The Motley Fool

MARCH 29, 2024

Economic settlement network: Bitcoin could eliminate a number of fees imposed by banks and financial institutions, capturing between 1% and 10% of U.S. bank settlement volume. Seizure-resistant asset: Between 1% and 5% of the global wealth held by high net worth individuals could be stored in Bitcoin to protect it from the government.

Securities and Exchange Commission (SEC) 246

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

Private Equity Insights

MAY 31, 2024

Last January, Bloomberg reported that JPMorgan’s investment bank had allocated over $10bn of its balance sheet for direct lending and was focused on forming partnerships with asset managers to collaborate on private credit deals. Source: Private Equity Wire Can’t stop reading?

Asset Management 130

Asset Management High Net Worth Individuals Assets Private Equity Firms 130

Private Equity Insights

OCTOBER 23, 2023

OHA sourced this transaction through its strategic direct lending partnership with BMO Capital Markets (“BMO”), which includes over $1bn to invest in jointly originated senior secured private credit assets. Harrington will continue to operate as a standalone company and be led by its current management team.

Finance 130

Finance Financing High Net Worth Individuals Collateral 130

Private Equity Wire

NOVEMBER 13, 2023

LPs are becoming increasingly informed and demanding when it comes to sustainable portfolio performance. They closely scrutinise the long-term sustainability and impact of their investments. Impact is completely embedded throughout our investment process.

High Net Worth Individuals 98

High Net Worth Individuals Exit Strategy Consulting Consultants 98

The Motley Fool

SEPTEMBER 3, 2023

How does IPO investing work? A company typically hires an investment bank to underwrite the deal when it goes public. One of the bank's duties is to solicit shares to willing buyers. Typically, access to shares in IPOs is limited to high-net-worth individuals or sophisticated investors.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) High Net Worth Individuals Initial Public Offering Banks 100

The Motley Fool

OCTOBER 21, 2024

if you invested $1,000 at the time of our recommendation, you’d have $845,679 !* Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Goldman's great at investment banking.

Banks 130

Banks Investment Banks Investment Banking Mergers and Acquisitions 130

The Big Picture

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. And then we have investment teams in each of these areas.

Liabilities 120

Liabilities Assets Banks Hedge Funds 120