Location: New York, New York
Investment Focus/Specialty: Currency Management
Firm Summary
FX Concepts is one of the world’s oldest and most established global investment management and research firms specializing in
foreign exchange and interest rate risk management. The Company manages currencies through both overlay
and absolute return programs for institutional clients worldwide. Over the past 28 years, FX Concepts has developed extensive
experience with trading currencies and derivatives in both developed and emerging markets. Established in 1981 by its current
Chairman John R. Taylor, FX Concepts is headquartered in New York with offices in London, Singapore and Sydney and representatives
in Tokyo.
Transaction Summary
FX Concepts used AMF’s investment to help optimize its capital structure and promote continued strategic growth of its business.
Partner Firm Perspective
"Choosing AMF was easy as they were the only one who could fully match our needs. Through AMF’s structure, we were
able to plan for the future without compromising the integrity of the business or the management team. Other capital
providers we talked to all wanted equity and control. The absence of those two elements in our agreement with AMF was
paramount," says Hugh Tilney, Chief Operating Officer and Chief Compliance Officer at FX Concepts. "We don’t
see our relationship with AMF as a one-off deal that can’t be replicated but as potentially part of a long-term partnership with
AMF, should we choose to turn to them again in the future."