Personal Capital Management is a company that has truly grown out of changing times, incorporated in February 2015, as the result of the merger of Capital Management International Ltd. with its onshor...Personal Capital Management is a company that has truly grown out of changing times, incorporated in February 2015, as the result of the merger of Capital Management International Ltd. with its onshore sister company Personal Financial Services Ltd., we at Personal Capital Management Ltd, are specialists in wealth management, with over 30 years of experience.
Based in Mauritius and authorised by the Mauritian Financial Services Commission, we have developed our operations to follow the United Kingdom's model of Independent Financial Advisors; by doing this we have developed numerous business partners with many of the world's leading offshore, international insurance and investment companies. This allows us to provide our clients a range of innovative financial planning solutions: including retirement planning, saving to meet future university costs, medium to long-term investment portfolios, ‘uncorrelated' investments, structured investments and family protection insurance.
Good Governance
Our partnerships are only chosen with businesses that operate within recognised and well-regulated jurisdictions, such as the Isle of Man, where investor protection is enshrined in law. This forms the foundation of good governance.
Client Communication
We realise that in a rapidly changing world that communication with our clients is paramount and we therefore provide regular valuations along with monthly market analysis. This level of communication is at the core of our customer-care philosophy, a principle of excellence of service we have adopted from our many clients who are executives within the luxury hotel industry.
Wherever you are located please feel free to contact us to find out how we may assist you in achieving your financial goals.
Point Hope is a multi-disciplinary fund manager with business lines in Hedge Funds, Private Credit, and Natural Capital. Point Hope was a family office that has developed into an asset manager, led by...Point Hope is a multi-disciplinary fund manager with business lines in Hedge Funds, Private Credit, and Natural Capital. Point Hope was a family office that has developed into an asset manager, led by pioneers in the fund management industry as well as owners of successful family businesses in Southeast Asia. The team based across Asia have been servicing institutional investor clients for over several decades, with a focus on research-intensive value creation and generating industry-leading returns across its investment products.
Point Hope's hedge fund strategy is quantitative multi-strategy; in private credit, the purchase and servicing of consumer unsecured non-performing loans; and in natural capital, Point Hope aims to combine finance with natural assets and environmentalism to further Climate, Community and Biodiversity objectives.
Point Hope holds a Capital Markets Services License in Fund Management and is regulated by the Monetary Authority of Singapore.
Prescient Capital is a Delafield, Wisconsin–based specialty finance company providing short-term loans collateralized by commercial real estate or other quick-sale collateral. The firm focuses on $2...Prescient Capital is a Delafield, Wisconsin–based specialty finance company providing short-term loans collateralized by commercial real estate or other quick-sale collateral. The firm focuses on $2-$15 million dollar loan requests at or near the top of the capital structure, attempting to limit downside risk and focusing on capital preservation.
Borrowers typically have a deadline they are trying to solve when they approach Prescient Capital. Our lending platform offers borrowers speed and certainty of execution that surpasses conventional lending sources. We provide expedited loan process, no upfront fees, and direct access with the decision makers.
Private Capital Advisors Inc. is a registered investment advisor. As such we operate a multifamily office that serves individuals, families, foundations, and institutions. The firm has its roots from...Private Capital Advisors Inc. is a registered investment advisor. As such we operate a multifamily office that serves individuals, families, foundations, and institutions. The firm has its roots from 1945 and over the last 60+ years.
Our services offered range from bill paying, tax planning, corporate accounting, and estate planning to sophisticated asset and alternative asset management practices. We offer a seamless experience allowing our clients a 360 degree picture of their financial affairs in one place.
PRORSUM is mission driven and focuses on financing, developing and building successful companies that promote the Sustainable Development Goals (SDGs). The company is an investment advisor headquarter...PRORSUM is mission driven and focuses on financing, developing and building successful companies that promote the Sustainable Development Goals (SDGs). The company is an investment advisor headquartered in Zurich, Switzerland, and offers investments vehicles to institutional investors to enable them to invest towards the achievement of these goals.
PRORSUM is dedicated to become a global independent leader in sustainable, long-term investing and in advising institutional investors pursuing the same mission. All investments are measured towards their impact on specific goals of the SDGs.
The QIA SICAV-SIF is an "open architecture platform", created exclusively to enable third parties to launch their own fully supported and administered Luxembourg regulated SICAV SIF Funds.
Creating a...The QIA SICAV-SIF is an "open architecture platform", created exclusively to enable third parties to launch their own fully supported and administered Luxembourg regulated SICAV SIF Funds.
Creating and advising a SICAV SIF Fund in the World's premier cross border fund domicile, elevates your business reputation and potential.
A Luxembourg Regulated SICAV SIF Fund offers extensive new business opportunities, e.g. to high net worth individuals, pension funds, insurance companies and private banks.
QIA SICAV-SIF Platform is regulated in Luxembourg. You require no additional personal qualifications or regulation.
A Tax efficient regime. SICAV SIFs are not subject to Capital Gains or Income Taxes and there is no liability to Withholding Tax on distributions, including the redemption of shares.
Economies of Scope and Scale mean lower costs and an enhanced bottom line for both your fund and your business.
A wide choice of asset class, including real estate, unlisted securities, commodities, leveraging etc., enables all possible investment styles.
A dedicated fund within a SICAV SIF is a real asset, providing income and embedded value to your business.
Your investment style and results are subject to global exposure thereby attracting new investors.
Access to institutional management tools can help you enhance investment returns and lower volatility.
QuantePhi is a boutique Corporate Finance, Capital Markets and M&A deal advisory firm. We are a Capital Markets Services License holder, licensed by Securities Commission of Malaysia, to provide Corpo...QuantePhi is a boutique Corporate Finance, Capital Markets and M&A deal advisory firm. We are a Capital Markets Services License holder, licensed by Securities Commission of Malaysia, to provide Corporate Finance Advisory. We assist our corporate clients to realise their true potential & value, by delivering in-depth, objective analysis & executable deal structures in their corporate finance endeavours. Our advice is laden with practical optimality and pragmatism, identifying stakeholder sweet spots for agreements to be struck, and deals to be consummated. We strive to convert value hypotheses into reality.
We commit to build true value for our clients by exemplifying our own core values of:
Balance : We strive to be balanced & considered in all that we do, in our decisions & actions. We strive for the optimal in all of our endeavours.
Honesty : We are men of our word; what we say is truly a commitment from our heart. Trust is the basis of all our relationships. We hold on to the true and just, always.
Excellence : We don't settle for anything less. We hold on to the highest standards & are not satisfied with second. We constantly strive to improve and this desire for continuous optimisation fuel our desire to further innovate & impart change.
Agility : We act and do so swiftly. We abhor "analysis paralysis" and we shall flex & be nimble when faced with hurdles & challenges.
Introspective : Alas we are all human & we are not infallible. The key to success is to first realise one's mortality through introspection & admission. With humility, we leave egos behind & only embrace the path of corrective action, for the common good of ourselves & our clients.
The main distinctive feature of QuantePhi is our independence. Our advice & execution delivery is not laden with any deal or product-driven motivations. We deliver objective, unbiased & independent advice which is optimal to our clients, taking into consideration our clients' entire stakeholder universe.
Somos una empresa que ofrece productos y servicios financieros de excelencia a personas, empresas e instituciones, atendiendo sus necesidades especÃficas y defendiendo sus intereses particulares. Act...Somos una empresa que ofrece productos y servicios financieros de excelencia a personas, empresas e instituciones, atendiendo sus necesidades especÃficas y defendiendo sus intereses particulares. Actualmente contamos con las áreas de wealth management, finanzas corporativas y asset management.
Nuestros valores corporativos son la excelencia, compromiso, trabajo en equipo y cultura de compliance.
Nuestro trabajo está enfocado en mantener los más altos estándares de integridad, transparencia, calidad y profesionalismo, para crear relaciones de largo plazo con nuestros clientes.
RealBlocks is a comprehensive cloud-based private fund operating platform, empowering wealth and fund managers to better manage pre-trade to post-trade fund processing quickly and seamlessly. RealBloc...RealBlocks is a comprehensive cloud-based private fund operating platform, empowering wealth and fund managers to better manage pre-trade to post-trade fund processing quickly and seamlessly. RealBlocks offers a fully digital, white-label fund operations and management platform for today's fund managers wishing to expand their firm's investor base by allowing them to offer more funds in more locations around the world.
Our enterprise grade platform is built for global scale and uniquely bundles all front, middle, and back office functionality into one easy-to-use online interface. And, with our "single pane" view of all fund activity across portfolio's, you'll get the transparency and visibility your investors need all in one place. RealBlocks reduces operational expenses, decreases NIGO rates, provides the technology for expanding distribution globally, and delivers a powerful tool for built-in secondary trading. Say goodbye to manual processes and legacy systems and focus more time on growing your business with RealBlocks.
RupeeLife is a financial consultancy firm specializing in Transaction Advisory. We help clients to Increase transaction value and save time and costs by adopting a structured approach. Our team works ...RupeeLife is a financial consultancy firm specializing in Transaction Advisory. We help clients to Increase transaction value and save time and costs by adopting a structured approach. Our team works with a commitment to deliver the maximum value for the business.
We help companies understand their Business Valuation and deliver maximum value in any capital transaction. We assist companies to raise, invest and optimize their Growth Fund from Private Equity, Venture Capital and Capital Market through IPO. Our end-to-end Transaction Support includes financial restructuring, financial modelling, due diligence in any M&A transaction.
Our commitment to deliver the best to our clients has helped us grow from a one man company to 20+ team with 3 offices. Looking for more love from people like you!
Sapphire Professional Services Pvt. Ltd. Is a boutique financial advisory services firm headquartered at Mumbai. While recently incorporated, our team has a combined experience of 90-100 man-years acr...Sapphire Professional Services Pvt. Ltd. Is a boutique financial advisory services firm headquartered at Mumbai. While recently incorporated, our team has a combined experience of 90-100 man-years across industry sectors and activities relating to divestment, acquisition, fund raising (both debt and equity), valuation and structured finance. Sapphire has at its focus industry sectors such as Entertainment & Media, Hospitality & leisure, Healthcare, IT/ITES and selected industrial and consumer areas.
At Sapphire, our endeavor is to create value for our clients. By our access to knowledge, data and skill-set, our delivery is speedy and cost effective. Our clients range from early stage startups and privately held small firms to large multinational corporations and private equity funds. Early stage ventures and privately held small companies have unique requirements ranging from assistance in strategy development, organization structuring, financing, succession planning and tax advice. With an emphasis on individual attention and quality service, we focus on the varying specific and general needs of these enterprises and their owners, either through our own team or through strategic partners who work with us to provide these services.
Siris is a leading private equity firm focused on making control investments in data, telecommunications, technology and technology-enabled business service companies.
To date, Siris has raised mor...Siris is a leading private equity firm focused on making control investments in data, telecommunications, technology and technology-enabled business service companies.
To date, Siris has raised more than $5.9 billion of cumulative committed capital and is currently seeking investments with transaction values from $500 million to $2 billion.
Integral to Siris' investment approach is its partnership with exceptional senior operating executives, or Executive Partners, who work with Siris to identify, validate and operate investment opportunities. Their significant involvement allows Siris to partner with management to add value both operationally and strategically. To learn more, and for important information on Siris' Executive Partners, visit us at www.siris.com.
Peak Partners SA focus is directed towards superior risk adjusted return production, moderately correlated to traditional capital markets and other investment and trading strategies.
Peak Partners...Peak Partners SA focus is directed towards superior risk adjusted return production, moderately correlated to traditional capital markets and other investment and trading strategies.
Peak Partners SA is convinced that a structured and flexible approach combining direct and non direct investment schemes via platforms in selected alternative products is the best way to produce stable and non correlated returns.
Petra Funds Group is a leading global provider of fund administration, middle and back-office support, regulatory compliance, and ESG services for private equity, venture funds, and private debt funds...Petra Funds Group is a leading global provider of fund administration, middle and back-office support, regulatory compliance, and ESG services for private equity, venture funds, and private debt funds. Founded by private equity executives in 2021, Petra administers structures and funds that have in excess of +$230 billion in assets.
We deliver tailored services to our valued client base from offices in the U.S. and Europe. Clients are serviced by regional teams led by executives with deep experience in alternative investments and ESG and supported by a global network of experts. Our coordinated fund administration solution and best-in-class technology enable our clients to scale their operations, reduce costs, and focus on their core competencies. For more information, please visit: www.petrafundsgroup.com.
Phoenix Capital Partners Inc. provides consulting and advisory services in relation to Mergers and Acquisitions, reorganizations, debt restructurings, debt and equity financing, and other corporate fi...Phoenix Capital Partners Inc. provides consulting and advisory services in relation to Mergers and Acquisitions, reorganizations, debt restructurings, debt and equity financing, and other corporate finance activities. We primarily serve the secondary and alternative financing requirements of small and medium size companies who cannot access all of their financing requirements from institutional sources of capital.
Primary client profiles consist of small to mid-size corporations undertaking highly leveraged acquisitions with immediate cost and operating/marketing synergies, and companies who are experiencing difficulties in accessing institutional capital due to preset credit limits and credit criteria.
Our ability to structure combinations of institutional, corporate, and private funding allows us to maximize your financing options. This funding strategy allows us to successfully complete transactions on competitive market terms on behalf of our clients in the shortest period of time.
Our advantage is our accumulated working knowledge of all industry sectors. We 'partner' with management teams of companies who are focused on improving their financial positions and are seeking growth opportunities.
At PMFA Consulting AG, your financial and business goals are our top priority. We support our clients in creating sustainable value and promoting responsible growth. With a clear focus on fiduciary se...At PMFA Consulting AG, your financial and business goals are our top priority. We support our clients in creating sustainable value and promoting responsible growth. With a clear focus on fiduciary services, tax consulting, and real estate portfolio management, we offer tailored solutions that are precisely aligned with your needs.
Ratio is a new kind of FinTech which combines financing, payments, predictive pricing and a frictionless quote to cash process into one platform for SaaS and technology companies. We are reinventing t...Ratio is a new kind of FinTech which combines financing, payments, predictive pricing and a frictionless quote to cash process into one platform for SaaS and technology companies. We are reinventing the way that recurring revenue businesses, starting with SaaS companies, accelerate sales and leverage capital to fuel growth.
Ratio is democratizing how customers buy technology and how technology companies fund themselves by removing barriers to purchase and creating access to a new source of growth capital. Simultaneously, we are creating a new multi-trillion dollar fixed income asset class for investors.
We currently offer two products to serve this market:
a) Ratio Boost - A fully integrated buy-now-pay-later (BNPL) payment and checkout product for SaaS and recurring revenue companies. Your customers are offered ultimate payment flexibility and a frictionless buying experience, while you still get paid upfront for each customer contract without discount or dilution.
b) Ratio Trade - A non-dilutive upfront capital solution for high growth SaaS and recurring revenue companies backed by their portfolio of contracts. No need for companies to discount or dilute for growth or working capital. No restrictive covenants and access to capital in days not months.
At Reveal Insight we help small asset managers to raise capital by increasing their trustworthiness in the investment community via the use of qualitative ratings in a similar way that AirBnB, Uber an...At Reveal Insight we help small asset managers to raise capital by increasing their trustworthiness in the investment community via the use of qualitative ratings in a similar way that AirBnB, Uber and Amazon help small vendors thrive in their industries. By ensuring accountability in an industry in which allocations are driven by hearsay, name recognition, misaligned incentives and emotionally driven decisions, we are building the first 'meritocratic marketplace' for alternative investments. Furthermore, we oversee the digital verification of investor ratings as well as each manager's identity, location, licence, audits and service providers. Reveal Insight motivates boutique managers to improve their service while making investing into less well known managers easier, safer and more efficient for institutional investors. We also have a fully transparent referral scheme that motivates intermediaries to refer market participants to our platform.
Registering your profile, accessing data and interacting with other participants is free for all user types.
Institutional investors, asset managers, intermediaries and service providers are all welcome to benefit from the practicality, efficiency and safety of our digital marketplace.
We are a London-based provider of investment banking related services to MNCs, financial institutions and individuals.
We differentiate ourselves by our merchant bank approach, limiting the number ...We are a London-based provider of investment banking related services to MNCs, financial institutions and individuals.
We differentiate ourselves by our merchant bank approach, limiting the number and type of our clients to those who can benefit from the dedicated focus of our partners and team who are senior professionals experienced and respected in the capital and financial markets in which they operate.
Our clients are multinationals, companies, institutional investors and private offices accessing the international capital markets.
We support multinationals, institutional investors and individuals to access capital with solutions and market insights to achieve strategic objectives. We provide clients with insight into capital markets and investment management solutions.
We invest capital and know-how in regionally scalable businesses.
RoundTable Financial Group, LLC is a partnership specializing in alternative assets, including hedge funds, private equity funds, private debt and private equity. The firm was founded in 2009 to take ...RoundTable Financial Group, LLC is a partnership specializing in alternative assets, including hedge funds, private equity funds, private debt and private equity. The firm was founded in 2009 to take advantage of the opportunities created by the 2008 market dislocation.
RoundTable assists both capital seekers and capital investors with their financial needs. The firm serves alternative asset managers, privately held companies and emerging and specialty fund managers.
The partners have extensive experience in identifying and placing capital, advising, structuring, and marketing alternative funds and hedge funds, and bringing corporate issuers to a broad universe of sophisticated investors in the private markets.
S.O. Capital Advice is a regulated financial intermediary based in Paris that is dedicated to unlisted assets.
We provide dedicated, tailored and high-quality services to our customers (primarily s...S.O. Capital Advice is a regulated financial intermediary based in Paris that is dedicated to unlisted assets.
We provide dedicated, tailored and high-quality services to our customers (primarily small institutional investors and family offices) with respect to their Private Assets portfolios.
Founded in 2009 and powered with our 20 years of experience, S.O. Capital Advice services are structured around:
- Advisory services for the set-up, monitoring and liquidation of unlisted assets portfolios with the view to optimize their performance;
- Transactional services on Private Equity / Real Estate assets or fund interests through organized processes;
- M&A operations in the financial services industry;
- Fundraising services for small and mid market Private Equity or Real Estate funds; and
- Valuation services of Private Equity / Real Estate assets or fund interests.
Portfolio Management Research covers more than 60 investment disciplines, from portfolio construction, to impact of regulation, to retirement planning, our articles present actionable conclusions that...Portfolio Management Research covers more than 60 investment disciplines, from portfolio construction, to impact of regulation, to retirement planning, our articles present actionable conclusions that can be used to influence investment decisions, directly benefiting your business from our research.
Browse our database by topic to discover new, related, and archived content across 60 investment disciplines. Our industry editors add new content weekly to help you stay current, get the latest ideas, and shape your conviction.
Personal Capital Management Ltd
PGS Invest
Point Hope Group
Prescient Capital
Private Capital Advisors Inc
Prorsum AG
QIA Sicav Sif
QuantePhi Sdn Bhd
Quest Capital Chile
RealBlocks
RupeeLife
Sapphire Professional Services Pvt. Ltd
Siris Capital Group
Peak Partners SA
Petra Funds Group
Phoenix Capital Partners Inc.
PMFA Consulting AG
Ratio
Reveal Insight
RJM Capital LLC- Venture Capital & Private Equity
Rostam Capital
RoundTable Financial Group
S.O. Capital Advice
Polo Capital Partners
Portfolio Management Research