Private Equity Insights

APRIL 3, 2025

From April 2026, carried interest will be treated as income to the extent it relates to services performed in the UK, exposing non-resident executives to British tax liabilities even after they leave the country. The effective marginal rate for high earners could reach 34.1%, up from the current 32% under capital gains treatment.

Taxes 147

Taxes High Net Worth Individuals Private Equity Firms Private Equity Firms 147

Pension Pulse

SEPTEMBER 6, 2023

Regulators are pushing private equity firms to do a better job when it comes to valuing their assets. Carolina Mandl and Chris Prentice of Reuters report US SEC overhauls rules for $20 trillion private fund industry: The U.S. And I have subsequently worked for a Swiss private bank!)

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

The Big Picture

MAY 9, 2023

And they all develop their own little system of useful terms, but then they end up becoming almost like a barrier that makes it hard for an outsider who hasn’t grown up in the world of finance, who doesn’t have a father who ran a hedge fund or an uncle who ran a private equity firm. How do you juggle all of those?

Liabilities 120

Liabilities Assets Banks Hedge Funds 120

Axial

MARCH 20, 2025

Financial buyers are made up of private equity firms, hedge funds, independent sponsors, family offices, search funds, and high-net-worth individuals. But, while all of the above is generally true at a high level, there are plenty of nuances and exceptions.

Private Equity Firms 40

Private Equity Firms Private Equity Firms Mergers and Acquisitions High Net Worth Individuals 40

The Big Picture

JUNE 20, 2023

The current book is called “These Are the Plunderers, How Private Equity Runs and Wrecks America” That’s a little bit of a sensationalistic headline. When we spoke, the focus and conversation really emphasizes the largest of the large private equity firms. RITHOLTZ: It’s a liability on the books.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Finance Financing 59