KFintech Malaysia’s Post

𝗜𝗳 𝘆𝗼𝘂’𝗿𝗲 𝗶𝗻 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗯𝗮𝗻𝗸𝗶𝗻𝗴 𝗼𝗿 𝗮𝘀𝘀𝗲𝘁 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, 𝗺𝗶𝘀𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗰𝗮𝗻 𝗰𝗼𝘀𝘁 𝘆𝗼𝘂 𝗮 𝗹𝗼𝘁 𝗼𝗳 𝗺𝗼𝗻𝗲𝘆. 𝗪𝗼𝗿𝘀𝗲 𝘆𝗲𝘁, 𝗶𝘁 𝗰𝗮𝗻 𝗱𝗮𝗺𝗮𝗴𝗲 𝘆𝗼𝘂𝗿 𝗿𝗲𝗽𝘂𝘁𝗮𝘁𝗶𝗼𝗻. Instead, wouldn’t you rather enhance your global communication clarity and consistency and impress stakeholders and clients with flawless translations. And secure those crucial deals? 🚀 RWS Group works with some of the largest brands in #assetmanagement and #investmentbanking. We know what we’re doing. Don’t let misunderstandings jeopardise your negotiations. Partner with us today! https://lnkd.in/ePiMggFR. . #RWS #RWSGroup #RWSFinancial #investmentbanking #banking #translation #languageservices #financialservices

"Schroders Personal Wealth (SPW), the company’s joint advice venture with Lloyds, brought in £200m of new business. Schroders said it was ‘encouraged by the increase in both the client conversion rate and average new client portfolio size’ within SPW". I'd suggest this is another very good reason the Financial Conduct Authority should ban all conflicts of interest - here is yet another large investment manager propping up its profit through access to a "captive" client bank! #independentfinancialadvice #financialplanning #professional

#Asset allocation is key to managing risk and maximizing returns. Spread your investments across various sectors and industries to ensure optimal #investmentplanning. #IEPFA #AssetManagement #financialplanning #ministryofcorporateaffairs #ministryoffinance

Doing due diligence regarding suitable funds is essential for client satisfaction and retention. So what investment products are clients currently going for? Reports show that consumers are increasingly preferring low-cost funds. We are, therefore, more likely to continue seeing a low-expense ratio environment and a higher appetite for exchange-traded funds (ETFs) with active management. Read more here: https://heyor.ca/pzWLgg Do you have any questions? Please contact us by emailing us at [email protected]. #DueDiligence #ClientSatisfaction #LowCostFunds #ETFs

Doing due diligence regarding suitable funds is essential for client satisfaction and retention. So what investment products are clients currently going for? Reports show that consumers are increasingly preferring low-cost funds. We are, therefore, more likely to continue seeing a low-expense ratio environment and a higher appetite for exchange-traded funds (ETFs) with active management. Read more here: https://heyor.ca/pzWLgg Do you have any questions? Please contact us by emailing us at [email protected]. #DueDiligence #ClientSatisfaction #LowCostFunds #ETFs

Cover story. Simplified Wealth Management is recognized among the ‘10 Emerging Wealth Management Companies to Watch 2024’ by SME Business Review. Bob Chitrathorn: Simplified Wealth Management Inc. Making Waves in the Financial Advisory Space by Striving to Redefine Client-Centric Strategies (Bob Chitrathorn, CPFA®) Read Here: https://lnkd.in/g6iWsfyq. #EmergingWealthManagementCompanies

The wealth management platform market size is expected to see rapid growth in the next few years. It will grow to $7.49 billion in 2028 at a compound annual growth rate (CAGR) of 13.9%. https://lnkd.in/gjUtpprP #marketresearch #marketintelligence #marketreport #industryanalysis #TheBusinessResearchCompany #TBRC #GlobalMarketModel

The "great inheritance" is creating a tidal wave in the Wealth Management Industry #WealthManagers that are unable to meet the needs of #female and #nextgeneration inheritors risk suffering a major outflow of assets.   🚀 "How to win ?" in this new paradigm... 💡 Our Global Wealth Management Industry Report identified 10 challenges and 20 key concepts for Wealth Management. Each one is strategically relevant to outperform in Wealth Management between now and 2030. While this report is a global perspective, the insights are of significant relevance to the MENA market! 💬 We would love to hear your thoughts and comments below... #WealthManagement #EYWealthManagementIndustryReport #EYGlobalCenterforWealthManagement If you want to talk Wealth and Asset Management in MENA please reach out to Hamdan Khan, Mike Lee, Nicolas Joun, CFA, CAIA, Anthony Yazitzis, Bryan Stirewalt, Ahmed Butt احمد بٹ, Shahzeen Baloch and Daniele Dal Corso

A great read when considering the future of wealth management around the globe, and particularly in the MENA region!!!

Free Portfolio review of the existing portfolio with more deep research and insight of it. 9201127900 | www.wlthplus.com [email protected] #wealthcreation #WealthManagement #FinancialAdvisors #InvestmentStrategies #AssetManagement #FinancialPlanning #WealthBuilding #InvestmentAdvice #PortfolioManagement #FinancialSuccess #WealthCreation