Insights
News, commentary and market perspectives from Anglo-Suisse Capital.
Our insights page brings together firm updates, market commentary and selected perspectives relevant to cross-border M&A, capital raising and secondary transactions.
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A placement agent helps raise capital by preparing materials, identifying relevant investors, managing outreach and keeping a fundraising process organised. In private markets, the role is usually to help a fund manager or company present its opportunity clearly, reach the right audience and maintain momentum through to completion.
In practical terms, a placement agent sits between the issuer and the investor market. The role is not simply to introduce names. It usually involves helping shape the fundraising story, refining investor materials, identifying the right counterparties, coordinating meetings and making sure the process remains disciplined from first contact through to closing.
In private markets, the term is most often associated with fundraising for private equity, venture capital, hedge fund, real asset and specialist fund managers. It can also apply more broadly to capital raises where a management team needs support with investor access, positioning and execution.
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A secondary transaction in private equity is the sale of an existing fund interest or private company stake to another buyer. It gives one investor liquidity without waiting for an IPO or full exit, while allowing a new investor to enter an asset or portfolio at a negotiated price.
In private equity, a secondary transaction usually means one investor is transferring an existing position rather than funding a brand-new primary issuance. The asset being sold could be an interest in a private equity fund, a direct stake in a private company or exposure wrapped into a continuation or structured process.
That matters because the seller is not waiting for the original investment to run all the way to an IPO, trade sale or formal wind-down. Instead, the seller is creating liquidity earlier, while the buyer gains access to an existing asset or portfolio with more information than would usually be available in a first-time primary investment.
Read more: What is a secondary transaction in private equity?
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Cross-border M&A usually requires more than standard deal execution. Buyers and sellers must manage jurisdictional differences, investor and board expectations, regulatory questions and timing risk at the same time. In practice, outcomes often depend on preparation, disciplined communication and a realistic process plan from the outset.
Cross-border transactions can look straightforward at headline level but become more demanding once execution begins. The deal may involve parties from different legal systems, investors with different approval processes and management teams working across time zones and communication styles. That does not make a transaction unworkable. It does mean the process needs more structure than a purely domestic deal.
For many boards, the practical challenge is balancing speed with control. Momentum matters, but so do sequencing, diligence discipline and clarity around how key issues are escalated. In a cross-border process, small misunderstandings can become larger delays if the architecture of the transaction is not thought through early.
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London, 16 June 2025 — Anglo-Suisse Capital Limited, a leading London-based international investment banking firm, is delighted to announce the appointment of Luis Phillips as Senior Consultant. With over 30 years of experience in investment banking, private equity and corporate advisory across global markets, Mr Phillips brings unparalleled expertise to strengthen the firm’s capabilities in mergers and acquisitions, capital raising and unicorn brokerage.
His distinguished career includes senior roles such as Head of Global M&A at CITIC Merchant Limited in Hong Kong, Managing Director of Villerville Finance, a Paris based corporate finance boutique, Portfolio Manager at Alexandra Investment Management Inc in New York, managing a $1.5 billion hedge fund and Head of Global Sector Research at Banque Paribas, where he was previously Head of Latin America in New York. His extensive track record includes advising on high-profile transactions and forging strategic partnerships with governments, sovereign wealth funds, and leading corporations worldwide.
Luis will focus on developing strategic partnerships for both origination and execution purposes.
Charles Hancock, Chief Executive of Anglo-Suisse Capital, commented:
“We are thrilled to welcome Luis Phillips to our team. His deep expertise in emerging markets, infrastructure finance and technology investments, combined with his global network and proven leadership, will significantly enhance our ability to deliver exceptional value to our clients. Luis’s appointment underscores our commitment to attracting top-tier talent to support our growth and innovation in the investment banking sector.”
Luis Phillips, added:
“I am excited to join Anglo-Suisse Capital, a firm renowned for its client-focussed approach and expertise in navigating complex financial landscapes. I look forward to leveraging my experience to drive strategic initiatives, particularly in capital raising and M&A, and to contribute to the firm’s continued success in serving its distinguished client base.”
Luis’s appointment reinforces Anglo-Suisse Capital’s position as a trusted partner to corporations and institutions, with a focus on delivering tailored debt and equity solutions, strategic M&A advisory and fund-raising services. His multilingual capabilities, including fluency in Spanish and proficiency in French, will further enhance the firm’s ability to serve clients across the UK, Europe, the Middle East and beyond.
Notes for editors
Anglo-Suisse Capital Limited is a London-based international investment banking firm. Regulated by the UK’s Financial Conduct Authority and partnered with Marco Polo Securities in the US (FINRA-regulated), the firm specializes in mergers and acquisitions, secondary placements and capital raising for companies and funds. The senior partners have advised on transactions totalling nearly $30 billion. With over 200 years of collective experience, the firm serves clients in sectors such as fintech, AI, robotics, healthcare, space and property with a strong network of professional investors, including family offices, PE/VC firms and sovereign wealth funds.
For more information, visit anglo-suisse.com
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London, May 16 — Lionsoul Global has shared a recent publication with CoinDesk, written by Chief Investment Officer, Gregory Mall: “Beyond Beta: How Alpha-Generating Digital Asset Strategies Will Reshapе the Alternative Investment Sector”
With the digital asset market being in a constant state of change, financial institutions and individuals are continuously finding new and innovative ways to generate revenue from market movements.
The article highlights:
1. The evolution of digital asset investing from passive beta exposure to active, alpha-focused strategies
2. How market inefficiencies, pricing disparities, and fragmented infrastructure are creating new opportunities for skilled managers
3. The diversification benefits of digital assets and their historically low correlation to traditional markets
4. The growing importance of active risk management in an increasingly complex and expanding digital asset ecosystem
Download full article here: https://cdn.lionsoul.com/static/beyond-beta-may.pdf
Lionsoul Global is one of the leading digital asset management platforms for institutional investors. We provide investment solutions via a user-friendly platform with institutional-grade security features. Our competitive edge is based on dedicated relationship managers and a broad range of investment products covering multiple strategies and digital assets.
For more information, visit Lionsoul Global: https://lionsoul.com
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London, May 9 — Lionsoul Global has expanded its product lineup in response to a 300+ ultra-high-net-worth individual (UHNWI) survey by introducing three institutional-grade digital asset investment products: the Bitcoin Alpha Fund of Funds, the Market Neutral Fund of Funds, and the Stablecoin Yield Fund.
An estimated 9,000 family offices globally oversee $3.1 trillion in assets, many of which are seeking structured pathways into the digital asset ecosystem via regulated and institutional-grade services. The number of family offices with digital asset exposure has grown from 16% in 2021 to between 32% and 39% in 2024, reflecting a growing institutional interest in this asset class.
Despite this momentum, many traditional investors cite concerns around infrastructure, counterparty risk, and regulatory oversight as significant barriers to entry. To address these concerns, Lionsoul Global has developed three funds in response to a detailed survey of 332 UHNWIs and family offices, where we found that individuals prized our regulation and institutional-focused approach. We also found that 90% of respondents preferred to put their assets in liquid or semi-liquid products, rather than illiquid products, and that digital asset believers leaned more towards leverage and BTC alpha/yield products.
In response to these evolving investor preferences, development of multi-strategy digital asset frameworks that align with institutional priorities — such as capital preservation, liquidity, and risk-adjusted performance, are of paramount importance for digital asset adoption. These typically include market-neutral approaches denominated in either fiat or Bitcoin, utilising arbitrage, market making, DeFi participation, or volatility-focused strategies, all of which Liounsoul Global enables its clients utilise in the digital asset space.
Additionally, yield-focused structures backed by USD stablecoins are gaining attention for their potential to generate consistent returns through overcollateralized institutional lending. For UHNWIs and family offices conducting independent evaluations, these frameworks represent a way to gain exposure to digital assets in a manner that mirrors traditional investment structures and governance standards.
Lionsoul Global’s new private funds and SMAs aim to address these challenges by combining blockchain-native strategies with institutional-quality governance, risk controls, and transparency. By incorporating digital assets into existing portfolios, investors can increase both absolute and risk-adjusted performance. Our products offer a familiar investment experience while capturing opportunities unique to the digital asset space.
Flexible and transparent investment solutions
Lionsoul Global’s product suite is built to help clients navigate the evolving financial landscape with confidence. Each fund offers an audited structure that aligns with traditional finance standards while leveraging the innovations of digital markets. As family offices and institutional investors deepen their engagement with digital assets, the demand for professionally managed, secure strategies is expected to accelerate.
About Lionsoul Global
Lionsoul Global is one of the leading digital asset management platforms for institutional investors. We provide investment solutions via a user-friendly platform with institutional-grade security features. Our competitive edge is based on dedicated relationship managers and a broad range of investment products covering multiple strategies and digital assets.
For more information: https://cointelegraph.com/press-releases/lionsoul-global-releases-three-new-products-after-survey-of-300-uhnwis
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