Montello have announced that Carl Giannotta has been hired as Funds Management & Distribution Associate. He joins the group from KAS Bank where he was an Institutional Sales Manager, and prior to… Read More
Monthly Archives: October 2014
Can I get a rewind?
Each Saturday as you start to unwind, we take a look back at the week that’s been. PHD Equity Partners LLP (“PHD”) announced that it has launched its second private equity fund,… Read More
Ultimus Chosen to Provide Mutual Fund Servicing for BPV Family of Fund
Ultimus Fund Solutions, LLC (“Ultimus”) has announced that it was selected to provide mutual fund servicing for the BPV Family of Funds, a family of mutual funds advised by Knoxville-based BPV Capital Management,… Read More
IFA Pundit
We had a good winner last weekend with John’s Spirit so let’s hope we can do the same this week. It’s one of my favourite meetings at Aintree on Saturday. Dynasty, if… Read More
PHD Equity Partners LLP announce the fund raising of a second private equity fund – Fund No.2 LP
PHD Equity Partners LLP (“PHD”) announces today that it has launched its second private equity fund, PHD Equity Partners Fund No.2 LP (“Fund 2”). The firm is currently fundraising and expects to… Read More
Creechurch Capital has been shortlisted for an international award
Creechurch Capital has been shortlisted in the Investment Management Company of the Year (Isle of Man) category at the Citywealth International Financial Centre Awards 2015. Now in their fourth year, the IFC… Read More
Lucent gets green light for Lincolnshire Lakes development
Lucent Group (Lucent), the strategic site assembly and land development specialist, announced that it has secured outline planning permission from North Lincolnshire Council to develop two new villages at Lincolnshire Lakes. The… Read More
A wealth check of Britain’s young adults
Old Mutual Wealth’s study about the roads to wealth for Britain’s youth highlights the financial challenges many young adults experience as they move away from home to establish themselves as independent individuals…. Read More
Snakes and Ladders – a Snake
A very well-known and widely held mandate here however a key fund manager departure and the mandates ultimate high exposure to EM has led to disappointing performance despite the overriding thesis remaining… Read More
Highest Advisor Satisfaction Reported By Wealthiest Investors
Advisor satisfaction among the wealthiest investors continues to be the highest. Spectrem’s quarterly research in its Wealth Segmentation Series – Relationships with Advisors – details the rise in satisfaction among all investors… Read More
Newsletter Signup
Want to recieve regular updates from us, sign up to our newsletter to be in the know.
Follow us