Fiduciary Trust Company’s Post

Fiduciary Trust International, Northern Trust Asset Management, St James's Place, and New Catalyst Strategic Partners feature in this week's roundup of people moves at GPs and LPs. Read more: https://okt.to/S5kQji #privatemarkets #privatecapital #privatemarketnews

L Squared Capital Partners close single-asset continuation vehicle. The oversubscribed transaction was co-led by Kline Hill Partners, StepStone Group, Churchill Asset Management, and J.P. Morgan Asset Management. Baird served as exclusive financial advisor to L Squared, and Vedder Price provided legal counsel on the transaction. Stephenson Harwood LLP acted as legal counsel for the co-lead investor group. Rob Healy #Secondaries #SecondaryMarket #AlternativeInvestments #PrivateMarkets #Deals https://lnkd.in/gcn4Zekj

Sharing this great article by Eric Jacobson and Alec Lucas that explains the current scandal at Western Asset Management and how our analysts have responded. https://lnkd.in/esHypczC

Ben Goethel and Zac Ritchey, CFP® of Private Wealth Asset Management joined me on the latest episode of Legal Visionaries for an exploration of the intricate process of evaluating and selecting a wealth management team. Tune in to learn more: https://lnkd.in/g37YAJAi

WisdomTree Asset Management's largest shareholder returns with fresh attempt to oust CEO. WisdomTree’s largest shareholder has called on fellow investors to oust chief executive officer Jonathan Steinberg, and urged for the potential sale of the $107bn US asset manager. Graham Tuckwell. Check out Valeria Martinez's latest article 👇 https://incm.pub/4b5DOg9 #investing #assetmanagement #wealthmanagement #finance

Building your wealth management team is a pivotal decision. Tune in to the latest episode of Legal Visionaries to discover who should comprise your team evaluation criteria, pertinent questions about document safeguarding and more. 

Excited to present at InvestmentMarkets' July webinar where our portfolio manager, Jacob Celermajer, will be speaking about the benefits of a satellite allocation to listed medtech in your portfolio. If you would like to hear about the diversification benefits of this high growth investment engine, please tune in on July 23rd-25th!! #medtech #investing #growth #innovation

Understanding Trusts in New Zealand Did you know there are around half a million trusts in New Zealand? Trusts are a cornerstone of asset management, playing a vital role in protecting your assets. Why should you consider setting up a Trust for your trades business? -They offer incredible flexibility for your family and business. -They provide a robust way to protect and preserve your assets. -Trusts can benefit your family and business during your lifetime and beyond. Dive into our factsheet to learn more about how trusts can be a valuable structure for long-term asset management. Whether you're planning for the future of your business or your family's well-being, understanding how to properly establish and manage a trust is essential. 👉 https://lnkd.in/gURHKDDz #TrustsNZ #AssetManagement #FamilyWealth #BusinessProtection #NewZealandTrusts #TradesBusiness #TradieLaw

Ever wondered about the secrets behind building generational wealth? Shaw Pritchett (Jackson Thornton/ Jackson Thornton Asset Management) shares his insights on the importance of and practical steps to achieve this financial milestone. Learn how to secure a brighter future for your family: https://lnkd.in/et9ECXyw

🌟 MLC Asset Management and Expand are thrilled to be part of this year’s Wealth Adviser 2024 Congress - New Horizons on Hamilton Island, a landmark event that brings together advisers and leaders from across the wealth management industry. This year’s theme, New Horizons, couldn’t be more fitting as we continue to support advisers in navigating a rapidly evolving financial landscape.🌟 #NewHorizons2024Congress #WealthAdviser2024Congress #MLCAssetManagement #Expand #NewHorizons #FinancialAdvice #WealthManagement #MLC #veryexcitedandgratefulTim