Anneka Treon’s Post

Following the heart is a conscious choice for Anneka, #ING’s new global head of Wealth Management, Private Banking and Investments. This was a choice she made after a series of life changing experiences and one that, she believes, can lead to better results for everyone. This is her story https://lnkd.in/ekrrecN3

National Wealth Fund 🇬🇧 has great potential to attract capital from multiple sources to be put towards decarbonisation projects. Happy to outline a few thoughts in this article

ICYMI: Nina Daoud was featured in a recent article on our national internal network, Advisor Compass, for working with multiple generations of clients to bring in assets held at external banks and was recently recognized as a 2024 Forbes Top Next-Gen Best-in-State Wealth Advisor for her approach. Assessing the best cash strategy opportunities is a key topic for multigenerational planning and we couldn't be prouder of you and your efforts! https://bit.ly/4aqXkCN #opusadvicefirst #ameriprisefinancial #bestinstatewealthadvisor

Fellow bankers — Come join the conversation and explore bank strategy and M&A through insights from Tom Hayes of DA Davidson!

ICYMI: Nina Daoud was featured in a recent article on our national internal network, Advisor Compass, for working with multiple generations of clients to bring in assets held at external banks and was recently recognized as a 2024 Forbes Top Next-Gen Best-in-State Wealth Advisor for her approach. Assessing the best cash strategy opportunities is a key topic for multigenerational planning and we couldn't be prouder of you and your efforts! https://bit.ly/4amMYDZ #opusadvicefirst #ameriprisefinancial #bestinstatewealthadvisor

In this latest episode of "Her Story", we chat with Julija Luzan, who shares her journey in investment banking and explores the diverse opportunities within the finance sector. Listen to her story and get inspired! ➡️ https://lnkd.in/ew9XH3YR

Check out the latest episode where Jeff Levin, Co-Head of North America Private Credit at Morgan Stanley, sheds light on the misinterpreted world of private credit. Learn how Morgan Stanley's integration with the broader investment banking ecosystem supports a strategic focus on stable businesses. Anastasia Amoroso, iCapital's Chief Investment Strategist, brings forward new insights on alternative investing strategies. https://lnkd.in/dXBVia5D #PrivateDebt #PrivateCredit

🔍 Delegates recently gathered at NatWest Trustee and Depositary Services’ flagship event of the year – Fund Governance 2024. Delving into a wide range of topics from how investors interact with asset managers to the changing nature of regulation to embrace innovation, the impact of technology in shaping attitudes and behaviour to the position of the UK as a leading financial sector. Find out more: https://lnkd.in/ey_aTJ7i #fundGovernance #Regulation #DigitalInnovation

Welcome new colleagues. So proud to be a part of CDA’s most successful wealth management and banking offering, and the quality of advice offered is truly unparalleled. Objectiveness, breadth, trustworthy advice & help is why we are here for clients. #opportunity #objective-advice #partnership #concierge-service #trustedadvice #wealthmanagement #portfoliomanager #comprehensivewealthmanagement

A report from Preqin earlier this year predicted that the size of the private credit market is now nearly $1.5 trillion in assets under management, with some estimates predicting it is closer to $2 billion. From increasing democratisation to a decreasing reliance on private equity sponsors, H/Advisors’ alternatives specialist, Finlay Donaldson, explores the key trends driving the growth of private credit – a now huge asset class swallowing up lending opportunities previously dominated by the banking system. Read below for some of the key features underpinning the private credit space. Full insight here: https://lnkd.in/eXWSztvB #PrivateCapital #PrivateEquity #GlobalLocalExperts #StrategicCommunications #HAdvisorsGlobal