NLC’s Post

Thao Truong is recognized among the ‘20 Financial Advisors To Watch 2024' by SME Business Review. Thao Truong, CFP®: Setting the Standard in Asset Management (Morton Wealth) Read Here: https://lnkd.in/gN8wQFmG #financialadvisors

Unicorn Asset Management's Alexander Game, CFA joins Liontrust Asset Management PLC economic advantage team. Liontrust has hired Alexander Game, CFA as a fund manager within its economic advantage team. Check out Cristian Angeloni’'s latest article 👇 https://incm.pub/3y0DDnC #investing #assetmanagement #wealthmanagement #finance

Lion trust Asset Management (LSE:LIO) PLC said outflows continued in the past quarter but assets under management grew 0.6% over the period. The fund management group announced it has poached two senior figures from GAM Investments: Mark Hawtin (pictured), who will be head of global growth equities from May; and Jeremy Roberts, who will join in April as head of global distribution. Net outflows hit £1.7 billion for the three months ended 31 December, the third quarter of the group’s financial year, up from £1.6 billion in each of the first and second quarters. Assets under management and advice finished at £27.8 billion, but were back down to £27.2 billion as at the end of last week. Chief executive John Ions said two of the drivers of the net outflows were “the ongoing negative sentiment among investors and the current challenges facing active asset managers”. More at #Proactive #ProactiveInvestors #LSE #LIO #LiontrustAssetManagement http://ow.ly/x3Xk1059hjX

📣We introduce you to the new #SalesManagerOfTheMonth, Sandro Tiziani from Bellevue Asset Management 💬 ’My foremost advice is to establish a strategic asset allocation tailored to your risk tolerance and financial objectives. Focus on the long-term potential of equity markets.’ 🎙️Don't miss his interview ⬇️ #RankiaProEurope  🔗https://lnkd.in/dmM3w3St

The US asset management giant BlackRock is betting big on private markets and is buying for GBP 2.55 billion (USD 3.2 billion), all in cash, the well-known British data provider specialising in private capital, Preqin Read all the details here https://lnkd.in/dWA5zTk9 Mark O'Hare Christoph Knaack Martin Small #privatecapital #privatemarkets #privateequity #privatedebt #venturecapital #distressedassets #realassets #realestate

Here is my opinion about the broad strokes of the #CalPERS announcement yesterday, and how they relate to the risk deployed in asset management.

Despite having different objectives, wealth managers and asset managers will continue to focus on M&A as a primary means for growth. And despite a drop last year, experts anticipate a surge in deals this year and beyond. M&A in the sector has been prolific in recent years, but it did see a three percent drop in domestic deals and a 34 percent decrease in global deal value. #Assetmanagement #Wealthmanagement

Elston Asset Management uses a team-based approach to investing. What does that mean to advisers and how does that affect the portfolio? Elston Senior Distribution Manager Megha Sharma explains. #assetmanagement #investmentapproach #finance

Blackfinch Group hires Mark Keogh as asset management distribution boss. Blackfinch Group has appointed Mark Keogh as head of asset management distribution, as the firm looks to boost the growth of its managed and tailored investment solutions business. Check out Valeria Martinez’'s latest article 👇 https://incm.pub/4e9Lf7H #investment #wealthmanagement #assetmanagement #finance

Here is my opinion about the broad strokes of the #CalPERS announcement yesterday, and how they relate to the risk deployed in asset management.