Guernsey Financial Services Commission

Pantheon announces leadership succession plan, Kathryn Leaf to become CEO in 2025

Retrieved on: 
Thursday, March 21, 2024
Professional Services, Business, Finance, Asset Management, Consulting, Banking, Real estate, KLFB, Type, Central bank, Growth, Private equity, Investment advisory, Partner (business rank), Partnership, Lead, History, Sale, LLP, Strategic planning, Real assets, Executive Committee, Pantheon Ventures, Investment, DAC, AUM, Money, Guernsey Financial Services Commission, Security (finance)

The transition will be effective from January 1, 2025, and is subject to standard regulatory approval.

Key Points: 
  • The transition will be effective from January 1, 2025, and is subject to standard regulatory approval.
  • I am very pleased that Kathryn will lead Pantheon through this next exciting phase of growth as we look to continue to deliver market-leading strategies to our investors.”
    Ms.
  • Leaf is a 25-year private markets investor and a 15-year veteran at Pantheon.
  • Pantheon Ventures (Guernsey) Ltd and a number of other Pantheon entities incorporated in Guernsey are regulated by the Guernsey Financial Services Commission.

Pantheon completes largest-ever fundraise with $5.3bn close of secondaries-focused infrastructure program

Retrieved on: 
Wednesday, January 17, 2024
Professional Services, Finance, Central bank, Investment advisory, LP, LLP, GP, Guernsey Financial Services Commission, Sale, DAC, Pantheon Ventures, Money, Type, Lead, KLFB, Growth, Security (finance)

Pantheon, a leading global private markets investor, is pleased to announce the final close of Pantheon Global Infrastructure Fund IV and associated vehicles (PGIF IV), marking the firm’s largest-ever fundraise with commitments totaling $5.3bn1.

Key Points: 
  • Pantheon, a leading global private markets investor, is pleased to announce the final close of Pantheon Global Infrastructure Fund IV and associated vehicles (PGIF IV), marking the firm’s largest-ever fundraise with commitments totaling $5.3bn1.
  • Pantheon is a recognized first-mover and pioneer in infrastructure secondaries, having invested approximately $7.6bn in the space since 20103.
  • Inclusive of all deals closed and in legal closing from Pantheon Global Infrastructure Fund IV USD, which is the program’s core commingled fund.
  • Pantheon Ventures (Guernsey) Ltd and a number of other Pantheon entities incorporated in Guernsey are regulated by the Guernsey Financial Services Commission.

KBRA Assigns Rating to Alpha International Life Assurance Company (Guernsey) Ltd.

Retrieved on: 
Tuesday, December 12, 2023
Professional Services, Finance, Bailiwick, KBRA, Acquisition, Alpha Group, Risk management, ERM, Outlook, Insurance, LSE, Guernsey Financial Services Commission, AILAC, Failure

KBRA assigns a BBB- Insurance Financial Strength Rating (IFSR) to Alpha International Life Assurance Company (Guernsey) Ltd. (AILAC).

Key Points: 
  • KBRA assigns a BBB- Insurance Financial Strength Rating (IFSR) to Alpha International Life Assurance Company (Guernsey) Ltd. (AILAC).
  • Through its insurance holding company, Alpha Group (Bermuda) Ltd., the company was acquired in 2022 by Alpha Growth plc (ALGW: LSE) to further support the group’s insurance linked asset management business.
  • The rating reflects AILAC’s fee-based business model with minimal balance sheet risk, experienced management team and adequate ERM framework.
  • Execution above the business plan submitted to KBRA and establishment of distribution channels could result in a positive rating action.

Pantheon raises $3.25bn for its largest-ever private equity secondaries program, exceeding target

Retrieved on: 
Tuesday, November 28, 2023
Banking, Asset Management, Professional Services, Finance, Sale, Monetary Authority of Singapore, Securities and Futures Commission, Security (finance), Type, LLP, Financial Industry Regulatory Authority, Investment, Money, Central Bank of Ireland, Investment advisory, Financial Conduct Authority, KLFB, Guernsey Financial Services Commission, DAC, Lead, Private equity, Central bank, LP, Amyn Aga Khan, Pantheon Ventures, Financial services, Hong Kong

Pantheon, a leading global private markets investor, is pleased to announce the successful closing of Pantheon Global Secondaries Fund VII and associated vehicles (PGSF VII), its latest flagship global private equity secondaries offering, with commitments totalling $3.25bn1.

Key Points: 
  • Pantheon, a leading global private markets investor, is pleased to announce the successful closing of Pantheon Global Secondaries Fund VII and associated vehicles (PGSF VII), its latest flagship global private equity secondaries offering, with commitments totalling $3.25bn1.
  • Pantheon’s deep expertise in private equity secondaries attracted investments from a wide range of new and existing clients.
  • Amyn Hassanally, Partner and Global Head of Private Equity Secondaries at Pantheon, commented: “We are grateful for the strong support of our investors across the world who have entrusted us with their capital.
  • Like its predecessor vehicles, the program invests in a blend of both traditional LP stake secondaries and the growing range of GP-led secondaries opportunities.

Pantheon expands global footprint into key private wealth hubs

Retrieved on: 
Tuesday, October 24, 2023
Banking, Personal Finance, Professional Services, Finance, Type, Insurance, Investment advisory, United Kingdom, Security (finance), Sale, NYSE, Financial Conduct Authority, Affiliated Managers Group, London Stock Exchange, Business development, Securities and Futures Commission, Financial Industry Regulatory Authority, LLP, Guernsey Financial Services Commission, KLFB, AMG, Pantheon Ventures, Financial services, Renewable energy, Financial adviser

Pantheon, a leading global private markets investor, is pleased to announce it has extended its footprint into two important private wealth hubs with the launch of offices in Singapore and Geneva, Switzerland.

Key Points: 
  • Pantheon, a leading global private markets investor, is pleased to announce it has extended its footprint into two important private wealth hubs with the launch of offices in Singapore and Geneva, Switzerland.
  • Outside the US the firm manages two London Stock Exchange-listed investment trusts, Pantheon International Plc and Pantheon Infrastructure Plc.
  • The firm continues to innovate and extend the range of fund solutions available globally for private wealth investors to access its traditional private market funds.
  • Pantheon Group* (“Pantheon”) is a leading global private markets specialist currently investing on behalf of more than 1,000 investors, including public and private pension plans, insurance companies, endowments, foundations and private wealth clients.

Pantheon Expands US Private Wealth Offering With Innovative Private Credit Secondaries Fund

Retrieved on: 
Tuesday, October 10, 2023
Banking, Asset Management, Professional Services, Finance, Guernsey Financial Services Commission, Securities and Futures Commission, NYSE, LLP, KLFB, Prospectus, Financial Industry Regulatory Authority, Financial Conduct Authority, Insurance, London Stock Exchange, United Kingdom, Type, Private credit, Pantheon Ventures, Security (finance), Sale, Partnership, AMG, Investment advisory, Financial services, Financial adviser

Pantheon, a leading global private markets investor, is pleased to announce it has filed for registration an innovative evergreen private credit fund anchored in private credit secondaries.

Key Points: 
  • Pantheon, a leading global private markets investor, is pleased to announce it has filed for registration an innovative evergreen private credit fund anchored in private credit secondaries.
  • The AMG Pantheon Credit Solutions Fund (PSECC) will become the latest addition to the firm’s growing, global evergreen platform – and will be the first of its type to deliver a private credit secondaries-focused investment strategy to the US private wealth market.
  • Rakesh (Rick) Jain, Pantheon Partner and Global Head of Private Credit, commented: “We are excited about extending our position in private credit secondary solutions to this important and growing client channel.
  • Michael Hutten, Pantheon Partner and Head of US Private Wealth, said: “We have heard from the private wealth community that demand for private credit funds is increasingly focused on addressing concerns around inflation, rising rates, credit defaults and the continued need for enhanced income.

Jacobi Asset Management lists Europe’s first spot Bitcoin ETF on Euronext Amsterdam with a decarbonisation strategy

Retrieved on: 
Tuesday, August 15, 2023
Cryptocurrency, Asset Management, Professional Services, Finance, Flow Traders, Pressure, Blockchain, Partnership, DRW, Guernsey Financial Services Commission, Electricity, Carbon, REC, ETF, Zumo, Environmental manager, SFDR, Euronext Amsterdam, Decarbonisation measures in proposed UK electricity market reform, Guarantee of origin, ESG, Bitcoin, Jacobi

Jacobi Asset Management (Jacobi) has listed Europe’s first spot Bitcoin ETF on Euronext Amsterdam.

Key Points: 
  • Jacobi Asset Management (Jacobi) has listed Europe’s first spot Bitcoin ETF on Euronext Amsterdam.
  • The Jacobi FT Wilshire Bitcoin ETF (the “ETF”) represents the first digital asset fund compliant with SFDR Article 8 through its decarbonisation strategy.
  • Jacobi has implemented a verifiable built-in Renewable Energy Certificate (REC) solution which allows institutional investors to access the benefits of Bitcoin whilst also meeting ESG goals.
  • We've been working closely with Jacobi Asset Management to help them build out an ESG-aligned, future-proofed crypto offering for their customers.

Pantheon Welcomes Four New Partners, Announces Global Promotions to Enhance Long-Term Growth Capabilities

Retrieved on: 
Monday, January 23, 2023
Finance, Business, Professional Services, Asset Management, Insurance, Equity, LLP, Financial Conduct Authority, Guernsey Financial Services Commission, NYSE, HR, AMG, Capital Dynamics, Foreign direct investment, Internal audit, Partnership, Nippon Life, Financial Industry Regulatory Authority, Institute of Internal Auditors, Investment advisory, Pantheon Ventures, Risk, Growth, Risk management, Social responsibility, KLFB, Organization, United Kingdom, Security (finance), Affiliated Managers Group, Private equity, Sale, 3i, Culture, Securities and Futures Commission, Type, Partner, Private credit, Akitoshi, Senior, Management, Cryptocurrency, Financial services, Financial adviser, Dean

The fourth new Partner is Dean Maines, who has joined Pantheon as Chief Financial Officer.

Key Points: 
  • The fourth new Partner is Dean Maines, who has joined Pantheon as Chief Financial Officer.
  • Dean oversees our finance group, with a focus on leading Pantheon’s accounting, financial reporting and internal controls to support the execution of our growth strategy.
  • Dean leads Pantheon’s global finance group, with responsibility for ensuring that our accounting, financial reporting and internal controls support the ongoing execution of our growth strategy.
  • Pantheon Ventures (Guernsey) Ltd and a number of other Pantheon entities incorporated in Guernsey are regulated by the Guernsey Financial Services Commission.

EQS-News: E.I. Sturdza Strategic Management Limited: Eric Sturdza Investments aims to create profit-making opportunities for investors in a difficult market environment with a new fund

Retrieved on: 
Thursday, November 3, 2022
News, Rationalization, Investment, Wellington Management Company, Pressure, Commission, Climate change, Guernsey Financial Services Commission, Central bank, Income, Research, Comment, Industry, Risk, Orientation, Financial adviser, 3rd Floor, CIO, Guernsey, Group, Sale, ID, Supplement, Wall Street, Company, Probability, Communication, Central Bank of Ireland, Commission de Surveillance du Secteur Financier, Ruta graveolens, Fund, Prospectus, Security (finance), Public relations, EU

Frankfurt, 01 November 2022 The fund company Eric Sturdza Investments has launched a new equity fund the Strategic Long Short Fund which can enter into long and short positions.

Key Points: 
  • Frankfurt, 01 November 2022 The fund company Eric Sturdza Investments has launched a new equity fund the Strategic Long Short Fund which can enter into long and short positions.
  • The fund is managed by the investment advisor Crawford Fund Management (Crawford) under the management of the experts Christopher L. Crawford, Scott L. Utzinger and Jonathan R. Saunders.
  • Sturdza Strategic Management Limited (Eric Sturdza Investments) was founded in November 1999 and is part of the Geneva-based Eric Sturdza Group, which incorporates private bank, family office, wealth manager and management company.
  • Eric Sturdza Investments provides its portfolio managers with a comprehensive infrastructure that allows them to focus on pure portfolio management.

Eric Sturdza Investments launches Strategic Long Short Fund

Retrieved on: 
Tuesday, November 1, 2022
Banking, Asset Management, Professional Services, Finance, Initial, Crawford, Investment, Wellington Management Company, Commission, Guernsey Financial Services Commission, Crawford Fund, Central bank, Income, Research, SFDR, Risk, Orientation, Financial adviser, IOP, 3rd Floor, ID, Wall Street, Company, Probability, Communication, Central Bank of Ireland, Multimedia, Commission de Surveillance du Secteur Financier, Ruta graveolens, Fund, UCITS, Financial services, Security (finance), Bank

Eric Sturdza Investments , an independent asset management firm that provides actively managed strategies to institutional and wholesale clients, has partnered with Boston-based Crawford Fund Management to launch the Strategic Long Short Fund.

Key Points: 
  • Eric Sturdza Investments , an independent asset management firm that provides actively managed strategies to institutional and wholesale clients, has partnered with Boston-based Crawford Fund Management to launch the Strategic Long Short Fund.
  • The Strategic Long Short Fund is a UCITS-compatible fund and classified as an article 8 Fund under the SFDR.
  • Sturdza Strategic Management Limited, said: We are delighted to be launching the Strategic Long Short Equity Fund, a new investment product that will further diversify our growing range of global funds.
  • Sturdza Strategic Long Short Fund as of 1 November 2022 and are based on internal research and modelling.