Private Equity Insights

MAY 31, 2024

New York-based banking giant JPMorgan Chase & Co is actively seeking to acquire a private credit firm to strengthen its private capital operations within its $3.6tn asset management division. Source: Private Equity Wire Can’t stop reading?

Asset Management 130

Asset Management High Net Worth Individuals Assets Private Equity Firms 130

Private Equity Wire

MAY 24, 2024

New York-based banking giant JPMorgan Chase & Co is actively seeking to acquire a private credit firm to strengthen its private capital operations within its $3.6tn asset management division, according to a report by Bloomberg.

Asset Management 98

Asset Management High Net Worth Individuals Assets Pension Funds 98

The Motley Fool

FEBRUARY 19, 2024

A prime brokerage A prime brokerage is a group of services offered to ultra-high-net-worth individuals (UHNWI) or hedge funds. These services include cash and securities lending, risk management consulting, custody of assets (holding securities), and making introductions between clients and investors.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

The Motley Fool

OCTOBER 21, 2024

He was formerly head of Schwab asset management, so he knows the business really well. He is expected to continue what they're doing right now, I mentioned, leaning into the more profitable areas of the business, like the actively managed accounts the lending business, things like that. Goldman's great at investment banking.

Banks 130

Banks Investment Banking Investment Banks Mergers and Acquisitions 130

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. Investment banks were not really a known concept in the area where I grew up.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

The Big Picture

DECEMBER 14, 2022

You shift from high net worth individuals. And no matter how high net worth they are, they’re individuals. And then also build a set of skills that could be used anywhere. RITHOLTZ: So let me ask you a very obvious question. They react to markets. They can be emotional.

Assets 64

Assets Mergers and Acquisitions Capital Portfolios 64

The Big Picture

JANUARY 7, 2025

I was working directly with the CEO and president of both companies, but I realized that the biotech vertical was not my playing field for the long term, hence the NBA at Harvard to find another career path and, and that led me into asset management. When it comes to any asset management business, Barry, two things important.

Capital 52

Capital Hedge Funds Buyout Funds 52