Search Results | Showing 261 - 270 of 456 results for "Family Offices" |
| | | ... environmental activities occurring in Europe." The platform was launched by ex-Citi bankers and focuses on advisers, family offices, wholesale and sophisticated clients. In products, it focuses on structured products and thematic strategies. Last month ... |
| | | | ... Fidelity subsidiary Fidelity Institutional to wealth management firms, including registered investment advisers, family offices and broker-dealer firms. Fidelity Institutional head of investment and managed solutions Gary Gallagher said advisers have ... |
| | | | ... of more tech-led businesses to the exchange. The fund's capacity is $500 million. Early interest has been from family offices and high-end advisory groups. The joint venture means Alpha and Pengana will share the fees. The fund came about after Pillemer ... |
| | | | ... Regal Funds Management as its global head of distribution and marketing. Two months later, Pendal's head of family offices Rob Saunders left for Regal as well, joining as the boutique's head of wholesale and family office, including the private ... |
| | | | ... investing," Pi said. LSL Partners was founded by Kim Ivey on 2018 and is a principal investment firm supported by family offices and UNHW Capital. One of LSL's investments is Forum 360, a tech platform for online fund manager updates. Earlier this ... |
| | | | ... provides wealth management advisory services to wholesale investor clients including high net worth individuals, family offices, select not-for-profit foundations and trusts. Paua chief executive and founder Donna Nicolof welcomed Macready to the investment ... |
| | | | ... equity and funds structured markets, who sees potential for the fund for SMSF trustees, self-directed investors and family offices seeking higher returns from their fixed interest assets. "The underlying assets are US life insurance policies and everyone ... |
| | | | ... Sanlam Private Wealth, an investment and advisory firm from South Africa. Sanlam services high net-worth clients, family offices, institutional clients and not-for-profits, offering portfolio services, funds management, and wealth advice solutions. According ... |
| | | | ... Conscious are in discussions with various institutions, charities, not-for-profits and foundations along with HNW family offices and the wealth groups that service those investors." "It is something we are incredibly passionate about especially domestically ... |
| | | | ... and/or equity ownership model. It is currently owned by LSL Partners, a principal investment firm supported by family offices and UNHW Capital where Cheung is a partner and the chief investment officer. One of LSL's investments is Forum 360, a tech ... |
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