Private Equity Wire

NOVEMBER 28, 2024

Blackstone Credit & Insurance (BXCI), Blackstone’s asset backed credit division, and Santander Corporate & Investment Banking (CIB) have agreed to a strategic deal that will see BXCI acquire a $1bn portfolio of infrastructure loans from the bank.

Portfolios 72

Portfolios Financial Institutions Finance Financing 72

The Motley Fool

JULY 12, 2024

We continue to generate strong fee-based revenue growth with increases across most categories compared to a year ago due to both the investments we're making in our businesses and favorable market conditions with particular strength in investment advisory, trading activities, and investment banking.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

OCTOBER 11, 2024

We continue to see more pronounced stress in certain customer segments with lower deposit and asset levels where inflation has partially offset strong employment and wage growth. We are also investing in our branches and have refurbished over 460 branches during the first three quarters of this year.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JANUARY 12, 2024

We've also been investing in the corporate investment bank. CIB revenue grew 26% from a year ago, and our investment banking and trading market shares increased. For commercial clients, we continued to invest in order to have the right people and the right capabilities to better penetrate our customer base.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JULY 24, 2023

Bill Mann: You always have to be a little bit careful when you're talking about financial institutions and their earnings because a lot of times what you're basing on, I think when a lot of people think earnings, they think of a cash return, and in the case of Goldman, they had two things that impacted their earnings very badly.

Debt 130

Debt Banks Financial Institutions Investment Banks 130

The Motley Fool

JULY 14, 2023

Nonperforming assets increased 14% from the first quarter as lower nonaccrual loans across the consumer portfolios were more than offset by higher commercial nonaccrual loans, primarily in the commercial real estate portfolio. There are also situations that result in a sale or work out of the asset. at the end of the second quarter.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JULY 26, 2024

In this podcast, Motley Fool contributor Matt Frankel and host Ricky Mulvey discuss: Bank of America 's comeback story. What big financial institutions are counting on from the Fed. But yeah, asset management fees are up 14%, and a lot of that's because the amount of money they manage swelled to $5.7

Banks 130

Banks Investment Banks Investment Banking Portfolios 130

The Motley Fool

OCTOBER 11, 2024

NII ex-markets was up $274 million or 1%, driven by the impact of balance sheet mix and securities reinvestment, higher revolving balances in card, and higher wholesale deposit balances, predominantly offset by lower deposit balances in banking and wealth management and deposit margin compression. trillion and client assets of $5.7

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

Blackstone News

FEBRUARY 27, 2024

27, 2024) — Barclays PLC (“Barclays”) and Blackstone Credit & Insurance (“Blackstone”) today announced that Barclays Bank Delaware (“BBDE”) has entered into an agreement with insurance accounts managed by Blackstone’s Asset Based Finance group, to sell approximately US$1.1 LONDON and NEW YORK (Feb.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Banks Hedge Funds Financial Institutions 52

Pension Pulse

JANUARY 31, 2024

AIMCo CEO Evan Siddall wrote an op-ed for the Globe and Mail stating ‘shadow banks’ aren’t a problem for the financial system – they are the solution: During the Great Financial Crisis of 2008-09, society paid a heavy price for having allowed financial institutions to become “too big to fail.” over the three years.

Banks 59

Banks Pension Funds Financial Institutions Investing 59

The Motley Fool

JULY 14, 2023

We're really pleased with execution in this business as we continue to bring in new assets under custody and administration, which were up by approximately $2.4 We've gained 100 basis points in share year over year as a result of the investments we've been making. retail bank are increasing. trillion in the last year.

Banks 130

Banks Capital Investment Banks Investment Banking 130

The Motley Fool

OCTOBER 13, 2023

And between our high-quality asset portfolio, our strong reserve levels are ample liquidity and our diversified earnings base, we are proving to our clients that we are truly a bank for all seasons. This helped drive investment banking revenue up 34%, albeit of a low base and a small wallet. Turning to the quarter.

Banks 130

Banks Capital Assets Accounting 130

The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. RITHOLTZ: Right. So from a U.S.

Banks 120

Banks Assets Capital Hedge Funds 120

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. I thought this was an absolutely fascinating way to see the world of investment management. And I think you will also.

Liabilities 120

Liabilities Assets Banks Hedge Funds 120

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. At that time, there were still a lot of savings and loan institution, thrifts, lots of mergers.

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

The Big Picture

AUGUST 8, 2022

So, you got your assets whatever they are. But then the question is how do you fund those assets. Now does the FDIC even know how much risk they’re bearing 0 when all the assets are so encumbered that they’re all pledged as collateral? ADMATI: They were investment banks. They don’t have collateral.

Banks 82

Banks Debt Financing Finance 82

The Big Picture

APRIL 25, 2023

They’re almost a billion dollars in assets. There’s no doubt in my mind, as having run a firm that was $90 million in assets, the one that is coming where $3 and eventually $4, when the last deal closes, a billion dollars is a lot of assets. I have half a billion dollars in assets. RITHOLTZ: Right?

Legal 65

Legal Law Firms Consulting Consultants 65

The Motley Fool

MARCH 8, 2025

The famous investment bank Goldman Sachs (NYSE: GS) just did something that crypto investors need to know about. Players like Goldman Sachs don't purchase assets that aren't fully within the mainstream. In other words, Bitcoin and Ethereum now have yet another major marker of institutional adoption and acceptance in hand.

Securities and Exchange Commission (SEC) 188

Securities and Exchange Commission (SEC) Exchange-Traded Funds Banks Investment Banking 188

The Motley Fool

JANUARY 15, 2025

Overview of Goldman Sachs Group Goldman Sachs specializes in investment banking, securities, and investment management, serving a diverse client base that includes corporations, financial institutions, governments, and individuals. billion, highlighting robust management fees and asset growth to a record $3.14

Financial Institutions 130

Financial Institutions Investment Banking Investment Banks Banks 130

The Motley Fool

JANUARY 15, 2025

But the big bank stocks are leading the way, with several major U.S. financial institutions spiking higher. There are two main reasons why these bank stocks are soaring. And perhaps the biggest surprise from the consumer-focused bank is that it expects net interest income in 2025 to be higher than it was in 2024.

Investment Banking 130

Investment Banking Investment Banks Banks Financial Institutions 130

The Motley Fool

MARCH 17, 2025

All eyes are now on gold as the ultimate safe-haven asset. Bitcoin is also completely decentralized, meaning that no central bank, sovereign government, or Wall Street investment bank can alter the underlying Bitcoin algorithm. The price of gold just hit $3,000 per ounce, an all-time record. economic policy.

Exchange-Traded Funds 130

Exchange-Traded Funds Financial Institutions Banks Assets 130

The Motley Fool

FEBRUARY 28, 2025

1 bank in the country by several measures, easily topping the rest of the three other big lenders ( Bank of America , Citigroup , and Wells Fargo ). Its assets totaled more than $4 trillion (distant second place belonged to BofA's $3.26 According to Statista, in 2024 the bank had 5,110 outlets in the country, well ahead of No.

Banks 130

Banks Financial Institutions Leveraging Assets 130

The Motley Fool

JULY 18, 2023

While our businesses performed well this quarter, I would particularly highlight our global markets and sales and trading team and our investment banking teams. Asset quality remains solid. return on return on tangible common equity and 94 basis points return on assets. And provision expense for the quarter was 1.1

Banks 100

Banks Leveraging Taxes Accounting 100

The Motley Fool

JANUARY 29, 2025

In the fourth quarter, our operating metrics included organic subscription run rate growth of 8%, excluding FX headwinds, and 7% on a reported basis; asset-based fee run rate growth of 15%; and a retention rate of 93%. In index products, the ecosystem linked to MSCI indices remains central to global investing.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

Insight Partners

DECEMBER 17, 2024

Identity Access Management (Production) : An asset manager uses AI Agents to automate complex IAM and IaC workflows, including infrastructure provisioning and access approvals. Executive reporting and knowledge retrieval (Production): A second investment bank leverages AI Agents to produce monthly executive briefing reports.

Startups 116

Startups Consulting Consultants Leveraging 116

The Motley Fool

JANUARY 27, 2025

These were primarily related to the release of the majority of the valuation allowance against our deferred tax assets. Each quarter, we assess the recoverability of our net deferred assets, most of which are related to net operating loss and tax credit carryforwards from prior years. In the fourth quarter, total assets grew by $1.9

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Taxes Financial Services Assets 130

Axial

NOVEMBER 18, 2024

In this post, we cover: Definitions Key differences between brokers and advisors How Axial helps you find the right partner for your business To write this post, we used data from our network of brokers and advisors, which includes over 1,100 investment banks and M&A advisory firms, as well as 900 brokerage firms.

Fee Structure 52

Fee Structure Boutique Investment Banks Bidding Mergers and Acquisitions 52

Pension Pulse

NOVEMBER 25, 2024

In addition to BMW and Volkswagen AG , Northvolt’s top investors included Goldman Sachs’s asset management arm, Denmark’s biggest pension fund ATP, Baillie Gifford & Co. The Financial Times reported on Saturday that funds run by Goldman Sachs Asset Management are set to write down almost US$900 million at the end of the year. “But

Pension Funds 59

Pension Funds Funds Financing Finance 59

The Motley Fool

MARCH 21, 2025

They also come because recent actions by the Trump administration may have implications for financial institutions. Where to invest $1,000 right now? Investment banking rebounded in 2024 following a couple of tough years Morgan Stanley is one of the largest investment banks in the U.S.

Mergers and Acquisitions 227

Mergers and Acquisitions Investment Banking Investment Banks Initial Public Offering 227

The Big Picture

OCTOBER 3, 2023

You’ve got a big asset management business that you care about. 00:29:57 You’ve got a big banking business that you care about, and you’ve got a lot more aspects of the company that you care about. You know, funding a, a a a a institution or funding a bank is really important. They run outta liquidity.

Taxes 112

Taxes Banks Capital Debt 112

The Big Picture

FEBRUARY 7, 2023

You know, GE Capital, you have to understand, like, investment banking was so hot then. COHAN: Everybody wanted to be an investment banker. I mean, investment bankers were rock stars, right? COHAN: — because, you know, there were 72 partners and 72 non-partners in the investment banking group, so very small.

Banks 103

Banks Mergers and Acquisitions Capital Companies 103

The Motley Fool

APRIL 12, 2025

A fast recovery also followed it, as the Federal Reserve acted quickly slashing interest rates to near zero and launching a quantitative easing program where it bought government bonds and other assets. The S&P returned to its pre-crash highs by mid-August of 2020, as the Fed showed how it can help stocks during a market crash.

Exchange-Traded Funds 228

Exchange-Traded Funds Banks Financial Institutions Stock Market 228

The Motley Fool

JANUARY 2, 2025

The investment bank H.C. A big reason for Wainwright's optimism has to do with a more favorable regulatory landscape under the Trump administration, which includes the passage of several key bills in Congress that will lead to more institutional adoption. More spot-crypto ETFs are expected to be adopted in 2025.

Financial Institutions 189

Financial Institutions Investment Banks Investment Banking Assets 189