Causeway Securities

A wonderful evening at the Causeway Securities Drinks Reception at The Observatory, Grand Central Hotel. Despite the challenging weather last Wednesday, we were delighted to welcome so many of you for an evening of great conversation and valuable networking. Thank you to all who attended - We look forward to hosting more events that foster strong connections and continue to grow our industry network. #CausewaySecurities #Belfast #Networking #Event #Success #TheObservatory #GrandCentralHotel #StructuredProducts Marketing Communications for Professional Investor Use Only. 

Resilient Returns in a Volatile Market Don't let market volatility disrupt you to help your clients to achieve their investment goals. The Causeway Defined Growth Fund has delivered a strong year-to-date return of 17.5%* despite recent market turbulence. Our strategic approach and continued exposure to Asian markets have played a key role in this success story. Ready to learn how this Fund can help you navigate market volatility? Contact our team at [email protected] to discuss your investment needs. Visit our website for the latest factsheet and more information on the Fund: https://lnkd.in/eTK3CtyZ #Investment #FinancialAdvisors #MarketVolatility #CausewayDefinedGrowthFund #CausewaySecurities Marketing Communications for Professional Investor Use Only. Capital at Risk. *Source: Bloomberg as of 30 September 2024, NAV performance in USD, net of fees. Past performance is no guarantee of future results.

In this article our Chief Investment Officer, Andrej Ogorevc, looks back on the third quarter of 2024, and shares his views on the outlook for the rest of the year and what the current market environment means to investors looking to invest in structured products.   For more information on Structured Products and how Causeway Securities products could help you to meet your clients’ needs, contact us at [email protected]. #CausewaySecurities #Investments #IFAs #StructuredInvestments #DefinedReturn #StructuredProducts #MarketOutlook Marketing Communications for Professional Investor Use Only. Capital at Risk.

KZN Team Quarterly Breakfast: Insights into the International Investment Arena🌍 We kicked off our latest quarterly breakfast in the KZN Region with a fantastic presentation by James Cowan from Causeway Securities, based in Belfast, Northern Ireland. James took us through their bespoke Structured Notes, showcasing how we can collaborate with the Seed Investments team 💡 Big thanks to James Cowan from Causeway Securities and Seed Investments for joining – we look forward to taking these insights forward in our future projects!

Causeway Securities has opened a Manhattan office today (18 Nov) as part of its "aggressive hiring and business plan” for the #US market following its latest capital injection from WestBridge. Meanwhile, Allan Waddell has joined as head of US operations from iCapital, reporting to Donald Brudie, US CEO.

Causeway Securities is delighted to announce the appointment of Adam Suggett as our new Chief Financial Officer. With over 15 years of experience in the UK Financial Services market, Adam brings a wealth of expertise from his previous roles at leading financial services firms, including 7IM and Rothchild & Co. Adam’s financial acumen and strategic thinking will be instrumental in supporting and helping us deliver on our growth strategy. Welcome to the team Adam! #CausewaySecurities #StructuredProducts #FinancialAdvisers #UKFinance #NewLeadership #FinancialServices #ChiefFinancialOfficer

Our new UK/EU Super Defensive Step Down (65) Kick-Out Plan is available now. This Plan pays a potential return of 7.75% p.a. if on any of the Annual Observation Dates the worst performing Underlying Asset is at or above the Kick-Out Barrier which reduces down to 65% in year 6. Key Information: •            Investment Term: 6 Years •            Underlyings: FTSE 100 Index and EuroStoxx 50 Index •            Potential Investment Return: 7.75% p.a. (subject to Counterparty risk) •            Capital Protection Barrier: 65% (subject to Counterparty risk) •            Counterparty: Morgan Stanley •            Application Deadline: 11 December 2024 Download the brochure here: https://lnkd.in/ehTrPxYJ For more details and reservations contact us at +44 28 9592 6119 or email us at [email protected]. #CausewaySecurities #Investments #IFAs #StructuredInvestments #DefinedReturn #StructuredProducts #KickOutPlan Marketing Communications for Professional Investor Use Only. Capital at Risk.

Causeway Securities UK is thrilled to welcome two highly experienced industry professionals to our team: Nick Hansen as our new UK CEO Bobby Owen as our new UK Sales Director With their extensive experience in the UK Structured Products market, Nick and Bobby will be instrumental in driving our growth and delivering innovative solutions to our valued clients. We're excited about the future and look forward to working closely with you all. #CausewaySecurities #StructuredProducts #FinancialAdvisers #UKFinance #NewLeadership Marketing Communications for Professional Investor Use Only.

Even in the face of turbulent markets, our Causeway Defined Growth Fund continued to deliver exceptional returns during Q3 2024. Thanks to our strategic approach and focus on Asian markets, we've achieved a year-to-date growth of 17.5%*. Interested in learning how this Fund can help you weather the markets? Email our team at [email protected] Visit our website for the latest factsheet and more information on the Fund: https://lnkd.in/eTK3CtyZ #Investment #FinancialAdvisors #MarketVolatility #CausewayDefinedGrowthFund #CausewaySecurities Marketing Communications for Professional Investor Use Only. Capital at Risk. *Source: Bloomberg as of 30 September 2024, NAV performance in USD, net of fees. Past performance is no guarantee of future results.

Alantra is pleased to announce it has advised WestBridge on the acquisition of a majority stake in Causeway Securities, an international distributor of structured products. Jake Delaney, Director at Alantra, said: “It has been a pleasure supporting WestBridge on their investment in Causeway. We applied our experience and sector knowledge of the wealth distribution market to help deliver a successful outcome for WestBridge. We look forward to watching Causeway’s ongoing success in partnership with WestBridge.” This deal underscores Alantra’s expertise in the wealth and asset management sector and reinforces Alantra's role as a trusted advisor in partnerships that drive innovation and value creation across the sector. Read more: https://lnkd.in/dDsUSF66 The deal team also included J P McGrath, Andre Chetty, Matteo Cecchi and Luke Thompson.  #AM #Acquisition