Westmount Partners’ Post

Conflict of Interests, Loyalty, Duty and Whistleblowing - all in a video of 34 seconds...

As we celebrate 3 years of empowering institutions with our secure and compliant custody services, we'd like to recognize the invaluable guidance of our trusted advisors! Throughout our journey, their expertise has been instrumental in shaping Liminal's success. Andreas M. Antonopoulos | Bhaskar Dasgupta #Liminal #DigitalAssetCustody #3YearAnniversary

Want to know more about our founder and CEO? Check out VoyageMIA's magazine article on Hillel L. Presser's origin story and the start of his Asset Protection interests. Link Below! https://lnkd.in/eNVXn3Ua #ThePresserLawFirm #AssetProtection #AttorneyPresser #originstory

Want to know more about our founder and CEO? Check out VoyageMIA's magazine article on Hillel L. Presser's origin story and the start of his Asset Protection interests. Link Below! https://lnkd.in/ekKZvtRc #ThePresserLawFirm #AssetProtection #AttorneyPresser #originstory

The 1-2 Punch! Top-performing advisors and teams are rediscovering the unique benefits of boutique firms, which offer a caring culture, a personal touch, and, importantly, the big 1 - 2 punch! Did you know many of these firms offer access to one or more services below? 1). Investment Banking Capabilities 2). Private Shares and Private Credit Access 3). Multi-Custody Options 4). TAMP-Friendly Platforms 5). Multi IMOs and FMOs 6). NRA access (some country limits) Wire house firms are no longer the norm or only option! Why not "peek over the fence" and see what top-performing advisors have discovered? I offer an unbiased approach to help you narrow down top firms that check your boxes. Join the hundreds of advisors/teams, I’ve helped navigate their way! #bridgemarkstrategies#wealthmanagement#financialadvisor#financialplanning#ubs#merrilllynch #morganstanley#wellsfargo#raymondjames#edwardjones#massmutual#northwesternmutual#lincolnfinancialgroup

In the final video of our 'Behind the Scenes with Nuveen' series leading up to Client Experience Week, Amy Muska O'Brien, Global Head of Responsible Investing and Romina Smith, Head of Continental Europe, share their insights into how responsible investing and being global & local are key to serving our clients better. 🎥 Watch the full interview and see how we’re making a difference. #WeAreAllClientImpacting #btsNuveen

Our investors are our biggest assets. The more up-to-date their knowledge is, the better decisions they make for themselves. As a result, they force us to become better too. Great thanks to the fascinating lawyers - Ali Daneshvar and Rojin Jazayeri, for the incredible workshop on CRE Deal Structuring. #Pentacore #PentacoreDevelopment #OwensWrightLLP #CRE #CommercialRealEstate

There is a point at which persecution (or is it prosecution) of even the worst "villain" begins to turn sympathies. That inflection point is hard to notice when emotions are whipped up into hysterics, and justifications why a fly needs a 1000lb hammer to kill thin out. It is always fascinating to watch up-close the feeding frenzies of pack-hunters.(https://lnkd.in/dx2CvTK7) https://lnkd.in/dNKHPhuk

Nick Bourne takes some time and provides #assetallocators with some great insights from his recap of #ALTSUK. If you're an investor in the UK and looking to scale your front, middle, or back office operations be sure to touch base with Nick and learn how Vidrio can help you innovate. #privatemarkets #datamanagement #riskmonitoring #breakingdownsilos #hedgefundlife

Wow, have you heard about the RIGI under the Bases Law and its perks for investments over US$200 million? It's creating quite the stir in the business world. Some are cheering the advantages and the 30-year extension, while others are bashing the discrimination against past investors and worrying about unfair competition. Learn about the plan's risks and Manzano's expansion here: https://ift.tt/M9PmghQ.