Author name: Owen A. Radcliffe

Alexandra Campbell Named CIO at NAB Private Wealth & JBWere: Impacts for Wealth Management

Leave a Comment / Asset Management, Australian Banking, Investment Technology, Private Wealth, Wealth Management / By
NAB Private Wealth has appointed Alexandra Campbell as CIO from 20...

Campbell brings over 25 years of experience across institutional i...

JBWere’s funds under management have grown about 15% year-on-yea...

The move underscores NAB’s push to deepen integrated private wea...

Elaine McCusker Joins Advisory Board to Boost Defense Budget Strategy & Geopolitical Risk

Leave a Comment / Advisory Boards & Leadership, Defense & National Security, Defense Budget & Procurement, Geopolitical Risk, Investment Banking / By
Academy Securities has appointed Elaine McCusker to its Advisory B...

McCusker brings over 30 years of experience, including service as ...

Her appointment enhances Academy’s ability to advise clients on ...

This move supports Academy’s positioning as a veteran-owned inve...

Maxim Group Taps Kelsey Vinson Pols as MD to Lead Tech M&A & West Coast Expansion

Leave a Comment / Corporate Strategy, Investment Banking, Leadership Appointments, Mergers & Acquisitions, Technology M&A / By
Maxim Group LLC appointed Kelsey Vinson Pols as Managing Director ...

Vinson Pols brings over a decade of tech-focused investment bankin...

She holds a BBA in Finance from the University of Georgia and an M...

The hire aligns with Maxim’s post-acquisition strategy under Fre...

How ESG Is Reshaping Investment Banking: Data, Risks & Strategic Moves

Leave a Comment / Climate Risk, ESG Data & Analytics, Investment Banking, Mergers & Acquisitions, Sustainable Finance / By

summary”> Gist ESG and climate risks have moved to the core of investment banking valuation, due diligence, and deal structuring. Investment banks increasingly rely on granular climate and ESG datasets, scores, and scenarios to price physical and transition risk. S&P Global is investing in ESG, AI, and private-markets intelligence (including the $1.8B With Intelligence deal) …

How ESG Is Reshaping Investment Banking: Data, Risks & Strategic Moves Read More »

EU Firms Stay Invested: Portugal & Romania Lead Amid Rising Risks to Capital Spending

Leave a Comment / Capital Expenditure, Digital Transformation & AI, Energy Costs & Climate Policy, EU Investment Trends, Portugal & Romania Markets / By
Despite rising pessimism about the macro, regulatory, and politica...

EU investment is tilting toward maintaining and upgrading existing...

Portugal and Romania illustrate divergence within the EU, with Por...

Uncertainty, skill shortages, high energy costs, and regulation re...

ADIO-CICC Investment Corridor: Abu Dhabi-China Alliance in ESG & Strategic Finance

Leave a Comment / Abu Dhabi Finance, China Markets, Cross-Border Investment, Fintech & Digital Assets, Sustainable Finance / By
Abu Dhabi Investment Office and China International Capital Corpor...

The corridor is tightly linked to the new FIDA cluster, which targ...

CICC will base its regional Middle East headquarters in Abu Dhabi,...

The partnership prioritizes sustainable finance, ESG-linked produc...

UBS Sees Gulf Boom: Growth in Saudi & UAE Non-Oil Sectors Amid Oil Price Shift

Leave a Comment / Economic Forecasts, Financial Services, Middle East Markets, Oil & Energy, Real Estate & Infrastructure / By
UBS sees the Gulf, led by Saudi Arabia and the UAE, entering a pha...

The outlook assumes moderately rising Brent prices and disciplined...

Non-oil sectors such as banking, telecoms, IT, tourism, and real e...

Key risks include oil price volatility, fiscal and geopolitical pr...
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