David Bell’s Post

🌟📲 The digitalization of wealth management is transforming the industry, but it's not rendering human advisors obsolete. Instead, successful advisors are embracing technology and adapting their skillset to thrive in this new landscape. Technology is changing how advisors work and how clients interact with their investments… 🤔come and join the debate about tech vs the human touch with our experts panellists Vikash Gupta Abiola Adekoya Rahul Ahuja Gbonju Fakeye #LagosPrivateWealthConference VAR Capital Wealth8 FBNQuest GENEA FAMILY OFFICE #africanfamilywealth #wealthmanagement 🌟

We are previewing the panel sessions at the Lagos Private Wealth 2024 Conference, continuing with Panel 4: “Digital Transformation in Wealth Management: Exploring the role of technology and digital tools in optimising wealth management and client services”. This session will feature: Rahul Ahuja from Wealth8 (Moderator) Bimpe Nkontchou from W8 Advisory Vikash Gupta from VAR Capital Gbonju Fakeye from FBNQuest Asset Management Abiola Adekoya from GENEA FAMILY OFFICE For more about the conference, follow the link in the comments below 👇 #lagospw2024 #investment #wealth #Nigeria

Four out of the #benchmarkcognisant portfolios in the Alexforbes SA Equity survey delivered positive returns over the year ended January 2024. It has been a poor three years for enhanced #index funds, Stephen Cranston writes. #equities Alexforbes Umthombo Wealth (Pty) Ltd Rademeyer Vermaak, CFA STANLIB Vunani Fund Managers (Pty) Ltd M&G Investments Southern Africa Prescient Old Mutual South Africa Satrix Rezco Foord Asset Management Ninety One Denker Capital VISIO CAPITAL MANAGEMENT Excelsia Capital First Avenue Investment Management Hlelo (Lo) Giyose https://lnkd.in/db8dsXxR

The Kenyan investment landscape can be a goldmine, but it also has its fair share of risks. This article by Amos Mzenge, Manager at Enwealth Capital, explores the importance of seeking out regulated financial products to safeguard your hard-earned money. Read the article here: https://lnkd.in/dY9UQtHe Regulated investments offer several advantages: - Multiple parties involved: This reduces the chances of fraud and mismanagement. - Subject to oversight: Regulatory bodies ensure everything is above board. - Investor protection: You have recourse if something goes wrong. Invest smart and invest safely. #Kenya #Investment #FinancialSecurity #BeSafe #InvestWisely #Enwealth #EnwealthFinancialServices

There's a lot going on in the multi-asset #income space. It was interesting to hear how Seed Investments is using multi management to differentiate in this space. #assetmanagement Mike Browne Tawanda Mushore, CFA, FRM

Ethra Invest has been recognized as one of the Top Wealth Management Services Providers in Middle East by Financial Services Review. Ethra Invest is a leading investment and private equity firm specializing in tailored wealth management solutions. Catering to individuals, institutions, and family offices, it stands out for its client-centric approach, innovative strategies, and dedication to delivering exceptional returns while fostering trust and integrity in the investment landscape "By rigorously studying market trends and maintaining robust relationships with global partners, we gain valuable insights into regulatory shifts and technological advancements.This enables Ethra Invest to develop solutions that mitigate risks while minimizing exposure to market volatility,” says Saeed Al-Marri. The article will also be featured in the forthcoming special print edition on Wealth Management Middle East 2024. Read More : https://lnkd.in/gChipzZA #FinancialSecurity #WealthManagement #InvestmentSuccess #FinancialPlanning #InvestmentStrategies

READ: The Future for SA Equities is Brighter Than People Think An article by Patrick Cairns of Citywire South Africa on our recent presentation at Meet The Managers 2024. Peregrine Capital is optimistic about SA equities, increasing exposure despite recent challenges. Investment Analyst, AJ Snyman highlights improvements in Eskom and Transnet, suggesting load shedding will lessen by 2025. This contrarian view sees undervalued local shares as a key opportunity. #HedgeFunds #InvestmentManagement #SAEquities

As his firm prepares to launch a new #SRT fund within the next few months, Alastair Pickett, co-portfolio manager of Chenavari Investment Managers’ risk sharing strategy, provides a guide to the team’s approach to the asset class. Among other insights, he shares how Chenavari sources and underwrites SRT transactions. SCI subscribers can read the full interview here: https://lnkd.in/ejsqHBQC #synthetics #securitization #securitisation #CRT #risktransfer #capitalmanagement #risksharing #structuredcredit #structuredfinance #capitalrelief #balancesheetoptimisation

Join us at 2:30 PM today as the Managing Director of Cordros Asset Management, Gbolahan Aina discusses wealth trends in 2024 on CNBC Africa. Tune in as we discuss insights on building wealth, emerging opportunities, and promising growth sectors within the Nigerian financial landscape. We hope you join us! #CordrosWealthReport #WealthManagement #FinancialLiteracy #Nigeria #Investment #Economy

Both the private banking segment and institutional clients brought in new net flows to Denmark’s third-largest asset manager, Head of Jyske Capital Henning Mortensen tells AMWatch. #bankingindustry #assetmanagement #investing #highyield #equities #Denmark #mortgagebonds #sustainability #institutionalinvestors #privateinvestors #privatebanking