Last week, Capital Group introduced its Long-Term Strategic Plan (LTSP) to our associates. The LTSP builds upon decades of evolution within our firm and maps our course to the year 2031 – our 100th anniversary. In the LTSP, we’ve outlined four guiding priorities: 1. Deliver superior investment results 2. Evolve with our clients 3. Simplify and scale 4. Invest in our culture and the associate experience To our centennial and beyond, we’ll remain rooted in our mission to improve people’s lives through successful investing. #CapGroupGlobal
Capital Group’s Post
More Relevant Posts
-
InvestmentNews recently caught up with our CEO, Dave Welling to delve into our M&A strategy and the nuances of integrating the firms that become part of our family. “The process of finding sellers is really important, but the value creation for the consumer, the employee, and the shareholder all happen after the acquisition,” says Welling. 🗨️ Dive deeper into the conversation here: https://buff.ly/3PgNpIf
To view or add a comment, sign in
-
Investec has hired former Eaton Partners Director Stefano Manna to lead its new GP-leds advisory team. The new team will focus on the mid-market, offering solutions including single and multi-asset continuation vehicles. Jonathan Arrowsmith, Head of Investment Banking at Investec, said, “While we expect IPO and M&A markets to improve next year, it’s clear that GP-led secondaries are not going away anytime soon. As we continue to build our presence across Europe, having a market-leading advisory offering for GPs, led by Stefano, will be critical.” Create a free SecondaryLink account: https://lnkd.in/g5t_Hgqg Subscribe to our newsletter: https://lnkd.in/eguN2zZn #Secondaries #Secondary #SecondaryMarket #BankingIndustry #AlternativeInvestments #Advisory #Advisor #GP #Funds #FinanceJobs #HiringandPromotion #Leadership #BankingJobs https://lnkd.in/dP-iRriD
Investec hires former Eaton Partners Director to lead new GP-leds advisory team
secondarylink.com
To view or add a comment, sign in
-
MCE is starting out 2024 reflecting on last year’s incredible achievements. One of these exciting wins is reaching our highest-ever portfolio of $77M, all of which is invested in impact-driven companies uplifting the economic and environmental health of their communities in emerging markets. This success is largely due to an impressive $40M in disbursements last year alone. Responding to tremendous demand for our capital, there was a focus on new client acquisition–allowing us to bring on 16 new partners throughout all of MCE's regions . Thank you to our Investment Team members for your tireless work and commitment to the companies and people we serve! Abel Cuadrench i Tristany, Renaud Duverger, CFA, Mónica Furuya, Carolyn Han, Laura Lueken, Newton Nthiga, Lamia Ouederni, Elena Pons, Jimena Quiroz, CFA, and Maria Raurell Carulla. #2023Highlights #ImpactInvestment #InclusiveFinance
To view or add a comment, sign in
-
Explore the nuanced process of integrating Registered Investment Advisors (RIAs) with insights from Dave Welling, CEO of Mercer Advisors. Learn why Welling prefers the term 'integrator' over 'aggregator' and discover key strategies for success post-merger. https://hubs.la/Q02nXxyn0
The intricacies of integrating RIAs at Mercer
https://www.investmentnews.com
To view or add a comment, sign in
-
In the month of September, Pinnacle achieved remarkable milestones, benefiting not only our esteemed partners but, most significantly, our valued clients. Offerings them a selection of three exceptional opportunities and delivering on two full maturities after just 12 months. We are also delighted to report the exciting announcement of brand-new partnerships that will result in Pinnacle exclusively releasing not one, but two innovative investment products. Detailed information on these transformative opportunities will be unveiled in the coming days. At Pinnacle, we recognise that our achievements are made possible by the unwavering commitment and support of our exceptional clients. As we embark on the month of October, we remain humble and resolutely focused on continuing this journey of success. For further information about our latest product offerings, you can call us on +44 (0) 204 502 1590, email: [email protected] or visit: www.pinn.group #responsibleinvestment #investing #investments #investors #investmentopportunities #investmentmanagement #investinchange #wealthmanagement #financialadvisor #financialfreedom #alternativeinvestments #investmentincome #investmentgrowth #investmentadvisor #investmentagent #investmentintroducer #investmentbroker #investmentdistibuter #assetmanager #Assetmanagement #alternativeinvestmentadvisor #alternativeinvestmentadvisors #alternativeinvestmentgroup #investmentopportunity #investmentopportunities #distributor #fixedincome
To view or add a comment, sign in
-
-
Our CEO Stan Gregor Gregor opens our 2023 SGP conference! Day one was full of valuable insights on M&A, portfolio management, and the unique Summit growth model created with and for its family of advisors. #SummitStrong #WealthManagement #EquitableEquity #Advisors #FinancialPlanning Merchant
To view or add a comment, sign in
-
-
G Squared Private Wealth's CEO, George Georgiades, was an invited guest to the 2024 Exit Planning Summit to hear from the other industry leaders in exit planning. We have worked closely with many clients to help carefully guide them to an exit plan that best suited their needs. Deciding whether to sell a business is an extremely difficult decision, but having someone on your side can help put you at ease that you are making the right choices for you, your family, and your business. #exitplanning #CEPA #sellingyourbusiness
To view or add a comment, sign in
-
-
Celebrating 5 Years of Success! Our Small and MidCap Opportunities strategy at Hilton Capital Management has reached an incredible milestone. Thank you to our amazing team and valued clients for making this journey possible. Here's to continued growth and prosperity! For more information about our Small and MidCap Opportunities strategy, check out the link below: https://lnkd.in/eddSymG4 #SMIDCap #InvestmentStrategy #Investing
To view or add a comment, sign in
-
-
Take a look over the Next $20 Trillion in Alternative Investments #CAIA #CAIALatAm #AlternativeInvestments #AaronFilbeck
Sitting at $22 trillion in assets under management today, alts are larger than ever. Plus, the makeup of this figure is more diverse than ever. In this issue of Chronicles of an Allocator, Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP shines a spotlight on where the next wave of capital will come from – read it here: https://bit.ly/3HoPz46 Highlights from: BlackRock, Deloitte, Boston Consulting Group (BCG), and Ropes & Gray LLP! #alternativeinvestments #investing
January 2024: The Next $20 Trillion in Alternative Investments | Chronicles of an Allocator
To view or add a comment, sign in
-
Have you watched this discussion between Jim Gold, Steward Partners' CEO, and Ryan Nauman? Jim provides an in-depth analysis of the key developments in the Wealth Management industry, such as the changing landscape of ownership, the evolution of hybrid RIAs, the influence of private equity on M&A activity, and the challenges surrounding succession planning. Watch the interview here: https://ow.ly/9ICr50SBMn1 WealthManagement.com #WealthManagement #FinancialPlanning #StewardPartners
To view or add a comment, sign in
-
--
1moAn example to the fund management industry.