Cross River’s Post

Our Managing Director for North-America, David, had the pleasure of attending Exchange earlier this week. These are his key takeaways: 1. The fusion of behavioural finance, positive psychology, and emotional intelligence is crucial for advisors to fully service their clients. 2. The need for portfolio optimisation to cater to clients on a truly personal level has never been clearer. 3. ETFs continue to shine as a robust growth area within the investment universe. We're very excited for what's ahead and looking forward to the next edition! #InvestSuiteOnTour #ExchangeETF #Florida #FinTech #InvestTech #WealthTech #InvestSuiteInsights

Here is what happened in the world of WealthTech in the previous week. 🗞 ----------------------------------------- To get more updates like these on your feed, make sure you follow The Founders Arena. 🏢 Companies in focus: IEQ Capital | Cetera Financial Group | Commonwealth Financial Network | RISR | Fisher Investments #WealthManagement #WealthTech #RIA #News #Fintech

Let’s discuss institutional investors and private clients with Jan-Marc Fergg, CFA, HSBC, Per Olofsson, AP7 and Simon Jennings, HarbourVest Partners! Join their conversation, as they discuss why the term ‘democratisation’ can be misleading, the benefits of open-ended private asset funds to private clients and institutional investors and how strong LP/GP alignment and relationships can lead to innovation that benefits all!

It was great to discuss innovation and partnerships in private markets with Per Olofsson and Simon Jennings Private markets allocations and participation of both private clients and institutional investors represent an important opportunity to achieve portfolio objectives and returns. #hsbc #superreturn

MicroVentures protected investor funds by transitioning away from Synapse and Evolve Bank & Trust when communication and transparency issues arose. We are committed to maintaining the highest level of financial security for our investors.   Learn more about the developing situation: https://lnkd.in/eNbvss4s   #MicroVentures #Synpase #EvolveBank #venturecapital #privateequity #privatemarketinvesting #invest #investing #investment #startupinvesting

🚀 Exciting news from Scala Capital, LLC! Founder Alberto Siblesz shares insights on their commitment to client profitability through private credit. With a diverse client base spanning Latin America, Scala Capital emphasizes the importance of financial education and alternative investments to ensure peace of mind and strong returns. 📈 Siblesz highlights, "We believe in private credit and feel more secure with it, despite our portfolios including fixed income, stocks, ETFs, and mutual funds." #PrivateCredit #Investment #FinancialEducation #ScalaCapital #ClientProfitability https://lnkd.in/dxKZpU2b

Investors can be particular about who they fund, and those preferences often relate to their expertise and experience in a particular industry. By figuring out your investor's "flavour", you'll boost your chances of being funded. Here's how ... https://bit.ly/3JBVXpY #PitchandPolish #SponsoredbyNedbank #PoweredbyRaizcorp

Are you ready for the $70B wealth transfer and the surge of next-generation investors? Elements can quickly help you get ready to have conversations with these prospects. https://buff.ly/3tcIPCQ

Are you ready for the $70B wealth transfer and the surge of next-generation investors? Elements can quickly help you get ready to have conversations with these prospects. https://buff.ly/3tcIPCQ

Are you ready for the $70B wealth transfer and the surge of next-generation investors? Elements can quickly help you get ready to have conversations with these prospects. https://buff.ly/3tcIPCQ