Proactive’s Post

Praemium CEO Anthony Wamsteker discusses the wealth management opportunity and how Praemium is positioned to capture this in the remaining months of this year and into 2025. Thanks to Proactive and Tylah Tully for the chat. #praemium #wealthmanagement #platform

As high-net-worth investors (HNWs) seek new avenues for growth and diversification, global investment opportunities are expanding. Praemium opens doors to more markets and a broader range of alternative investments than ever before. With access to unique assets and the ability to to create sophisticated, tailored solutions, we’re here to empower HNW clients to capture the full spectrum of wealth opportunities. #wealthmanagement #hnwinvesting #moremarkets #alternativeassets #unlockopportunities #praemiumspectrum #praemium #platform #financialadvice

🌟 Showcasing XYPN's Latest Achievement: XYPN Sapphire's Debut 🌟 We're eager to showcase the latest achievement from XY Planning Network – the introduction of XYPN Sapphire. This new corporate RIA platform marks a significant development in the advisory world, offering comprehensive support to financial advisors. Our role as the investment strategist for XYPN Invest, a core component of Sapphire, underscores our commitment to fostering growth and efficiency in the advisory sector. The foresight of XYPN co-founders Alan Moore and Michael Kitces in creating XYPN Sapphire aligns with our shared commitment to advancing the advisory landscape. It's about ensuring advisors have the necessary support to deepen client relationships and achieve their business objectives. Discover more about how XYPN is expanding their advisor support model and what this means for advisors by checking out the full article, linked in the comments. 🔗 https://lnkd.in/dzf9rput #XYPNSapphire #InnovativePartnership #AdvisorySupport #EastBayInvestmentSolutions

Good investment income reporting provides critical insights for making informed financial decisions, managing risks, and planning for the future. Praemium's unparalleled income reporting is designed to offer precision and clarity for income-focused investments. Advisers can access comprehensive, customisable reports across diverse assets, ensuring accurate insights into portfolio performance and income streams. With capabilities to monitor complex income sources such as private debt, unlisted infrastructure, and real estate, Praemium empowers advisers to meet client needs for sustainable income strategies. Learn more about the breadth of income reports you can generate for your clients. https://lnkd.in/gSBPavdH #incomeinvesting #reporting #platform #sophisticatedwealth #praemium

Tender offer funds represent 52% of the 235 total non-listed CEF’s in the marketplace. Among the tender offer funds, Venture / Private Equity funds (44) are the most prevalent. Among the interval funds Credit funds (56) are the most prevalent. The research team at XA Investments LLC is pleased to share with you our XAI Interval Fund Daily Observations. For more information on the interval fund market and to read our full quarterly report on non-listed CEFs, please visit the CEF Market Research page (link below) of XAI’s website and click 'Subscribe' for access to XAI’s online research portal and pricing info. The industry leading report provides actionable insights and consolidated data, including market statistics, IPOs, recent fund filings, sponsor data, and market overview. #IntervalFunds #TenderOfferFunds #XAIConsulting https://lnkd.in/eVxmcaVC

🎉 We are proud to announce our investment in nsave $4m seed funding round, co-led by Sequoia Capital and TQ Ventures. Founded by Rhodes Scholars Amer Baroudi and Abdallah AbuHashem, nsave is set to democratize access to Swiss financial services for individuals in distressed economies. 🎯 This is not an easy mission to accomplish, but we knew from the very first moment we met Amer and his team that if anyone can make this happen, it's them. Their relentless dedication, and unwavering, unyielding mindset - no matter what circumstances they face - is unparalleled. They embody the 3 things we value the most in any founder: 1/focus, 2/intention and 3/consistency. 🌍 nsave’s mission perfectly embodies our investment philosophy at ACE Ventures: support innovative solutions that address critical global challenges. Through their easy-to-use app and rigorous compliance framework, nsave provides a much-needed service to those facing financial exclusion due to geopolitical or economic instability. 🤝 This funding round, which also saw participation from Y Combinator, SVA and FONGIT, will enable nsave to expand its infrastructure and extend its services to more customers in need of stable and secure financial options. We are proud to be a trusted Swiss-based partner for Amer, Abdallah, and the nsave team as they work towards bringing Swiss financial stability and inclusion to millions worldwide. Read more here: https://lnkd.in/eEAtr8WP #ACEVentures #SwissTech #GlobalImpact #TechForGood

Southport, Toronto March 12, 2024 – Rondeivu, Inc. (“Rondeivu”), an innovative InvestTech platform for capital formation and asset management across private markets, is excited to announce that its affiliate Rondeivu Securities has surpassed US$100 billion of investor mandates registered on platform, representing almost US$1 trillion in institutional LP firm AUM. Rondeivu launched its end-to-end tech solution in April 2023 to address the pain points institutional LPs experience in sourcing, due diligence, transacting, and monitoring transactions in private market funds, co-investments, direct deals, and GP-stakes/seeding investment opportunities across asset classes. Michael Ashmore, CFA, CEO of Rondeivu, stated regarding the milestone, “To achieve $100 billion of investor mandate registrations less than 12 months since launch far exceeds even our most optimistic expectations. We’re thrilled that ‘the Innovators’ across the spectrum of institutional investors have embraced our vision of faster, cheaper, more transparent access to private markets. The family offices, E&Fs, pensions, and sovereign wealth funds we speak with are increasing their strategic asset allocations to private markets to help drive better returns for their portfolio, yet remain wary of the opacity of these markets. This is just the beginning for Rondeivu”. Rondeivu Securities notes that the institutional investors registered on platform access the firm’s five live deals, where it has partnered with specialist asset managers seeking to generate excess returns for investors. About Rondeivu, Inc. Rondeivu has offices in Southport, CT and Toronto, ON and is comprised of Rondeivu Securities LLC, a FINRA registered broker for private market offerings and Rondeivu Advisory LLC, a Connecticut-registered registered investment adviser for the provision of outsourced CIO services to institutional investors. The firm is reimagining how GPs and LPs transact on private market investment opportunities, leveraging technology at every stage of the deal process. Committed to professionalism, innovation, and integrity, Rondeivu values the diverse talents and perspectives of its team, its biggest asset. As we experience exciting growth in 2024, we encourage intellectual Olympians with a passion for excellence to explore opportunities with us. For more information, visit www.rondeivu.com or contact info@rondeivu.com. #institutionalinvesting #privatemarkets #privatecredit #coinvestments

Euronext Securities has announced its acquisition of Acupay System LLC Group, a global leader in financial reporting, corporate actions, cross-border tax relief, and securities processing! 🌍✨ Founded in 2005, Acupay has revolutionized the management of double taxation for cross-border investors, offering innovative solutions that connect brokers and banks to securities issuers. With this strategic acquisition, Euronext Securities strengthens its position as the third largest central securities depository in Europe, expanding its service offerings to better serve clients across borders. 💬 Stephane Boujnah, CEO of Euronext, expressed enthusiasm about this milestone, highlighting that it enhances Euronext’s ability to deliver value-added services to issuers, custodians, brokers, and investors. The Acupay team is equally excited to embark on this journey, ready to leverage their expertise to create an enhanced value proposition for Euronext clients. Together, they are set to unlock new opportunities and redefine the future of financial services in Europe! 🌟 #Euronext #Acupay #Acquisition #FinancialServices #CrossBorderTaxRelief #MarketInfrastructure #Innovation #Growth

Charting new paths for growth at the #CEORoundtable in Montreal!   Today, our Managing Partner Richard BRUYERE joined the panel "Not your Grandmother's Asset Management" moderated by Jim McCaughan, INDEFI’s U.S. Practice Leader and Chair of the U.S. Institute by Institutional Investor   The discussion focused on how asset managers can capitalize on industry changes to capture new growth opportunities and meet evolving client needs beyond traditional comfort zones.   Stay tuned for more to come as other Indefi leaders take the stage to discuss the future of our industry.   #AssetManagement #GrowthOpportunities #Innovation  

Industry improvement idea: XAI observes that many non-listed CEFs do not have dedicated fund websites. We encourage fund sponsors to create dedicated fund websites to provide important fund information, such as portfolio holdings and current distribution rates. The research team at XA Investments LLC is pleased to share with you our XAI Interval Fund Daily Observations. To read the recently published Q1 2024 XA Investments LLC Quarterly Market Updates for Non-Listed CEFs and Listed CEFs, please visit the CEF Market Research page (link below) of XAI’s website and click 'Subscribe' for access to XAI’s new online research portal and pricing info. The in-depth reports provide actionable insights and consolidated data, including market statistics, IPOs, recent fund filings, sponsor data, and market overview. #IntervalFunds #XAIConsulting https://lnkd.in/eVxmcaVC