Hildra Gwee chose a unique path when she decided to leave private banking. Instead of joining or starting an independent investment firm, the seasoned relationship manager was driven by personal challenges and the inspiration she drew from her clients to start her own business. Read the full article: https://hubs.la/Q02M-wp70
Asian Private Banker’s Post
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In this latest episode of "Her Story", we chat with Julija Luzan, who shares her journey in investment banking and explores the diverse opportunities within the finance sector. Listen to her story and get inspired! ➡️ https://lnkd.in/ew9XH3YR
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Friends, did you know the distinction between private banking and family offices? Private banking caters to high-net-worth individuals, while family offices target ultra-high-net-worth families, offering more intricate financial management solutions. Family offices handle investment and wealth management for wealthy families, typically with $50–100 million in investable assets, aiming to grow and transfer wealth across generations. #WealthManagement #Investment #Finance
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Friends, did you know the distinction between private banking and family offices? Private banking caters to high-net-worth individuals, while family offices target ultra-high-net-worth families, offering more intricate financial management solutions. Family offices handle investment and wealth management for wealthy families, typically with $50–100 million in investable assets, aiming to grow and transfer wealth across generations. #WealthManagement #Investment #Finance
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Succession planning involves unique financial challenges for a family-owned business, and it is a critical component of a complete financial plan. But how can you cater to both the business and the family's needs? Visit TowneBank.com/Succession to read this article by Jawn Hendrix, TowneBank Private Banking Officer, which includes key points to get you started! #BusinessBanking #BusinessOwners #Succession
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Succession planning involves unique financial challenges for a family-owned business, and it is a critical component of a complete financial plan. But how can you cater to both the business and the family's needs? Visit TowneBank.com/Succession to read this article by Jawn Hendrix, TowneBank Private Banking Officer, which includes key points to get you started! #BusinessBanking #BusinessOwners #Succession
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Succession planning involves unique financial challenges for a family-owned business, and it is a critical component of a complete financial plan. But how can you cater to both the business and the family's needs? Visit TowneBank.com/Succession to read this article by Jawn Hendrix, TowneBank Private Banking Officer, which includes key points to get you started! #BusinessBanking #BusinessOwners #Succession
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Succession planning involves unique financial challenges for a family-owned business, and it is a critical component of a complete financial plan. But how can you cater to both the business and the family's needs? Visit TowneBank.com/Succession to read this article by Jawn Hendrix, TowneBank Private Banking Officer, which includes key points to get you started! #BusinessBanking #BusinessOwners #Succession
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Succession planning involves unique financial challenges for a family-owned business, and it is a critical component of a complete financial plan. But how can you cater to both the business and the family's needs? Visit TowneBank.com/Succession to read this article by Jawn Hendrix, TowneBank Private Banking Officer, which includes key points to get you started! #BusinessBanking #BusinessOwners #Succession
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Fellow bankers — Come join the conversation and explore bank strategy and M&A through insights from Tom Hayes of DA Davidson!
📅 Mark Your Calendar for March 19th! Dive into the world of M&A activity with industry expert Thomas Hayes. 🎤 Featuring: Tom Hayes, Managing Director & Co-Head of Financial Institutions Investment Banking at D.A. Davidson & Co. With a distinguished career in structuring M&A transactions, evaluating strategic options, and overseeing equity and debt offerings, Tom is a recognized authority in the financial services industry. His expertise has earned him a spot among the nation's top M&A bankers in 2007, 2013, 2014, and 2016 by SNL Financial. ✨ Don't miss this opportunity to gain valuable insights from one of the industry's best. Secure your spot today! https://lnkd.in/gG73yyhs
The Outlook for Bank M&A
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Founder and President of Blue Sky Business Resources | Holds multiple FINRA licenses S63, SIE, S7, & S79 | Blue Sky delivers 100 years of experience providing business transaction and consulting services.
🏦 You get what you pay for. Yes, investment bankers charge fees and retainers but your business is taken to market correctly and transactions are more likely to close. Retained bankers are almost always exclusive on a deal, meaning a single bank is representing a client to the market. This means the one bank knows the business extremely well and is communicating a single pitch and vision of the business to investors. Contingent work is most often non-exclusive meaning there are multiple banks, including the founding team of the business, reaching out to investors. This creates confusion in the market because investors will ultimately hear from multiple sources about the same deal. Check out our "Retainer vs. Contingent Work in Investment Banking" blog to learn more: https://t.ly/sPvHA #RetainerVsContingent #InvestmentBanking101 #BankingInvestment #BankingIndustry #InvestmentOpportunities #BankingWorld #InvestmentStrategies
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