Meet our team at the London Trusted Advisor event tomorrow! The evening will include a panel discussion focusing on integrated asset management strategies, synthesizing insights from tax, currency, and risk perspectives. The discussion will include Prager Metis Partner Steve McCrindle, who will discuss the intricacies of tax strategies and financial planning for luxury assets, offering guidance on navigating regulatory environments and optimizing outcomes. Along with Steve, panelists include: Naomi Feltham of Clear Currency and Andrew Wilson from Zedra. Matthew Hoffman will lead the discussion. Don’t miss this great event! See details: pragermetis.co/3X1WEQQ #PMEntandMusic #London #entertainment #taxstrategy #VAT
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During our recent webinar, 'Expert Insights: Is the landscape improving for Brokers?', Eloise Hall, our Head of National Accounts, was joined by our CFO, Simon Betteridge, and AMI's CEO, Robert Sinclair, to share their insights on the housing market and the evolving role of brokers. In case you missed it, Eloise has summarised all the key points in her latest blog 👇 #KensingtonDifference #Blog | Intermediaries only
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Check out HSF's 2024 Australian Public M&A report for the latest trends and deal insights in the market today.
To mark the launch of our latest Australian Public M&A Report, partner Nicole Pedler spoke with The Australian Financial Review about FY24's dealmaking activity, which saw almost double the usual amount of mega deals and European bidders coming out to play. Read the full piece in Street Talk today: https://lnkd.in/g-Yp-8QH You can find our full Public M&A Report 2024 here: https://lnkd.in/g3dXwMvM
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Premier Wealth Management Coach & Strategic Investor | Acquiring & Empowering Companies to Elevate Financial Advisors | Founder of 4 Multi-Million Dollar Firms | Renowned Author, Speaker & Industry Thought Leader
Are you ready to take your practice to new heights? Join our exclusive webinar, "Climbing the Wealth Ladder: Proven Strategies for Attracting and Retaining Ultra-Wealthy Clients," and discover the secrets to success in the high-net-worth market. Register now and receive a complimentary copy of our latest Play to Win report, your roadmap to expanding your ultra-wealthy client base. https://lnkd.in/gTKjHK5r #WealthManagement #UltraWealthy #CEGInsights
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As the economic landscape continues to evolve, businesses have to plan ahead for challenging financial scenarios. CBRE’s Kelvin Chan will join Withersworldwide’s “Thursday Chill Club” as a guest speaker on 11 April, for a session covering distressed businesses and strategic pre-liquidation options. Together with Kelvin, Polly Chu and Gary Leung from Withers, and Dennis Sit, a seasoned barrister, will share their insights into proactive measures available to rescue distressed businesses from potential liquidation towards a more sustainable recovery. For more details: https://cbre.co/3Q38Fll #realestate #liquidaton #distressedassets #capitaladvisors
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CMS will be participating in City Week 2024, a summit bringing together innovators and financial firms to map out the future of financial markets. Caroline Kurup will be moderating a panel on Unlocking pension fund and insurance company investment into the UK capital markets, and Mike Ringer will be moderating a panel on Tokenisation I: governance, standards and legal clarity. We will also have a numbers of CMS attendees: Chris Clark, George Gledhill, Kate Darracott, Ed Kingsbury, Laura Houët, Tom Callaby, Charles Kerrigan, Kushal Gandhi, Sam Robinson, Matthew J. Nyman, and Vanessa Whitman. Find out more about the summit here: https://lnkd.in/e_MGW5_h City & Financial Global #CMSlaw #CityWeek2024 #finance #financialmarkets #capitalmarkets #tokenisation #governance #law
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Henderson European Focus Trust plc tender offer oversubscribed by more than double. Henderson European Focus trust’s (HEFT) tender offer received more than double the number of subscriptions set out by the programme. Check out Cristian Angeloni's latest article 👇 https://incm.pub/3VC9WSk #investing #assetmanagement #wealthmanagement #finance
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Our recent First Financial Forum webcast featured Jeff DiModica, CFA, President & Managing Director of Starwood Property Trust, a renowned expert in commercial real estate finance and investments. Jeff and our host, Bliss Morris, Founder and CEO of FFN, discussed the factors influencing the current commercial real estate market. If you missed our webcast, watch it here: https://lnkd.in/d6nxsft2 The webcast covered these topics and more: -How the move to lower interest rates impacts investment portfolios -Regulatory capital’s influence on commercial bank's loan portfolios -The troubled outlook on office and Jeff's view on multi-family, hotels and industrial CRE The First Financial Forum webcast series brings unique insights on the economy, global financial system, banking, capital markets, real estate and more. Bliss Morris interviews thought leaders and industry experts to explore the trends that shape our markets. Visit our website at ffncorp.com #realestatefinance #markets #capitalmarkets #commercialrealestate
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2023 Finalist Financial Adviser of the Year (WIF). Financial advice for successful women. Empowering women towards financial independence.
In this article by Brendan Mutton from Selfwealth, I shared insights on the evolving financial advice landscape in Australia. My focus was on the importance of transparency in cost-related discussions and the need for advisers to ensure clients fully understand the fees they're paying. I also highlighted the unique financial challenges faced by my clientele, primarily divorced and widowed women, and the necessity of acknowledging their desire to be informed and capable in financial decision-making. Additionally, I emphasized the role of education in empowering clients and fostering a collaborative advisory relationship. My perspectives, along with Matthew Brown's, underline our commitment to making financial advice accessible, affordable, and beneficial for all Australians. #financialadviser #wealthmanagement #financialliteracy #investing Changing Perceptions of the Advice Industry You can read the full article here: https://lnkd.in/gDjSZtUP
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Raising Bank Revs | Securities Lending Partnerships | Start-up & Scale-Up | FIG & Fintech | Equity Research & Sales | Investment Analyst
Getting 'blown away' on a client visit in Luxembourg with Sofia Lascioli! We can't make the sun come out... but we can warm investors and bankers hearts alike with higher earnings, and fees, from existing portfolios! Sharegain #securitieslending #wealthmanagement
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Premier Wealth Management Coach & Strategic Investor | Acquiring & Empowering Companies to Elevate Financial Advisors | Founder of 4 Multi-Million Dollar Firms | Renowned Author, Speaker & Industry Thought Leader
Are you ready to take your practice to new heights? Join our exclusive webinar, "Climbing the Wealth Ladder: Proven Strategies for Attracting and Retaining Ultra-Wealthy Clients," and discover the secrets to success in the high-net-worth market. Register now and receive a complimentary copy of our latest Play to Win report, your roadmap to expanding your ultra-wealthy client base. https://lnkd.in/gG9pjiiZ #WealthManagement #UltraWealthy #CEGInsights
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