Rathbones Asset Management’s Post

Culture is hard to measure but it is important when assessing a business or a fund management group. Poor culture often leads to failure. ACT helps provide a framework for fund selectors to compare.

Public markets remain at high level, with investors scrambling for growth opportunities. Yet one corner of the market remains depressed, offering latent value for investors prepared to look a little more closely ⤵️ Find out more in our latest commentary from Richard Hickman, Managing Director of HarbourVest Partners and a member of Invest Europe’s Listed Private Capital Roundtable ➡️ https://lnkd.in/etznXeFZ #PrivateEquity #VentureCapital #ListedPrivateCapital #LPCR #ListedPrivateEquity

Two weeks to go until the first ever meeting of the Global Association of Independent Advisors in London... We're a group of independent advisory firms spanning Australasia, Europe, the Americas and the Middle East, with a mission built upon 3 core pillars: ✔️ Building better firms ✔️ Becoming better advisers ✔️ Developing deeper communities Put simply, we exist to shape the future of financial planning for those we serve. What does it mean to be a GAIA firm? Watch this short video: Bloomsbury Wealth, BpH Wealth | Certified B Corp® Capital Partners Private Wealth Advisers, Lyra Financial Wealth, Magus Wealth , PWL Capital Inc and Tarbox Family Office, Inc. #fiduciary #personalfinance #financialplanning

Ever felt a bit confused after closing a sale? Like, “What just happened?” It’s essential to avoid that feeling, especially when closing with an investor. You don’t want them questioning their decision after investing $100,000. When you close the deal, have a clear conversation about what happens next. Outline the process: “Welcome to our family! You’ll receive a welcome email, a certificate of ownership, and quarterly newsletters keeping you updated.” This transparency not only builds trust but ensures your investors feel valued and informed every step of the way. Click the link in my bio to learn more! 🚀 linktr.ee/bradblazar #InvestorRelations #NextSteps #BuildingTrust #CapitalRaising #Transparency #WealthBuilding

Exciting news from Wayne Capital Partners! We are kicking off 4 projects in Dallas this week, each being a separate micro syndication. These initiatives are tailored to nurture our future LPs for our upcoming fund(s). Our unique approach involves $50k syndications with a 50% investment match, fostering financial literacy and introducing everyday individuals to alternative investments. As our investors' portfolios expand, we foresee increased engagement and opportunities for growth. We’re excited about the opportunity to create both financial freedom and education while also collaborating with the community. #onlyWAYNEforward #WayneCapitalPartners #InvestmentOpportunities #FinancialLiteracy #AlternativeInvestments #DallasProjects

Watch Donna Milrod, chief product officer at State Street, and Carol Geremia, president and head of global distribution at MFS Investment Management, discuss the evolution of #MutualFunds and what is next: http://ms.spr.ly/6042WApae

In this Asset TV video, Oaktree's Caroline Picot (Managing Director, Marketing) and Madelaine Jones, CFA (Portfolio Manager for the European Senior Loans strategy) explore the European #CLOmarket, discussing issuance factors, CLO equity, risks, and investment strategies. Watch here: https://lnkd.in/geY9eadt #AlternativeInvesting

Some interesting insights from TriWest Capital's Jon Spencer! If you’re interested in why North American fund managers are considering European capital markets, watch the video below.   #NorthAmericanFundsInEurope

Watch Donna Milrod, chief product officer at State Street, and Carol Geremia, president and head of global distribution at MFS Investment Management, discuss the evolution of #MutualFunds and what is next: http://ms.spr.ly/6044W4tdQ

Watch Donna Milrod, chief product officer at State Street, and Carol Geremia, president and head of global distribution at MFS Investment Management, discuss the evolution of #MutualFunds and what is next: http://ms.spr.ly/6043WtAZ7