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What are common pitfalls experienced by new investors in Hong Kong? High fund fees (with little or no added value over lower cost options) The selling of unnecessarily complex products ... Not enough diversification ... Banks recommending to change your portfolio every quarter ... Find out how to invest sensibly for the long term in our next webinar So you wont need to care if the Hang Seng Index is up down or sideways! #hongkong #wealth #investing

The financial journey can be a lonely one. You may feel like there is not enough information out there or you don't have many people to turn to to talk to and learn from. However, many people have indicated common sets of challenges that they would like to solve with regards to money, like: 1. Uncertainty and volatility of the market 2. Right investment strategy / portfolio allocation 3. Planning for potential recession 4. Uncertainty of where to get advice and financial management (from robo advisors to private wealth mangers) At the same time, we're entering an era of greater and greater access to financial tools and investment instruments (e.g., alternatives) that can help individuals make the right investment decisions for themselves. That's why we're looking to host host unique events where people can come together and have meaningful and open conversations around investments. We believe in the value of collectively learning and sharing our experiences with one another. If you are interested in joining these events, feel free to reach out to me directly!

D&A’s last intensive had me grinning ear to ear… This time around we’re hosting The Global Reach Forum, where we’ll be guiding you through the journey of international expansion. Mark your calendars for 30 May and get ready to cement some money moves to fortify success in the new financial year. We’ve just opened applications for guest spots, so hit me up if you’re interested and I’ll let you know how to apply. See ya there. #Intensive #NewFinancialYear #GlobalSuccess #InternationalBusiness 

Let’s Grow '23 is less than two weeks away! We’ll be at the stunning Barbican Conservatory in central London and have a few remaining spaces if you’d like to join.   The agenda highlights are below, but to register your interest in joining us and for more information - visit the Let's Grow hub: https://lnkd.in/eXdRmvb3 ⭐ Service Is Your Superpower with Parmenion CEO Martin Jennings.   🔍 Assessing Service: Try Before You Cry, with Martin Jennings and Mark Polson founder of the lang cat.   📅 Don't Stop Thinking About Tomorrow, where our CMO Sarah Lyons and CCO Mike Morrow will share Parmenion's roadmap for 2024.   ⚠️ Ripping Up the Rule Book, you'll hear from CEO of Ningi Peter Ridlington, CEO of The Verve Group Cathi Harrison, and our Head of Data and Services Mathew Grice - who'll be challenging the status quo, and discussing transforming advice businesses' efficiency and profitability.   👓 Improving Customer Understanding, where you'll gain practical tips for client communications from Sarah Lyons and Rhys Williams, Director of insight-led communications agency Quietroom.    💡 Client Composure: Keep Calm and Carry On Investing, with James Ashley from Goldman Sachs Asset Management who returns to Let’s Grow - this time for a panel discussion alongside Peter Dalgliesh, MD of Parmenion Investment Management and Hugh Gimber from J.P. Morgan Asset Management.   ⚖️ Active vs Passive, a debate between Harry Garrett, from Parmenion Investment Management and Craig Burgess, CEO of ebi on the pros and cons of active and passive investing.   📈 Wealth for Life, delve into the challenges of transitioning to retirement with our very own retirement expert, Patrick Ingram. His special guests Founder of Conscious Money Cleona Lira and Founder of the Institute for Financial Wellbeing Chris Budd who both have run successful advice businesses with holistic approaches to money.   💎 Finally, our keynote speaker David Swanwick from Dimensional Fund Advisors will be talking about the cost versus value of advice and how to inspire loyalty and referrals for your growing business. 🥂 We’ll then have drinks, canapes and entertainment on the terrace as the Conservatory lights up for the evening! For financial professionals only 

Good morning. I'm still unpacking and recovering from the conferences. No major gems to drop today, but stay tuned. Just know that I'm up, working on deals. Today's schedule: Underwriting call with other investors for final review of 2 deals, putting together some documents for a loan and going to a networking event in NYC. It will be a productive day. While real estate investing can be taken on individually, partnering active investors and passive investors creates the opportunity to maximize income, profit and tax benefits. You can be an active or passive investor too. Want to learn how? Let's talk: https://lnkd.in/eFJGszDG

"🌎 Today, we celebrate International Clients Day at Investor Bricks! Our company values your trust and partnership in building a stronger future together. 🎉🤝 #ClientAppreciation #InternationalClientsDay #BricksInvestor"

SCCN Marcus finds precision crucial for business, as it ensures accurate decision-making and effective resource allocation. What are your thoughts ? Comment below 🔻 . . Powered by The Digital Socialitez - Official digital marketing and social media management partner of Swiss Chamber of Commerce in The Netherlands (SCCN) . . . . #SwissChamberofCommerceInTheNetherlands #SCCN #BusinessExpansion #EuropeanMarket #MarketAccess #StrategicGrowth #BusinessOpportunities #BusinessGrowth #Entrepreneurs #Startups #Investors #Europeannews #euronews #Europeaninvestment #Europeancountries #Europeaninvestments #Europeanfunding #TechUK #TechGermany #TechFrance #TechNetherlands #TechSweden #TechNorway #TechDenmark #TechBritain #TechSwitzerland #StartupUK #StartupGermany #StartupFrance #StartupNetherlands #StartupSweden #StartupNorway #StartupDenmark #StartupBritain #StartupSwitzerland #VC #VentureCapitalist #BusinessPrecision #AccurateBusinessDecisionMaking #EffectiveBusinessResourceAllocation.

📈Sending positive vibes to my fellow individuals facing financial challenges. 🤑Let's not overlook the importance of exploring potential business ventures as well, especially in light of our current circumstances✅ 📱Connect: www.latbizdigital.com📱

Let’s talk about DEI within private markets: Are LPs driving change in this area? We’re halfway through the main conference day 2 at SuperInvestor as we take a candid look at LPs expectations when it comes to measuring DEI at a fund and portfolio level. Hear from Mrinalini Lhila, Alesia Dawidowicz, Ana Maria Harrison, Ania Manczyk and Verena Rossolatos as they discuss to what extend DEI is being driven from the top down.