Fidest – Agenzia giornalistica/press agency

Quotidiano di informazione – Anno 31 n° 301

Posts Tagged ‘advisor’

Cushman & Wakefield Named World’s Top CRE Advisor by Euromoney

Posted by fidest press agency su giovedì, 12 settembre 2019

Cushman & Wakefield (NYSE: CWK) announced today that the firm was named the world’s top commercial real estate advisor and consultant for the second consecutive year by Euromoney’s 2019 Real Estate Survey. Cushman & Wakefield was also named the top advisor and consultant in Central and Eastern Europe, Argentina, Czech Republic, Denmark, Hong Kong, Peru, Serbia and Turkey, among other categories.Additionally, Cushman & Wakefield ranked No. 1 in the world for its Property Valuation and Research efforts for the second consecutive year, and No. 1 in Agency Letting/Sales for the first time.“The Euromoney real estate awards are the pinnacle of the industry, as they are voted for by the constituent parts that rely on each other – developers, advisors and banks,” said Euromoney editor Clive Horwood. “We congratulate Cushman & Wakefield for all their achievements in winning best Overall Global Advisors and Consultants, and for clearly earning the respect of their peers and colleagues in the highly competitive global real estate market.”Euromoney’s 15th annual survey canvassed the opinions of leading firms involved in the real estate sector worldwide to determine which firms they believed to be the best providers of real estate products and services in their market during the past 12 months. Advisors, developers, investment managers, banks and corporate end-users of real estate were invited to take the survey.

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Optas, LLC Launches as an Independent Registered Investment Advisor

Posted by fidest press agency su giovedì, 23 Mag 2019

Optas, LLC, headquartered in San Francisco, CA, today announced its launch as an independent Registered Investment Advisor (RIA). The firm will continue to manage the specialized and complex needs of first-generation wealth creators and self-made earners.
The team is led by co-founders Fritz Glasser, CIMA® and Meghan Railey, CFP®. Meghan Railey was named to the 2017 Forbes/SHOOK Ranking of America’s Top-500 Next Generation Wealth Advisors.Among the other team members are Michael Berger, Chief Operations Officer and Chief Compliance Officer; Paul van den Tempel, Senior Investment Analyst; and Ryan Klippel, Associate Financial Planner.“Our team has decades of experience with self-made earners and first-generation wealth creators. We’re excited to continue being expert problem-solvers on behalf of the newly wealthy,” said Fritz Glasser, Co- Founder. “Optas strives to serve as the rock and sanity-check for our clients, helping them balance their life and financial goals.”
“After exploring our options, launching as an RIA was the natural progression. This decision provides us with the flexibility to work directly with our clients and tailor our service offering to meet their evolving needs,” said Meghan Railey, Co-Founder. “Our clients’ new-found wealth touches every facet of their lives. We’re well-equipped to help them navigate whatever complexities come their way.”Optas has formed strategic relationships with some of the leading providers in the industry, including Fidelity Clearing & Custody Solutions® which will act as the primary custodian for their clients’ investment assets.“Optas goes above and beyond to help guide the newly wealthy toward success,” said David Canter, head of the RIA segment for Fidelity Clearing & Custody Solutions. “The team knows that it’s about more than just investment, estate, or tax planning. It’s the experience and insights they offer around things like privacy and security, helping their clients navigate relationships and coordinating with specialists that have made the difference.”

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Centaur Total Return Fund (TILDX) Announces Advisor Transition

Posted by fidest press agency su martedì, 6 novembre 2018

The Board of Trustees of the Centaur Mutual Funds Trust has announced today an upcoming change to the investment advisor for the Centaur Total Return Fund (TILDX). The Board expects that on or around November 15, 2018, DCM Advisors, LLC, an investment advisory firm registered with the U.S. Securities and Exchange Commission and based in New York, NY, will assume the portfolio management responsibilities for the Fund. The Fund’s current Advisor, Centaur Capital Partners, will continue to manage the Fund’s portfolio until such time as DCM Advisors assumes the portfolio management role.Speaking on behalf of Centaur Capital Partners, portfolio manager Zeke Ashton provided the following comment: “Centaur Capital Partners would like to thank the Fund’s shareholders for entrusting us with their capital for the many years that we have been managing the Centaur Total Return Fund. We would also like to express our gratitude to the Board of Trustees and the Fund’s service providers for their support and assistance during the transition to a new advisor.” DCM Advisors acting CEO added: “We are very excited to be appointed the advisor to the Centaur Total Return Fund. We are deeply appreciative of the fine job Centaur Capital Partners has done on behalf of shareholders over the years and wish Zeke the very best in his future endeavors.”

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Catella exclusive advisor on Slussgården’s acquisition of Snäckan 8 from Skanska

Posted by fidest press agency su mercoledì, 23 novembre 2016

catellaCatella has acted as exclusive advisor to Slussgården for the acquisition of the Snäckan 8 property in central Stockholm, where KPMG was previously headquartered. Catella initiated the deal with current owner Skanska, which enabled a purchase prior to the start of construction. “We are very familiar with Slussgården, and our expertise and strong position in the Swedish property market enabled us to proactively create a deal outside the market. Based on our client’s aim to expand its property exposure, we identified the “KPMG” building as an attractive option. The property was not up for sale, so we contacted Skanska to initiate a dialogue at an early stage,” says Carl Wingmark, the Partner managing the project at Catella. “Catella made it possible for us to identify a property that was not being marketed,” says Jari Lalli, CEO at Slussgården.“Skanska does not normally sell its projects at such an early stage. However, when Catella presented this opportunity we saw a clear logic in being able to complete a deal with a stable counterparty like Slussgården. We look forward to developing a functional office building that will work for a long time,” says Caroline Arehult, CEO at Skanska Fastigheter in Stockholm. Catella has a leading position in property advisory services, and has offices in Stockholm, Gothenburg and Malmö. Within Corporate Finance, Catella offers all types of property-related transactions with a focus on identifying investment opportunities.
The property is centrally located on Tegelbacken in Stockholm, and is very well positioned in terms of communications, right next to the Central Station. The building currently standing on the Snäckan 8 property will be demolished. The project is being specified in the ongoing detailed planning process, and is expected to have a leasable area of approximately 23,500 square meters and the highest LEED environmental classification. Skanska is responsible for implementing the project. The sale will be recorded when construction commences, which is expected to occur during the first quarter of 2018.

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Roncadin affida lo sviluppo del brand in Italia a Sabino Gravina

Posted by fidest press agency su giovedì, 2 giugno 2016

gravinaRoncadin, azienda di Meduno (Pordenone) che produce pizze surgelate di alta qualità, ha affidato a Sabino Gravina lo sviluppo del brand in Italia affiancando l’amministratore delegato nel ruolo di Brand, Marketing & Business Advisor. Gravina vanta importanti esperienze nelle aree marketing e commerciale del Food & Beverage, maturate lavorando con diverse aziende leader di vari settori, fino ad approdare nel 2007 nel Gruppo Salumificio Fratelli Beretta ricoprendo il ruolo di direttore Marketing & Strategie Italia Salumi e Piatti Pronti, ruolo che ha ricoperto fino al 2015. Precedentemente Gravina ha ricoperto per 12 anni il ruolo di vice presidente nel gruppo IRI dirigendo la divisione Client Solution che segue le relazioni con le aziende del settore Food&Beverage. Prima ancora, ha collaborato per circa 20 anni con Nielsen dove ha ricoperto il ruolo di responsabile Sales & Servicing di grandi clienti.Dichiara l’amministratore delegato Dario Roncadin: «La nomina di Sabino Gravina è conseguente al nuovo piano strategico di sviluppo, che prevede tra l’altro importanti investimenti di marketing per lo sviluppo e l’affermazione delle pizze con marchio Roncadin nella moderna distribuzione. Le competenze sviluppate da Gravina nel settore del Largo Consumo Confezionato contribuiranno sicuramente al raggiungimento degli obiettivi previsti». Roncadin Spa: L’azienda di Meduno (Pordenone) produce pizze surgelate di alta qualità per il mercato italiano e mondiale. Le pizze Roncadin si caratterizzano per l’uso di materie prime d’eccellenza, la lunga lievitazione, il metodo di pressatura a caldo dell’impasto, la farcitura a mano e la cottura a legno su pietra. Roncadin ha raggiunto nel 2015 un fatturato di 90 milioni di euro (+12,5%) e ha superato quota 450 lavoratori. Nel 2015 ha inaugurato la propria quinta linea produttiva a Meduno e avviato uno stabilimento dedicato alle pizze gluten free a Genova. Alla Roncadin si realizzano ogni anno 65 milioni di pizze e 8 milioni di snack, che l’azienda produce sia a marchio proprio, sia soprattutto per le private label della grande distribuzione organizzata, per la quale l’azienda ha sviluppato circa 370 ricette diverse. Nel 2013 è stata aperta una filiale commerciale negli Stati Uniti, un Paese dove il marchio made in Italy è ricercato e amato. Guidata da un giovane imprenditore, Dario Roncadin, classe 1978, l’azienda ha anche avviato una strategia di sviluppo sostenibile,che prevede una politica di risparmio energetico e l’utilizzo esclusivo di energia proveniente da fonti rinnovabili. (foto: gravina)

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Catella advisor in sale of shopping centre portfolio to Finnish investors

Posted by fidest press agency su venerdì, 4 marzo 2016

Catella HedgefondCatella was instructed by the property owners in cooperation with the special servicer, Hatfield Philips, to sell the”Reindeer” shopping centre portfolio consisting of 18 properties in Finland. Properties are located in eight cities, mainly in university cities and CBD locations. The largest part of the portfolio is located in Lappeenranta, where the most significant assets are shopping centres Weera and Armada. The lettable area of the portfolio is approximately 60,000 sqm and the tenant mix of the portfolio includes well known retail and hotel industry chains.The Buyer of the portfolio is City Kauppapaikat Oy, which is a Finnish real estate investor and developer that already owns several shopping centres.Catella acted as the seller’s advisor on the transaction.
Catella is a financial advisor and asset manager with in-depth knowledge of property, fixed income and equities. Catella is a leader in the property sector, with a strong local presence in Europe, and employs some 500 professionals in 12 countries. Catella is listed on First North Premier on Nasdaq Stockholm. Read more at catella.com.

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Catella AB – Interim Report third quarter 2015

Posted by fidest press agency su lunedì, 9 novembre 2015

catella“The Group’s total income increased by 32% year-on-year despite the market turbulence, mainly driven by increased Corporate Finance activity and performance-based earnings in Systematic Funds. Consolidated operating profit was SEK 55 M in the third quarter, a year-on-year increase of SEK 34 M”, says Knut Pedersen, Catella’s CEO and President.
Catella is a financial advisor and asset manager with in-depth knowledge of property, fixed income and equities. Catella is a leader in the property sector, with a strong local presence in Europe, and employs some 500 professionals in 12 countries. Catella is listed on First North Premier on Nasdaq Stockholm.

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Advisor productivity

Posted by fidest press agency su sabato, 29 Mag 2010

Finantix has launched applications for financial advisors and individual investors that will natively run on Apple iPads. The apps cover key elements of the advisory value chain: financial planning, portfolio analysis, order management, alerting, client reporting. They leverage the full power of the iPad: a highly visual and interactive experience, ease of use and the immense appeal of the device. Alessandro Tonchia, founder and director of Finantix – http://www.finantix.com – analyses the significant business impact of this technology. “Our advisory apps for the iPad and iPhone are a joy to use and offer dramatic benefits in terms of sales, quality of service and productivity. Client interactions become more collaborative, with clients and advisors able to share an engaging planning experience. Additionally, monitoring financial events on a device that is designed for immediate and high-quality communication will greatly increase the productivity of advisors and their ability to reach out to clients in timely and intelligent ways.” The iPad apps complement the Finantix wealth management suite – http://www.finantix.com/wealth.html – which is recognised by analysts as one of the leading solutions in both the mass affluent and high net worth segments. Finantix software is explicitly architected for multi-channel delivery. It is used by advisors, clients, branch employees and call centre agents. In addition to the iPad, it supports the Web, Flash widgets and the iPhone. The iPad and iPhone components can be deployed stand-alone or integrated with the systems currently used by a financial institution. The new releases are currently being piloted by wealth managers who are acting as design partners, with general availability planned for the third quarter of this year. Finantix will consider additional requests to join the early adopter program. Finantix is an established provider of client-centric solutions for financial advice, sales and service.The solutions help banks, insurers and wealth managers attract new customers and maximise the potential of existing ones. Standard functionality covers advice, origination and transactions for investment, insurance, lending and banking products. Finantix has offices across America, Asia and Europe, counting more than 50 clients in over 20 countries. The company is recognised by reputable market analysts and blue chip clients for both business and technical innovation in the industry.

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Advisor alle Autovie venete

Posted by fidest press agency su giovedì, 15 aprile 2010

Esaminato e approvato, dal Consiglio di Amministrazione di Autovie Venete, il bando per l’individuazione di uno studio legale a supporto della Società che, di fatto, svolgerà il ruolo di advisor legale e fiscale, nel reperimento del finanziamento necessario alla realizzazione della Terza corsia dell’A4. Il Cda della della Concessionaria, riunitosi oggi (lunedì 12 aprile) a Trieste, ha anche dato mandato all’Amministratore delegato Dario Melò, per firmare e trasmettere la lettera di invito e le norme di partecipazione ai primari studi legali che si sono già occupati di operazioni di questo tipo e di queste entità a livello internazionale, soprattutto nell’ambito dei finanziamenti e/o delle operazioni di “capital market” nel settore delle infrastrutture in regime di concessione. Tutta la documentazione è stata predisposta dalle strutture aziendali di Autovie Venete e Friulia in collaborazione con il Comitato ristretto, nel quale siedono l’Amministratore Delegato di Autovie Venete, Dario Melò, l’Amministratore Delegato di Friulia, Federico Marescotti e dal consigliere di Autovie Venete, Fabio Albano. Il bando per l’individuazione dello studio legale, è l’ultimo passaggio per completare lo staff tecnico, investito del ruolo di legal tax advisor che dovrà occuparsi di tutte le attività di consulenza e assistenza alla definizione dei contratti di finanziamento e garanzia che dovranno essere negoziati e sottoscritti con ANAS, Cassa Depositi e Prestiti, B.E.I. e gli Istituti Bancari per reperire le risorse necessarie a completare la dotazione finanziaria a copertura degli investimenti per la realizzazione della terza corsia della A4

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Consulenza finanziaria in FinecoBank

Posted by fidest press agency su giovedì, 1 aprile 2010

FinecoBank Gruppo Unicredit ha scelto la piattaforma ObjectWay Financial Suite per la gestione della consulenza finanziaria dlla propria clientela in ottica MiFID livello 3.  Con una rete di oltre 2.500 Personal Financial Advisor, circa 900 mila clienti e 30 miliardi di euro di asset, FinecoBank – Gruppo Unicredit sta introducendo nuovi servizi di consulenza finanziara globale e personalizzata per tutti quei clienti che scelgono di fasi affiancare da un consulente per l’analisi e la gestione dei propri investimenti. I servizi, sempre disponibili, son forniti e accompagnati da un monitoraggio permanente sia dei rischi sia dell’adeguatezza dei consigli di investimento, secondo quanto previsto dalla normativa vigente. Per supportare e gestire i nuovi servizi d consulenza la rete di Persona Financial Advisor di Fineco-Bank utilizza le soluzioni Personal Financial Planning, Portafoglio e Adeguatezza e Appropriatezza MiFID d Objectway Financial Suite, la piattaforma che mette a disposizone in modo integrato tutti i dati, le informazioni, le funzionalità necessarie necessarie ai processi di consulenza finanziaria. Il modello che ObjectWau, gruppo privato italiano specializzato in soluzioni software per il settore bancario e finanziario, ha implementato per la rete di promotori di FinecoBank prevede la gestione completa dei contratti di consulenza finanziaria secondo la normativa MiFID. I nuovi servizi di consulenza finanziaria sono regolati da un contratto quadro che il cliente sottoscrive, al quale possono fare capo uno o più dossier anche con durate temporali diverse. Ad ogni dossier è associato un portafoglio con asset class coerente con il profilo di rischio del cliente, basato sulla disponibilità finanziaria e sull’orizzonee temporale dell’investimento. Il sistema verifica ex ante e ex post l’adeguatezza del portafoglio secondo i parametri classici del modello MiFID 3° livello e provvede a effettuare periodici e continui monitoraggi, benchmark e ribilanciamenti. Il sistema è dotato di una ricca e dettagliata reportistica, sia per il promotore che per il suo cliente, su base mensile e quadrimestrale.

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Summit of the Americas

Posted by fidest press agency su sabato, 14 marzo 2009

The White House The President is pleased to announce the appointment of Ambassador Jeffrey Davidow as White House Advisor for the Summit of the Americas.  As President Obama said on February 10 he will attend the Summit of the Americas to be held in Trinidad and Tobago on April 17-19.  The President is looking forward to discussions with the leaders at the Summit and to promoting a partnership based on mutual respect that will be beneficial to the people of the Americas. Ambassador Davidow will oversee preparations for the President’s participation in the Summit and, in conjunction with the Department of State, will help manage Summit-related diplomacy in the region.   Ambassador Davidow has taken a leave of absence from his position as President of the Institute of the Americas at the University of California at San Diego in order to serve as Advisor for the Summit.  A career Foreign Service Officer for 34 years, Ambassador Davidow was Assistant Secretary for Western Hemisphere Affairs and ambassador to Mexico, Venezuela and Zambia, in addition to serving in several other posts in Latin America and Africa before retiring in 2003.

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