LibertyFi and Aptus Capital Advisors merge to become a $20bn asset manager

LibertyFi, a technology and operations consultancy, and Aptus Capital Advisors, a CIO support and OCIO practice, have announced their merger to create a firm that can provide custom solutions for registered investment advisors (RIAs). The new firm will service over $20 billion in client assets and offer a range of services, from full outsourcing of…

Challenger Limited sells 30% stake in Whitehelm Capital for €32mn

SYDNEY, AUSTRALIA: Challenger Limited (ASX: CGF) has sold 30% equity interest in Whitehelm Capital, a Fidante Partners infrastructure affiliate manager, to PATRIZIA AG for €32 million. The sale consideration will be paid in cash from PATRIZIA. “The sale provided a unique and compelling opportunity for Challenger to deliver value to Challenger’s shareholders whilst ensuring continuity…

BH Mubasher obtains Investment Management License

DUBAI: BH Mubasher Financial Services has obtained an Investment Management license from the Securities and Commodities Authority, a news release said. The license will enable BH Mubasher to accommodate various investment objectives and offer fully fledged products and services to its clients, from institutions to individuals. Abdel Hadi Al Sa’di, Chief Executive Officer of BH…

Charles Stanley Group

Charles Stanley Group is a UK investment management company. The company was established in 1792 and is one of the oldest firms on the London Stock Exchange. Charles Stanley Group provides wealth management services to private clients, charities and smaller institutions. Charles Stanley Group CEO, Paul Abberley, took control of the company at the end…

The Baillie Gifford Japan Trust

The Baillie Gifford Japan Trust (LSE: BGFD) is a publicly traded investment trust. The Trust invests exclusively in Japan. The Trust is managed by Baillie Gifford & Co Limited, the Edinburgh-based investment management partnership. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. Type:                     Public Traded…