Dilasha Seth’s Post

With over 36 years of experience in investment management and client services, Bob Heaney has been a valued member of the FCM family since 2007. His extensive expertise makes him a key figure in guiding our clients' investment portfolios, while also mentoring and supporting his colleagues with his in-depth knowledge. #JerseyCI #InvestmentManagement

🚨The Most-Read Deal Today: RBC Capital Markets and J.P. Morgan Confirm Advisory on Abu Dhabi Investment Authority (ADIA) and Advent International's $3bn Investment in Fisher Investments - Deal Summary FULL ARTICLE LINK BELOW ⬇ Krugman Insights offers Reliable and Comprehensive Insights across M&A, Investment Banking, Private Equity, and Asset Management. 🔎 Financial Advisors on the Deal: RBC Capital Markets, J.P. Morgan 🔎 Legal Advisors on the Deal: Paul Hastings, Ropes & Gray LLP, Gibson Dunn 🔎 Key Stakeholders: Abu Dhabi Investment Authority (ADIA) (Investor), Advent International (Investor), Fisher Investments (Target) 💡 ADIA and Advent International have agreed to invest up to $3 billion for a minority stake in Fisher Investments. This strategic investment values Fisher Investments at $12.75 billion, ensuring its long-term independence and growth. Ken Fisher remains as Executive Chairman and Co-Chief Investment Officer, while CEO Damian Ornani continues to lead the company. The transaction is expected to close later this year, subject to regulatory approvals. ✅ READ THE FULL ARTICLE HERE: https://lnkd.in/eEn8yqGi   ✅ TRY 30 DAYS FREE: https://lnkd.in/eBHYx37M #ADIA #AdventInternational #FisherInvestments #MergersAndAcquisitions #InvestmentBanking #PrivateEquity #StrategicInvestment #GlobalGrowth #FinancialAdvisory

Listen to our Chief Investment Officer (AMA International) Stewart Dando, explore diversification, asset allocation, rebalancing, and the importance of patience in investing. Add your comments and contact us to schedule an obligation-free introductory meeting with one of our consultants:  https://lnkd.in/dARsZac Download our quick reference guide to Diversification: A Balanced Approach to Investing: https://adobe.ly/3NCURfx #AustenMorrisAssociates #AMAInternational #AMAGroupOfCompanies #AMA #BespokeFinancialPlans #WealthManagement #FinancialPlanning #PortfolioManagement #WealthBuilding #WealthTips #FinancialTips

Our Global CIO David Steinbach is joining other industry leaders at the Milken Institute Asia Summit panel "Risk/Reward on Real Estate Assets" to discuss navigating shifting trends and adapting investment strategies. You can watch David’s panel live here: https://bit.ly/3XqIN5G Clarion Partners LLC Lendlease CapitaLand The PETRA Group #MIGlobal #RealEstate #InvestmentManagement

📈 Tikehau Capital publishes its FY 2023 Earnings. 📌 Record level of net new money at €6.5bn, an amount 37% above the 2017-22 average 📌 Asset Management AuM, up 13% yoy, reaching €42.8bn at 31 December 2023 (26% CAGR since 2016) 📌 Core Fee-Related Earnings (FRE) of €123m, a 13% growth year-over-year, representing a 39.4% margin 📌 Net income reached €177m in 2023 and €105m in H2 2023 (up 144% compared to H2 2022) 📌 Dividend proposition of €0.75 per share, up 7% vs. 2022   💪 A growth model that accelerates • Tikehau Capital is ideally positioned to capture future growth • Strong and compounding balance sheet with €3.1bn invested in Tikehau Capital’s strategies • Healthy fundraising pipeline ahead across asset classes • Confirmation of 2026 targets   Read the press release 👉 https://lnkd.in/e6yR-QEU Lire le communiqué de presse 👉https://lnkd.in/ep38P4D4 See the key figures below 👇   #results #finance #assetmanagement

Features Juan Carlos Moreno, Chief Investment Officer at Yellowstone Capital Partners, on the cover page of The Inc Magazine as "Top Chief Investment Officers to Watch in 2024" Read More:- https://bit.ly/4e6cO19 #CIOs2024 #TopCIOs #InvestmentLeaders #CIOWatch #FinanceLeadership #TopInvestmentOfficers #InvestmentTrends #CIOLeadership #TopFinanceExecutives #InvestmentStrategies2024 #Business #Magazine #TheIncMagazine

[H1 2024 RESULTS 📈] 🚀 Dynamic commercial and transaction activity, solid underlying financial performance 🔸 13% year-over-year growth in Asset Management AuM, reaching €45.6bn at 30 June 2024. 🔸 Robust underlying financial performance. 🔸 Solid outlook ahead, with business acceleration anticipated for H2 2024, continued robust momentum in commercial and transaction activity, and confirmation of 2026 targets. 🗣 “In the first half of 2024, Tikehau Capital continued delivering solid results amid a complex market environment. We achieved a record level of net inflows for a first half of the year, reflecting the attractiveness of our investment strategies, and maintained dynamic capital deployment in future value-creation projects. During this period, we have further strengthened our multi-local platform, which boasts an increasingly larger and more international investor base. Our investors value our strong alignment of interests, supported by our balance sheet, and our disciplined approach characterized by high selectivity and conviction in key strategic themes that resonate globally – values that have guided us since our inception. As we celebrate, this year, 20 years of entrepreneurial adventure, Tikehau Capital is well positioned to continue growing and delivering value and is on track to achieve its 2026 objectives.” – Antoine Flamarion and Mathieu Chabran, co-founders of Tikehau Capital.   Read the press release 👉 https://lnkd.in/g8tgJ_n8 Lire le communiqué de presse 👉 https://lnkd.in/gPap2HWU See the key figures below 👇 #finance #assetmanagement #growth

How does Temasek navigate risks and seize opportunities as a long-term investor? With its 70-30 portfolio strategy, Temasek balances resilient, income-generating investments with dynamic, higher-growth opportunities. This approach not only sustains returns but also builds resilience to weather market cycles and adapt to structural trends like digitisation and sustainable living. Read more to find out how Temasek’s strategic diversification across sectors and geographies shapes its portfolio for future generations, and how we can apply similar principles to manage our own investments effectively: https://lnkd.in/gwBcRRFf #Temasek #Investing #Finance #Sustainability #Diversification

Introducing Gutmann Capital. Multi strategy mid-market investment firm with over a decade of global experience in the industrial sector. Gutmann Capital empowers resilient management teams to create enduring value through strategic capital allocation and business acumen. We utilize diverse approaches to deliver superior returns for our stakeholders. #investment #management #midmarket #Dubai #capital #finance

Brendan Caldwell, President and CEO of Caldwell Investment Management, appeared on BNN Bloomberg's The Close with andrew bell, where he discussed investing strategy amid declining interest rate environment. Watch Brendan’s appearance here: https://lnkd.in/gpH8pjay #Canada #Canadian #InterestRates #Markets #StockMarket #MarketOutlook