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UK ups tax on PE ‘carried interest’ to 32%

Private Equity Wire

Carried interest, a performance-based fee structure, is paid by around 3,100 individuals in the UK but has created significant wealth within the private equity sector. Other potential changes under consideration include co-investment requirements and extending minimum holding periods, though these would be open to public consultation.

Taxes 95
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Interval Funds: 6 Things to Know Before You Invest

The Motley Fool

Interval funds are closed-end investment companies that might appeal to investors looking for different ways to diversify their portfolio by providing access and exposure to illiquid strategies or alternative assets. Where to invest $1,000 right now? Interval funds can invest in a diverse mix of assets, including private securities.

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How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Your risk tolerance will influence your investment strategy and asset allocation.

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How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Your risk tolerance will influence your investment strategy and asset allocation.

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Meet the firm that is finally bringing financial planning to small accounts!

Sara Grillo

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Nothing in these materials may be construed as an investment, insurance, or financial recommendation. For such a recommendation, consult with a financial advisor.

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Top 25 Lower Middle Market Investment Banks | 2024

Axial

Axial is excited to release our 2024 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the deal-making activities of 400+ investment banks and advisory firms that met the qualifications to be considered for league tables last year. increase from 2023 and the highest annual total on record.

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Top 25 Lower Middle Market Investment Banks | Q3 2024

Axial

Axial is excited to release our Q3 2024 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the deal-making activities of 370 investment banks and advisory firms that met the qualifications to be considered for league tables last quarter. We do ground-breaking, confidential global client marketing.