Advisory Portfolio Portfolio Management 
Intrepid Banker Insights
NOVEMBER 16, 2022
Intrepid Investment Bankers Intrepid Capital Advisory Update – A View From the Trenches Click here for the full report. The post Intrepid Capital Advisory Update – A View From the Trenches first appeared on Intrepid Investment Bankers and is written by Jonathan Zucker in Q2 2023.
Razorpay
AUGUST 9, 2023
Functions of Merchant Banks A merchant bank’s primary function is to provide financial and advisory services to medium-sized businesses. Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The TRADE
JULY 24, 2023
I shall be taking up a more active role in a corporate development and investment advisory position, at an extraordinarily exciting time for the business. He departs following a 35-year long career in investment management, spending 19 years at Fidelity Investments as a European portfolio manager until 2006.
The TRADE
FEBRUARY 12, 2024
Kluth was promoted to the role after serving as portfolio manager/analyst at the firm over the last two years. Elsewhere in her career, Wallander held junior analyst roles for M&A at HSBC, DC Advisory Partners, Close Brothers and Merrill Lynch. Macquarie Group appointed Dylan Kluth head of equites trading for Asia Pacific.
Razorpay
DECEMBER 15, 2024
Customized portfolios designed to optimize returns while managing risk. Secured loans using assets like portfolios or real estate as collateral. Management fees, transaction costs, and other service charges can erode returns, particularly for those with smaller portfolios. Flexible credit lines for liquidity needs.
The TRADE
MAY 1, 2024
It’s about risk management philosophy and methodology,” explains Papanichola. During that period of my training, I was actively taking positions, taking risk, fundamentally managing a portfolio of sorts in macro products.” Both [Cardello and Byrd] were incredibly patient with me. And those are just the public ones.
The TRADE
OCTOBER 18, 2024
Additionally, we remain vigilant in working with emerging talent early and providing them differentiated resources across consulting capital introductions, talent management, technology and client service to help these new entrants launch their businesses successfully.” And we’ve seen some significant launches this year in that space.
Expert insights. Personalized for you.
52 
Let's personalize your content