coming from high net
The Isle of Man has signed a Tax Information Exchange Agreement (TIEA) with Mexico. The TIEA was signed by Mexico’s Minister of Finance and Public Credit, Ernesto Javier Cordero Arroyo, in Mexico City on 18th March 2011 and by Manx Treasury Minister, Anne Craine MHK, in Douglas on 11th April 2011, and exchanged by post.
This is the Isle of Man’s 21st TIEA and its 25th agreement that meets the OECD international standard on tax co-operation and transparency.
Minister Craine says: “The signing of this agreement is an important step in building closer relations between Mexico and the Isle of
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