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Showing 1 - 10 of 12 results for "Nelson Lam"

Fiducian acquires $1.1bn advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 3 NOV 2021
... to Fiducian in the coming months. PCCU was advised exclusively by Berkshire Global Advisors, led by its APAC partner Nelson Lam.

Navigator buys stake in alternatives manager

KARREN VERGARA  |  TUESDAY, 7 SEP 2021
... advisers to Navigator. Berkshire was also recently involved in the sale of Rainmaker Information to ISS, with partner Nelson Lam closing the deal, which was official as of September 1.

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
... enable us to grow our client base in a way we could not have done on our own." Link Financial Services was advised by Nelson Lam at Berkshire Global Advisors.

Berkshire to chase growth for InvestSMART

KANIKA SOOD  |  FRIDAY, 25 OCT 2019
... Sahota's boutique Revolution Asset Management, as the private debt manager left Kapstream. Berkshire principal Nelson Lam also worked on Pengana's separation from NAB in 2017 and the transaction between Hunter Hall and Washington H. Soul Pattinson. ...

Crunch time for boutique funds

KANIKA SOOD  |  MONDAY, 23 SEP 2019
... strategy is highly differentiated or their existing manager has reached capacity, to avoid potential conflict," says Nelson Lam, partner at Berkshire Global Advisors. "Domestically, yes [multi-affiliates may run out of capacity to take on new managers ...

Pinnacle splashes $50m on acquisitions

KANIKA SOOD  |  TUESDAY, 24 JUL 2018
... million upfront and $2 million as an earn-out subject to profitability milestones. Omega Global Investors was advised by Nelson Lam and Glenn Dunn of Berkshire Capital as sell side advisors and Hall & Wilcox as legal advisor. The NAB-backed Metrics Credit ...

Boutique investment bank expands in Australia

ALEX BURKE  |  MONDAY, 6 NOV 2017
... specialist investment bank is boosting its Australian footprint with two senior appointments at its new offices in Sydney. Nelson Lam joins Berkshire Capital Australia as principal and executive director; at the same time, Glenn Dunn has joined as vice ...

Certitude Global Investments bought by Ironbark

MARK SMITH  |  TUESDAY, 31 MAR 2015
... needs. These were key considerations in HFA Holdings' decision," he said. The transaction was advised and managed by Nelson Lam and Andrew Gale of Chase Corporate Advisory.

Ascalon investment head swaps into H3

BEN COLLINS  |  MONDAY, 2 JUL 2012
Nelson Lam has been appointed chief operating officer of H3 Global Advisers. Lam is currently employed at Ascalon Capital Managers, where he has been head of investments for the last seven years. The move will be Ascalon Capital's second departure in ...

Ascalon adds hedge fund boutique

COMPANY RELEASE  |  TUESDAY, 15 SEP 2009
... said. "The time we have spent with one of Ascalon's existing boutiques, H3 Global Advisors, has been very helpful." Nelson Lam, head of investments at Ascalon, said Helix Partners fulfils as asset class gap and style that adds diversity to Ascalon's ...
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