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Companies

Schroders boosts private equity holdings with Adveq deal

Alternatives | 20 Apr 17

Schroders boosts private equity holdings with Adveq deal

Schroders is set to expand its private equity business through the acquisition of Swiss-based private equity firm Adveq Holding for an undisclosed sum.

DeVere denies ‘unfounded claims’ it uses prohibited funds in SA

Africa | 20 Apr 17

DeVere denies ‘unfounded claims’ it uses prohibited funds in SA

International advisory firm deVere has denied claims that it has been investing its South African clients’ money in offshore funds which have not been approved by the country’s regulator, blaming the “unfounded allegations” on a disgruntled former employee.

Focus Financial sells majority stake to two private equity firms

Companies | 19 Apr 17

Focus Financial sells majority stake to two private equity firms

Private equity firms KKR & Co and Stone Point Capital have announced plans to take a majority stake in Focus Financial Partners, a US-based network of independent fiduciary wealth management firms, in a deal worth $2bn (£1.6bn, €1.9bn).

Provisca signs up asset manager Heptagon to target IFAs

Companies | 19 Apr 17

Provisca signs up asset manager Heptagon to target IFAs

International product distribution business Provisca has partnered with Heptagon Capital to help the London-based asset management firm actively promote its funds in the retail market for the first time.

PEOPLE MOVES: Lombard Odier, Neuberger Berman, Livingbridge

Companies | 18 Apr 17

PEOPLE MOVES: Lombard Odier, Neuberger Berman, Livingbridge

The industry’s revolving door slowed down as the Easter break approached. Lombard Odier IM created a head of third-party distribution role, while Neuberger Berman has a new head of China. The former managing director of Fharlie Advisers has appeared at Livingbridge.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.