FORWARD FEATURES CALENDAR

Flows

Marstone closes USD5m Series A funding

Marstone, a digital wealth technology firm, has held the second close of a USD5 million Series A financing round bringing the company’s total funding to over USD20 million.  The first close, led by Apex Fintech Solutions LLC, the “fintech for fintechs” powering innovation and the future of digital wealth management,

Stanhope FFT Global Ventures launched by Stanhope Capital Group

Stanhope Capital Group, a global independent wealth management and advisory firm overseeing USD26 billion in client assets, is launching Stanhope FFT Global Ventures, a new vehicle dedicated to investing with some of the world’s best performing venture capital firms.  Read the full story at Wealth Adviser…

Ares launches Ares Charitable Foundation

Global alternative investment manager Ares Management Corporation (Ares) has launched the Ares Charitable Foundation, which will will seek to accelerate equality of economic opportunity through grants to nonprofit organisations whose programming provides Career Preparation & Reskilling, encourages Entrepreneurship and deepens individuals’ understanding of Personal Finance. The Ares Foundation’s work is

Maven UK Regional Buyout Fund backs dual acquisitions by Titan Wealth

The Maven UK Regional Buyout Fund, managed by Maven Capital Partners (Maven), has invested in Titan Wealth Holdings (Titan) to support Titan’s platform acquisitions and future acquisition strategy. Titan has been formed to provide more integrated and flexible services to investment managers and independent financial advisers (IFAs) through a central

Unusual Ventures leads USD17m Series A funding round in Alto

Alto Solutions, a self-directed IRA platform aiming to make it easier for individuals to access and invest in alternative assets using their retirement funds, has closed a USD17 million Series A funding round led by Unusual Ventures, with additional participation from existing investors Moment Ventures, Acrew Capital, and Alpha Edison,

DPG Investments to close USD1bn-plus in private capital

Private equity, family office and merchant banking firm DPG is set to close in excess of a billion dollars in private capital over the next 18 months.  “We have structured many new deep investment partnerships with significant capacity combined with various private capital strategies we are actively deploying into the

Addition Capital invests in Be-A Education

Addition Capital, the London-based family investment office, has completed a control investment into Be-A Education Ltd, supported by funding from Shawbrook Bank.  Hertfordshire-based Be-A Education is the operator of the highly successful and fast-growing New Skills Academy and Staff Skills Training businesses with a mission to make learning accessible to

Westmount Park Investments appoints President & Chief Operating Officer

Westmount Park Investments (Westmount Park) has appointed Michael Pangia, as President and COO.  In this newly created role, Pangia will lead all operational aspects of the organisation and its growing number of affiliates, subsidiaries, and portfolio companies. Pangia will also oversee the company’s financing initiatives including management of relationships with

Arete invests GBP10m in Tactus Group

North West based multi-family investment office, Arete, has announced that it has led an GBP11.25 million private equity investment round into consumer technology product development specialists Tactus Group, with a GBP10 million (USD13.75 million) investment.  Warrington-based Tactus is a technology expert providing multi-branded IT hardware to global retailers and the

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