Latest news with #investmentmanager
Forbes
29-05-2025
- Business
- Forbes
Is It Time To Hire A Financial Planner? Here's How To Know
Let's talk about something that can feel a little awkward: asking for help with your finances—especially when it comes to planning for retirement. For a lot of people, hiring a financial planner feels like admitting defeat. 'Shouldn't I be able to figure this out on my own?' Maybe. But the truth is, just like you'd hire a contractor to renovate your kitchen or a mechanic to fix your car, there comes a point when bringing in a pro is not just smart—it's necessary. Here are a few signs it might be time to bring a financial advisor or investment manager into your corner. Maybe retirement is five years away. Maybe it's right around the corner. Either way, when it starts to feel like more than just a far-off dream, it's time to get serious about your plan. A financial advisor can help you turn vague goals into a clear strategy—and help make sure you don't overlook something important. One of the most common questions I hear is: 'Am I on track?' And honestly, it's a great question. But the answer isn't always simple. A financial planner can look at your full picture—income, expenses, investments, insurance, taxes—and help you figure out whether your current path gets you where you want to go. If you've got 401(k)s from different jobs, IRAs, brokerage accounts, or even rental properties, it might be time to call in a professional. An advisor can help consolidate, organize, and align your investments with your retirement goals—and potentially uncover efficiencies that save you money along the way. Whether you're a DIY investor or someone who's always been a bit hands-off, retirement planning requires a shift in strategy. It's not just about growing wealth anymore—it's about protecting it and making it last. A financial planner or investment manager can help build a portfolio designed for income, not just accumulation. Retirement isn't just about the money you've saved—it's about how you use it. That includes thinking through tax-efficient withdrawal strategies, Medicare and long-term care planning, and how you want to pass along assets to your loved ones. These aren't decisions to make on the fly. This one might be the most important. If you're losing sleep wondering if you've missed something, or second-guessing every financial move, that's your gut telling you it's time for support. A trusted advisor offers more than financial guidance—they offer confidence and clarity. You don't have to go it alone. In fact, the best time to hire a financial advisor is before you feel overwhelmed. It's about being proactive, not reactive. Whether retirement is a decade away or right around the corner, having someone in your corner can make all the difference. As always, stay healthy, happy, and on track toward a retirement that's truly yours.
Zawya
14-05-2025
- Business
- Zawya
I Squared Capital and PIF sign MOU to launch dedicated Middle East Infrastructure Fund
Riyadh and Miami – I Squared Capital, a leading independent global infrastructure investment manager, and PIF have signed a non-binding memorandum of understanding (MoU) to establish a dedicated infrastructure investment strategy focused on the Middle East. This strategic collaboration aims to accelerate investment into key infrastructure sectors across the region, promote foreign direct investment into Saudi Arabia, and support the nation's transformation into a global hub for capital and innovation. The fund will seek to build connectivity across regional and global markets, drawing on I Squared Capital's sector expertise and global investment platform. PIF is one of the world's most impactful investors, enabling the creation of new sectors and opportunities that help shape the global economy, while driving the economic transformation of Saudi Arabia. This MoU complements a series of PIF initiatives to promote further growth in the Saudi capital market ecosystem and enable a more robust international investment management sector based in Saudi Arabia. As a specialist infrastructure investor, I Squared Capital brings extensive experience and expertise in developing and expanding infrastructure companies. The firm's investment philosophy focuses on building businesses through direct engagement with management teams, applying a hands-on approach that drives both operational and commercial success. By leveraging this methodology in the context of the significant opportunities in Saudi Arabia, the partnership with PIF aims to support the nation's ongoing infrastructure initiatives. This collaboration will provide enhanced operational leverage, control, and transparency for these projects, while also creating opportunities for like-minded private capital partners from around the world to invest in Saudi Arabia. As part of its broader regional expansion, I Squared Capital has announced plans to open a new office in Riyadh in 2025. This office will focus on opportunities in energy transition, digital innovation, infrastructure development, and the development of capital markets—key pillars of the nation's transformation agenda. Sadek Wahba, Chairman and Managing Partner of I Squared Capital, said: 'We are proud to partner with PIF, one of the most respected and visionary sovereign wealth funds in the world. The MoU marks the continuation of a successful partnership between I Squared and PIF and is an important milestone in our commitment to the region and reinforces our belief in the Kingdom's long-term potential as a destination for infrastructure investment and innovation.' The non-binding MoU remains subject to the satisfaction of certain required conditions including obtaining all necessary regulatory and internal approvals, among other milestones. About I Squared Capital I Squared Capital is a leading global infrastructure investor managing $45 billion in assets. We build and scale essential infrastructure businesses that deliver critical services to millions of people worldwide. Our portfolio includes over 90 companies operating in more than 70 countries and spanning sectors such as energy, utilities, digital infrastructure, transport, environmental and social infrastructure. Headquartered in Miami, our team of over 300 professionals is based across offices in Abu Dhabi, London, Munich, New Delhi, São Paulo, Singapore, Sydney and Taipei. About PIF PIF is the investment engine driving economic transformation for Saudi Arabia and the world. With an ambitious program to deliver Vision 2030, PIF invests in projects, companies and partners to diversify the Saudi economy, stimulate growth in every major sector, and create new opportunities for investment and employment. And as a global investor and catalyst of change, PIF actively partners with the most pioneering organizations across the world to accelerate their growth, and transfer the technology and knowledge needed to build industry ecosystems of the future. Since 2017, PIF has established 103 companies and is driving the transition to a more sustainable economy through strategic investments and partnerships across the Saudi public and private sector. PIF is laying the foundations for local and international partners to invest in the economic and societal transformation of Saudi Arabia.
