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Max Matthiessen and Kidbrooke unite to revolutionise wealth and investment analytics Max Matthiessen, a leading Swedish insurance broker and financial advisor established in 1889, has recently announced a partnership with Kidbrooke, a company specialising in B2B financial analytics. Read the story here: https://loom.ly/vy6EWw8 #FinTech #WealthTech #Wealthmanagement

Zala Insurtech News: Lloyd’s has announced a new Canadian Core Fixed Income Solution on the Lloyd’s Investment Platform. The post Lloyd’s Boosts Investment Options with Launch of Canadian Core Fixed Income Fund appeared first on Insurtech Insights. Read on below >> #insurance #innovation #insurtech

Our partner, INSTANDA alongside InsTech, recently hosted an exclusive event in London to discuss the findings of their new report, "Re-imagining the Digital Insurance Landscape: 10 Years from Now." The report features insights and predictions from 40 prominent insurance industry experts. To get a peek into the future, download the report here: https://bit.ly/4333eIm #ReimaginingInsurance #FutureofInsurance #INSTANDA #DigitalInsurance #VentureCapital #StartupSuccess #Investing #Investors #DaleWWood #VentureCapitalist #Investment #DaleWood

𝐄𝐦𝐩𝐨𝐰𝐞𝐫𝐢𝐧𝐠 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬 𝐟𝐨𝐫 𝐁𝐞𝐭𝐭𝐞𝐫 𝐂𝐥𝐢𝐞𝐧𝐭 𝐎𝐮𝐭𝐜𝐨𝐦𝐞𝐬 I thrive working with fellow advisors. Why? Because the first client conversation shouldn't be about pushing insurance. It's about strategy. 𝐌𝐲 𝐢𝐝𝐞𝐚𝐥 𝐜𝐥𝐢𝐞𝐧𝐭𝐬: ➯ 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐨𝐰𝐧𝐞𝐫𝐬: Their legacy should be tax-efficient. ➯ 𝐂𝐨𝐦𝐦𝐞𝐫𝐜𝐢𝐚𝐥 𝐫𝐞𝐚𝐥 𝐞𝐬𝐭𝐚𝐭𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬: Ensuring a smooth asset transfer. ➯ 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐬 (𝐡𝐞𝐝𝐠𝐞 𝐟𝐮𝐧𝐝, 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲, 𝐯𝐞𝐧𝐭𝐮𝐫𝐞 𝐜𝐚𝐩𝐢𝐭𝐚𝐥): Their net worth is often tied up, making insurance crucial. These clients get the importance of life insurance in their financial plans. But my real focus? Partnering with advisors to enhance client outcomes. Let's connect and elevate our advisory strategies.

Twelve Capital 𝗮𝗻𝗱 Securis Investment Partners LLP 𝗮𝗻𝗻𝗼𝘂𝗻𝗰𝗲 𝗱𝗲𝗳𝗶𝗻𝗶𝘁𝗶𝘃𝗲 𝗮𝗴𝗿𝗲𝗲𝗺𝗲𝗻𝘁 𝘁𝗼 𝗰𝗼𝗺𝗯𝗶𝗻𝗲; 𝘀𝘁𝗿𝗲𝗻𝗴𝘁𝗵𝗲𝗻𝗶𝗻𝗴 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗶𝗻 𝗜𝗟𝗦 𝗺𝗮𝗿𝗸𝗲𝘁 We are excited to announce that Twelve Capital and Securis Investment Partners LLP plan to merge. This will create a leading, founder-led business, and with USD 7.8bn in combined assets under management, this new partnership will create one of the largest, most experienced Insurance Linked Securities (ILS) managers. The combination of businesses positions us for growth and long-term success. We will continue as a partnership, ensuring alignment of interest as we preserve our independence, strive to enhance the career opportunities for our people and maintain our client-centric approach. With a highly experienced global team across an office network spanning London, Zurich, Munich, Tokyo and Bermuda, the new partnership will be led by Urs Ramseier, co-founder of Twelve Capital, who becomes Chief Executive Officer, with Herbie Lloyd, Chief Investment Officer of Securis becoming CIO Private ILS and Head of UK and Bermuda. Christoph Bürer, co-founder of Twelve Capital will become President of the new partnership, while Etienne Schwartz will become CIO of Liquid Securities. Both companies know each other well and share many values. Twelve Capital was founded in 2010 and specialises in insurance investments and is an established market leader in catastrophe bonds with over 14 years’ experience. Securis Investment Partners LLP was founded in 2005 and remains an industry pioneer in public and private ILS, with almost two decades of operational experience. With complementary investment-driven cultures and expertise, the combined business will benefit from enhanced investment capabilities and market access, alongside greater ability to invest in proprietary technology. The merged business will also possess significant innovation potential and will be favourably positioned to serve investor demand for a diverse range of ILS strategies and products. Both sets of shareholders remain fully invested in the business and B-FLEXION – a long-term stakeholder in Securis Investment Partners LLP – will remain a supportive, committed partner as the new partnership works to meet its clear vision to be a leading ILS industry player as the asset class experiences a strong upward trajectory and its relevance continues to grow.  Read more: https://lnkd.in/d4CujR8q #InsuranceLinkedSecurities #ILS #CatBonds #Insurance #AssetManagement #Reinsurance

Americans spent $4,800 on their pets last year, with no plans to cut back in 2024 🐶🐾 “Wagging tails and wet noses often pull our heartstrings, but in the long run, getting a pet should also be a financial decision. Animals come with an additional financial risk in the form of medical bills, food and liability concerns.” — SHANNON MARTIN | BANKRATE INSURANCE ANALYST 🔔LEARN MORE https://lnkd.in/g8bDaXbp https://lnkd.in/gCDfXCd8 #budgeting #financialsuccess #personalfinance #financialplanning #financialfreedom #financialliteracy #retirementplanning #debtfree #financialadvisor #investment #investing #investmentopportunity

LifeWealthManagement.com 1. Financial advisory firms: The term "Wealth Management" conveys a sense of expertise and success in managing assets and investments, making it appealing to companies in the financial services industry. 2. Insurance companies: The term "Life" can evoke feelings of security and protection, which aligns well with the services provided by insurance companies. 3. Wealth management software companies: The domain name suggests a focus on holistic financial planning and management, which would be relevant to companies offering software solutions for wealth management. #domain #domains #domainname #domainnames #domainsale #domainsforsale #premiumdomains #domainforsale #domaininvesting #domainnameforsale #domainbroker #domainsales #domainer

Schroders Capital, the private markets business of Schroders Group, has announced the launch of a #tokenization pilot aimed at enhancing the management and investment of insurance-linked securities (ILS), developed in collaboration with global reinsurance company Hannover Re. Last year, Schroders joined the Monetary Authority of Singapore (MAS)’s Project Guardian and participated in the first-ever GBP Digital Bond issued by the European Investment Bank (EIB). The initiative with Hannover Re, tested internally by Schroders Capital, successfully tokenized reinsurance contracts and enabled their trading on a public #blockchain platform using smart contracts. Each token represents a share in a portfolio of reinsurance contracts, demonstrating a potential future model for ILS fund investments in a digital ecosystem. Stephan Ruoff, co-head of private debt and credit alternatives at Schroders Capital, stated that the success of the pilot shows the potential of tokenized ILS in the #reinsurance sector. “It paves the way for a more interconnected and efficient digital ecosystem, and we are looking forward to exploring broader application to wider investment scenarios and clients,” Ruoff said. This project resulted from over a year of collaboration between Schroders Capital, Hannover Re, and the i.AM Lab, under the oversight of the Guernsey Financial Services Commission (GFSC). Henning Ludolphs, managing director of retrocession and capital markets at Hannover Re, said that the proof of concept provided an opportunity to understand the capabilities of blockchain technology in the reinsurance market. “With strong governance and embedded compliance in place, the pilot also showed that the regulatory and operational risks around blockchain are similar to those of other market transactions. While this is an emerging technology, we anticipate more appetite for blockchain-enabled investments in the future, and this pilot prepares us well to evolve our approach to generate further retrocession capacity via a different source,” Ludolphs said. More details in the informative Insurance Business America article by Kenneth Araullo. #AltBanking The leading aggregator, bringing the best actionable news, information and opportunities in this rapidly evolving ecosystem right to you. Follow us to stay up-to-date! #finance #fintech #DeFi #Web3 #tokenisation #insurance #investment #securities #banking #digitalassets https://lnkd.in/e6TGX6in

We're thrilled to announce the launch of our non-brokered unit private placement, a significant step towards accelerating our growth and innovation in the credit markets. This initiative will help us enhance our product offerings and continue to provide cutting-edge solutions for credit risk mitigation. Our commitment to transforming the financial landscape remains stronger than ever. With this new funding, we'll be able to scale our operations, expand our team, and drive forward our mission to deliver unparalleled value to our clients and stakeholders. We invite our community and investors to stay tuned for more updates as we embark on this exciting journey. Together, we're shaping the future of finance! 🌟 Read the full announcement here: DelphX Announces Non-Brokered Unit Private Placement #Finance #Innovation #CreditMarkets #DelphX #Investment #Growth #FinancialServices #PrivatePlacement #CreditRisk #FutureOfFinance

We asked two of our resident experts, managing directors Jaclyn (Klabunde) Stanton and Wade Spencer what the future holds for #brokerdealers and large #wealthmanagement firms. Here's what they said: https://lnkd.in/eddtT95f #wealthtech #fintech