DRW’s Post

When we sit down and chat with clients, not every time, but most times, it's about planning the future around a family. And, although you never truly know what the next chapter will bring, you can hope and dream and build your story around the direction you'd like it to take. Beaufort Financial in Reading is now Finli Thames Valley, part of the Finli Group Ltd family - the same great team, backed up with even more resources and stronger together. Our story just went up a level. Let us help make yours do the same. #ThamesValley #FinancialAdvice

Learn more about our Fintech Masters!

Being called a legend probably overstates it a bit, but I very much appreciated the opportunity afforded by Peter Nieberg and my friends at Altrum to reflect on my career arc and offer a little advice to this generation of bankers. I have been very fortunate in my colleagues and clients and hope others will enjoy our chat. #manda #mergersandacquisitions #investmentbanking

The Goodacre UK team has been hard at work scheduling a full events programme for 2024. From industry-defining conferences to prestigious awards ceremonies, the team has you covered to stay ahead of the curve and network with the best. Here are just a few highlights you won't want to miss: The City of London Wealth Management Awards 2024 (April 11th): Celebrate excellence and innovation in the wealth management industry at this star-studded gala. Witness the crowning of the best firms and individuals, gain insights from industry leaders, and establish valuable connections. ️ The Systems in the City Fintech Awards (June 20th): Recognising and rewarding companies and individuals for the vital role technology plays in financial services at this prestigious awards ceremony. The Securities Industry Conference 2024 (October 4th): Dives deep into the hottest topics shaping the securities industry at this must-attend conference. Connect with thought leaders, engage in insightful discussions,and gain actionable strategies to navigate the ever-evolving market landscape. And these are just the tip of the iceberg! Goodacre UK offers a diverse range of events throughout the year, including insightful training courses, workshops, and networking opportunities. #GoodacreUK #FinanceEvents #Investing #londonstockexchange #bestinthebusiness #regulation #wealthmanagement #fintech #investmentmanagement #funds #ifas

🎓 Exciting News! 🎉 Thrilled to share that I've completed my final semester in Master's in Fintech at Esprit School of Business with honors (mention bien)! 🚀 It's been an incredible journey, and I'm ready to leverage this knowledge in the dynamic world of financial technology. On to new beginnings! 💼🌟 #Fintech #ESB #NewBeginnings

I'm thrilled to share that I've just published a new blog post discussing the benefits and barriers of university education and careers in the Fintech sector. If you're curious about how university education can prepare you for a successful career in Fintech or interested in learning more about the challenges students may face in pursuing this path, then this post is for you! Click the link below to read the full post and join the conversation. Don't forget to leave your thoughts and insights in the comments! Let's empower each other to navigate the world of education and Fintech together. CompareNI #Fintech #Education #CareerDevelopment #LinkedInCommunity

“Much as the equity portion of the secondaries market has grown and evolved over the last 15 years, we expect increased innovation in credit secondaries to meet the needs of investors seeking to optimize their portfolios and manage risk.” - This is the central message from Benjamin Wilson, Managing Director and Global Head of Secondaries at HQ Capital, who recently spoke as a panelist in the Credit Secondaries session at The Private Markets Secondaries Meeting in Santa Monica. #HQCapital #CreditSecondaries #SecondaryMarket

Hi everyone, Welcome to 𝐃𝐚𝐲 21 𝐨𝐟 𝐭𝐡𝐞 "90-𝐝𝐚𝐲 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐏𝐨𝐬𝐭 𝐒𝐞𝐫𝐢𝐞𝐬". Today, we will discuss the "𝐀𝐥𝐭𝐦𝐚𝐧 𝐙 𝐒𝐜𝐨𝐫𝐞" The Altman Z-Score is a powerful statistical measure used to 𝒑𝒓𝒆𝒅𝒊𝒄𝒕 𝒕𝒉𝒆 𝒑𝒓𝒐𝒃𝒂𝒃𝒊𝒍𝒊𝒕𝒚 𝒐𝒇 𝒂 𝒄𝒐𝒎𝒑𝒂𝒏𝒚 𝒈𝒐𝒊𝒏𝒈 𝒃𝒂𝒏𝒌𝒓𝒖𝒑𝒕. It combines five key financial ratios to give an overall score that falls into one of three zones: Distress, Grey, or Safe. 𝐈𝐧𝐭𝐞𝐫𝐩𝐫𝐞𝐭𝐚𝐭𝐢𝐨𝐧- ✅ 𝐃𝐢𝐬𝐭𝐫𝐞𝐬𝐬 𝐙𝐨𝐧𝐞 (𝐙 < 1.8): High risk of bankruptcy. Companies in this zone are considered financially distressed and at risk of insolvency. ✅ 𝐆𝐫𝐞𝐲 𝐙𝐨𝐧𝐞 (1.8 < 𝐙 < 3.0): Moderate risk of bankruptcy. Companies in this zone have a mix of strengths and weaknesses in their financial health. ✅ 𝐒𝐚𝐟𝐞 𝐙𝐨𝐧𝐞 (𝐙 > 3.0): Low risk of bankruptcy. Companies in this zone are considered financially stable and less likely to face bankruptcy. #Finance #AltmanZScore #Bankruptcy #Investment #CorporateFinance 

“Transform your career in just 20 days with our expert trading program! Whether you’re a seasoned investor or just starting out, our comprehensive course equips you with the skills and knowledge to navigate the markets confidently. Join us and unlock the path to trading success! 📈💼 #CareerGrowth #TradingJourney” . . Follow @gettogetherfinance . #onlinebatch #learningexperience #expertguidance #educationaljourney #joinus #experience #stockmarket #stockmarketinstitute #mygtf #stockidea #gettogetherfinance

Trying to decide if investing in fintech/CUSOs is the right move? This is just the session for you. Hear from our very own Nick Evens plus a few other well known experts and friends - Barb Lowman, CUDE, Sam Das, and David Araujo. They'll shed light on how to de-risk, get due diligence right, see ROI, and most importantly; ensure relevancy for your CU!