Private Equity Insights

MARCH 28, 2025

Founded in 2016, London-based AlbaCore manages $9bn in assets on behalf of global pension funds, sovereign wealth funds, insurers, consultants, family offices, and endowments. The firm is part of the First Sentier Investors Group and invests across private capital, dislocated credit, CLOs, and structured products.

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Private Equity Insights

JANUARY 22, 2025

Originally part of MorganFranklin Consulting, a Vaco company, MorganFranklin Cyber rebranded in 2020 to focus on cybersecurity services. Source: Consulting US Can’t stop reading? read more The post MorganFranklin Cyber goes independent with private equity backing appeared first on Private Equity Insights.

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The Motley Fool

APRIL 21, 2024

A key component of financial management is estate planning, and a living trust is a popular choice to consider when deciding how to divide up your assets for the next generation. That also may be the ideal time to consult an estate attorney or financial advisor experienced in such matters. Or it might not.

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Private Equity Wire

DECEMBER 31, 2024

Japans Pension Fund Association for Local Government Officials (Chikyoren) has selected four firms two from the US and two from Japan for a global private equity mandate, according to a report by Asia Asset Management. The pension fund oversees assets totaling JPY37.58tn (approximately $237.9bn).

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The Motley Fool

FEBRUARY 12, 2024

That said, in terms of being responsible for your own legacy, it's something that should be done sooner rather than later, and a good instrument to consider for distributing your material assets is a living trust. A living trust involves transferring your assets into the trust, often appointing yourself as trustee. Or their own.

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Private Equity Insights

FEBRUARY 5, 2025

The fund attracted both new and existing investors, including sovereign wealth funds, pension funds, insurance companies, consultants, and multi-family offices. He noted a growing demand for Balbecs asset-based and specialty finance strategies as investors seek diversification. The fund has already called 51% of capital commitments.

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The Motley Fool

JUNE 29, 2024

With an online course, your skills are the main asset you're selling. Consulting Consulting could be a good fit for entrepreneurs looking to use their skills to help others. The industry is also growing very fast, and the Bureau of Labor Statistics estimates that consulting jobs will increase 13.5% trillion in 2023.

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The Motley Fool

SEPTEMBER 18, 2023

Just like you need to consult an expert here, do so over there. Selling assets and passing them on can be different, too Transferring your assets such as real property and stocks, whether by selling them or passing them on in your estate, will have its own tax considerations here and there, and can differ broadly depending on your new "there."

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Private Equity Wire

MARCH 12, 2025

Global alternative investment firm HIG Capital has acquired a majority stake in Protos, an Italy-based independent technical consulting firm for the financial sector, in partnership with the companys existing management team.

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Private Equity Wire

NOVEMBER 12, 2024

Mayfair Equity Partners (Mayfair), a dedicated consumer and technology investor with over £2bn in assets under management, has appointed Josko Grljevic to the newly created role of Chief Technology Officer (CTO) based in London.

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Private Equity Wire

OCTOBER 31, 2024

In her budget announcement, UK finance minister Rachel Reeves outlined the tax hike as part of broader capital gains tax increases affecting most asset classes. Other potential changes under consideration include co-investment requirements and extending minimum holding periods, though these would be open to public consultation.

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Private Equity Wire

DECEMBER 9, 2024

InfraRed Capital Partners (InfraRed), an international infrastructure asset manager, has appointed Ivo Dimov as its new Head of Sustainability with responsibility for driving the next phase of the firm’s sustainability strategy across its global platform.

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The Motley Fool

OCTOBER 4, 2024

Another is to figure out how you want to pass assets to your loved ones. If you're not familiar with a living trust , it's a legal agreement that allows you to transfer assets to other people. And the cost you're looking at will generally hinge on the extent and nature of your assets. You have a few choices in this regard.

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The Motley Fool

JULY 18, 2024

Another might involve coming up with a plan to pass your assets on to your heirs as smoothly as possible. You want to maintain control of your assets while you're still alive Moving assets into a living trust allows you to pass them on to your loved ones seamlessly. Image source: Getty Images.

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Private Equity Wire

MARCH 5, 2025

Private credit professionals are seeing sharp increases in compensation in key financial hubs like New York and London, with the surge being driven by strong demand for expertise in asset-backed finance, a fast-growing segment within private credit, according to a report by Bloomberg.

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The Motley Fool

JUNE 23, 2024

Technology consultant: A consulting business would allow you to charge companies for your tech expertise. Cybersecurity expert: Now that nearly all businesses count on technology to keep their businesses up and running, there's a greater need for experts who can help protect digital assets and corporate privacy.

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The Motley Fool

JULY 1, 2024

In the course of the next 20 years, Americans are expected to inherit an astounding $72 trillion in assets. You could write a will that dictates where you want your assets to go. Your trust can hold assets that can then go to your heirs upon your passing. To that end, you have options. Image source: Getty Images.

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Private Equity Professional

APRIL 3, 2025

Limited partners in SCF II include both new and returning SCF I investors such as pension plans, insurance companies, family offices, and asset managers from the United States, Europe, Asia, and the Middle East.

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The Motley Fool

MARCH 31, 2024

Estate planning is a crucial aspect of financial management, the end game that ensures your assets are distributed according to your wishes. A living trust , also known as a revocable trust, allows you to transfer assets into a trust during your lifetime and manage them as the trustee until your death or incapacity.

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The Motley Fool

SEPTEMBER 4, 2023

When planning for your family's future after you're gone, it can be tempting to think a will is all you need to pass your assets to your family. A last will and testament is indeed a useful and binding legal document, long a traditional means for allocating assets, assigning guardianship for minor children, and specifying other last wishes.

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The Motley Fool

OCTOBER 12, 2024

A hidden benefit I can appreciate A living trust is a legal arrangement that allows you to pass assets on to other people. Why would I want them seeing what assets I'm designating to be passed along? But also have a conversation with the people who stand to inherit your assets. And there's a big reason for that.

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The Motley Fool

SEPTEMBER 12, 2024

The asset tokenization trend And that's where a major financial trend known as real-world asset tokenization (often abbreviated as RWA) comes into the picture. Simply stated, asset tokenization involves the migration of traditional financial assets (such as stocks and bonds) to the blockchain. Image source: Getty Images.

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PE Hub

DECEMBER 14, 2023

RMA is a provider of professional services in environmental consulting, geosciences, and materials testing and inspection for critical public and private infrastructure assets. The post OceanSound Partners-backed RMA acquires Rone Engineering appeared first on PE Hub.

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The Motley Fool

SEPTEMBER 19, 2023

Indeed, their names are quite similar and they involve the same broad, and perhaps uncomfortable, topic of what to do about you and your assets if you die or become unable to make those decisions. The latter is a legal document in which you lay out how you want your assets distributed when you die.

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The Motley Fool

JULY 24, 2024

We had strong performance in software and infrastructure above our model as investment in innovation is yielding organic growth, while consulting remained below model. As we stated last quarter, factors such as interest rates and inflation impacted timing of decision making and discretionary spend in consulting.

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The Motley Fool

SEPTEMBER 23, 2024

What is asset tokenization, and why should I care? This potentially massive market opportunity is known as real-world asset (RWA) tokenization. This refers to the process of converting traditional financial assets into digital assets that can live on the blockchain. Image source: Getty Images. Do I have your interest yet?

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The Motley Fool

DECEMBER 20, 2024

These destinations are among our highest-rated guest experiences today, and we have plans to lean into these assets even further. While historically, the marketing of our own assets have really focused on the ships, we have untapped potential to create demand for these amazing destination experiences. We were not consulted.

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The Motley Fool

JULY 22, 2024

During the process, your beneficiaries likely won't have access to the assets left for them, which could cause financial hardship if they are relying on those assets for their livelihood. But a living trust is usually exempt from probate because of the legal ownership of assets within the trust.

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The Motley Fool

AUGUST 9, 2023

A trust is a fiduciary arrangement that allows a third party -- the trustee -- to hold assets on behalf of beneficiaries, and lays out how and when those assets are to be distributed. They also don't provide the same kind of protection against creditors that irrevocable trusts provide since you retain control of the assets.

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The Motley Fool

SEPTEMBER 26, 2023

The core of your wishes may well be the disposition of your assets, i.e., who gets what, when, and how. Basically, you transfer assets to a trust and appoint a trustee -- which can be (and typically is) yourself -- to manage them as you see fit. A popular way to address that inevitability is the living trust.

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Private Equity Insights

SEPTEMBER 13, 2023

Mubadala Investment Company , Abu Dhabi’s sovereign investment arm, has formed a strategic partnership with New York-based alternative asset manager Blue Owl Capital as it seeks to co-invest in private credit opportunities amid a tightening monetary environment around the world.

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The Motley Fool

APRIL 29, 2024

BlackRock Finally, there's BlackRock, the largest asset manager in the world, with over $10 trillion in assets under management. In the span of just over three months, the ETF has gone from $0 to $17 billion in assets under management. And you can expect that figure to grow even higher as the price of Bitcoin increases.

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The Motley Fool

JULY 22, 2024

Create a retirement savings plan Creating a retirement savings plan can be complicated if you're not familiar with retirement accounts and how they work, so you might want to consult a professional for help. These skills can also come in handy during retirement if you want to make extra money as a consultant, teacher, or trainer.

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The Motley Fool

FEBRUARY 2, 2024

A living trust is a legal arrangement where a trustor (whoever creates the trust) places assets -- whether money, investments, real estate, or whatever -- in a trust to be managed by a trustee for their chosen beneficiaries. There are lawyer fees, court costs, asset appraisal fees, and other costs involved in the process.

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The Motley Fool

JULY 21, 2024

That may sound like a huge, pie-in-the-sky number, but not when you take into account emerging trends such as asset tokenization, which refers to the process of transforming traditional financial instruments into digital assets that live on the blockchain. Is Ethereum a $2 trillion asset?

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PE Hub

SEPTEMBER 19, 2023

RMA is a provider of professional services in environmental consulting, geosciences, and materials testing and inspection for critical public and private infrastructure assets. The post OceanSound-backed RMA Companies scoops up geotechnical services firm A3GEO appeared first on PE Hub.

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The Motley Fool

AUGUST 19, 2024

You could avoid the probate process Probate is a court process in which the court determines if a will is valid and then supervises the distribution of the assets within the will. Information about the will's assets, their values, the beneficiaries, and such is all available for anyone who wants to look it up.

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