1650 Wealth Management, a private wealth management firm located in Fort Lauderdale and Miami, Florida, has published an investment guide looking at how the wealthy invest. The guide reveals investment strategies used by not only the ultra-wealthy, but major institutions and endowments that create total diversification strategies, using alternative investments
The growing role of retail investors in the management of their own retirement assets is driving alternative asset managers, including most large private equity (PE) firms, to expand capital-raising strategies. Fitch Ratings sees the development of new retail-oriented investment vehicles as a key source of asset manager growth, but over
HarbourVest Global Private Equity’s (HVPE) estimated net asset value per share at the end of October was USD13.13, a USD0.08 per share increase from the 30 September 2013 estimate of USD13.05 and a USD0.67 per share (five per cent) increase from 31 January 2013. This change mainly reflects increases for
Alternative asset manager The Carlyle Group has closed a USD415m collateralised loan obligation (CLO) fund, the firm's sixth new-issue CLO this year with four in the US and two in Europe. Carlyle Global Market Strategies CLO 2013-4 will invest in corporate leveraged loans and high yield bonds. Wells Fargo arranged
Fitch Ratings has released an industry report on alternative asset managers – US Alternative Asset Managers: An Industry Update. The publication follows the completion of a peer review of six rated alternative asset managers and their related entities, where all ratings were affirmed at existing levels. The industry report
Neuberger Berman Group has held the final close of NB Secondary Opportunities Fund III (SOF III), its third global private equity secondary fund, which closed at USD2bn, surpassing its target of USD1.6bn. SOF III is the successor to NB Secondary Opportunities Fund II, which had commitments of USD1.7bn. SOF
When it comes to the effects of ‘one-size-fits-all’-regulation for boutique asset managers, off the peg doesn’t suit everyone. The very nature of regulation has changed. It’s grown, become global, and moved from being a check box exercise to being the rigid harness that restricts the movements of financial firms, says
Silverton Partners, an early-stage venture capital firm, is launching a USD75m early stage follow-on fund, Silverton Partners IV. The fund will include the backing of prominent Austin entrepreneurs as well as several university endowments and the general partners personally. SP IV fund includes a USD10m oversubscribed entrepreneurs fund backed
Azad Zangana (pictured), European Economist, Schroders, comments on the ECB’s surprise cut in interest rates… The European Central Bank has surprised the market by cutting the main interest rate from 0.50% to 0.25%. The cut appears to be in reaction to the early estimate of annual inflation for October, which
TVM Capital is to sharpen its investment focus and exclusively invest in healthcare private equity investments in the MENA region and life science venture capital investments in Western Europe and North America. Investments will be made through TVM’s private equity team TVM Capital MENA, based in Dubai, and through its
12 November, 2026 – 5:00 pm
12 November, 2026 – 8:00 am
12 February, 2026 – 8:00 am
12 February, 2026 – 5:00 pm
