Private Asset Management | The pipeline to the affluent
September 02, 2010

Fund Update RSS

  • FletcherBennett Group, Invus Financial Advisors Form Joint Venture   08/13/2010  

    FletcherBennett Group, a hedge fund consulting firm, and Invus Financial Advisors, an alternative investment manager in New York, have formed a joint venture to launch a fund of hedge funds (FoHF).

  • Family Office GWM Launches First Ucits Fund   08/10/2010  

    GWM Institutional, a division of multi-family office GWM Group, has ventured into the hedge fund space with the launch of its first Ucits product.

  • F Squared Investments Targets HNW, Family Offices   07/06/2010  

    F Squared Investments, an investment management boutique, is targeting high-net-worth (HNW) individuals, particularly family offices, with its AlphaSector Indexes, a U.S. equity solution that invests solely in exchange-traded funds (ETFs).

  • ETF Store Targets Subadvisory Biz With New Firm, CIO   05/27/2010  

    The ETF Store has formed a new asset management firm, Impetus Capital Management, to provide subadvisory services to high-net-worth individuals, institutional investors, and third-party investment advisors.

  • MutualHedge Targets HNW, Family Offices   05/05/2010  

    Equinox Fund Management is targeting high-net-worth individuals, RIAs, and family offices to invest in its recently launched MutualHedge Frontier Legends Fund, a mutual fund with exposure to an actively managed portfolio of multiple managed futures.

  • Hatteras Funds Boosts Assets Push With New CEO   04/30/2010  

    Hatteras Funds has named Brian Jacobs chief executive officer to work alongside founder and former CEO David Perkins.

  • OM Investment Management Launches Hedge Fund   04/19/2010  

    OM Investment Management, an investment and wealth advisory firm, has launched a hedge fund, OM Global Investment Fund.

  • Rothschild Brings On Additional Directors   03/31/2010  

    Rothschild has brought on an additional two bankers from UBS.

  • Merrill Wealth CIO Cautious On Equities   03/31/2010  

    Bill O’Neill, cio at Merrill Lynch Wealth Management, is cautioning clients on equities as European investor confidence reaches lows not seen since last June.

  • RBS Brings On Exec In India   03/31/2010  

    Royal Bank of Scotland’s Indian private banking arm has named Leena Gidwani as market head of its Western region.

  • German Private Bank Launches Vienna Office   03/31/2010  

    German private bank Berenberg Bank has unveiled an investment banking unit to tap into the Austrian and eastern European bond markets.

  • Krusen Capital Makes Push For Family Offices   03/25/2010  

    Krusen Capital Management, a New York-based investment advisor to LionHedge Platform, a single and multimanager hedge fund and private equity platform, is targeting family offices, independent wealth advisers and high-net-worth individuals by charging low fees for access to top tier managers, Charlie Krusen, ceo, told PAM.

  • PTIA To Tap Into Family Office Market   03/10/2010  

    Performance Trust Investment Advisors, a fixed-income investment manager subsidiary of Performance Trust Capital Partners, is looking to market its asset- backed securities portfolio to family offices, high-net-worth individuals and registered investment advisors (RIAs).

  • New Fund To Court Wealthy Investors   03/01/2010  

    GJ Investment Funds, an emerging manager from Flemington, N.J., is looking to target the high-net-worth and institutional segments.

  • Pru Targets Family Offices For Mezzanine Fund   01/25/2010  

    Prudential Capital Partners has completed fundraising for its middle-market mezzanine fund, dubbed Prudential Capital Partners III, and is targeting family offices to invest in it.

  • Contemporary Art Fund To Launch   01/05/2010  

    Zug, Switzerland-based Anthea Art Investments will launch the Anthea 1 Contemporary Art Investment Fund in May—the first closed-end art fund to be authorized by the Irish Financial Services Regulatory Authority.

  • Swedish Shop Readies Fund Launch   01/04/2010  

    Orre & Nyberg Capital, a Stockholm-based hedge fund, is planning to launch a short-term directional trading fund, Radar Trading, to be managed by co-founder Jonas Nyberg.

  • Dallas Firm Rolls Out Real Estate Fund   12/04/2009  

    Encore Enterprises, a Dallas firm that buys, manages, finances and sells real estate, is launching the Encore Opportunities Fund II real estate fund.

  • Fund-Linked Notes Spark Interest   11/30/2009  

    Royal Bank of Canada and Société Générale are seeing strong interest in principal-protected notes and call options linked to baskets of hedge funds.

  • Ex-Ibis Marketer Starts Own Firm, Eyes HNW Investors   11/19/2009  

    Madeleine Frowein, former head of marketing and business development at Ibis Management, has formed GAIA International, a third party marketing firm in New York.

  • Dutch Quant Team Seeks HNW Investment   11/11/2009  

    QTR Invest, an Amsterdam-based quant startup, has begun marketing its fund, focusing on high-net-worth money.

  • Storage Firm Closes Fourth Fund, Eyes HNW Investors   11/10/2009  

    San Diego-based Equity Based Services (EBS), a private equity firm that focuses on self-storage commercial real estate projects, has closed its fourth private equity fund at $8.35 million and is now investing.

  • Canada Special Situations Fund Launches   10/30/2009  

    Michael Ruscetta, former co-head of Goldman Sachs' special-situations group in Toronto and senior staffer at Amaranth Advisors, has founded RCM Partners and launched its maiden hedge fund.

  • Duo To Invest Fund Fees In SR Companies   10/09/2009  

    Gene Fisch and Archana Sivadasan have co-founded FS Capital and are preparing to launch its maiden fund on Jan. 1.

  • Fla. Firm Preps Multi-Strat Fund   10/06/2009  

    Stonehenge Capital Management, a Miami-based alternatives firm that offers access to its strategies via managed accounts, is preparing to launch a pooled fund with access to three different strategies.

  • Swiss Hedge Fund Splits In Two   09/22/2009  

    Zulauf Asset Management, a Zug, Switzerland-based hedge fund boutique, is preparing to become two separate shops.

  • Hedgies Eye Asian Money   09/17/2009  

    Hedge fund managers are seeing Asia-Pacific high-net-worth investors putting their money to work more readily than their U.S. and European counterparts and are focusing their marketing efforts on the region.

  • Korean Manager Eyes Mutual Funds For HNW   09/11/2009  

    South Korean asset manager Mirae Global Investments has set up shop in the U.S. and is considering launching mutual funds investing in Asia that will target ultra-high-net-worth individuals, said Timothy Hill, head of North American sales.

  • U.K. Film Venture Launches   09/10/2009  

    Entertainment Capital Advisors (ECA) has launched in London to advise families looking to acquire companies in the entertainment sector, capturing the family office film financing trend.



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