The Motley Fool

AUGUST 4, 2024

Whether you're a high-net-worth individual or an average earner with a modest estate, you deserve to have control over what happens to your assets in the event of your passing. During that time, your loved ones may be unable to access the assets you've left them. To that end, you have a few options.

High Net Worth Individuals 246

High Net Worth Individuals Legal Education Assets 246

The Motley Fool

SEPTEMBER 17, 2024

Image source: The Motley Fool/Upsplash If you want to know how you're doing financially and whether you're wealthy (or on the path to wealth), tracking your net worth is the best way to do it. It's most helpful to look at the median, as the mean is elevated by very-high-net-worth individuals skewing the results.

High Net Worth Individuals 246

High Net Worth Individuals Liabilities Debt Assets 246

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.

Asset Management 130

Asset Management High Net Worth Individuals Assets Private Equity Firms 130

Integrity Financial Planning

APRIL 2, 2023

For high-net-worth individuals and families, retirement is a significant shift. A high-net-worth individual, also known as an HNWI, is typically someone with at least $1 million in cash or assets that can be easily converted into cash, including stocks, bonds, mutual fund shares, and other investments. [1]

High Net Worth Individuals 52

High Net Worth Individuals Mutual Funds Taxes Liabilities 52

The Motley Fool

JUNE 19, 2023

Private credit is an alternative asset class that is increasingly becoming popular among investors. Private credit is a type of lending that uses private capital instead of banks to provide financing to companies or individuals. Private credit lenders may include institutional investors, family offices, or high net worth individuals.

Assets 147

Assets High Net Worth Individuals Financing Finance 147

The Motley Fool

AUGUST 28, 2023

The privately held company has roughly $245 billion in assets under management, with a comprehensive array of service providers to handle all aspects of clients' financial lives. The acquisition should help accelerate Creative Planning's growth and could add $29 billion in assets under management to its overall business.

High Net Worth Individuals 246

High Net Worth Individuals Legal Conglomerates Assets 246

The Motley Fool

OCTOBER 3, 2024

Bullish sentiment appears to have returned to the cryptocurrency market, and Bitcoin is trading near a record high right now. A unique asset with eye-popping returns to date Bitcoin is a truly decentralized cryptocurrency because it isn't governed by any one person or institution. But is Wood's prediction realistic? million per coin.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Exchange-Traded Funds Assets 246

The Motley Fool

DECEMBER 14, 2023

Cathie Wood is the founder and chief executive officer of Ark Invest, an asset management company focused on disruptive technologies like blockchain and cryptocurrency. Gold and other finite assets have value for the same reason. When supply is fixed or highly constrained, the price of an asset moves in tandem with demand.

High Net Worth Individuals 246

High Net Worth Individuals Hedge Funds Investing Assets 246

The Motley Fool

MARCH 26, 2024

Cathie Wood is the chief executive and chief investment officer at Ark Invest, an asset management company focused on disruptive technologies like blockchain and cryptocurrency. Ark clearly sees Bitcoin as an asset worth buying. Like any asset, its price is a product of supply and demand.

High Net Worth Individuals 189

High Net Worth Individuals Exchange-Traded Funds Investing Hedge Funds 189

Sara Grillo

JUNE 7, 2024

“I want to upgrade my client base and work with ultra high net worth individuals and Family Office clients. The post How financial advisors can get family offices and high net worth individuals as clients appeared first on Sara Grillo. How do I meet them?”

High Net Worth Individuals 52

High Net Worth Individuals Consultants Consulting Legal 52

The Motley Fool

AUGUST 28, 2023

The renewable energy producer has grown its earnings brisky by acquiring and developing income-producing renewable energy assets. The leading alternative asset manager has capitalized on the steady shift toward alternative investments as investors increase their allocation to these higher-return and lower-volatility investments.

Initial Public Offering 246

Initial Public Offering High Net Worth Individuals Assets Asset Management 246

The Motley Fool

MARCH 29, 2024

Bitcoin is trading near an all-time high right now and investors are as enthusiastic about its prospects as ever, but is Wood's forecast realistic? Bitcoin is a unique asset Bitcoin is often discussed as a replacement for traditional money. of their assets in Bitcoin because they believe it will further appreciate in value.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Exchange-Traded Funds Financial Institutions 246

The Motley Fool

APRIL 30, 2024

However, there are several asset classes outside of the stock market that can profit during inflationary surges. Unless you meet income or net worth thresholds that qualify you as an accredited investor , your ability to invest in private businesses will be limited. Image Source: Getty Images 2.

Accredited Investors 240

Accredited Investors Private Equity Firms Private Equity Firms High Net Worth Individuals 240

Private Equity Wire

FEBRUARY 13, 2025

Additionally, a growing class of high-net-worth individuals is seeking to diversify their portfolios beyond traditional equity and fixed income investments. NIIF currently manages four funds across various asset classes. Its largest, the Master Fund, is focused on infrastructure investments.

High Net Worth Individuals 69

High Net Worth Individuals Venture Capital Stakes Debt 69

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

Private Equity Wire

APRIL 2, 2025

This deal, first announced in October 2023, strengthens Wendels position in asset management, with its platform now overseeing approximately 34bn in private assets. Monroe Capital, a leading player in the US middle-market private debt space, manages $20.3bn in assets on behalf of institutional investors and high-net-worth individuals.

Stakes 58

Stakes High Net Worth Individuals Asset Management Debt 58

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

Private Equity Professional

DECEMBER 12, 2023

FGP was backed by both new and existing limited partners including pension plans, asset managers, insurance companies, endowments, foundations, family offices, and high net worth individuals. The general partner of… This content is for members only. Visit the site and log in/register to read.

High Net Worth Individuals 130

High Net Worth Individuals Funds Asset Management Assets 130

Private Equity Professional

OCTOBER 24, 2023

Fund VI’s limited partners include family offices, endowments, foundations, consultants, asset managers, insurance companies and high-net-worth individuals, including 25 former portfolio company executives and family-founder partners. The successful fundraise… This content is for members only.

High Net Worth Individuals 130

High Net Worth Individuals Funds Consultants Consulting 130

The Motley Fool

JULY 17, 2023

While IPO investing is typically reserved for high-net-worth individuals, from time to time, other companies may participate and buy into competitors' offerings. One of the more daunting aspects of an IPO is that the underwriters also play a role in marketing the shares of its client. That's a wide gap.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Due Diligence Initial Public Offering 246

Private Equity Wire

JUNE 10, 2024

HSOF V attracted support from family offices, high-net-worth individuals, wealth management firms, funds-of-funds and nonprofit endowments. The fund focuses on non-traditional companies, borrowers and asset types across sectors such as media, technology, telecommunications and specialty finance.

High Net Worth Individuals 98

High Net Worth Individuals Capital Funds Financing 98

The Motley Fool

JUNE 10, 2024

The private equity giant delivered 20%+ growth in its fee-related earnings, total operating earnings, and adjusted net income. It also grew its assets under management (AUM) by 13% to $578 million, raising an impressive $31 billion of new capital in the quarter. KKR also formed several new strategic partnerships last month.

High Net Worth Individuals 130

High Net Worth Individuals Accredited Investors Asset Management Assets 130

Private Equity Wire

AUGUST 27, 2024

Impax Asset Management, a specialist asset manager investing in sustainable economic transition, has appointed Magnus Kristensen as Head of Nordics with responsibility for business development in the region. Formerly part of the Formuepleje Group, Absalon serves European institutional investors and Danish high net worth individuals.

High Net Worth Individuals 98

High Net Worth Individuals Asset Management Banks Assets 98

Private Equity Insights

JUNE 21, 2024

TOF II benefited from growing investor desire for exposure to high-growth technology investments in businesses with established products and product-market fit.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Insights

JUNE 21, 2024

TOF II benefited from growing investor desire for exposure to high-growth technology investments in businesses with established products and product-market fit.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Insights

FEBRUARY 9, 2024

Graf remains cautiously optimistic about the deal pipeline, despite the difficulties encountered by firms including Silver Lake and Brookfield Asset Management last year in completing transactions. All market participants are busy working on prospective opportunities,” he said. and Citigroup Inc. Source: Yahoofinance Can’t stop reading?

Leveraged Buyouts 130

Leveraged Buyouts High Net Worth Individuals Pension Funds Buyout 130

Private Equity Wire

MAY 15, 2024

With these fundraisings, TrueBridge now manages more than $7.5bn in assets.

High Net Worth Individuals 98

High Net Worth Individuals Pension Funds Venture Capital Investing 98

Private Equity Wire

SEPTEMBER 30, 2024

Coller Capital is the largest independent investor dedicated exclusively to investing in the private capital secondaries market, with $33bn in assets under management and more than 30 years of experience in the market.

High Net Worth Individuals 93

High Net Worth Individuals Capital Investors Funds 93

Private Equity Wire

JULY 29, 2024

Active business requirement : At least 80% of the business’ assets must be used in the conduct of a qualifying business. Aggregate gross assets: Historical and current assets value must not have surpassed a $50 million threshold. Business inception or asset acquisition : Evaluate impacts on the 80% active business requirement.

Taxes 98

Taxes High Net Worth Individuals Mergers and Acquisitions Startups 98

Private Equity Insights

JUNE 27, 2023

Investors in the Fund, which were a mix of numerous new investors as well as existing New Mountain Net Lease investors, include pension funds, insurance companies, asset managers, endowments, family offices and high net worth individuals. Since inception, New Mountain’s net lease strategy has completed $1.9

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Wire

NOVEMBER 9, 2023

Adams Street Partners, a private markets investment firm with more than $58bn in assets under management, has held the final closing of the Adams Street 2023 Global Fund Program with $820 million in committed capital. The 2023 Global Fund saw strong representation from both new and returning investors.

High Net Worth Individuals 98

High Net Worth Individuals Funds Assets Investment Firms 98

Private Equity Wire

DECEMBER 18, 2023

Fund II attracted support form a diverse group of institutional investors across North America and Europe, including corporate and public pension funds, endowments and foundations, asset managers, funds of funds, and family offices as well as high-net-worth individuals.

High Net Worth Individuals 97

High Net Worth Individuals Capital Pension Funds Funds 97

Private Equity Insights

OCTOBER 19, 2023

Fund VI secured limited partner commitments from a diversified global investor base of family offices, endowments, foundations, consultants, asset managers, insurance companies and high-net-worth individuals, including 25 former portfolio company executives and family-founder partners.

High Net Worth Individuals 130

High Net Worth Individuals Funds Private Equity Firms Private Equity Firms 130

Private Equity Wire

AUGUST 2, 2024

This strategic collaboration aims to tap into the growing demand for private market investments, offering a diversified range of opportunities across various asset classes. The new investment manager will focus on a wide array of private market assets, including private equity, infrastructure, real estate, and private debt.

High Net Worth Individuals 92

High Net Worth Individuals Pension Funds Investing Leveraging 92

Private Equity Wire

JULY 2, 2024

Investors in Fund VII include approximately 400 pension funds, insurance companies, sovereign wealth funds, asset managers, foundations, endowments, family offices, RIAs and high net worth individuals.

High Net Worth Individuals 98

High Net Worth Individuals Pension Funds Funds Enterprise Values 98

Private Equity Wire

JULY 10, 2024

Charting a Course for Further Growth highlights how managers are expanding their investment strategies, integrating asset classes outside of traditional buyouts, and unlocking new pools of capital. According to the survey, single-asset funds are set to remain the dominant form of GP-led deals.

High Net Worth Individuals 98

High Net Worth Individuals Deal Flow Buyout Assets 98

The Motley Fool

SEPTEMBER 22, 2023

Brookfield Asset Management (NYSE: BAM) is a likely candidate. The global alternative asset manager expects to grow its earnings and dividend by 15% to 20% per year through 2028, with the potential for faster growth after that. Powerful drivers Brookfield currently generates most of its revenues from asset management fees.

High Net Worth Individuals 130

High Net Worth Individuals Asset Management Assets Management Fees 130