CNBC: Investing

JULY 14, 2025

When asset values are booming and investors want in, their asset gathering activity picks up and, with it, the investment management fees. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR. INVESTING INVOLVES RISK.

Stock

PCE

NOVEMBER 15, 2023

In the complex world of modern finance, the importance of portfolio valuations cannot be overstated. These valuations are crucial for fund and investment managers, as transparency and consistency is important for individual investors, large institutions and other stakeholders.

Risk Management

The TRADE

AUGUST 7, 2024

Traders, and portfolio managers, across the industry are seemingly eager to be part of these conversations – not just about the dawn of outsourcing but also when it comes to technological change across the market. Examples just from just the last six months include UK-based investment management firm Waverton – which has £9.1

Trading

The TRADE

DECEMBER 21, 2023

The rebuttal from Aaron Hantman, CEO of Tourmaline at the time called the article “a misrepresentation of what outsourced trading does, and what its benefits are, particularly for the buy-side”. In addition, the biggest risk to the business will be internalisation, and one case of this can be found in the decision reversal at Railpen.

Trading

Growth Business

AUGUST 3, 2023

I would always encourage a founder to come out of their comfort zone, and even pitch to investors before they’re ready,” said Adam Beveridge, investment manager at SFC Capital. Cash from a previous exit Serial entrepreneurs – in the unlikely event they’re reading this article – can use money from a previous investment too.

Funds

FineMark

JULY 13, 2023

Note : FineMark has direct exposure to these impacts through our own proprietary equity solutions and also through our external investment managers. As reported in the June 27, 2023, Wall Street Journal article entitled, “ U.S. We look forward to serving you and your family whenever needed, now and in the future.

S&P