Tony Davidow, CIMA®’s Post

Evelyn Partners' Park: Higher UK valuations could further weaken wealth manager home bias. The current home bias among UK wealth management firms is set to continue to fall over time, and even accelerate if valuations surge, Evelyn Partners’ chief asset management officer Edward Park said. Check out Valeria Martinez's latest article 👇 https://incm.pub/3L5cSls #investing #assetmanagement #wealthmanagement #finance

What is next in Real Estate Investment?    Last week, Andrew Gill, Fund Manager of our hybrid property and infrastructure funds, joined Matthew Norris, CFA, Gravis, and Ian Aylward ASIP CAIA, former Head of Manager Selection and Responsible Investing at Barclays, to discuss the future of Real Estate Investment.    During the IFA Magazine hosted webinar we explored the opportunities in real estate, considering liquidity and volatility challenges associated with the sector, and why we believe now is a great time to invest.   To hear more about the future of Real Estate Investment, you can catch up on the webinar here: https://lnkd.in/gndz37SX   For Professional Advisers Only. Capital at risk. #RealEstateInvestment #property

What's next for real estate investments? See what the experts say - recording link below.

Are your clients asking about real estate income investing options? Passing this recent video along featuring my colleague Bill Maclay, who’s the Portfolio Manager of Fidelity Real Estate Income Fund. He outlines what’s happening in the real estate investing space right now and the opportunities that may lie ahead for investors. Hear directly from other portfolio managers and learn more about alternatives here: https://bit.ly/4aM2XMc #advisors #realestateincomefunds

Are your clients asking about real estate income investing options? Passing this recent video along featuring my colleague Bill Maclay, who’s the Portfolio Manager of Fidelity Real Estate Income Fund. He outlines what’s happening in the real estate investing space right now and the opportunities that may lie ahead for investors. Hear directly from other portfolio managers and learn more about alternatives here: https://bit.ly/3wSvwJS #advisors #realestateincomefunds

Meet the Fund Manager... Darren Johnson returns to host our next #MeettheFundManager virtual event. 💰 St. James’s Place in Conversation with PineBridge Investments 📅 Thursday 18 July 2024 ⏰ Time: 12:30 – 13:30 📍 Location: https://lnkd.in/e8paDs_F 📈 Speakers: Michael Kelly, Global Head of Multi-Asset, PineBridge Investments An exciting opportunity to hear insights from two popular speakers on our current financial landscape and what to expect from global markets in the near future. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested. #MeetTheFundManager #InvestmentStrategies #Financialplanning We are an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The ‘St. James's Place Partnership' and the titles ‘Partner' and ‘Partner Practice' are marketing terms used to describe St. James's Place representatives. If you use an alternative trading name you must state underneath this wording: (trading style name) is a trading name of (full trading name) eg, Michael Edwards Financial is the trading name of Michael Edwards Wealth Management Ltd) SJP Approved 04/04/2024

Listen as Darrell Cronk, Wells Fargo CIO for Wealth & Investment Management, joins ‘Squawk on the Street' to discuss navigating volatility, his outlook on small caps, and more. #Investing #WealthBuilding #RetirementPlanning

As an investor, have you considered your endgame in real estate? The ultimate goal isn’t just about growing assets, but achieving hassle-free income and peace of mind. 🌟 Enter the world of triple net deals – where you can enjoy steady income without the day-to-day hassles. But what if you're not yet playing in the big leagues? This is where Delaware Statutory Trusts (DSTs) come into play, offering a gateway to larger asset investments for the smaller investor. What’s your strategy for long-term real estate success? Are you aiming for the straightforward income of triple net deals, or exploring the collaborative opportunities of DSTs? Let's dive into these powerful investment strategies that can set you up for a stress-free future in real estate. Learn more here → https://bit.ly/4b9hIJp #TripleNetLease #DelawareStatutoryTrust #SmartInvesting #PassiveIncome #InvestmentStrategies

At Sands Wealth Management, we believe in nurturing a culture of mindful wealth management, echoing the sentiments of John D. Rockefeller, who famously said, 'Cultivate the habit of saving. No matter how little you earn, always set aside a certain percentage of your income for savings and investment.' Our mission is to guide you on the path to financial empowerment, helping you cultivate a mindset of abundance and security. Sands Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). #FinancialWisdom #WealthManagement #InvestInYourFuture

Want to live an average life? Listen to average financial advice. Want to create generational wealth? Listen to those who have already cracked the code. Multimillionaires do not invest in 60% stocks and 40% bonds. They do not leave their futures at the mercy of their 401(k) or a mutual fund manager. They take control of their investment portfolios by adding private equity and private credit positions in privately owned real estate and businesses in industries in which they have specialized knowledge. Want to begin taking control of your future and following the unconventional path to an unconventional life? Check out the link in the comments to receive market updates and stay up to date with upcoming opportunities at HorizonTen Properties. #multifamily #multifamilyrealestate #multifamilyinvesting #cre #commercialrealestate #privateequity #passiveincome #generationalwealth #investing #portfolio