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Estancia & Portfolio Company News. a B

Anything That Can be Measured, Can be Improved: Abel Noser Solutions, a Specialist in Trading Analytics, Continues to Expand its Best Execution Analysis, Compliance and Regulatory Reporting Services

Abel Noser's main TCA platform, which provides multi-asset trade analytics for pre-trade, real-time and post-trade analysis for institutional clients, is incredibly robust with hundreds of different measures and a wide variety of reporting options.

September 6, 2018|

Industry Veterans Launch North Square Investments, in Partnership with Estancia Capital and Former Industry Executives, to Deliver Differentiated Active Investment Products

Chicago, IL Aug. 13, 2018 – North Square Investments (“North Square”) has officially launched as a new Chicago-based investment management firm. In July, 2018 North Square acquired a minority stake in a boutique asset manager, managing more than $2 billion of assets and, subject to shareholder and regulatory approval, North [...]

August 13, 2018|

Virtus Investment Partners Closes on Investment in Sustainable Growth Advisers

Hartford, CT, July 2, 2018 – Virtus Investment Partners, Inc. (NASDAQ: VRTS), which operates as a multi-boutique asset manager, completed, effective July 1, 2018, its previously announced majority investment in Sustainable Growth Advisers (SGA), an investment manager headquartered in Stamford, Connecticut that specializes in high-conviction U.S. and global growth [...]

July 2, 2018|

Estancia Capital Management Announces Sale of Its Interest in SGA

Scottsdale, AZ - February 5, 2018 – Estancia Capital Management, LLC (“Estancia”), a leading private equity fund focused exclusively on the global Asset Management, Wealth Management, and related Business Services industries announced today that it has sold its interest in Sustainable Growth Advisers L.P. (“SGA”) to Virtus Investment Partners Inc. [...]

February 10, 2018|

Eastspring Enters Strategic Partnership with Sustainable Growth Advisers

SINGAPORE - December 13, 2017 – Eastspring Investments (“Eastspring”), the USD170 billion1 Asian asset management arm of Prudential plc, today announced it has entered into a strategic partnership with US-based Sustainable Growth Advisers, LP (“SGA”), to exclusively represent SGA’s Global Growth and US Growth strategies to both institutional and retail [...]

December 13, 2017|

AbelNoser Solutions Teams Up with FactSet Research Systems for Multi-Asset Best Execution and Regulatory Reporting

LONDON -- Dec. 6, 2017 -- PRNewswire -- AbelNoser Solutions and FactSet Research Systems announced today that they have teamed up to create a comprehensive MiFID II best execution and reporting offering for FactSet clients and their affiliates. The service provides fund managers comprehensive regulatory/compliance reports, end client best execution [...]

December 6, 2017|
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