Opal Group’s Post

Aditi I. shared her expertise on sub-line facilities in this virtual meeting of the Private Funds CFO Network. Iyer discussed the evolving role of sub-line facilities in fund finance with fellow expert panelists Andrew J. Frazer Smith, Shelley Morrison and Charles W. Newcomb. 🔍 Watch the full meeting: https://okt.to/6ikMfc #PrivateFundsCFONetwork #FundFinance #SubLineFacilities #MarketTrends #InstitutionalInvesting #FinanceInsights

At Rasiah Private Wealth Management (RPWM), we are dedicated to aligning financial planning with our clients' core values. Poorani K. shares their transformative experience with our team: "We have only been with Rasiah Private for a short period of time, however in the past 9 months we have found the values discussion & cash flow modelling tool to be extremely useful and informative. The modelling provided us a 10 to 30-year picture which has already enabled us to make a few major decisions in our life by knowing what we can and can’t spend. This has been so powerful as obtaining that knowledge today can actually reduce or eliminate any regrets later in life. Our experience has typically been to focus on building wealth, accumulate property etc., but this thinking can cause other issues and more importantly it doesn’t allow us to prioritise our values now. Working with Rasiah has changed our focus and energy to what matters most, so we’ve been able to shift our financial decisions so that money flows into our value system starting from the most important priorities and then to the lesser ones." --Poorani K. #clientlove #HappyClients #TestimonialThursday #ClientFeedback #CustomerSuccess Thabojan Rasiah CFP Peter Lee Simone Murray Nivashna (Niv) Maharaj Claire Abenes Danica Sescon Jessa Suarez

Where do you see yourself in twenty years? Twenty years ago what were you picturing? Time flies, as they say. Knowing that, we encourage our clients to get very specific about imagining their goals and prepare thoroughly for achieving them today. At every step of the way, we will be there. Get started with Morgia Wealth Management today. Call us at 315-222-7148. #financialplanning #personalfinance #fiduciary

Please read issue one of our Private Wealth Perspectives newsletter. I can say without hesitation that this is the best in the series so far!

Setting up meetings can be extremely time consuming, in this video case study, Charlie Young from Madera Residential breaks down the 12 face-to-face meetings he had at our previous Private Wealth Management Summit. If you want to know how you can be involved in our upcoming September summit get in touch today by following the link: https://lnkd.in/dHq2QPUF #privatewealthmanagement #marcusevanssummits #investmentsummit

Every stage of your life is precious, and each comes with its own joys and challenges. With experience over three generations, Morgia Wealth Management has guided families through the important decisions they face at each junction. Let’s start talking now about decisions that will help you keep growning. Contact Morgia Wealth Management: 315-222-7148. #financialplanning #personalfinance #fiduciary

Join Crosby Wealth Advisors for a #MarketUpdateWebinar on August 28th at 12:00PM PT Register & Learn more: CrosbyEvents.com

As a recent winner of WealthBriefing's best overall private bank in the Channel Islands, our CEO, Jane Niles, speaks to ClearView Financial Media Acclaim magazine about our success and the philosophy which sums up Investec best. "Our goal has always been to put the client at the heart of everything we do. We strive to simplify our clients' lives whether that's personally or through a family office, trust or corporate structure." "Our purpose is to create enduring worth, driven by our commitment to our values, core philosophies and culture." Read the full article here: https://lnkd.in/dZ5uUeeP #wealthbriefing #privatebankoftheyear #guernsey #jerseyci #channelislands

Today is #FinancialAdvisorDay. Get to know the Two Pines Wealth team here: https://hubs.la/Q02qKYqH0

Just some of our awards! 🏆 We pride ourselves on being award-winning here at Anglian Wealth Management. Here are some of our accolades via our partnership with St James Place: - Best Financial Advisory Firm 2020 - Top Wealth Management Company 2019 - Excellence in Client Services 2018 #EastAnglianBusiness #NorfolkBusiness #LocalBusiness #WealthManagement #PlanningYourFuture #StJamesPlace #AnglianWealthManagement