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 52

Risk Management Valuation Portfolio Management 52

Accenture Capital Markets

SEPTEMBER 5, 2023

The traditional RPA approach used by large financial services players usually doesn’t easily work in institutional investing. This is mostly because a large share of the total spend is related to front-office costs that RPA does not address, such as staff compensation, investment management fees and deal costs.

Investors 94

Investors Financial Services Insurance Investment 94

Growth Business

NOVEMBER 23, 2023

Despite investment in the first half of 2023 dropping to £4.6bn from 2022’s £10.8bn as a result of rising interest rates, high inflation, a decrease in valuations and geopolitical tensions globally, UK fintechs are still attracting more VC investment than all other EMEA fintechs combined, with a significant percentage coming from US investors.

Investment 111

Investment Funds Capital Business 111

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 52

Funds Investors Investment Business 52

Cooley M&A

JANUARY 23, 2024

Strategic innovation Strategic acquirers are feeling more pressure to consummate bolt-on acquisitions in order to round out their portfolios, enter new markets and fill innovation gaps. Others have pursued less-traditional acquisitions, choosing to instead form alliances and partnerships. billion.

M&A 52

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 52

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. With the risk of a recession still looming, we remain defensive when considering market valuations and our outlook for a deteriorating macro view.

S&P 52

S&P Bank Banking Investment 52