Tagged: investments

April 21, 2025 @ 1:40 pm By Omar Faridi  |  

In a new report, KPMG has explored the evolving landscape of private company investments, highlighting key drivers such as financial performance, technological advancements, and rigorous governance practices. Addressing investor concerns regarding overvaluation, economic volatility, and cybersecurity threats, the research study shared by KPMG provides insights… Read More

April 20, 2025 @ 6:43 pm By Omar Faridi  |  

Crayhill Capital Management LP, a $3 billion alternative asset management firm specializing in asset-based finance, announced the close of Crayhill Principal Strategies Fund III with approximately “$1.31 billion of capital commitments, including $162 million of committed co-investment capacity, exceeding its $1 billion target.” The flagship… Read More

April 20, 2025 @ 6:27 pm By Omar Faridi  |  

Charles Schwab Corp. is set to make a leap into the cryptocurrency market. During a recent earnings call, CEO Rick Wurster announced a plan to introduce spot crypto trading for the firm’s clients within the next 12 months. This move signals a step forward for… Read More

April 20, 2025 @ 6:26 pm By Omar Faridi  |  

Alto, a platform that enables individuals to invest in alternative assets through retirement funds, is announcing a partnership with InvestX, a North American asset manager that provides accredited investors access to select late-stage growth pre-IPO companies. This collaboration will allow Alto investors to “explore exclusive… Read More

April 17, 2025 @ 8:27 am By Omar Faridi  |  

Tether, which claims to be the largest company in the digital asset industry, has made a strategic investment in Fizen Limited, a Fintech specializing in self-custody crypto wallets and digital payments. This investment underscores Tether’s commitment to supporting solutions that aim to “enhance financial accessibility… Read More

April 17, 2025 @ 8:24 am By Omar Faridi  |  

Bitcoin Suisse AG, the Swiss crypto financial service provider, and SSI Wealth Management AG, an independent wealth management firm, are pleased to announce a collaboration that will aim to “expand the investment opportunities available to their respective clients.” Bitcoin Suisse will provide SSI Wealth Management’s… Read More

April 14, 2025 @ 10:10 pm By Omar Faridi  |  

Northern Trust (Nasdaq: NTRS) released “Asset Owners in Focus: Global Asset Owner Peer Study 2025,” offering insight into the investment and operations strategies employed by institutional investors to meet challenges ranging from “rising market volatility and evolving regulations to accelerating technological changes.” Based on a… Read More

April 13, 2025 @ 5:41 pm By Omar Faridi  |  

Lincoln Financial (NYSE: LNC) announced an $825 million strategic growth investment from Bain Capital, a global investment firm. Bain Capital will acquire a 9.9% stake in Lincoln Financial, creating significant alignment and “long-term value creation opportunities across an array of strategic initiatives over time, with… Read More

April 13, 2025 @ 7:09 am By Omar Faridi  |  

Crescent Capital Group LP, an alternative credit investment firm, announced the final closing of its third European specialty lending fund, Crescent European Specialty Lending Fund III, with total investable capital of approximately “€3 billion, including targeted leverage and separately managed accounts investing alongside the fund.”… Read More

April 13, 2025 @ 6:20 am By Omar Faridi  |  

Bayview Asset Management, an investment management firm with a 30-year history investing across asset-based credit markets, announced the launch of the firm’s Fund Finance investment business. Industry veterans Michael Timms and Colin Doherty have “joined Bayview to serve as co-heads of the newly created strategy.”… Read More

April 11, 2025 @ 11:01 am By Omar Faridi  |  

From AI’s growing dominance to a crypto resurgence, the CBInsights team break down the trends shaping fintech ecosystem. As noted in the CBInsights research report, on its face, fintech funding appeared to have had “a strong quarter in Q1’25, topping $10B for the first quarter… Read More

April 10, 2025 @ 8:11 am By Omar Faridi  |  

With an FCA license in hand, a new London HQ, and three UK clients set to go live by year-end, Upvest says it is entering its next phase of growth in Europe’s “most dynamic” investment market: the UK. Leading the charge is Symmie Swil, a… Read More

April 9, 2025 @ 3:52 pm By Omar Faridi  |  

Yieldstreet, a private markets investment platform, has recently announced the upcoming launch of Yieldstreet 360 Managed Portfolios — what it believes to be the “first” automated private markets investing solution. This investing solution is designed to remove traditional barriers to private markets, offering “diversified exposure… Read More

April 9, 2025 @ 10:42 am By Omar Faridi  |  

SEI (NASDAQ:SEIC) announced that SEI Investments (Europe) Limited will partner with Ctrl Alt, a tokenization platform, and participate in the Bank of England’s Digital Securities Sandbox (DSS). The DSS aims to facilitate innovation in market infrastructure and protect financial stability and market integrity by “evaluating… Read More

April 9, 2025 @ 10:37 am By Omar Faridi  |  

Global investment company Aberdeen announces that £3bn of pension scheme policies have transferred from Phoenix Life Limited to abrdn Life and Pensions Limited. The transfer relates to a specific book of business “where the policyholders are typically pension scheme trustees.” It highlights the strength and ambition of… Read More

April 9, 2025 @ 8:06 am By Omar Faridi  |  

NatWest has announced a minority investment in Yonder, a credit card platform that provides customer experiences through “lifestyle-led rewards.” Yonder provides a financial lifestyle platform “that brings together people, money and experiences.” Predominantly targeting young professionals and expats, their platform offers its members “a range… Read More

April 6, 2025 @ 5:09 pm By Omar Faridi  |  

ImpactA Global announces it has mobilized over $200 million to drive sustainable infrastructure investment in emerging markets. This milestone underscores ImpactA’s approach to closing the infrastructure financing gap while delivering “measurable impact in climate transition and inequality reduction.” ImpactA Global, a private credit firm, focuses… Read More

April 6, 2025 @ 12:59 pm By Omar Faridi  |  

Schroders Capital’s Infrastructure team in Asia announces the first close of a China renewable energy strategy following a $100 million anchor investment commitment from Apple. The actively-managed strategy targets renewable infrastructure investments in late-stage development and construction wind and solar assets “across China, aiming to… Read More

March 31, 2025 @ 11:13 am By Omar Faridi  |  

Deloitte announced the scaling of its Global Artificial Intelligence (AI) Simulation Center of Excellence (CoE), building on its global investment of $3 billion in Generative AI (GenAI) through fiscal year 2030. Launched first in Bengaluru, India to serve Deloitte’s global network, the Simulation CoE aims… Read More

March 29, 2025 @ 11:06 am By Omar Faridi  |  

Churchill Asset Management LLC, an investment-specialist of Nuveen, has closed its third collateralized fund obligation, NPC SIP 2024-1. The $750 million transaction is said to be structured as a “long-duration bond and invests across the flagship strategies” of Churchill and Arcmont Asset Management Limited, the… Read More