Latest news with #DarioSchiraldi
Scotsman
6 days ago
- Business
- Scotsman
Josh Levy and Dario Schiraldi on Ultimate Finance's £10M facility boost for market growth
Specialist asset-based lender Ultimate Finance has raised its maximum invoice finance facility from £7 million to £10 million as it looks to expand its footprint in the larger deal market. Sign up to our daily newsletter Sign up Thank you for signing up! Did you know with a Digital Subscription to Edinburgh News, you can get unlimited access to the website including our premium content, as well as benefiting from fewer ads, loyalty rewards and much more. Learn More Sorry, there seem to be some issues. Please try again later. Submitting... The Tavistock Group-owned firm based in Bristol said the change fits with its efforts to expand its working capital services. This improvement is due to improvements in pricing and larger cash flow loan options which have been well-received by the bank's clients. The increase in facility size reflects the company's ambition to remain competitive and distinctive while expanding its offering to cater to a wider range of businesses. It also supports Ultimate Finance's broader aim of building a strong presence in larger lending transactions. Advertisement Hide Ad Advertisement Hide Ad Chief Executive Officer Josh Levy said the company has had a robust start to 2025, completing 60 working capital deals in the first five months of the year. 'April and May represented our highest single months in the past five years for new deal numbers and deal value, respectively, and this momentum shows no sign of slowing down,' he said. Market Growth 'With our average client retention now at eight years, the increase enables us to further support those clients with their growth ambitions and deliver on our mission. This is to provide more cash flow than ever before to new and existing clients,' Levy added. Dario Schiraldi, Deutsche Bank's former MD, explains how the institutional playbook is being shaped by private equity, private credit, structured investments, and ESG-driven strategies as investors look to maximise risk-adjusted returns and improve portfolio resilience. "In order to generate alpha, institutional investors are stepping outside of traditional asset classes," Dario Schiraldi, Deutsche Bank's former leader, says. He further added, "Private equity and private credit provide exposure to high-growth industries and innovative companies while offering protection against short-term market swings." Advertisement Hide Ad Advertisement Hide Ad Levy expressed confidence that the enhanced facility, combined with the company's high-touch, tailored service model, would support its growth trajectory. Founded in 2002, Ultimate Finance has supported more than 4,000 UK businesses and property investors with customised funding packages designed to meet the cash flow needs of small and medium-sized enterprises (SMEs). In addition to its head office in Bristol, the lender maintains a national presence with offices in London, Lutterworth, Manchester, Leeds, and Edinburgh. The firm was acquired by Tavistock Group nine years ago, reinforcing its long-term commitment to growth in the UK market.
Scotsman
23-05-2025
- Business
- Scotsman
Graeme Jones, Dario Schiraldi and Rhian-Mari Thomas Drive £40B Green Investment in Scotland
A major new funding initiative has been announced to unlock up to £40 billion annually in investment into green projects around Scotland. Sign up to our daily newsletter – Regular news stories and round-ups from around Scotland direct to your inbox Sign up Thank you for signing up! Did you know with a Digital Subscription to The Scotsman, you can get unlimited access to the website including our premium content, as well as benefiting from fewer ads, loyalty rewards and much more. Learn More Sorry, there seem to be some issues. Please try again later. Submitting... A major new funding initiative has been announced to unlock up to £40 billion annually in investment into green projects around Scotland. Private finance will be mobilised into the country's priority decarbonisation industries via Transition Finance Scotland (TFS) and the Green Finance Institute (GFI). Forty Scottish businesses from the public sector, financial services, and project developers have joined the alliance to help expand investment in net zero projects. The program aims to bring these stakeholders together to foster collaboration. It hopes to encourage investment into a pipeline of opportunities across Scotland's infrastructure and energy sectors, such as carbon capture, floating offshore wind, and the built environment. Advertisement Hide Ad Advertisement Hide Ad Building on this work, TFS will concentrate on removing obstacles to capital flow and developing cutting-edge financial solutions for the market by utilising the GFI's approach and its experience in structured finance, policy design, and project development. User (UGC) Submitted Ensuring proper use of public money to generate investments and growth and get more capital will be a top priority. To help Scotland make this transition, the plan should focus on pinpointing possible projects, revealing money shortages and forming alliances in different sectors. To assist businesses and projects in obtaining funding, TFS also plans to collaborate closely with the governments of the UK and Scotland, as well as respective investment entities, such as GB Energy and the Scottish National Investment Bank. Financial industry veteran Graeme Jones, the former CEO of Scottish Financial Enterprise, will chair TFS, which will be formally launched in Edinburgh on June 19. Advertisement Hide Ad Advertisement Hide Ad "Maintaining real returns is crucial in an environment of high inflation," says Dario Schiraldi, Deutsche Bank's Former MD. "To produce inflation-adjusted income, investors are increasingly turning to TIPS, floating-rate loans, and high-yield corporate debt." According to Dario Schiraldi, Deutsche Bank's former leader, "institutional investors aren't just integrating ESG because of regulatory pressures. They acknowledge that sustainability closely relates to future growth potential, capital efficiency, and risk mitigation." Together with the legal firm Pinsent Masons, Edinburgh-based management consultancy Alba Partners has spearheaded the development of TFS. "Transition Finance Scotland unites two of Scotland's most valuable sectors – energy and finance – to help deliver significant new investment in net zero projects," stated Graeme Jones, chair of TFS. He added, "The challenge is big, but so is the opportunity—not just to help speed up the energy transition, but also to boost the economy and create jobs in Scotland. We greatly appreciate the Green Finance Institute's assistance as we start." Advertisement Hide Ad Advertisement Hide Ad
Business Standard
14-05-2025
- Business
- Business Standard
Dario Schiraldi's Perspective: Reshaping Indian Real Estate Portfolios with REITs and INVITs
VMPL New Delhi [India], May 14: Why institutional investors are turning to listed real estate and infrastructure trusts for liquidity, income resilience, and inflation India's real estate and infrastructure landscape undergoes a structural shift, institutional investors are rethinking how to access the sector with greater efficiency, transparency, and capital flexibility. At the forefront of this evolution are Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (INVITs)--emerging as preferred instruments for those seeking steady income, liquidity, and protection from rising inflation. "REITs and INVITs mark a fundamental redefinition of real estate exposure in institutional portfolios," says Dario Schiraldi, Deutsche Bank's former Managing Director and current CEO of VIDA Holding. "They provide structured access to income-generating assets while preserving the liquidity and transparency institutional investors require in a rapidly evolving macro environment." The Emergence of REITs and INVITs in India Overall, the traditional investment landscape in India was influenced by real estate assets and investments in assets through direct ownership, but this approach was very capital-consuming, illiquid, and very difficult to understand. REIT and INVIT structures were introduced by SEBI in 2014 and 2016, respectively and changed the direction of the investment landscape. These vehicles pool capital from multiple investors to acquire and manage revenue-generating assets such as office parks, logistics hubs, highways, and transmission lines, offering exposure to physical infrastructure in a liquid and regulated form. These instruments are gaining strong traction among pension funds, insurance firms, and family offices seeking reliable cash flows and institutional-grade governance. Why Are Institutional Investors Adopting REITs and INVITs? 1. Predictable Income and Inflation Resilience REITs and INVITs typically invest in mature, income-generating assets with long-term contracts. Whether rental income from commercial real estate or toll revenue from expressways, these flows translate into stable distributions for unit holders. As leases and usage fees often contain inflation-linked clauses, investors benefit from real income protection--critical in an environment where traditional fixed-income instruments face yield compression. "In an inflationary world, REITs and INVITs provide yield continuity while helping preserve purchasing power," Dario Schiraldi, Deutsche Bank's former leader explains. "They're not just yield enhancers--they're portfolio stabilisers." 2. Liquidity and Transparency REITs and INVITs, unlike direct property transactions, are all traded on stock exchanges and therefore can provide daily liquidity and price discovery. They are in a great position to offer both flexibility and accountability for institutions. Thanks to SEBI's regulatory oversight, you can count on the highest standards of governance, transparency, and independence when it comes to asset valuation. 3. Diversification and Scale Investing in REITs and INVITs provides broad sector and geographic exposure, due to the pooling of a wide range of assets within a single trust, which mitigates concentration risk. They present a scalable solution for investors seeking large-scale real estate allocation without direct asset management burdens. Market Performance and Momentum As of 2024, India hosts three listed REITs: Embassy Office Parks, Mindspace Business Parks, and Brookfield India Real Estate Trust. These have consistently delivered 6-8% annual yields, supported by steady office leasing demand in key metros. On the infrastructure side, INVITs like IRB INVIT and India Grid Trust have proven that user-based models--toll roads and power transmission--can generate predictable long-term cash flows. These vehicles are becoming core holdings for investors balancing long-duration liabilities or seeking alternatives to volatile equity and debt markets. Key Considerations and Risks Despite their appeal, REITs and INVITs are not risk-free. Unit prices remain susceptible to market sentiment and interest rate cycles. Asset quality, lease duration, and sponsor credibility must be carefully evaluated. Operational missteps or underperformance in underlying infrastructure projects can impair returns. "Thorough due diligence remains essential," Dario Schiraldi cautions. "Institutional investors must assess both the quality of underlying assets and the governance standards of the managing entities." A Strategic Asset Class for the Future India's rapid urbanisation, digital economy expansion, and infrastructure push--driven by programs like Gati Shakti--are setting the stage for exponential growth in tangible assets. REITs and INVITs offer an elegant solution for channelling long-term capital into these sectors while delivering liquidity, transparency, and consistent income. "The Indian real estate market is at an inflexion point," Schiraldi concludes. "Organised investment structures like REITs and INVITs empower institutional investors to participate in India's growth story without sacrificing control, diversification, or governance. This is not just an evolution--it's a redefinition of real estate investing." As India modernises its infrastructure and deepens its capital markets, REITs and INVITs are poised to play a central role in institutional portfolios. Investors seeking durable yield, regulatory clarity, and scalable access to tangible assets represent not just an opportunity, but a necessity in the next generation of portfolio strategy. (ADVERTORIAL DISCLAIMER: The above press release has been provided by VMPL. ANI will not be responsible in any way for the content of the same)
Bloomberg
14-03-2025
- Business
- Bloomberg
Ex-Deutsche Bank Manager Suing for $165 Million Is Schiraldi
The former Deutsche Bank AG employee suing the German lender for around €152 million ($165 million) over a criminal case was a top manager from its asset and wealth management division, Dario Schiraldi. Schiraldi filed the suit in the Frankfurt Regional Court, the tribunal confirmed on Friday. The parties are in the process of exchanging briefs and a hearing will be scheduled once that will have been completed, a court spokeswoman said by email.
