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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

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Company
North Square Built the Sales Engine Boutique Fund Managers Couldn’t - Then a $160 Billion Giant Came Calling
Fintech · Enterprise

North Square Built the Sales Engine Boutique Fund Managers Couldn’t - Then a $160 Billion Giant Came Calling

North Square made a business out of the least romantic part of asset management: getting good strategies onto advisers’ shelves. Eight years, several acquisitions and $4.05 billion in retail fund assets later, its distribution machine belongs to Azimut.

asset-management · active-investingRead →
Company
Jefferies
Fintech · Enterprise

Jefferies

How a 1962 Los Angeles block-trading desk turned into the last independent full-service investment bank standing between the boutiques and the giants.

jefferies · investment-bankingRead →