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Envestnet | Tamarac has teamed up with CAIS to provide independent advisors with access to third-party hedge funds and private equity funds, as well as research on the alternative investment space, through its portfolio and client management platform, Advisor Xi.
More than 800 independent RIA firms rely on Advisor Xi, Tamarac's web-based, custodian-agnostic portfolio and client management technology platform, to collectively manage more than $500 billion in assets and over 1 million client accounts. The first phase of the integration between Tamarac's Advisor Xi and CAIS is now available to advisors.
"Our integration with CAIS will deliver efficient, reliable access
Entrepreneur and private equity specialist Luke Johnson will be the keynote speaker at this year’s Guernsey Funds Forum.
The Chairman of private equity house Risk Capital Partners will top the bill for the annual event, which this year is titled ‘The new scope – investor perspectives, innovation and success’, and takes place on Thursday 12 May at etc. venues, 155 Bishopsgate in London.
Guernsey Finance Chief Executive Dominic Wheatley says he is delighted that Johnson, the man behind several instantly-recognisable high street brands, had agreed to speak at the forum.
“Luke is probably best known for his work with restaurant
Middle market private equity firm GI Partners (GI) is to acquire Netsmart Technologies in partnership with Allscripts Healthcare Solutions, which will then merge its Allscripts' homecare software business unit with Netsmart.
Netsmart is the provider of software and technology solutions designed especially for the health and human services sector, enabling mission-critical clinical and business processes including electronic health records, patient management, billing, scheduling and clinical care delivery. Allscripts' homecare business is a fully integrated system for both large and small home care organizations, automating point of care processes as well as patient intake and billing. The combination of Netsmart and
Fintex Capital, an institutional investor dedicated to established P2P-lending platforms in Europe, has successfully completed its first investment on a P2P marketplace. Fintex is investing in German consumer loans originated via auxmoney, Germany's leading P2P marketplace.
In connection with this investment, Fintex Capital has issued a Bond to institutional investors, the first of its kind. Over the coming months Fintex plans to make further credit investments in the fintech arena.
Fintex purchases sizeable portfolios of loans originated on leading marketplaces as principal. In doing so, Fintex enables professional investors – such as pension funds, insurance companies, high net-worth individuals, private
Leamington Spa-based Solid Solutions Management Ltd has secured an GBP8m investment from BGF (Business Growth Fund) to support its continued growth.
Solid Solutions provides a range of 3D computer aided design (CAD) software tools, training and support to more than 5,500 UK & Ireland-based customers including product designers, mechanical engineers, manufacturers and educational institutions.
Founded in 1998 by Managing Director Alan Sampson and Technical Director Simon Turner, the business has experienced strong growth and is now the UK & Ireland’s leading reseller of SolidWorks, the 3D CAD software package owned by Dassault Systèmes. SolidWorks is used by more than three
Investment banking boutique Zeus Capital has acted as nominated adviser (NOMAD), joint broker and joint bookrunner to student accommodation construction specialist Watkin Jones Plc on its GBP255 million AIM IPO, including a GBP131 million fundraise.
The directors of Watkin Jones intend to pay an annual dividend equating to a yield of 6 per cent, calculated on the placing price.
This follows a buoyant 12 months for the firm, which has advised on a number of high profile transactions including the GBP1.2 billion reverse takeover and IPO of BCA Marketplace, the GBP200 million reverse takeover of Matthew Clark Limited by
UniCredit and Anthemis Group have formed a new joint investment venture – UniCredit EVO (equity venture opportunities) – which will be a dedicated initiative focused exclusively on identifying and investing in best-in-class financial technology startups.
With an initial capital commitment of EUR200 million from UniCredit, the initiative will target mid stage startups and follow-on investments in more mature and established FinTech businesses, as well as early stage digitally native financial services startups working on more pioneering solutions.
The investment partnership with Anthemis will help UniCredit to accelerate the digitalisation of its banking group. UniCredit’s aim is to collaborate with
ORIX USA, a diversified financial services company, has formed IX Capital Partners, a new investment initiative of its majority-owned subsidiary, Mariner Investment Group LLC (Mariner).
IX Capital Partners – Private Equity is seeking to invest in equity capital in a variety of industries and special situations in North America. Its target equity size per deal is USD100 million with a range of USD50 million to USD150 million. This new team is based in Mariner’s New York City office, with an office also in Dallas.
Together with ORIX USA’s corporate lending and financing capabilities, IX Capital Partners will provide its investors
YFM Equity Partners (YFM) and Octopus Investments (Octopus) have sold their stake in Callstream Group (Callstream) for an undisclosed sum to J2 Global, Inc.
Callstream is a leading national provider of cloud-based call management technology to the UK insurance, travel and retail markets. The acquisition by J2 Global provides a full exit for all funds.
Callstream was backed by the Octopus Apollo Venture Capital Trust (‘VCT’) plc, advised by Octopus Investments (Octopus) and British Smaller Companies VCT plc and British Smaller Companies VCT2 plc, both advised by YFM Private Equity Limited (YFM).
Mick Crosthwaite, CEO of Callstream, says: “Callstream has
Duff & Phelps, has launch new cybersecurity services that assist financial services companies in identifying and reducing cybersecurity risk.
With Duff & Phelps’ enhanced service offering, the firm is now unique in its ability to manage cybersecurity risk at every stage of preparedness: identifying vulnerabilities and readiness through a comprehensive gap analysis; implementing best practices to avoid compromise; and recovering from cybersecurity attacks.
The firm’s cybersecurity efforts are led by Managing Directors Jason Elmer and Brian Lozada, who joined Duff & Phelps’ Compliance and Regulatory Consulting practice last month.
“Cybersecurity failures represent a tangible threat to a firm’s value,”
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