Pension Justice’s Post

High-net-worth individuals, pension funds, banks, and a range of companies are actively engaged in investing in our London Credit Fund. Here is the current breakdown of our esteemed investors who have placed their trust in our Fund. Would you like to join us on this financial journey? Reach out today. Georgia Bourouchtsi invest@consulco.com +35722361300 Investing; it’s all about results. #Consulco #ConsulcoInvestments #LondonCreditFund #AlternativeInvestments #MonthlyResults #LCF

My Capitol Asset Strategies business partner, Chris Hayes, is quoted extensively in Bill M.' new #PrivateFundsCFO article on a recent #LimitedPartner amicus response to the U.S. Securities and Exchange Commission's controversial #privatefundadviserrules. The article is worth a read. The notion advanced in the amicus brief and discussed in the article - that the court should allow the SEC's new overreaching rules to stand because without them the SEC would not be able to referee or oversee #privatemarkets is just wrong. The SEC has robustly regulated private markets for a long time and that level of regulation has only increased over the past 15 years without the new private fund adviser rules. Sophisticated parties should still be allowed to negotiate for the terms that they want when they invest. If they don't get the terms they want from one investment opportunity, they are under no obligation to invest in it and have a multitude of other viable investment options to pursue. Likewise, the SEC has authority to regulate markets and market participants responsibly, but that power is not, should not, and cannot be unlimited. It is now up to the United States Court Of Appeals For The Fifth Circuit to decide what happens next. Stay tuned. #privateequity #privatecredit #venturecapital #hedgefunds #regulation

https://lnkd.in/gxzYAECn Just Learn the Formula of investing and creating the regular returns than working out for huge corpus Triosrex Stepone Business and Management Solutions LLP ( Stepone Securities) #investment #retirementplanning

Did you know a trusteed IRA can help address larger wealth transfer goals such as: ✅ Having greater control over how your assets are distributed to your heirs ✅ Retaining the function of a traditional or Roth IRA while keeping you in control when the unexpected happens Reach out if you'd like to explore if a trusteed IRA is right for your plan. https://lnkd.in/dtFZiCfA

Henry Tapper rightly points out the failures in the current buyout market. The take it or leave it approach suggests that Trustees are not organised to do the legwork of ensuring they have good records of members that can be touted round the market and readily modelled so it should only take a low level of work for the insurers to model the value of the fund. Big data is readily handled. It is not as if each person should have to be scribed in by hand. Similarly the DB move to government securities as prime low risk funds can be reversed into higher reward investments at the cost to the taxpayer as the price of raising new finance grows because the market is flooded with unwanted DB owned gilts. Time for some real sorting out. #BPpensioners

Understanding how to invest your money can be daunting. To help you choose investments that are appropriate to you, we have multiple portfolio solutions available: Growth Portfolios Polaris Funds InRetirement range If you would like information about how we can help you with a unit trust please get in touch: 📱07791 517 407 📨leigh.bolland@sjpp.co.uk #WealthManagment #InvestmentAdvice #FinancialPlanning #Warwickshire #StJamesPlace *Bolland Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority). *The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

#OffshoreInvestment is a hot topic among SA #advisers. Analysis by Alexforbes and SBG Securities shows that among large managers, only Coronation Fund Managers, Allan Gray Proprietary Limited, Ninety One and Oasis Fund Management Limited had offshore weightings exceeding 40% in December 2023. Pieter Koekemoer, Asanda Notshe, Kim Zietsman, Shane Tremeer and Sophie van Garderen shared their observations around #offshore allocation, particularly given the #Reg28 amendment. #assetallocation #investmenttrends #financialadvisers #wealthmanagement #HNWIs #retirementinvesting

Rob Tetrault, B.A., J.D., MBA, CIM® FCSI® redefines diversity when it comes to choosing alternative investments at his firm, Tétrault Wealth Advisory Group. Among his picks have been storage units, farmland and even a professional sports team. "It’s going really well, beyond our wildest dreams," he tells Canadian Family Offices in an interview. #familyoffice #wealth #wealthmanagement #alternativeinvestments #alts #alternativeassets #UHNW #CIM #CFA #CMA #CPA #CA #RFP #IAFP #CFP #realestate #CanadianFamilyOffices

Explore the growing appeal of TDFs. See which is predicted to lead the pack: mutual funds or collective investment trusts (CITs). #retirementplanning #americanfunds Important disclosures: https://bit.ly/2JzEDWl .

Explore the growing appeal of TDFs. See which is predicted to lead the pack: mutual funds or collective investment trusts (CITs). #retirementplanning #americanfunds Important disclosures: https://bit.ly/2JzEDWl .