The Motley Fool

FEBRUARY 19, 2024

A family office may offer financial planning, investment management, tax expertise, and charitable giving opportunities. These are called private placements, and most of the time, the shares are sold to investment banks or hedge funds.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

The Motley Fool

JULY 28, 2023

But other than that, we continue to invest pretty heavily in our talent, and we would expect to do so coming in the future. I know you had highlighted difficult comp on performance fees in the quarter. The second question, I know you typically don't disclose expected tax rates. Is that the right way to put it?

Capital 100

Capital Business Services Debt Liabilities 100

The Big Picture

FEBRUARY 28, 2023

I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. I was talking to one of our founders, he said, look, a lot of people think we’re in Zug for tax reasons. I was tentatively committed to go to Lehman Brothers. LAYTON: Exactly.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

MARCH 27, 2023

I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. And all these formally high performers are now just so big, they’re very happy collecting the management fee and the performance fee matters less.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Motley Fool

JANUARY 15, 2025

Excluding the prior year's net investment securities losses, it was up 21%, largely on higher asset management fees and investment banking fees. In terms of credit performance this quarter, credit costs were 2.6 Next, the commercial and investment bank on Page 6. NIR ex-markets was up 3.1

Banks 243

Banks Investment Banking Investment Banks Capital 243