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Showing 261 - 270 of 456 results for "Family offices"

HNW platform adds Europe ESG strategy

KANIKA SOOD  |  THURSDAY, 26 NOV 2020
... 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 launches one-stop-shop platform

KARREN VERGARA  |  TUESDAY, 17 NOV 2020
... 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 ...

Pengana launches new Israel equities fund

KANIKA SOOD  |  WEDNESDAY, 11 NOV 2020
... 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 ...

Pendal appoints head of institutional

KANIKA SOOD  |  FRIDAY, 23 OCT 2020
... 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 ...

New boutique strikes partnership

KANIKA SOOD  |  THURSDAY, 1 OCT 2020
... 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 ...

Former Christian Super investments chief in new role

ELIZABETH MCARTHUR  |  MONDAY, 28 SEP 2020
... 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 ...

Bermuda-based fund launches down under

ALLY SELBY  |  WEDNESDAY, 23 SEP 2020
... 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 ...

It's not a bird or a plane; it's a new trading platform

ALLY SELBY  |  MONDAY, 7 SEP 2020
... 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 ...

Giselle Roux joins Melbourne boutique

KANIKA SOOD  |  FRIDAY, 24 JUL 2020
... 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 ...

New multi-boutique launches in Sydney

KANIKA SOOD  |  MONDAY, 29 JUN 2020
... 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 ...