Podcasts about Private bank

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Best podcasts about Private bank

Latest podcast episodes about Private bank

CIO Weekly Investment Outlook
Strong start to earnings

CIO Weekly Investment Outlook

Play Episode Listen Later Jul 20, 2025 13:23


The first round of US earnings reports from the 2nd quarter have been strong out of the gate, says the Private Bank's Germany CIO Dr. Ulrich Stephan. "A good earnings season start so far", though he notes that it is a bit uneven. "If you look at the smaller companies, they are much more affected by the tariffs", he says, noting that larger companies with a more global footprint are deriving some benefit from a weaker dollar.Headlines around the possibility that President Trump might try to remove Federal Reserve Chairman Jerome Powell before his term ends next year have had an impact on the dollar and some interest rates, Ulrich says."If President Trump nominates a new candidate in September", which Ulrich says would be earlier than usual, "we would have a kind of shadow-chair to the Fed."In the week ahead, Ulrich points to the coming decision from the European Central Bank, as well as a pickup in the corporate reports, as important to watch. "We will be busy."For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

Creating Wealth Real Estate Investing with Jason Hartman
2324 FBF: Investment Markets & Golf with Kevin Armstrong Formerly of ANZ Group's Private Bank and Author of ‘Bulls, Birdies, Bogeys, & Bears'

Creating Wealth Real Estate Investing with Jason Hartman

Play Episode Listen Later Jul 18, 2025 58:11


This Flashback Friday is from episode 351, published last December 4, 2013.  Kevin Armstrong is the former Chairman of the ANZ Group's Regional Investment Committee and former chief investment officer for ANZ Group's private bank. He's the author of, "BULLS, BIRDIES, BOGEYS & BEARS: The Remarkable & Revealing Relationship Between Golf & Investment Markets." Armstrong explains how the rises and falls in the fortunes of professional golfers, and the emergence and decline of major stars such as Jack Nicklaus and Tiger Woods, reflected the ebb and flow of the stock market.  The answer provides a unique and powerful connection between golf and investment markets. The ‘pulses' of two totally separate activities, golf and investing, have been so synchronized and connected, not just in modern times, but throughout history, and in a manner not found in any other sport?      Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com  

CIO Weekly Investment Outlook
Tariff delay, and discord at the Fed

CIO Weekly Investment Outlook

Play Episode Listen Later Jul 13, 2025 11:07


US equities are trading around record highs after the Trump administration pushed its self-imposed tariff deadline to August, notes Deepak Puri, the Private Bank's Chief Investment Officer for the Americas. At the same time, Fed minutes highlighted differing views at the central bank over the course of rate policy for the rest of the year. “Overall the minutes were highlighting the tension between the upside risk to inflation", Deepak says, "But there were also some voices that were saying that there is a downside risk to labour markets, which keeps many, many more people projecting cuts."Inflation figures will be some of the most closely watched data in the week ahead. "Once these numbers are there, we can gauge what the core PCE is going to be, which gets released later in the month," Deepak says. "That's the Fed's preferred gauge for inflation."For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

Market Matters
A CIO's view: Insights from 30 years of hedge fund investing

Market Matters

Play Episode Listen Later Jul 11, 2025 25:50


Paul Zummo, Chief Investment Officer of J.P. Morgan Alternative Asset Management, joins Kumar Panja, EMEA head of the Capital Advisory Group at J.P. Morgan, as they celebrate 30 years of investing in hedge funds and other alternative asset classes. Zummo contrasts the early days, characterized by limited data and conventional strategies, with today's landscape, which features emerging managers along with quantitative and multi-strategy funds. With $33 billion in assets under management following the merger with the Private Bank, Zummo emphasizes the importance of robust risk management, disciplined due diligence, thorough referencing and careful cultural assessments in selecting hedge fund managers. This episode was recorded on May 22, 2025.  The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. To find out more about our services, please contact markets.marketing@jpmorgan.com. © 2025 JPMorgan Chase & Company. All rights reserved.

The Investors First Podcast
Coaching, Creating Your Own Window & Capital Allocation: Chris Hyzy's Playbook

The Investors First Podcast

Play Episode Listen Later Jul 10, 2025 65:06


Today's guest is Chris Hyzy. Chris is Managing Director and Chief Investment Officer supporting Bank of America Private Bank and Merrill Lynch (within Bank of America Corporation). He leads investment strategy, asset allocation, equity and fixed income management, due diligence, and wealth planning guidance.   Previously, he was CIO and Chief Investment Strategist for the Private Bank at Bank of America. Before that, he held senior investment roles at Citigroup Private Bank, including CIO for Latin America and chair of the Global Investment Themes Committee. He also led investment strategy teams at Merrill earlier in his career.   Chris holds a bachelor's degree in business from Villanova University and an MBA in finance from NYU's Stern School of Business. He serves on Villanova's board of trustees and has held other advisory and nonprofit investment roles.   In today's episode, we discussed:   · Chris shared his early career story, which began at Merrill in 1991, learning about finance after being cut from the baseball team at Villanova & focusing instead on investing. · Discussion of Chris's experience coaching sports (football, basketball) and keeping his competitive edge outside of work, noting his national championship softball team. · Chris described the BofA Chief Investment Office (CIO) structure, highlighting manager due diligence, thought leadership, portfolio management, & wealth structuring. · Emphasis on encouraging team members to pursue the CFA designation (worth noting he was a CFA candidate before he pursued his MBA at NYU) · Discussed the balance of absolutes vs. probabilities in market forecasting, including the importance of scenario planning, with their current base case being a “soft patch” rather than an imminent recession, referencing the resilience of the consumer and job market. · Exploration of valuations, equity allocations, and continuing opportunities in global markets & alternative assets as a diversifier. · Chris spoke about the evolving office market in commercial real estate, seeing “slow burn” adjustments and repositioning as potential outcomes. · Final thoughts touched on best practices for young professionals: keys being curious, prepared, & disciplined. · Chris named Babe Ruth and Lou Gehrig as two historical figures he would want to interview if the tables were turned & he were the host of the Investors First Podcast.   Today's hosts are Steve Curley, CFA (Co-Managing Principal at 55 North Private Wealth) & co-host Steven Rogers, CFA (VP, Capital Markets at Hillpointe).   Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com

Michigan Business Network
Michigan Business Beat| Ed Siaje - Bank of America Det. Leading Local Investment, Economic Growth

Michigan Business Network

Play Episode Listen Later Jul 8, 2025 7:11


Originally uploaded December 17th, re-loaded May 17th. Chris Holman welcomes Ed Siaje, NEW president, Bank of America Detroit. Chris had several questions for Ed in this conversation: 1. How has your 26-year career in financial services, particularly your leadership in consumer banking and private banking, prepared you for this role? 2. What are your immediate priorities as the new president of Bank of America Detroit? 3. How do you ensure that Bank of America's services meet the unique needs of diverse communities in Metro Detroit? 4. What role does technology and innovation play in providing personalized and accessible services to new and existing clients? 5. Bank of America awarded $4 million in grants to Metro Detroit nonprofits in 2024. What does this level of investment say about the bank's commitment to the region? 6. How will these relationships and partnerships with local organizations support the bank's strategy for advancing economic mobility? 7. As a Southeast Michigan native, how does your personal connection to the area influence your vision for the future, including economic growth and community investment? » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/ BofA Names Ed Siaje President of Detroit Private Bank market executive for Michigan and Minnesota, will also oversee the bank's efforts to grow market share Detroit, Mich. – Bank of America has named Ed Siaje president of Bank of America Detroit. As president and head of the market, he will connect clients, teammates and communities to the full power of the franchise and drive integration across the bank's eight lines of business. He succeeds Matt Elliott, who recently retired from the company. Siaje will also oversee the bank's efforts to grow market share and lead the effort to deploy the bank's resources to help advance economic mobility and build strong communities. Siaje will continue to serve as Private Bank market executive for Michigan and Minnesota. “Throughout his career with Bank of America, Ed has established deep relationships with teammates, clients and the community to deliver responsible growth,” said Brian Moynihan, Bank of America chairman and chief executive officer. “Ed is well positioned to build on Matt's legacy and continue to grow our presence, particularly in Michigan, as we deliver the full breadth of Bank of America's capabilities to help our local clients improve their financial lives.” ### Bank of America Bank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 69 million consumer and small business clients with approximately 3,700 retail financial centers, approximately 15,000 ATMs (automated teller machines) and award-winning digital banking with approximately 58 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 4 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and more than 35 countries. Bank of America Corporation stock is listed on the New York Stock Exchange (NYSE: BAC).

CIO Weekly Investment Outlook
Countdown to the end of the tariff pause

CIO Weekly Investment Outlook

Play Episode Listen Later Jul 6, 2025 15:28


Stock markets are trading around record highs after a bumpy second quarter – but the end of the Trump administration's tariff pause and the kick-off of US earnings season will be in focus in the week ahead, says Markus Müller, the Private Bank's Chief Investment Officer for sustainability and head of the CIO office. "The Q2 S&P rally has indeed been remarkable", Markus says. "Investors have gone back into US stocks. The rally is supported by a very resilient US job market."The Federal Reserve will release minutes from its latest meeting this week, and there will be important data coming of China and elsewhere. But Markus says that the tariff notices coming from the US administration will be critical, because they "could have material implications for inflation, supply chains and geopolitics." For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

CIO Weekly Investment Outlook
Markets and U.S. Policy: Trade deals, the Fed and more

CIO Weekly Investment Outlook

Play Episode Listen Later Jun 29, 2025 10:44


Stocks have been boosted by a variety of factors, including the Iran-Israel ceasefire and progress on a U.S.-China trade deal, says Deepak Puri, the Private Bank's Chief Investment Officer for the Americas. And he says the likely passage of the Republican spending bill could also be supportive: "It is a ‘zoom out' version of fiscal spending from the government that should be really positive for risk-on.”U.S. labour-market data are likely to take precedence in the week ahead, Deepak says. He also notes that the second-quarter earnings season, which kicks off the following week, is likely to show some softness compared with the start of the year. “The focus is going to be on big tech, as it always is when it comes to U.S. earnings”, Deepak says, though he also notes that markets will be looking for guidance in the reports about how companies have been coping with the disruptive impacts of tariffs.For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

CIO Weekly Investment Outlook
What's next after the Fed's "dovish hold"?

CIO Weekly Investment Outlook

Play Episode Listen Later Jun 22, 2025 13:07


“Most central banks will prefer to sit back and wait and see.” In this week's PERSPECTIVES Weekly podcast, the Global Head of the Private Bank's Chief Investment Office, Markus Müller, notes that the U.S. Federal Reserve's decision to stay put on rates is likely to be echoed by other central banks, as the economy confronts geopolitical instability and trade uncertainty. The Fed's Chairman, Jerome Powell, made clear that the U.S. central bank is “well positioned to take a wait-and-see approach on the future path of rate cuts.” In his other capacity as the Private Bank's CIO for Sustainability, Markus also takes a moment to explain some recent developments in carbon-capture technology, and to consider the possible impacts on carbon markets, particularly the better-developed one in Europe. It is not only carbon emitters who need to pay attention, he says. “Carbon capture is an essential ingredient for society, not an option – in our point of view – if we want to limit climate change.”Of the macroeconomic data coming this week, “the really big one is, of course, the University of Michigan consumer sentiment on Friday,” Markus says. “And the Fed might be watching this one too.”For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

CIO Weekly Investment Outlook
Hedging strategies amid geopolitical tensions

CIO Weekly Investment Outlook

Play Episode Listen Later Jun 15, 2025 9:36


Geopolitical instability is back in focus for markets after Israel's attack on Iran. "Those kind of market events, it's good to review your portfolio", says Christian Nolting, the Private Bank's Global Chief Investment Officer. And when it comes to hedging strategies, "The best of course is diversification", Christian says. "You need to have robust portfolios which can take these market movements." The Federal Reserve is due to deliver an updated policy statement, and softer inflation data along with weaker labour-market figures have given the central bank a bit more room to manoeuvre, Christian says. Still, he adds that the Private Bank stands by its higher-for-longer outlook on rates. "I would even expect inflation to move slightly higher in Q3 in the U.S."For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

CIO Weekly Investment Outlook
What to watch as markets head to the summer months

CIO Weekly Investment Outlook

Play Episode Listen Later Jun 8, 2025 14:32


The Private Bank just published an updated 12-month outlook for markets and the economy, and "We clearly have investments on our mind”, says Dr. Dirk Steffen, the Private Bank's EMEA CIO. He notes that European equities in particular could hold interesting opportunities."You can actually be cautiously constructive... financial markets overall can probably cope with the tariffs that will most likely be implemented", Dirk says. Even during the typically quiet summer months, bouts of volatility are likely to return, Dirk says. "We think it is important now to stay disciplined. We don't want to be complacent despite these stronger stock markets."For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

CIO Weekly Investment Outlook
Tariffs on trial, and data releases for your diary

CIO Weekly Investment Outlook

Play Episode Listen Later Jun 1, 2025 11:00


“There are a lot of moving parts to this trade narrative,” says the Private Bank's Chief Investment Officer for the Americas, Deepak Puri. Initial market optimism that the tariff narrative was going to be short-lived seems to have been complicated by recent events. “The tariff story may stay with us for some time,” Deepak says, adding that “investors need to be quite nimble about all this”. Recent weakness in bond markets could be linked to oversupply, Deepak explains, with long-dated treasuries attracting additional scrutiny. However, he highlights that bonds still have an important role to play in a balanced multi-asset portfolio.The week ahead will also see a flurry of data releases from the U.S. as well as an ECB rate decision. Plus, Deepak shares a few headline figures from the recent CIO Day, in which the Private Bank's Chief Investment Office reviews its forecasts for the next 12 months.For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

Capital Allocators
Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)

Capital Allocators

Play Episode Listen Later May 26, 2025 50:18


Kristin Kallergis Rowland is the Global Head of Alternative Investments for J.P. Morgan Wealth Management, where she oversees $180 billion of alternative investments within the $500 billion managed in J.P. Morgan's $3 trillion private bank. The Private Bank's investment approach resembles that of many institutions, with centralized research, manager selection, and portfolio construction that its financial advisors use in client portfolios. KK has spent her entire career in private wealth at J.P. Morgan, spanning investment functions and global geographies.   Our conversation describes J.P. Morgan's centralized approach to alternative investing for its clients. We cover KK's journey through J.P. Morgan and the evolution of alternatives within the firm. We discuss the allocation strategies for private equity, private credit, real assets, venture capital, and hedge funds, insights from J.P. Morgan's Family Office Report, and the importance of portfolio construction tailored to diverse client needs. KK also shares her thoughts on the democratization of access to private markets, innovations in evergreen fund structures, and the challenges of scaling investment solutions across a global client base.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

CIO Weekly Investment Outlook
New tariff threats, and the shifting fortunes of debt markets

CIO Weekly Investment Outlook

Play Episode Listen Later May 25, 2025 10:13


Markets are focusing again on tariff policies after a period of relative calm, but that shouldn't be too surprising, says the Private Bank's Global Chief Investment Officer, Christian Nolting. “I still think there will be a solution. There will be higher tariffs than we have seen before”, Christian says, though he notes that they are likely to be lower than the rates currently under discussion.Earnings season is mostly over, and while companies have delivered solid results, they have also lowered their expectations for the rest of the year. “I'm not surprised the outlook for companies is a cautious one”, Christian says, adding that this could make it easier for them to beat expectations in the quarters to come. In the week ahead, Christian says that consumer confidence figures in the U.S. and the EU will be among the more important data points.For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

CIO Weekly Investment Outlook
All eyes on business confidence as markets recover

CIO Weekly Investment Outlook

Play Episode Listen Later May 18, 2025 15:41


Markets have staged a remarkable recovery from the sell-off that began in early April, and "it's been an incredible month", says Dr. Dirk Steffen, the Private Bank's EMEA CIO. "We are still talking about significant tariffs, but there seems to be more of a managed approach", Dirk says.A big part of the rally was "a very supportive earnings season", Dirk says, noting that the important data in the week ahead will be figures on business confidence. "These will be at the centre of the market discussion."For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

CIO Weekly Investment Outlook
Trade talks, corporate forecasts, and the inflation outlook

CIO Weekly Investment Outlook

Play Episode Listen Later May 11, 2025 11:31


Markets are looking for clarity on what the baseline tariff rates will ultimately be among key trading partners – and the recent U.S.-U.K. trade deal offers a promising sign, says Deepak Puri, the Private Bank's Chief Investment Officer for the Americas. "It might be sort of a blueprint for other trade agreements”, Deepak says, adding that purchase agreements and market access will be closely watched, in addition to the tariffs themselves.In the week ahead, U.S. inflation figures will be a key consideration, but Deepak says investors should also pay attention to retail sales data, which could show a moderating trend.For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

CIO Weekly Investment Outlook
A moment of calm after the tariff storm

CIO Weekly Investment Outlook

Play Episode Listen Later May 4, 2025 12:50


Markets have been in a period of relative calm since the significant moves that followed ‘Liberation Day', but "I'd be a brave man to predict no volatility", says Markus Müller, the Private Bank's CIO for sustainability. "I do hope the worst is over for now, at least until we approach the end of the 90-day pause at the end of July", Markus says, noting that markets will be looking for progress on trade deals in the meantime.In the week ahead, Markus says a rate cut is unlikely from the Federal Reserve, though a cut may come from the Bank of England. He also notes that Chinese economic figures could be an important sign of the impact of the tariff debate. "Keep an eye on the Chinese data. And don't forget earnings season is still going on", Markus says.For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

CIO Weekly Investment Outlook
On the lookout for tariff clarity

CIO Weekly Investment Outlook

Play Episode Listen Later Apr 27, 2025 12:06


Developments in U.S. tariff policy suggest that, when markets have a strong reaction, the White House is prepared to change course, says the Private Bank's Global Chief Investment Officer, Christian Nolting. “Of course, this was denied by Washington, but I would be surprised if they really don't look at it,” he says, noting that this applies more to bonds than it does to stocks.In the week ahead, “the number I'm really watching out for on the macro side in the U.S. is, believe it or not, the nonfarm payrolls,” Christian says, adding that this is in part because the April jobs report will be the first data to hint at how the economy adjusted after tariffs entered the picture on April 2.For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

Smart Money Circle
This CEO Built a $7B Money Management Firm By Building Relationships with Ultra High Net Worth Investors $50M And Above

Smart Money Circle

Play Episode Listen Later Apr 21, 2025 27:29


This CEO Built a $7B Money Management Firm By Building Relationships with Ultra High Net Worth Investors $50M And AboveGuestJack Ginter, Chief Executive Officer, Partner Callan Family Office (AUM: $7B)Website:https://callanfamilyoffice.com/Bio:Having extensive experience that extends across ultra-high-net-worth wealth management and corporate banking, Jack Ginter is responsible for the firm's overall growth and management, with a focus on optimizing the client experience and delivering exceptional client service. He takes a leading role in fostering strategic relationships, business development, and team building. At Callan Family Office, Jack builds on his three-decade career of creating and building complex businesses.Prior to Callan Family Office, Jack served as president at Abbot Downing, Wells Fargo's ultra-high-net-worth business, where he oversaw the merger of legacy family office businesses, which ultimately accounted for more than $50 billion in assets under management. He also served as interim head of The Private Bank at Wells Fargo in 2021.In 2008, Jack joined Calibre, Wachovia's ultra-high-net-worth management business and a predecessor bank of Wells Fargo, where he served as the regional managing director in Philadelphia. Earlier in his career, he worked as the city executive for U.S. Trust in Philadelphia.Jack graduated from Saint Joseph's University in Philadelphia with a bachelor's degree in finance. He serves as vice chair of the board of directors for the Zoological Society of Philadelphia and was previously an executive advisor to the Wells Fargo Women's Team Member Network.

CIO Weekly Investment Outlook
Tariff u-turn as earnings season kicks off

CIO Weekly Investment Outlook

Play Episode Listen Later Apr 14, 2025 11:04


Tariff moves from the U.S. administration have continued to hold centre stage, and "it has been a very volatile period,” notes Deepak Puri, the Private Bank's Chief Investment Officer for the Americas. "The baseline of what that means for the macro environment is still to be determined”, Deepak says. “The market is still in a wait-and-watch mode."Earnings season has gotten started in the U.S., and a policy decision is expected from the European Central Bank in the week ahead. But tariff concerns are likely to hold the limelight for the time being. "I expect the tariff situation to be an overhang on markets for some time.”

CIO Weekly Investment Outlook
The tariff market jolt: where we go from here

CIO Weekly Investment Outlook

Play Episode Listen Later Apr 7, 2025 13:42


The Trump administration has rolled out its global tariffs and markets have slumped in response, but "it's our job to keep calm and invest in a very disciplined way", says Dr. Dirk Steffen, the Private Bank's EMEA CIO. "It's really important to focus on risk management these days", Dirk says, adding that diversification and potential hedges are hot topics.Earnings season is coming up, and minutes from the Federal Reserve's recent meeting are due in the week ahead, but corporate reports economic data could be drowned out by tariff headlines for now. "The next few weeks at least will be very volatile", Dirk says.

The Power of the Ask
The Mentor's Arc: JaQ Campbell's Mission to Empower Future Financial Leaders

The Power of the Ask

Play Episode Listen Later Apr 4, 2025 46:58 Transcription Available


In this episode of The Power of the Ask, Jacqueline (JaQ) Campbell reveals her incredible story from a 16-year-old intern to a powerhouse wealth advisor. As founder and CEO of Alexander Legacy Private Wealth Management, she emphasizes the critical role of mentorship and is dedicated to empowering the next generation of financial leaders. Learn how her experiences have shaped her mission to create opportunities for women and people of color in the financial industry. Join us as we discuss:  Intern to Icon: Hear about JaQ's remarkable journey from a high school internship to leading a multi-billion-dollar investment team. The Power of Mentorship: Learn how mentors shaped her career and why she's passionate about mentoring the next generation of advisors. Advancing Future Leaders: Explore her mission to create opportunities for women and people of color in the financial industry. Building Generational Wealth: Gain insights into strategies for sustaining and growing wealth for future generations. Navigating the Future of Finance: Understand the importance of human connection and personalized advice in an increasingly AI-driven world. The Importance of the Ask: Learn why JaQ, like all our guests, believes asking for what you want and deserve is crucial for financial success. More About Jacqueline “JaQ” Campbell: Her professional background began in 1993 as a high school intern for Comerica's Private Bank. She ascended from high school intern to running a $1.8 billion investment team for Chase Wealth Management, and now leads Alexander Legacy Private Wealth Management, as Founder, CEO and Senior Wealth Advisor, where her mission is to advance the next generation of advisors and investors in wealth management. JaQ holds her bachelor's degree in Liberal Arts with a focus area on Diverse Leadership in Financial Services from DePaul University. She also holds her Series 63 & 65 securities registrations. Important Links:Savvy LadiesPrecious Williams' LinkedInLisa Zeiderman's LinkedInJacqueline “JaQ” Campbell's LinkedIn

Mind Asset
A liderança do maior Private Bank do Brasil com Fernando Beyruti

Mind Asset

Play Episode Listen Later Mar 18, 2025 24:34


Como é liderar o segmento Private do Itaú? Quais são as oportunidades à frente?Neste episódio, convidamos Fernando Beyruti, head global do Itaú Private Bank, para conversar sobre sua carreira, os aprendizados e desafios que enfrentou em mais de 20 anos no Itaú, além de, claro, compartilhar mais sobre o seu dia a dia à frente do maior Private Bank do Brasil.Spoiler: a importância das pessoas, a evolução da tecnologia e o foco em desenvolver suas habilidades intelectuais foram pauta por aqui.

CIO Weekly Investment Outlook
An updated outlook, and a Fed decision on tap

CIO Weekly Investment Outlook

Play Episode Listen Later Mar 17, 2025 13:59


The private bank is standing by its positive market outlook for the next 12 months, and "it will be an earnings-driven market", says Dr Dirk Steffen, the Private Bank's EMEA CIO. Double-digit earnings growth remains a possibility and, while major U.S. stock indices have recently entered correction territory, Dirk says the U.S. economy ought to "regain some footing" after its recent soft patch.Meanwhile, a Federal Reserve policy decision is due this week and, even after a recent softening of U.S. inflation figures, Dirk does not expect the central bank will move quickly to bring down interest rates. "We remain in the camp of higher for longer.”For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

CIO Weekly Investment Outlook
Volatility amid tariff back-and-forth

CIO Weekly Investment Outlook

Play Episode Listen Later Mar 10, 2025 9:37


Much of the recent market volatility can be attributed to the wave of on-again-off-again tariff threats from the U.S., which "always result in a big risk-off knee jerk", says Stefanie Holtze-Jen, the Private Bank's APAC CIO. But she notes that while we see China retaliating with tariffs of its own, "it looks very much like they want to negotiate, rather than escalate."The week ahead “will not be boring”, Stefanie says, as we will receive a wealth of data, including Chinese producer and consumer prices. On the tariff front, she notes that Chinese retaliatory tariffs on U.S. agricultural goods are due to take effect, and a deadline is approaching for the U.S. to apply tariffs on some European Union metals.For more investing insights, please visit deutschewealth.comIn Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

CIO Weekly Investment Outlook
What's behind the strength in European stocks?

CIO Weekly Investment Outlook

Play Episode Listen Later Mar 3, 2025 8:30


The Federal Reserve's preferred inflation gauge inched down at the end of last week, but "the main topic remains, for me, inflation", says the Private Bank's global Chief Investment Officer, Christian Nolting. Prices are still rising more quickly than the central bank would like. Still, "the good news is this came in line with expectations of the market", Christian says.Meanwhile, Christian considers the reasons that European stock indexes have outperformed their U.S. counterparts this year. And in the week ahead he says he'll be watching U.S. nonfarm payrolls, the European Central Bank's policy decision, and China's National People's Congress.For more investing insights, please visit deutschewealth.comIn Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

IFN OnAir
Beyond the Drawing Board: Creativity and Innovation in Regional Islamic Investment and Wealth Management

IFN OnAir

Play Episode Listen Later Feb 24, 2025 41:40


What innovation is being seen in Islamic investment and wealth management to develop new products, grow customer bases and build brands, and how is technology being deployed? What is the potential for Waqf investment funds and what has already been achieved in the region? How are Waqf investment funds structured and how will these funds contribute to sustainable development?Moderator:Vineeta Tan, Director, REDmoney and Managing Editor of IFN InvestorPanelists:Ebrahim Moolla, Head of Islamic Private Capital, NumeralDr Imran Lum, Head of Islamic Finance, Business & Private Bank, National Australia BankMax Garvey, Founder and CEO, Epicenter LabsThamer Al Shahry, Partner, SASLO

CIO Weekly Investment Outlook
Sturdy stocks, stubborn interest rates

CIO Weekly Investment Outlook

Play Episode Listen Later Feb 24, 2025 9:34


The stock market's ongoing strength in the face of geopolitical instability "is really driven by the fact that the economy is still quite resilient", says Deepak Puri, the Private Bank's Chief Investment Officer for the Americas, pointing to solid labour markets and strong economic growth. "It seems we're in a good spot.”Earnings reports from the fourth quarter have also provided plenty of reasons for optimism. "Banks are doing well, which is important to providing liquidity to markets”, Deepak says, adding that technology megacaps showed impressive earnings growth. Still, Deepak notes that the 2025 outlook for earnings and revenue growth are somewhat subdued. And U.S. interest rates may not come down much this year, if at all: “Almost every Fed speaker has said that the bar is too high for them to cut rates, primarily driven by inflation concerns.”For more investing insights, please visit deutschewealth.comIn Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

CIO Weekly Investment Outlook
Inflation's forex influence, and signs of strength in China

CIO Weekly Investment Outlook

Play Episode Listen Later Feb 17, 2025 9:53


A recent uptick in U.S. inflation has lowered expectations for softer Federal Reserve policy ahead – a situation that could continue to support the US dollar, but for other countries could “bring the local currency under pressure”, says Stefanie Holtze-Jen, the Private Bank's APAC CIO. There are “challenges that come from this type of backdrop.”Stefanie notes that China recorded "robust consumption trends" during the Chinese New Year holiday period, including higher retail sales, services consumption, and travel. She also says that consumer sentiment there is stabilising as international investors have been re-evaluating the country's tech sector following successes in artificial intelligence.For more investing insights, please visit deutschewealth.comIn Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

CIO Weekly Investment Outlook
Earnings strength, and a complex tariff picture

CIO Weekly Investment Outlook

Play Episode Listen Later Feb 10, 2025 15:45


A strong fourth-quarter earnings season so far "comes just as the right time, because we have so many things to deal with on the political side and a lot of uncertainty about future economic developments,” says Dr. Dirk Steffen, the Private Bank's EMEA CIO. “It's more than welcome that we are presented with company results that I would say are quite encouraging.”A big source of uncertainty however is the new U.S. tariff agenda, Dirk says, because of its halting start and the difficulty of calculating how it may affect company supply chains.For more investing insights, please visit deutschewealth.com In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk. The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

Money Life with Chuck Jaffe
Bank of America Merrill's Sanfilippo says a market rotation underway

Money Life with Chuck Jaffe

Play Episode Listen Later Dec 5, 2024 60:22


Lauren Sanfilippo, senior investment strategist for Bank of America Merrill and Private Bank, says that the market has reached highs on the backs of a few stocks, but that it is now rotating away from those popular trades. That will reward investors who stay balanced and diversified as the market broadens out next year, moving away from the Magnificent Seven stocks and a few names driving results to rewarding more companies with solid balance sheets in sectors from defense to technology, industrials and more. Todd Rosenbluth, head of research at VettaFi, makes a short-duration, actively managed fixed-income fund his ETF of the Week. WalletHub analyst Chip Lupo, discusses the site's research into how average rates on department-store credit cards have popped to roughly 33 percent, but also how consumers looking to deferred interest deals wind up paying more because they don't understand how the programs work. Plus, Chuck answers a listener's question about paper stock certificates.

The Paul W. Smith Show
Jason Tinsley, Vice Chair at JP Morgan's Private Bank in Detroit-Birmingham

The Paul W. Smith Show

Play Episode Listen Later Dec 3, 2024 7:04


December 3, 2024 ~ Jason Tinsley, Vice Chair at JP Morgan's Private Bank in Detroit-Birmingham joins Paul live from the Masonic Temple for the Detroit Economic Club meeting.

Venture Unlocked: The playbook for venture capital managers.
Meet the Expert: Venture Fund Banking with Sam Heshmati and Vincent Timoney of Citizens Private Bank

Venture Unlocked: The playbook for venture capital managers.

Play Episode Listen Later Oct 16, 2024 47:59


Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.In this episode, Sam Heshmati and Vince Timoney from Citizens Private Bank stop by to talk about all things venture banking and how the industry is recovering from the 2023 regional banking crisis.Sam and Vince, both of whom have extensive experience in the banking sector, share their insights on the challenges faced during this period, including the impact on startups and venture funds. They also discuss the significant changes in the banking industry since the crisis, such as the increased cost of capital, the fragmentation of fund banking services, and the shift in how banks serve emerging managers and venture capital firms.The conversation provides a detailed look at the current landscape of banking for the venture ecosystem and how Citizens Private Bank is positioning itself to help clients navigate these challenges.About Sam Heshmati:Sam Heshmati is an Executive Managing Director at Citizens Private Bank, heading the emerging VC and innovation practice. Previously, he co-founded and led programs serving the VC and tech community, cultivating and managing relationships with some of the nation's top emerging managers, accelerators and entrepreneurs at the former First Republic Bank. He has over 21 years of experience in the technology ecosystem, serving clients not only as a banker, but as trusted partner with the expertise needed to help navigate important decisions within this space. Over his career, he has worked with more than 1000 early-stage VC firms and several thousand venture-backed startups. Prior to joining First Republic Bank in 2012, he spent 10 years as a tech banker at Silicon Valley Bank and Square 1 Bank. He earned a bachelor's degree from San Jose State University.About Vincent Timoney:Vincent Timoney is a Senior Managing Director at Citizens Private Bank, serving the fund finance and innovation economy nationwide. He has more than 12 years of experience working with VCs in business development, sales, lending and relationship management roles within the venture capital and technology ecosystem.In this episode, we discuss:(01:34) The evolving importance of banking, especially after the events of 2023.(02:16) Banking Crisis of 2023 triggered by the collapse of Silicon Valley Bank and First Republic Bank.(04:00) The impact of Silicon Valley Bank on the venture ecosystem and the rapid sequence of events leading to its downfall.(07:00) How the banking industry has changed post-crisis, focusing on client expectations and digital banking.(08:30) The increase in players in fund banking and the rise in cost of capital.(12:00) Sam and Vince explain their journey of joining Citizens Private Bank, focusing on safety, stability, and continuing their work in the sector.(18:00) Challenges faced by emerging managers, including capital call lines and banking needs.(22:12) The importance of a seamless digital experience.(28:16) Explanation of management company lines and their use by emerging managers.(31:00) Advice for emerging managers on managing financial challenges and understanding the economics of running a fund.(34:00) How technology and APIs are used to enhance banking services and integrate with third-party providers.(38:00) Importance of offering personalized banking experiences tailored to individual client needs.(40:00) Value-added services and why banks offer advisory support and strategic guidance.(45:10) The long-term commitment required to build a successful banking franchise in the venture ecosystem.I'd love to know what you took away from this conversation with Sam and Vince. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on Twitter.Podcast Production support provided by Agent Bee This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com

Talking Billions with Bogumil Baranowski
Dave Specht: The Family Business Whisperer

Talking Billions with Bogumil Baranowski

Play Episode Listen Later Oct 14, 2024 58:15


Dave Specht is the Director of the Drucker School Global Family Business Institute. His professional mission is to, Preserve Families and Perpetuate Businesses. He is the author of, “The Family Business Whisperer” and thought leader on topics surrounding generational continuity of businesses and family wealth. Prior to his current role, he trained 2,500 top advisors/bankers at a Private Bank on family dynamics and generational wealth issues. Dave is the creator of the Certificate in Advising Family Enterprises and the co-creator of The Generational Wealth Masterclass with Jay Hughes. Prior to his work at the bank, he founded Advising Generations, a consulting firm and established the Family Business Management program at the University of Nebraska. Dave lives in Washington state with his wife and 6 children. Takeaways The upbringing of individuals significantly shapes their relationship with money and business ownership. Ownership mentality can be cultivated and is essential for future generations. Family businesses often have a longer-term view compared to publicly traded companies. Transparency and communication are crucial for the success of family businesses. Spouses play a vital role in the dynamics of family businesses and should be included in decision-making. Wealth should be redefined to encompass well-being and qualitative capitals, not just financial capital. Gratitude, goals, and grit are essential values to instill in children raised in wealthy families. Successful family businesses often have a clear purpose beyond just making money. The transition of family businesses can be emotional and requires careful planning. Empathy is crucial for advisors working with families in transition. Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.  Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

Trends Podcast
Z 7 op Z – Standaard Boekhandel zet in op jongeren, private bank Rothshield klaar om de deuren te openen in Gent en het rentebesluit van de Amerikaanse centrale bank

Trends Podcast

Play Episode Listen Later Sep 19, 2024 16:28


In deze aflevering: Uit de Knack-enquête blijkt dat steeds meer jongeren gaan lezen. Standaard Boekhandel speelt daarop in. Edmond De Rothschild opent nu ook een kantoor in Gent. De Zwitserse vermogens-beheerder heeft al twee kantoren in ons land, maar wil zich nu specifiek richten op rijke ondernemers en particulieren uit West- en Oost-Vlaanderen. In het beursgesprek is er aandacht voor de spannendste rentevergadering van de Federal reserve in zeer lange tijd. Over de eerste marktreactie brengt Tom Simonts beursexpert van KBC verslag uit. En Karel Volckaert van denktank Itinera heeft het over de totale-factorproductiviteit in België. 

Money Life with Chuck Jaffe
Merrill's Quinlan: The volatility ahead is a chance to buy the dips

Money Life with Chuck Jaffe

Play Episode Listen Later Sep 16, 2024 60:51


Joe Quinlan, head of market strategy for Merrill and Private Bank, Bank of America, says that he expects the stock market to show better breadth in 2025, with other stocks picking up slack for the Magnificent Seven stocks, which he thinks will keep growing but at much slower rates. He notes that "the U.S. economy continues to defy expectations," and as long as that continues — and he is optimistic that it will, unabated by whatever happens in the presidential election — he will keep advising investors to buy the dips, favoring high-quality dividend payers. David Trainer, president of New Constructs, puts Sunrun back in the Danger Zone, noting that the stock has outperformed as a short since it was first singled out in 2022, but that a recent bounce-back has simply set it up for the next fall as the company runs out of money. Jerry Parker of Chesapeake Capital Corp. — one of the original Turtle Traders, a ground-breaking group of commodity traders from the 1980s — talks trend-focused investing in the Market Call, and Chuck answers a listener's question about why shares in Trump Media and Communication stock were halted on Friday, and whether the move might have had political motivations.

The Best of the Money Show
How Investec survived 50 years - the private bank turns 50th

The Best of the Money Show

Play Episode Listen Later Jul 31, 2024 5:08


This year marks Investec's 50th anniversary. What began as a small leasing and finance business at 55 Fox Street in Johannesburg has grown into a leading international bank and wealth .  Cumesh Moodliar,  CEO of Investec Bank explains to Mothe Khoaripe how the business remained strong through turbulent times.   See omnystudio.com/listener for privacy information.

Kruze Consulting's Founders and Friends Podcast for Startups
Citizens Private Bank delivers tailored banking to startups

Kruze Consulting's Founders and Friends Podcast for Startups

Play Episode Listen Later Jul 22, 2024 24:58


Sam Heshmati of Citizens Private Bank (https://www.citizensbank.com/homepage.aspx) discusses their tailored banking solutions and high-touch service. Find out why Kruze Consulting is one of the leading accounting firms in San Francisco and the US, serving funded, early-stage companies. Kruze clients have raised over $15 billion in venture capital and seed financing, and our research and development tax credit (https://kruzeconsulting.com/research-and-development-tax-credit-us) work has saved clients millions of dollars in burn rate and payroll taxes. Contact Kruze to learn more.

Merryn Talks Money
This Swiss Private Bank Is Bullish on Britain, Japan and Copper

Merryn Talks Money

Play Episode Listen Later Jun 21, 2024 49:37 Transcription Available


On this week's episode of Merryn Talks Money, Peter Kinsella, global head of FX strategy at Union Bancaire Privee Ubp SA, joins host Merryn Somerset Webb to explain the bullish case he and his team are making for the UK. Earlier this year, UBP opened an initial allocation towards Britain, a first for the Swiss private bank. See omnystudio.com/listener for privacy information.

Synergos Cultivate the Soul: Stories of Purpose-Driven Philanthropy
Ecosystem Philanthropy with Cristiane Sultani, Founder, BEJA Institute.

Synergos Cultivate the Soul: Stories of Purpose-Driven Philanthropy

Play Episode Listen Later Jun 10, 2024 21:35


Listen to learn how Cristiane is working at a systems level to strengthen the philanthropic sector in Brazil as she builds strong partnerships with grantees based on trust and deep listening. Cristiane has a Law Degree from Mackenzie University, a Masters in Banking Law from IBMEC-SP, with specializations in Private Bank from IBMEC-SP and Corporate Law from Getúlio Vargas Foundation, she also completed the Impact Investing Program at the CSP - University of Zurich. She has practiced Law for the São Paulo Stock Exchange, at BBA Creditanstalt Bank and at the Consenso Family Office, and has worked as Wealth Planning and Legal Superintendent at the Private Bank, Capital Markets and Corporate departments of Itaú Unibanco Bank. Furthermore, she was a partner at the banking department of Law Firm Veirano Advogados, has been the COO of Pedro Alberto Fischer Single Family Office, and founded BEJA Institute in 2021.See omnystudio.com/listener for privacy information.

The Business of Customer Love
Why HSBC is banking on customer advocacy to drive long term, sustainable growth with Paul Richardson

The Business of Customer Love

Play Episode Listen Later Apr 24, 2024 31:51


In this episode we spoke with Paul Richardson. Paul has spent over 20 years working at HSBC, and is now the Client Experience Director for Private Bank.  Paul explained why customer advocacy is such an important growth driver for HSBC and how they're using customer insights to inform product and service developments.During our chat, Paul also discussed how they've added a more human element to customer feedback surveys, and more broadly, how businesses can strike the balance between a human led vs digital experience.  Hosted by Ausha. See ausha.co/privacy-policy for more information.

The FORT with Chris Powers
#347 - Elaine Agather - Chairman of DFW Region @ JP Morgan Chase - The Makings Of a Banking Icon

The FORT with Chris Powers

Play Episode Listen Later Apr 16, 2024 67:15


Elaine Agather is Chairman of the Dallas Region for JPMorgan Chase & Co. She also serves as the Central Region Head and Managing Director of The Private Bank at J.P. Morgan. Elaine joined Chemical Bank of New York in 1979, working in London, San Francisco, and New York until she relocated to Dallas in 1984. After the 1986 merger of Chemical Bank and Texas Commerce Bank, Elaine was promoted to Chairman of Texas Commerce Bank in Fort Worth in 1992 and joined the Private Bank to manage client advisory groups across the state in 1997. In 1999, she was elected Chairman and CEO of Dallas. On this episode, Elaine and Chris discuss: - Working with Jamie Dimon - Wealth Management 101 - Bank runs, cyber threats, AI, and the state of Banking We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners.  https://www.thefortpod.com/survey Topics (00:00:00) - Intro (00:03:43) - Elaine's early career in banking (00:15:40) - Taking over an underperforming bank (00:18:46) - Elaine's rodeo career (00:28:11) - Working with Jamie Dimon (00:31:17) - Wealth Management (00:34:08) - How to transition wealth well (00:39:07) - The process of bringing in a generationally wealthy client (00:42:19) - The SVB & First Republic bank runs (00:45:04) - How to find an exceptional wealth manager (00:46:11) - Cyber threats, crypto & AI (00:48:40) - The state of banking (00:51:36) - DFW (00:55:03) - How do you know you've done a good job? (00:58:29) - Elaine's 8: Get over it Support our Sponsors Juniper Square: https://bit.ly/45yiYUqFort Capital: https://bit.ly/FortCapital Follow Fort Capital on LinkedIn: www.linkedin.com/company/fort-capital/ Chris on Social Media: X: https://bit.ly/3BYIjcH LinkedIn: https://bit.ly/45gIkFd   Watch The Fort on YouTube: https://bit.ly/3oynxNX Visit our website: https://bit.ly/43SOvys Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO  The FORT is produced by Johnny Podcasts

Pillars Of Wealth Creation
POWC # 674 -The Future Economy | Anna Kelley (Part 2)

Pillars Of Wealth Creation

Play Episode Listen Later Mar 25, 2024 36:36


The economy and commercial real estate are going through a big transition. Interest rates have spiked and values have decreased 20-30%. On top of that, we have seen a huge amount of supply in some markets, as well as a big increase in expenses. Anna Kelley discusses what to be aware of and how to be successful in the new economy. Anna Kelley is the President at Greater Purpose Capital, and ReiMom, LLC. She is a former top-ranked Financial Relationship Manager for a Private Bank and worked for AIG for 20 years in the High Net Worth and Affluent Markets group. She has been investing in real estate for over 25 years and has actively owned and managed a rental portfolio valued at over $400 Million across Texas, Pennsylvania, Florida, North Carolina, Tennessee, and Maryland. She is also a 4X Amazon #1 Best Selling Author: The Only Woman in the Room; Resilience: Turning Your Setback into a Comeback; Success Habits of Super Achievers; and Bringing Value, Solving Problems & Leaving a Legacy. She's been featured in 3 other real estate books, including Profit Like the Pros, by Ken Corsini. Listen to Anna's previous episode here: http://www.venturedproperties.com/podcasts/powc-234-growing-your-real-estate-business-with-anna-kelley/ Reach out to Anna at www.annakelleyinvesting.com Welcome to Pillars of Wealth Creation, where we talk about building financial freedom with a special focus on business and Real Estate. Follow along as Todd Dexheimer interviews top entrepreneurs, investors, advisers, and coaches. YouTube: www.youtube.com/c/PillarsOfWealthCreation Interested in coaching? Schedule a call with Todd at www.coachwithdex.com Listen to the audio version on your favorite podcast host: SoundCloud: https://soundcloud.com/user-650270376 Apple Podcasts: https://podcasts.apple.com/.../pillars-of.../id1296372835... Google Podcasts: https://podcasts.google.com/.../aHR0cHM6Ly9mZWVkcy5zb3VuZ... iHeart Radio: https://www.iheart.com/.../pillars-of-wealth-creation.../ CastBox: https://castbox.fm/.../Pillars-Of-Wealth-Creation... Spotify: https://open.spotify.com/show/0FmGSJe9fzSOhQiFROc2O0 Pandora: https://pandora.app.link/YUP21NxF3kb Amazon/Audible: https://music.amazon.com/.../f6cf3e11-3ffa-450b-ac8c...

Pillars Of Wealth Creation
POWC # 672 -The Future Economy | Anna Kelley (Part 1)

Pillars Of Wealth Creation

Play Episode Listen Later Mar 18, 2024 42:03


The economy and commercial real estate are going through a big transition. Interest rates have spiked and values have decreased 20-30%. On top of that, we have seen a huge amount of supply in some markets, as well as a big increase in expenses. Anna Kelley discusses what to be aware of and how to be successful in the new economy. Anna Kelley is the President at Greater Purpose Capital, and ReiMom, LLC. She is a former top ranked Financial Relationship Manager for a Private Bank, and worked for AIG for 20 years in the High Net Worth and Affluent Markets group. She has been investing in real estate for over 25 years and has actively owned and managed a rental portfolio valued over $400 Million across over doors in Texas, Pennsylvania, Florida, North Carolina, Tennessee, and Maryland. She is also a 4X Amazon #1 Best Selling Author: The Only Woman in the Room; Resilience: Turning Your Setback into a Comeback; Success Habits of Super Achievers; and Bringing Value, Solving Problems & Leaving a Legacy. She's been featured in 3 other real estate books, including Profit Like the Pros, by Ken Corsini. Listen to Anna's previous episode here: http://www.venturedproperties.com/podcasts/powc-234-growing-your-real-estate-business-with-anna-kelley/ Reach out to Anna at annakelleyinvesting.com Welcome to Pillars of Wealth Creation, where we talk about building financial freedom with a special focus on business and Real Estate. Follow along as Todd Dexheimer interviews top entrepreneurs, investors, advisers, and coaches. YouTube: www.youtube.com/c/PillarsOfWealthCreation Interested in coaching? Schedule a call with Todd at www.coachwithdex.com Listen to the audio version on your favorite podcast host: SoundCloud: https://soundcloud.com/user-650270376 Apple Podcasts: https://podcasts.apple.com/.../pillars-of.../id1296372835... Google Podcasts: https://podcasts.google.com/.../aHR0cHM6Ly9mZWVkcy5zb3VuZ... iHeart Radio: https://www.iheart.com/.../pillars-of-wealth-creation.../ CastBox: https://castbox.fm/.../Pillars-Of-Wealth-Creation... Spotify: https://open.spotify.com/show/0FmGSJe9fzSOhQiFROc2O0 Pandora: https://pandora.app.link/YUP21NxF3kb Amazon/Audible: https://music.amazon.com/.../f6cf3e11-3ffa-450b-ac8c...

Radio NUG for Myanmar Spring
" Anti China Protests Ignored By Military Council. NUG Government Confiscates 44 Billion Kyat From Private Bank" Myanmar Spring Chronicle 30th Nov 2023 ( Moemaka Article) Nway Oo Mai

Radio NUG for Myanmar Spring

Play Episode Listen Later Dec 1, 2023


"Anti-China protests ignored by military council. NUG government confiscates 44 billion Kyat from private bank" Myanmar Spring Chronicle 30th Nov 2023 (Moemaka Article) Nway Oo Mai.This item belongs to: audio/opensource_audio.This item has files of the following types: Archive BitTorrent, Item Tile, Metadata, PNG, Spectrogram, VBR MP3