Hala Georgy, FMAAT

It's the best time to refresh your skills 🔄 https://lnkd.in/e6SaS_JU   Last month, CFA UK launched the IMC Refresher - a series taking the tools our IMC qualification teaches you and applying them to new, emerging regulation.   🎄 With the holidays approaching, now is the best time to update your skills in these crucial areas to upgrade your career for a new era of investing.   #professionallearning #imc #wegrowtalent

2

Is your LISP holding you back? Here's why it matters!  Choosing the right LISP can make all the difference in delivering value to your clients.    "Local IFAs are increasingly choosing DFMs that use passive ETFs to limit the total expense ratio across their portfolios,” says Charles Brits, Head of Distribution at Wealthport. “If your LISP does not allow for ETFs alongside unit trusts, then your choice of DFM is potentially restricted.    A flexible LISP partner means more options, lower costs and a better client experience – with the added benefit of administrative and compliance efficiency. Are you getting the most out of your platform?    Read more here: https://lnkd.in/dDUx4wnE

5

The growth forecast for the Gulf Cooperation Council (GCC) has declined to 2.2% from 2.7% three months ago, with a slow recovery expected across the region in 2024 due to extended oil production curbs. The latest economic update release from the Institute of Chartered Accountants in England and Wales (ICAEW) attributes the downgrade in the GCC region’s growth forecast to the impact of oil output cuts on economic growth despite its outlook for the non-oil sector remaining robust. Read more: https://lnkd.in/dDPCpavK #Gulf #Oil #Oilproduction #EconomicGrowth

6

ICYMI: Our recent webinar discussed our white paper on the LME’s market structure changes in more detail; the paper outlines a package of liquidity-enhancing measures designed to modernise our markets for the benefit of all participants. Watch now > https://okt.to/EzMZjH

19

1 Comment

🌟 Enhance your expertise in impact investing with CFA UK's Level 4 Certificate! 🌟 In today's evolving financial landscape, impact investing is becoming increasingly crucial. The CFA UK Level 4 Certificate is meticulously designed to empower investment professionals with the essential knowledge and skills to integrate impact considerations throughout the entire investment chain. 💼 Why Enroll? Deepen Your Knowledge: Gain a comprehensive understanding of impact investing principles. Practical Skills: Learn how to effectively integrate impact into your investment strategies. Industry Recognition: Stand out in the competitive market with a prestigious qualification from CFA UK. Whether you're looking to enhance your career or drive positive environmental and social outcomes, this certificate is your pathway to making a meaningful difference. 👉 Learn more and enroll today! Register here: https://lnkd.in/edj8ASiT #impactinvesting #skillbuilding #certificate

11

UK defined benefit (DB) schemes are entering a new phase marked by improved funding levels yet increasingly negative cash flows as they shift from accumulation to decumulation. This brings new investment and operational challenges. Read more in our new ‘Expert Investor’ paper by Arek Zawada, CFA, here: https://lnkd.in/emPsrePZ #Brightwell #dbpensions #pensions

47

In 2023, AIM companies directly contributed £35.7 billion Gross Value Added (GVA) to UK GDP and directly supported more than 410,000 jobs. Get the latest insights from Grant Thornton UK LLP on the important role that AIM plays in supporting business growth and delivering economic value to the UK and global economy. Access the report here: https://lseg.group/3B6Ebdr #AIM #CapitalMarkets #UK

43

1 Comment

Did you know that you could transfer your earnings tax-free to the UK if your company has earned money in Dubai within the last five years? If you're interested in finding out more information on our Company Formation services, just message us and we'll take care of the rest. #CompanyFormation #Tax #Taxfree #Dubai #Entrepreneurs #UKExpats #ExpatsinDubai #StartBusinessServices

1

BIG NEWS: Our annual outlook on the economy and markets is officially LIVE! Here’s Imogen Bachra, CFA sharing her views on the top themes driving markets and shaping the economy in 2025 – in 25 seconds. Head to https://lnkd.in/eZHd3w7q for expert insight into the big themes shaping the year ahead.

113

1 Comment

Dear readers, Please find our latest weekly report below, providing an overview of significant developments in Macroeconomics, Financial Markets and Corporate Finance. Read about auspicious UK inflation data and the latest ECB interest rate cut, soaring US equities and Q3 performance figures for Investment Banks. Best, TCG team #WeeklyRecap #Macroeconomics #FinancialMarkets #Equities #Bonds #CorporateFinance #M&A #Overview

21

We are delighted to announce that the IReS in Finance are back. We have secured great speakers for the forthcoming months, and you are most welcome to join us on Zoom. The IReS in Finance series will open with the seminar by David Yermack, Albert Fingerhut Professor of Finance and Business Transformation, NYU STERN, USA on 15 October at 2pm BTS. David will present his most recent research on “Partisan politics and annual shareholder meeting formats”.  This semester series will also be honoured by talks by: - Stefano Giglio, Frederic D. Wolfe Professor of Finance and Management, Yale School of Management, USA, on 4 November - Renee Adams, Professor of Finance, Saïd Business School, University of Oxford, UK, on 18 November - Geert Bekaert, Professor of Business, Finance Division Columbia Business School, USA, on 6 December To register for Professor David Yermack's seminar, please use the link on the IReS webpage. #research #finance #corporategovernaance #shareholders #shareholdermeeting #COVID #pandemic #republicans #democrats #virtualmeetings #inpersonmeetings #politicalclimate #CEO

4

Zayd Ahmad: "Rise of the CIRP: Centralised investment propositions 2.0" In today's Professional Adviser, our Business Consultancy Manager, Zayd Ahmad, explores one of the questions he receives most often ‘Do I need a retirement proposition as well as an investment proposition?'. Zayd also takes a look at what makes a good CIRP, and how to approach incorporating a retirement framework into a CIP. Read the article in full, here https://lnkd.in/egHD5WNV

13

Zayd Ahmad: "Rise of the CIRP: Centralised investment propositions 2.0" In today's Professional Adviser, our Business Consultancy Manager, Zayd Ahmad, explores one of the questions he receives most often ‘Do I need a retirement proposition as well as an investment proposition?'. Zayd also takes a look at what makes a good CIRP, and how to approach incorporating a retirement framework into a CIP. Read the article in full, here https://lnkd.in/egHD5WNV

7

In our latest instalment of Chart of the week, Bernard Swords, Chief Investment Officer, examines the significant moves in interest rate expectations in the US so far this year. Read his views here ➡ https://lnkd.in/eZs488eP #MarketingCommunication

6

Weekly Comment Podcast 📻 This week’s host, Investment Manager, Edilson Shahini, Chartered FCSI discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter, CFA and Fund Research Analyst Ghazanfar Saleem, CFA, FCCA. Among the topics discussed – falling inflation lifting Wall Street, interest rates and recent election developments. Listen here: https://bit.ly/3Y1RSUf #quiltercheviot Capital at risk.

11

🚀 Maximising Returns: Discover the Top 5 Tax-Efficient Investment Options for UK Investors In the quest for financial growth, savvy UK investors are constantly seeking ways to align their portfolios with tax-efficient strategies. Steve Marshall, Sales Director at Maven, dives into the essential tax-saving options, from ISAs and pensions to Venture Capital Trusts (VCTs), revealing how you can keep more of your hard-earned money while contributing to UK economic growth. 💡 Tax efficiency isn't just about saving; it's a strategic approach to investing that complements both personal financial objectives and broader economic goals. By optimising for tax, investors can significantly enhance their returns without always taking on additional risk. Each option has its unique benefits and considerations, tailored to different investor profiles and objectives. It is wise to consult with a regulated financial advisor if you are unsure about the risks. Read the article here 👉 https://hubs.ly/Q02tKLTj0 #InvestingUK #TaxEfficiency #FinancialGrowth

1

🔍 Discover how non-UK resident banks can refine their capital attribution tax adjustments (CATA) by benchmarking against market rates and comparable banks’ capital ratios. Our latest article explores HM Revenue & Customs’s guidelines and provides strategies to optimise tax calculations for UK branches. Read more ➡ https://lnkd.in/ghHqAuUy #Tax #HMRC #Banking

12