Dick Hoag’s Post

Introducing CB Checkpoint | Are your companies house filings up to date? Are your articles of association fit for purpose? Do you need a shareholders' agreement? Our CB Checkpoint team offers a full check-over of key policies, procedures and documents your business should have in place and keep up to date, both in order to be legally protected and in preparation for investment or exit. Is your business ready for investment or exit? Discover CB Checkpoint: https://ow.ly/V3EF50QBWTp #corporatelaw #corporatelawyer #shareholders #businessdocumentation #businessinvestments

The countdown is on to the Financial Standard Best Practice Forum - Managed Accounts. Acclaim Wealth CEO Terry Constable will be leading a panel discussion on the topic "Trailblazers: innovating with managed accounts in challenging times". Part of the panel discussion will include an introduction to Acclaim Wealth’s new Managed Discretionary Account (MDA) partnership, Managed Portfolios. https://lnkd.in/gETwa7pM #managedaccounts #MDA #IndividualHIN 

MarshBerry’s proprietary databases map the entire UK financial services industry. Our database: >Unique internally developed database analyses the entire UK Financial Services landscape. >Pulls in real time data from FCA and Companies House. >Has over 30,000 companies classified and sized — fully sortable / searchable. >Automatically identifies unannounced M&A transactions. Download MarshBerry’s Annual Insurance Distribution Market Report – M&A Market Structure & Review to learn more about UK insurance distribution M&A in 2023. #MarshBerry #MarshBerryEurope #MergersAndAcquisitions #CorporateFinance #BusinessPlanning #MarketIntelligence #Broking https://hubs.ly/Q02rllYz0

We're thrilled to announce that GHBC has successfully signed a contract with another prestigious global advisory company! 🌍✍️ After a series of detailed meetings, the decision to partner was driven by our aligned values in ethics and regulation, as well as our commitment to employing individually qualified advisors and implementing robust investment strategies. This partnership underscores our dedication to providing top-tier financial advice, supported by a foundation of trust and integrity. Our new partners were particularly impressed with our advisors' qualifications and our forward-thinking investment approaches, which are designed to maximize client success in a complex global market. We're excited to embark on this journey, enhancing our services and expanding our global footprint. This collaboration not only broadens our capabilities but also reinforces our mission to deliver transparent, effective financial solutions to our clients worldwide. Stay tuned for more updates as we continue to grow and refine our services to meet and exceed the expectations of those we serve. Here’s to new beginnings and prosperous partnerships! 🚀💼 #GHBC #GlobalPartnership #FinancialAdvisory #InvestmentStrategy

I'm pleased to announce that KBRA has published it's asset manager rating of 'AA-' on TPG, which we have rated on an unpublished basis since 2022. You can read the full press release and report by following the link below. Please don't hesitate to reach out if you'd like to discuss with our analysts. #assetmanager #privatecredit

Transform Your Advisory Firm with NEBA’s Expertise! 📈💸💼 NEBA Wealth Management invites advisory firms to join our network. Benefit from our strategic support, global licensing, and diverse financial solutions designed to boost your firm’s success. Partner with NEBA and transform your advisory practice today. #NEBAWealthManagement #AdvisoryFirms #FinancialSolutions #WealthManagement #AdvisoryPractice #GlobalLicensing #FinancialAdvisors #WealthAdvisors #FinancialSuccess #BusinessTransformation

#IEPFA has facilitated the transfer of 1,05,80,908 shares in FY 2023-24, showcasing a remarkable increase compared to previous years. This underscores our commitment to investor protection and efficient claim refund processes. #InvestorProtection #ClaimSettlement #ClaimRefund #ministryofcorporateaffairs #ministryoffinance

MarshBerry’s proprietary databases map the entire UK financial services industry. Our database: >Unique internally developed database analyses the entire UK Financial Services landscape. >Pulls in real time data from FCA and Companies House. >Has over 30,000 companies classified and sized — fully sortable / searchable. >Automatically identifies unannounced M&A transactions. Download MarshBerry’s Annual Insurance Distribution Market Report – M&A Market Structure & Review to learn more about UK insurance distribution M&A in 2023. #MarshBerry #MarshBerryEurope #MergersAndAcquisitions #CorporateFinance #BusinessPlanning #MarketIntelligence #Broking https://hubs.ly/Q02s0zzm0

𝗦𝗶𝗻𝗴𝗲𝗿 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗶𝘀 𝗱𝗲𝗹𝗶𝗴𝗵𝘁𝗲𝗱 𝘁𝗼 𝗵𝗮𝘃𝗲 𝗯𝗲𝗲𝗻 𝗮𝗽𝗽𝗼𝗶𝗻𝘁𝗲𝗱 𝗮𝘀 𝗝𝗼𝗶𝗻𝘁 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗕𝗿𝗼𝗸𝗲𝗿 𝘁𝗼 B.P. Marsh & Partners Plc ('𝗕𝗣𝗠') 𝘄𝗶𝘁𝗵 𝗶𝗺𝗺𝗲𝗱𝗶𝗮𝘁𝗲 𝗲𝗳𝗳𝗲𝗰𝘁. B.P. Marsh & Partners plc is a specialist private equity investor in early stage financial services businesses based in the United Kingdom and globally, with a specific focus on insurance intermediaries. The Company has a market capitalisation of £200 million. Read more 👉 https://bit.ly/4espRuc #newclient #financials #investmentbanking #londonstockexchange

𝗙𝘂𝗻𝗱 𝗚𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲 𝗶𝗻 𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗲 is the tenth module of the Fund Governance Masterclass, but it can also be booked separately. This course reviews several practical aspects of being a #Director in the fund industry, including the relationship between the Director and the Fund/Company, the life as a Director, managing your liability, and overseeing relations with authorities. You will hear from Laurent Van Burik from Commission de Surveillance du Secteur Financier (CSSF) and our experts Adrian Aldinger, Thomas Berger, Keith Burman, Graham Cook, Matthieu De Donder, Taavi Davies, Bertrand Gourdain, Bruno Houdmont, Henry Kelly, Joachim Kuske, Corinne Lamesch, Rikard Lundgren, Tracey McDermott, Yann Power, Thomas Seale, Aline Voltzenlogel what it means in practice to be a Director in the #Fund industry and how to implement good governance in your daily work.   Learn about: 🔹 Lifecycle of a Director: accepting, onboarding and continuous review and resigning from a directorship mandate   🔹Discussion with two experienced Directors: tips and lessons learned  🔹What can go wrong: liability management, Directors’ and Officers’ Insurance, examples of claims and resolutions  🔹CSSF Presentation: Mission, Organisation, and the Declaration of Honour process  🔹Overview of Reporting with Authorities  🔹ILA Director Toolkits Register now 👉 https://lnkd.in/eJum7j42 #Luxembourg #FundGovernance #CorpGov