Insignia Financial’s Post

Business succession… As business owners, it’s never too early to start thinking about succession planning. Whether it’s a trade sale, a merger, a management buy out (MBO) or an employee ownership trust (EOT), there are many paths to consider, each with implications. Althoigh I recently turned 55, I’m in no hurry to retire or walk away from Wells Gibson Limited, yet I’m excited to be attending a dedicated day focused on business succession with my fellow members of the Evidence Based Investment Solutions Group at the offices of Dimensional Fund Advisors in London. We’ve lined up some fantastic speakers to explore the complexities of succession planning. Even as financial planners, we too need guidance to navigate the best options for our businesses. I believe there are three key stakeholders in any business succession plan: our loyal people, our valued clients, and our loving families. Making the right choice requires wisdom, foresight, and careful consideration. #BusinessSuccession #FinancialPlanning #Leadership #EBIS #WealthPlanning

David Coombs, ACT Global Leadership Council member and Head of Multi-Asset Investments Rathbones Asset Management, shares how he believes the ACT framework is a force for positive change. Read on to learn how David believes corporate culture drives performance and that adding greater diversity of thought brings more challenge and ultimately better outcomes for clients: https://lnkd.in/epKxr7wf #investorsact

As the Chief Marketing Officer of a company that transformed from a fledgling startup into the premier wealth and alternative asset management firm in India over the past 16 years, the feeling is nothing short of exhilarating. In the early days, the vision was clear, but the path was fraught with uncertainties. Each step we took was a mix of calculated risk and innovative strategy, aiming not just to enter the market, but to redefine it. The journey involved relentless dedication and an unwavering belief in our mission. Seeing the brand grow, resonate with clients, and gain a foothold in such a competitive landscape instilled a deep sense of pride. Every successful event, every client won, every product launched, every colleague on-boarded, felt like a validation of our early dreams and efforts. Today, as I reflect on our ascent to the top, it’s the bold decisions, the disruptive strategies, the innovations, the client experiences and the relentless pursuit of excellence, stands out. The excitement of building something truly remarkable, from the ground up, continues to drive us, and every milestone achieved is a testament to the passion of our team. As we look forward, the journey doesn’t simply continue—it accelerates. We are now setting our sights even higher, pushing boundaries further, and continuing to innovate; not just to lead but to transform. The feeling of building and nurturing a brand like this is profound—it’s about creating a legacy that will outlast our own tenure. Karan Bhagat Yatin Shah Anirudha Taparia Anup Maheshwari Shajikumar Devakar Himadri Chatterjee Anu Jain Anil Mascarenhas Anshuman Maheshwary 360 ONE 360 ONE Wealth 360 ONE Asset

Engaging with industry leaders at the TMA Distressed Investing Conference a couple of weeks ago was enlightening. The ZRG Partners team enjoyed learning about the latest trends and insights in the field. If you're interested in potential opportunities or want to deepen connections, don't hesitate to reach out. We are currently working on a number of Senior Managing Director mandates at the minute. I'm eager to engage in substantive discussions with you. Let's keep the conversation going. #Turnaround #Restructuring #SeniorManagingDirector #IndustryLeaders

Parnassus CEO Ben Allen: “2024 marks an important milestone for Parnassus Investments: Our 40th year in asset management. Our leadership in fundamental and sustainable investing is rooted in the longevity, consistency and authenticity of our approach. As I contemplate what the next 40 years holds, I’m mindful of the importance of keeping a perspective on long-term value creation.” Dive into Ben’s full CEO Perspective here: https://bit.ly/48JRR9y #ActiveManagement #Investor #ActiveInvesting

16 years ago we set out on this journey with a clear mission: To redefine excellence in wealth management. Now, sixteen years later, we look back at what we've created: A legacy of steadfast commitment, continuous innovation, and dedicated service to our clients!    But that's not the only thing that makes 360 ONE. A dynamic team of over 1,100 professionals resides at the heart of our mission. Our Assets Under Management (AUM) exceeds US$54 billion, a collection of more than 160 prestigious awards, and our dedication to our clients over 16 years has rendered us as leaders in our field. One thing that drives our ship further is a belief that the best is yet to come! As we commemorate this milestone, we will always focus on what has steered our journey up until now– our clients!    Here’s to the future that promises wealth management, like none other! #16thAnniversary #JourneyofExcellence #WealthManagement #AssetManagement #Celebration #Growth #360ONE Karan Bhagat Yatin Shah Anirudha Taparia Anup Maheshwari Anshuman Maheshwary Ronak Sheth Anil Mascarenhas Vijeeta Sharma Sidhartha Shaw Hemant Lakhotiya Vinay Ahuja Shajikumar Devakar Anupama Sharma Ashish Ahuja Samrat Bose Nikunj Kedia Pramod Kumar Himadri Chatterjee Vikram Malhotra Satheesh Krishnamurthy Girish Venkataraman Himanshu Jain Navin Upadhyaya Sanjay Wadhwa Santoshi Kittur Bhushan Sonkusare Bhalchandra Joshi Sandeep Joshi

A compelling conversation featuring private equity CEO, Adam Coffey with AlixPartners’ Connor Lott. Adam's experience speaks for itself – having built 3 national service companies for 9 private equity sponsors. During this period, he completed 58 acquisitions; and on average, the companies he ran delivered a 5x ROIC at exit. An insight-rich discussion on the PE outlook in 2024, the challenges of leadership in the changing PE-world, and how portfolio company management can best partner with their investors and operators. I encourage you to read more below. #pe #privateequity #leadership

Looking forward to Wealth Management EDGE in 2 weeks. Find AllocateRite at Kiosk K28 in Wealth Tech where you can demo the live capabilities of "Newt", the personal assistant that can expedite everyday workflows and generate reports from portfolios on the fly. #wealthmanagement #financialadvisors #financialadvisers #financialplanning #custody #RIAs #recruiting #uhnw #privatewealth

Tune in tomorrow for S&P Global’s North American Leveraged Finance Leadership Series webinar! Key topics of discussion will include: * Outlook for leveraged #credit in a high-rate environment * Future of M&A and #LBO given challenging exits * Dynamics of #BSL and Private Credit * Evolving contours of #Liability Management Transactions * Structural Trends and Challenges for the #CLO Market Get expert analysis on the leveraged #finance landscape - this is your chance to stay ahead of the curve. Register now and be part of the conversation! https://lnkd.in/ewrDDAne

Celebrating 5 Years of Success! Our Small and MidCap Opportunities strategy at Hilton Capital Management has reached an incredible milestone. Thank you to our amazing team and valued clients for making this journey possible. Here's to continued growth and prosperity! For more information about our Small and MidCap Opportunities strategy, check out the link below: https://lnkd.in/eddSymG4 #SMIDCap #InvestmentStrategy #Investing