The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.

Moonfare
Berlin-headquartered Moonfare, a global private markets platform and manager, has launched a new AI-focused early and growth-stage strategy designed to provide exposure to artificial intelligence and transformative innovation. The strategy will do this through a portfolio of growth managers, complemented by direct investments into category-leading technology companies, the firm said in a statement.

The strategy is built around a core allocation of eight to 15 venture and growth managers, selected for their track records of identifying and scaling category-defining tech companies through several market cycles, combined with eight to 15 co-investment opportunities sourced via Moonfare’s GP network.

“AI is not a sector trend but a structural shift in how companies are built and scaled,” Steffen Pauls, founder and co-CEO of Moonfare, said. “Access to the managers and companies best positioned to capture that shift remains constrained. This strategy is designed to secure allocations with a select group of leading firms and construct a diversified portfolio that would be difficult for individual investors to replicate.”

The strategy will seek exposure across key themes including AI, cybersecurity, next-generation healthcare, deep tech, fintech infrastructure and physical AI. Initial allocations include technology managers with a track record for top quartile performance and direct exposure to a category-leading data intelligence platform company. Portfolio construction is designed to balance exposure across stages and technology themes.

The launch builds on Moonfare’s expansion of its discretionary capabilities, including its co-investment strategy. Together, these initiatives reinforce the firm’s focus on institutional-grade selection, disciplined portfolio construction and delivering differentiated private markets exposure to sophisticated investors and family offices.

Ebury, Global EMI
Ebury, a London-headquartered financial services firm, is partnering with the Global Emerging Manager Institute, which supports the generation of alternative asset managers through content, community and access to capital. 

The GEMI spans 29 countries and brings together more than 460 institutional members, including general partners, limited partners and service providers.

Ebury will work with the UK and Gulf parts of the EMI, expanding access for emerging managers and independent sponsors in the UK and Gulf Cooperation Council to institutional-grade cash management and foreign exchange solutions.

As part of the pact, Ebury will sponsor and speak at the Gulf EMI’s flagship summit in Abu Dhabi later this year, it said in a statement. 

“Private markets is a fast-growing and dynamic sector, driven by a new generation of talented, emerging managers. Through this new partnership, we’re supporting more of these firms across the UK and the Gulf with the forex and cash management infrastructure they need to scale across borders with confidence – enabling greater access to opportunities in an increasingly global market,” Sebastian Brown, head of sales EIS – Middle East at Ebury, said.

Ebury, which was founded in London in 2009 by Juan Lobato and Salvador García, is regulated by the Financial Conduct Authority in the UK. With more than 45 offices, it has a presence in over 30 regulated markets.