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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 to protect, grow and preserve their wealth.
Tom Balcom, founder of 1650 Wealth Management and author of the guide, says major institutions and endowments, such as Harvard, Yale and Stanford, face the same challenges as retirees, such as meeting current and future cash flow needs, in addition to addressing
CIC Partners, a Dallas-based middle-market private equity firm, has sold OmniSYS to New York-based private equity firm Moelis Capital Partners (MCP), the private equity business of Moelis & Company.
OmniSYS will continue to be led by its current president and chief executive Tricia Fringer.
CIC Partners has been invested in OmniSYS for six years, with Fringer and her management team leading significant growth and value creation efforts over the most recent five years.
Since CIC's acquisition in October 2007, OmniSYS has grown by expanding the scope of its services and penetrating new markets and channels. Today, OmniSYS provides its
Guernsey’s banking, private wealth, investment and insurance sectors are all featuring in meetings between an island delegation and regulatory authorities, association networks and financial services businesses in Beijing and Shanghai.
Kevin Stewart, Guernsey’s commerce and employment minister, says: “This week has been very positive. We have had a large number of meetings with a range of different regulatory authorities, industry bodies and financial services businesses.
“They have given us the opportunity to highlight that Guernsey is a well-regulated, compliant and cooperative international finance centre and also showcase the strength of the four main pillars of our finance industry –
David Calhoun, the chief executive of Nielsen Holdings, is to join Blackstone as a senior managing director and head of private equity portfolio operations.
Calhoun (pictured) will oversee a team of 21 professionals within the portfolio operations group which partners with portfolio company chief executives to drive key value creation initiatives throughout our companies.
Calhoun will work within Blackstone’s private equity business reporting to the global head of private equity, Joseph Baratta, and will also be involved with important strategic initiatives of the firm as a member of Blackstone’s management and executive committees. Calhoun brings to Blackstone more than
Private equity fund Seafort Advisors I is acquiring three companies operating in different sectors from Munich-based private equity fund Auctus.
The Seafort fund was set up specifically for this transaction.
The synchronised deal involves the Noventiz Group of Cologne, Nuremberg-based DialogFeld Communication Group and Bayreuth's Dieter Braun Group.
CMS Hasche Sigle advised on all legal aspects of the acquisition via a team led by lead partners Udo Simmat and Tobias Schneider. This is one of the first private equity transactions to be structured and implemented in accordance with Germany's new Capital Investment Code (KAGB), which came into force
Private equity houses may still be focusing their efforts on the best assets, but the combination of significant amounts of dry powder and a growing sense of optimism on macroeconomic indicators throughout Europe means activity in the small to mid-market has improved significantly, according to NBGI Private Equity.
Deal completions in the EUR15m-EUR150m range in Europe rose by 50 per cent in volume terms compared to Q2, while the overall value of these deals increased by 43 per cent to reach EUR4.3bn.
In terms of M&A more broadly, mid-market transactions also picked up in the 3rd quarter, with an increase
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 time it may also lead to increased regulatory scrutiny, additional operational complexity and different reputational risk considerations.
Many PE firms have already attracted capital from retail investors. Publicly traded vehicles, such as business development companies (BDCs), closed-end funds and ETFs all served as initial points of entry into the
Sobera Capital has acquired the venture capital fund BayTech Venture Capital from Bayerische Landesbank, European Investment Bank, Bpifrance, Versicherungskammer Bayern, and BayernLB Capital Partners.
Among others, the fund holds participations in EnOcean (Munich), Pieris (Freising), Scaleo chip (Sophia Antipolis), and OneAccess (Paris).
Sobera Capital was backed in this secondary direct transaction by Unigestion.
Sobera Capital is a Berlin based independent secondary direct investor with a focus on venture capital and small-cap funds and assets in TIMES, healthcare and selected other industries.
A consortium led by KKR Asset Management (KAM), a sub-investment grade manager that is wholly owned by KKR, is to acquire Winoa Group from LBO France.
The acquisition facilitates a recapitalisation of the business through a significant reduction of the debt and access to new money for growth.
Winoa Group, formerly Wheelabrator Allevard, specialises in abrasion and cutting technologies for the metal and stone industries. Founded in 1961 in France, Winoa has 12 operational plants on four continents, employs over 1,000 staff and has 10,000 direct customers worldwide.
The investment by KKR has been made through investment funds
Atlante Seed, the Intesa Sanpaolo Group Fund and start-up incubator Digital Magics have signed an agreement for the joint development of investment activities in digital start-ups.
The goal of the partnership is to increase investment capacity for the start-ups selected and incubated by Digital Magics, guaranteeing adequate financial resources for their development.
Atlante Seed will join the Digital Magics Angel Network and will have the right to participate in the seed rounds, forming part of the share capital of high growth potential start-ups, co-investing in the companies proposed by the incubator.
This operation forms part of an indirect
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