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| | | ... managed by Bangia, who brings over 18 years of experience in financial services. Bangia spent eight years at Antipodes Partners, before leaving in June 2023. He then had a very short-lived tenure as chief investment officer of troubled fund PAC Capital. ... |
| | | | Insight Investment Consultants will now be known as Genium Investment Partners, as it expands its offering to include research ratings. The firm, which was founded in 2013, is rolling out the rebrand as it works to become a full-service research house ... |
| | | | ... Management. The fund, dubbed Pallas Funding Trust No. 2 (PFT), has a total funding of $500 million approved by its funding partners. PFT aims to further expand Pallas' presence in the local commercial real estate (CRE) debt market by lending money on ... |
| | | | Copia Investment Partners has won a partnership with HSBC Asset Management to distribute a strategy to retail investors. Copia will make the HSBC Global Infrastructure Equity Fund available to retail investors after it was launched to the institutional ... |
| | | | Members of the Wigmore Association family office network, including Mutual Trust head of investment solutions Simone Rouse, believe that the global economy will continue to expand in 2024, albeit at a slower pace than in 2023. The group's latest 2024 ... |
| | | | ... insurers, and I'm excited to bring my experience to continue to improve an already excellent proposition for customers and partners." |
| | | | ... milestone reflects the dedication of the team, now over 100 professionals, and the support it's received from its many partners, investors, and shareholders. "The transaction diversifies ORDE Financial's funding sources and investor base, and we ... |
| | | | ... appointment as global custodian." Meantime, HSBC has also been appointed as fund administrator and custodian to Perennial Partners. It now provides global custody, fund administration and ETF administration services to all Perennial's funds and in 25 ... |
| | | | ... see if AI can help." Next, Braun told advisers to look at their team. "Identify some champions, find some technology partners you can work with that have demonstrated success in the space, create some short-term projects, test them, and learn from them," ... |
| | | | ... since March 2018. McDonald will be responsible for overseeing the fund manager's key relationships with research house partners. He will also manage the firm's New Zealand distribution efforts in the intermediary channel. Prior to Janus Henderson, MacDonald ... |
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