Union Bancaire Privée has formed a partnership with independent family group Rothschild & Co, which offers solutions in global advisory, wealth & asset management, and merchant banking. The two family-owned companies will be jointly providing an innovative strategy for both private and institutional clients to diversify their portfolios in the
An asset manager’s decision to change their operating model and outsource their middle office to a service provider should not be made in haste. From building internal consensus to carefully designing an evaluation process, selecting the best fit for an outsourcing partner is a significant investment.
The Russian Direct Investment Fund (RDIF), Russia’s sovereign wealth fund, is investing up to RUB200 million in Motorica, a developer and producer of high-tech prosthetic appliances, which employ artificial intelligence (AI). The transaction is part of the Investment Lift mechanism aimed at stimulating the growth of middle-sized non-resource companies with
PHD Equity Partners – the fund management arm of Dow Schofield Watts – has appointed Richard Evans as its new Finance Director. Evans joins from the London-based boutique advisory firm Strand Hanson, where he was COO. He.has over 30 years’ experience in banking and finance, having worked at BDO, led
Clayton, Dubilier & Rice (CD&R) has appointed Nate Sleeper as Chief Executive Officer (CEO), and David Novak and Rick Schnall as Co-Presidents, effective 1 January, 2020. Donald Gogel, CD&R’s current Chief Executive Officer, will continue to serve as Chairman. “I have worked closely with Nate, Dave and Rick for two
BigTime Software, a provider of cloud-based software for professional services firms, has closed a USD14 million investment led by Boston-based private equity firm Wavecrest Growth Partners, with participation from MassMutual Ventures and Migration Capital. Chicago-based BigTime Software provides more than 2,000 professional services firms with an integrated “all-in-one” solution for
ARQIS has advised Kyocera on the acquisition of the advanced ceramics business operations of Friatec, a manufacturer and seller of ceramic and plastic components based in Mannheim, Germany, through a newly established subsidiary Kyocera Ceramic Solutions (Esslingen). The transaction is subject to customary closing conditions, including regulatory approvals, and is
Dynasty Financial Partners has launching Dynasty Connect, a new division reporting to Chief Operating Officer Ed Swenson which will support independent financial advisory firms in private M&A transactions. Joe Rizzo, Director of Mergers & Acquisitions for Dynasty, is responsible for managing the Dynasty Connect platform. Swenson says: “Dynasty Connect is one
The Citco Group of Companies, (Citco), a provider of asset servicing solutions to the global alternative investment industry, is partnering with S3 Partners, to integrate the data analytics firm’s BLACKLIGHT Treasury Management solution into its offering. S3 Partners’ real-time, independent financing data prices opaque borrow and loan markets and redefines
Private equity firm SFW Capital Partners (SFW) has appointed Terry Kelly, the former President of TA Instruments, as an Operating Partner. Kelly will support SFW’s strategy to build leading Industrial and Healthcare Technology companies with a particular emphasis on providers of instrumentation, life sciences tools, sensors and measurement devices, laboratory
12 November, 2026 – 5:00 pm
12 November, 2026 – 8:00 am
12 February, 2026 – 8:00 am
12 February, 2026 – 5:00 pm
