Derek Beckman’s Post

We are excited to introduce our next amazing Silver Partner - Euroclear!👏 Their goal is to create a fully inclusive workplace where everyone has the opportunity and resources to reach their true potential. ⭐ They told us about the POWER of DEI in their organization. Read on and be inspired :) 🔴"Creating an inclusive culture is a key part of Euroclear's aim to be a great place to work for all our employees and to attract and retain future employees. We believe that diversity of thought, background and experience leads to better and more innovative business decisions and a better working environment for all. 🔴 Last year, we set publicly communicated KPIs to measure our progress in this area, particularly at the senior leadership level. We know we have a long way to go, and we are committed to finding solutions to some of the challenges we face. That is why our Board of Directors has just approved a revised DEI strategy and a new five-year action plan. 🔴 Our mission is to be an employer of choice by fostering a healthy, inclusive environment and by attracting, developing, and qualifying people for the future needs of financial markets through a focus on diversity and inclusion, wellbeing, and talent for the future." Welcome again to the D&I CHANGEMAKERS CONFERENCE 2024 Euroclear!💗 Register for the conference: 👉 https://lnkd.in/dE7NkTc7 #InclusiveNordea #InclusiveWorkplace #DEI #PoweredByInclusion #empoweredDEI #DIChangemakers2024 #diversityhub #diversitymatters #ESG #ERGAwards2024 #DEI #DEIasAhabitClass

A big thank you to Vontobel for being a trusted sponsor of the 2024 Avantgarde Gala Award! 🌟 📈 For those looking to diversify their wealth across borders, Vontobel Swiss Financial Advisers AG provides unparalleled expertise for Swiss expats residing in the U.S. With a strong focus on California, Vontobel empowers clients by managing their assets in Switzerland while offering financial services across the United States. 🌎 More than just financial advisors, Vontobel acts as a bridge, allowing Swiss expats to confidently invest in preferred currencies and securities, regardless of their geographic location. 🏦 Meet Mary Pang, Member of the Board of Vontobel, and Patrick Schurtenberger, Head of Business Development. With deep roots in California, they exemplify Vontobel’s commitment to client engagement through frequent visits across the region. We’re honored to have Vontobel’s support as we celebrate global financial leadership at the 2024 Avantgarde Gala. #SwissAmericanChamber #Vontobel #AvantgardeGala2024 #FinancialLeadership #SwissExpats #CrossBorderInvesting

SWISS FINANCE AND INDUSTRY IN CONTRASTS: WHY FINANCIAL INSTITUTIONS SHOULD EMBRACE AUTOMATION AND CHANGE MANAGEMENT 💻 The Swiss National Bank (SNB) recently reported a record profit of CHF 63 billion for the first three quarters of the year, attributed largely to gold holdings and foreign investments. This equates to around CHF 7,000 per capita, reflecting how the strong franc has been beneficial for financial institutions but challenging for traditional Swiss industries. Many companies, such as Schindler and Swiss Steel, are facing layoffs and scaling back operations to adapt to global economic headwinds. 🌐 In the context of economic turbulence, financial institutions can benefit by proactively optimizing their processes. Digital transformation and automation not only enhance efficiency but also create resilience, helping organizations manage cost structures independently from economic shifts. Process automation allows financial institutions to adapt quickly, maintain high service standards, and reduce reliance on manual back-office tasks, making them more agile in a volatile market. 📈 At CURENTIS AG we support financial institutions in executing transformative change programs that incorporate digital automation and robust change management. Together, we enable our clients to build sustainable, future-proofed processes that align with a modern economic landscape. 🔄 #ChangeManagement #DigitalTransformation #FinancialServices #Automation #CurentisAG #ProjectServices #Resilience #Switzerland

SWISS FINANCE AND INDUSTRY IN CONTRASTS: WHY FINANCIAL INSTITUTIONS SHOULD EMBRACE AUTOMATION AND CHANGE MANAGEMENT 💻 The Swiss National Bank (SNB) recently reported a record profit of CHF 63 billion for the first three quarters of the year, attributed largely to gold holdings and foreign investments. This equates to around CHF 7,000 per capita, reflecting how the strong franc has been beneficial for financial institutions but challenging for traditional Swiss industries. Many companies, such as Schindler and Swiss Steel, are facing layoffs and scaling back operations to adapt to global economic headwinds. 🌐 In the context of economic turbulence, financial institutions can benefit by proactively optimizing their processes. Digital transformation and automation not only enhance efficiency but also create resilience, helping organizations manage cost structures independently from economic shifts. Process automation allows financial institutions to adapt quickly, maintain high service standards, and reduce reliance on manual back-office tasks, making them more agile in a volatile market. 📈 At CURENTIS AG we support financial institutions in executing transformative change programs that incorporate digital automation and robust change management. Together, we enable our clients to build sustainable, future-proofed processes that align with a modern economic landscape. 🔄 #ChangeManagement #DigitalTransformation #FinancialServices #Automation #CurentisAG #ProjectServices #Resilience #Switzerland

SWISS FINANCE AND INDUSTRY IN CONTRASTS: WHY FINANCIAL INSTITUTIONS SHOULD EMBRACE AUTOMATION AND CHANGE MANAGEMENT 💻 The Swiss National Bank (SNB) recently reported a record profit of CHF 63 billion for the first three quarters of the year, attributed largely to gold holdings and foreign investments. This equates to around CHF 7,000 per capita, reflecting how the strong franc has been beneficial for financial institutions but challenging for traditional Swiss industries. Many companies, such as Schindler and Swiss Steel, are facing layoffs and scaling back operations to adapt to global economic headwinds. 🌐 In the context of economic turbulence, financial institutions can benefit by proactively optimizing their processes. Digital transformation and automation not only enhance efficiency but also create resilience, helping organizations manage cost structures independently from economic shifts. Process automation allows financial institutions to adapt quickly, maintain high service standards, and reduce reliance on manual back-office tasks, making them more agile in a volatile market. 📈 At CURENTIS AG we support financial institutions in executing transformative change programs that incorporate digital automation and robust change management. Together, we enable our clients to build sustainable, future-proofed processes that align with a modern economic landscape. 🔄 #ChangeManagement #DigitalTransformation #FinancialServices #Automation #CurentisAG #ProjectServices #Resilience #Switzerland

Meeting for coffee or tea is the best way to connect and assess the potential for a joint project. Often, this can be a catch-up via Zoom or Teams. Sometimes, it is better to meet in person. Therefore, I visited Switzerland's largest fair for professional investors, FINANZ'24, the FINANZMESSE Zürich. It was my first time, and I was quite surprised. My expectations were probably influenced by my experiences at the German and Austrian Fondskongress fairs. In comparison, only a handful of the many Anglo-American asset managers were represented there. Not even the big ones like BlackRock, J.P. Morgan Asset Management, Invesco Ltd. or Fidelity Investments. Instead, you can find mainly local players, boutiques, start-ups, and transaction platforms in traditional and alternative areas. By the way, not all of the biggest Swiss asset managers were there either. Interesting. It was also far less crowded, so you could easily find your way without any risk of getting stuck. The cloakroom was nonetheless seemingly unmanned both times when I wanted to hand in my jacket, so I kept it all the time. The highlight of the event was reconnecting with my esteemed former colleagues, including Cristian Pappone, EMBA UZH at Nordea Asset Management, Thomas Mahn, CFA at Morningstar, and Thomas Schaffner, who is still at Vontobel Investments. This, coupled with the chance to learn about some new players in the industry, made the event worthwhile. It is just amazing that Swiss clocks seem to tick differently in the financial industry. 😉 #assetmanagement #investing #ExperiencingtheSwissway

Swissquote's annual management meeting was a success! 👉 Delving into past achievements and strategizing for the future, we're poised to tackle 2024 with unparalleled unity and vigor! 🚀 #SuccessStrategy

🌟 Euronext Technology Solutions: Pioneering the Future of European Connectivity! 🌟 At Euronext Technology Solutions, we're not just participants in the race for market connectivity; we're leading it across Europe! With the Bank of Italy preparing for a monumental transition to SWIFT by 2025, our proactive steps ensure our platform not only adapts but thrives, offering the trusted, exceptional service you've come to rely on. Our mission? To widen our network, fill in the connectivity gaps, and provide you with unparalleled access to auction markets not just in Italy and Spain, but across Europe. Curious about the opportunities this presents for you? Uncover our suite of cutting-edge products and tailor-made services designed to keep you ahead of the curve. Get in touch at [email protected] to strengthen those connections like never before! Or click here for more info: https://lnkd.in/eNeeQEk9 #EuronextTechnologySolutions #EuropeanMarkets #FinancialConnectivity #Innovation #Expansion

Euronext is thrilled to announce the appointment of Julien Tessier as the new CEO of Euronext Corporate Services! Julien brings 17 years of leadership experience across Europe, the United States, and Asia, with deep expertise in enterprise sales strategy, scale-up operations, international business development, and M&A integration. His vision and commitment to innovation are perfectly aligned with our mission to shape the future of corporate solutions software and revolutionise corporate decision-making. Euronext Corporate Services, a dynamic subsidiary of #Euronext, provides a unique suite of digital solutions in governance, compliance, communication, and investor relations. Serving over 4,500 clients, including more than 1,000 listed companies across 25 countries, we are dedicated to empowering both private companies and public entities with practical solutions and strategic insights. Julien stated "With the strong foundation Euronext Corporate Services has built, I am confident that together, we can make a meaningful difference for the benefit of our clients and teams." Mathieu Caron, Head of Primary Markets at Euronext, believes that Julien is positioned to drive the company’s growth ambitions, adding that his leadership will elevate its software offerings in the Investor Relations, Compliance and Governance fields. Under Julien's leadership, we are poised to continue our trajectory of rapid growth and innovation, ensuring our clients achieve unparalleled efficiency, accountability, and success in competitive capital markets. Congratulations once again, Julien! 👏 Read more about Julien's vision for Euronext Corporate Services: https://lnkd.in/eWKgaCdw

Our current view: Bullish on Johnson & Johnson (US Pharma), Mastercard (US Diversified Financials), Jack Henry (US Diversified Financials) and Cognizant Technology (US Software)   𝗘𝗾𝘂𝗶𝘁𝗶𝗲𝘀 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗲 𝘁𝗼 𝗯𝗲 𝗮𝘁 𝗥𝗶𝘀𝗸 𝗮𝘀 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 𝗮𝗿𝗲 𝗰𝗹𝗼𝘀𝗲 𝘁𝗼 𝗮𝗹𝗹-𝘁𝗶𝗺𝗲 𝗛𝗶𝗴𝗵𝘀. Rotation into Growth and Out of Value is the driver of this. Falling rates are positive for Equities … but negative for Banks. The rotation out of the Banks is being mirrored by a rotation into the Technology Sectors in Both USA and Europe. Healthcare and Pharma attempting to go better. European Fixed Income Yields across Europe joining the USA declining Yields across almost all markets and across all the curve from 2year to 30 year rates. 𝗨𝗦 𝗗𝗼𝗹𝗹𝗮𝗿 & 𝗦𝘁𝗲𝗿𝗹𝗶𝗻𝗴 𝗮𝗿𝗲 𝘀𝘁𝗿𝗲𝗻𝗴𝘁𝗵𝗲𝗻𝗶𝗻𝗴 – 𝗦𝘄𝗶𝘀𝘀 𝗙𝗿𝗮𝗻𝗰 𝗶𝘀 𝘄𝗲𝗮𝗸𝗲𝗻𝗶𝗻𝗴 ... for the most current insights, log on to our event today, 25ᵗʰ June at 4.00pm (BST) | 11.00am (EST): https://lnkd.in/egDtrG_P The S&P 500 Quantmatix High Conviction Indicators for the last 12 months. An Average Return (per trade) of 12.3% (annualised to 48.7%). With a “Win Ratio” of 75.1%. ** Back tested data available on request ** 𝗡𝗲𝘄 𝗤𝘂𝗮𝗻𝘁𝗺𝗮𝘁𝗶𝘅 Instantly highlights every security, index and sector to identify high conviction trades based on in US, European, Asian and Emerging Markets. To rapidly find thematic ideas, we analyse every index and sector and their constituents so we can see the underlying movements of ALL securities and instruments. Try it: https://lnkd.in/eFBMbNbV For more trading ideas, please register for a 14 Day Free Trial. ...and we would love to give you a demonstration of how to maximise our Research Management Software will help Family Offices and Independent Traders to outperform the market: Quantmatix for 𝗔𝗜 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 and 𝗔𝗜 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗗𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀. Follow us to get our weekly updates, any feedback, please let us know. Keep in mind: hashtag#TimingIsEverything ... and a quick disclaimer: Please keep in mind that this post is not investment advice and does not constitute any offer or solicitation to offer or recommendation of any investment product. #investing #familyoffice #investors #equities #assetmanagement #weathmanagement