Hemant Kapoor, CFA
Investment Analysis | Performance Reporting | Investment Consulting | ESG Integration | Responsible Investing
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Proud moment for @GIST Impact as we receive an investment from @UBS the world’s largest universal bank, and a leader in the transition to measuring and valuing impacts.All signs point to the financial sector evolving past ratings and rankings and towards science-based impacts, and @GIST Impact is the chosen impact data provider for the world’s largest asset owners, asset managers, and pension funds, providing a suite of best-in-class impact intelligence and data solutions to drive better decision-making.#UBS #GISTImpact #SustainableFinance #Partnership #Sustainability #ImpactEconomy #ImpactData #ImpactInvestment #CSRD #TNFD
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Dr. Ravneet Singh Bhandari
PhD | PGDBA-M | M.COM | PGDBA-IB | BBA
2mo
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Impressive growth!
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Ensombl
7,098 followers
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In this short video from Fidelity International, advisors and experts discuss the findings of recent research into the intergenerational wealth transfer, offering frontline insights into the role clients expect them to play in bringing different generations – and their wealth – together.#financialplanning #financialadvisors
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Wassim Jomaa, CFA
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Via Barron’s and according to Catherine Keatinh - BNY Mellon Wealth Management:“By 2030, #women could control up to an estimated $30 trillion in financial assets. Women are goal oriented , which is a positive for any long term investor. However, they tend to take much less risk, which has a negative impact on actually achieving long term goals such as secure #retirment as higher risk investment tend to deliver higher returns over time”We The Family Office Company BSC (c) did the work, whereby we have dedicated #investment solutions and a tailored asset allocation approach for #womenandwealth We provide #institutional practices and help through our solutions to achieve intended retirement goalsWe make #privatemarkets simpler to understand and we implement investment in a smooth manner following the #endowment model while trying to capture the additional return in both #illiquid and #liquid markets through an asset allocation aiming to wealth preservation and accumulation through time.
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Rohit Kumar
Sales Relationship Manager | Wholesale Distribution | Funds Management
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Looking to invest in bonds? Put the Fidelity Global Bond Fund on your shopping list.Reach out if you'd like to discuss this quality fixed income fund in more detail.
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Shakil Ahmad, CFA
Empowering Financial Insights at DreamHost | Senior Financial Analyst | Champion of Data-Driven Decision Making
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🥊 Family Office Report Showdown! 🥊 Two major reports, two different takes on the family office landscape. 🥊 UBS highlights a surge in bond investments, 📈 while J.P. Morgan emphasizes the importance of family legacy. 🤝 Who's right? 🤔 You decide! 🧐 #FamilyOffices #UBS #JPMorgan #Investing
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IMAS (Investment Management Association of Singapore)
4,207 followers
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Should investing for a long-term goal like retirement be made more accessible than what it is today? Our differences are what makes us unique as individuals. For the most part, our industry has embraced the idea that one-size does not fit all when it comes to investing and financial planning. Yet too many choices can create more challenges. In this vast and evolving investment landscape, clients are either overwhelmed by the myriad of investment options presented by multiple institutions or are left holding investments that may not serve their needs as they enter a new stage of life. Key speakers from DBS Bank and J.P. Morgan Asset Management will discuss the ways to harness the full potential of open-banking and actively embracing digital enablers, to create high quality, comprehensive and customisable financial planning tools and products that can empower individuals to invest for their long-term goals.Don't miss out on this masterclass! View more details here: https://lnkd.in/gWxSD4uG #imas #imasinvestmentconferenceandmasterclass #investment #wealth #wealthbuilding #assetmanagememt #reshapingtomorrowEvy Wee Stephen Kaplan Yuejue Jin Jenny SofianEleanor Seet 薛恩惠Wijaya ElhamIan Macdonald FCAdeborah hoYee Fei SohSabrina GanPrakash KannanSherene Bankeng han KwokKeat Jin GohLily ChohAngela Low Amanda Toh
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Anthony Solfaro, CFP®, CPWA®, CSBA
Financial Advisor @ UBS Financial Services Inc, UBS International - Working with Entrepreneurs, Business Owners, and other Professionals.
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Wealth comes with many rewards. And as your family wealth grows, it can bring challenges. How can you align your private and business wealth in optimal ways? How can you ensure family members have access to income at the right time? And how can you make sure your wealth is being managed not only for your lifetime but for generations to come?The new UBS Family Office Solutions report can help answer all of your questions. Take a look below!#ShareUBS #UBS #FamilyOffice #planning
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UBS
1,595,111 followers
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Did you know that we partner with business divisions across UBS, UBS clients, governments and development finance institutions to launch blended finance initiatives through our UBS Optimus Foundation? In the past decade, blended finance initiatives have mobilized over USD 200 billion in capital toward the UN SDGs, and we see significant opportunity for this to grow further. That’s why we’re actively co-creating and sponsoring large-scale impact-first investment vehicles.For example, in 2023, we secured major investor commitments towards the USD 100 million SDG Outcomes Initiative from British International Investment, the US International Development Finance Corporation and private investors, including Legatum, family offices such as the Tsao Family Office Pte. Ltd. and other high net worth individuals to catalyze impact in health and education. Learn more about blended finance and the power of partnerships in the UBS Optimus Foundation Annual Review 2023 >> https://from.ubs/6045lEoDR. #shareUBS #ubsofannualreivew
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Lilia Tira
Senior Consultant in Strategic Business Development
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Thrilled to see this fantastic Wealthtech news! WealthOS has successfully closed a £4m seed round, led by Barclays with additional investment from Main Set, part of Capricorn Capital Partners UK. This achievement highlights the tremendous potential for digitisation in wealth management, the strength and value of the WealthOS platform, and the deep expertise and passion of the founding team. Well done!Read more about their journey and future plans here: https://lnkd.in/gCMKfUt8#funding#wealthtech#wealthmanagement#digitaltransformation
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Real Assets Adviser
3,055 followers
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“You're not getting a fully diversified portfolio without having some form of exposure to private markets,” Ben Leach, CFA says. “We've been helping defined benefit pension schemes, sovereign wealth funds and insurers invest into [private markets] for 30 years."#PrivateWealth #WealthManagement #RealAssets #PrivateMarkets#AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #PrivateAssets
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Krishna Moorthi Esakkymuthu
Managing Director at Five Elements Traders Pvt Ltd
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Between 2000 and 2020 Global wealth rose from $160trn, or four times global output, to $510trn, or six times output. Although much of this is tied up in property and other assets, the pool of liquid assets is still vast, making up a quarter of the total. It will almost double, from just over $130trn to almost $230trn by 2030—meaning that a $100trn prize is up for grabs. They anticipate the boom will help lift global wealth-management revenues from $255bn to $510bn.Only a handful of institutions compete on a truly global scale to manage this wealth. These include Goldman Sachs and JPMorgan Chase. But the two biggest are Morgan Stanley and a new-lookubs, which has just absorbed Credit Suisse, its old domestic rival. After acquiring a handful of smaller wealth-management firms over the past decade, Morgan Stanley now oversees around $6trn in wealth assets. After its merger,ubsnow oversees $5.5trn.
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