Banking services for very wealthy people
POPULARITY
Categories
Les banques américaines publiaient leurs résultats hierLe secteur bancaire a globalement publié des résultats meilleurs qu'attendu.Après les annonces de résultats de JP Morgan, Citi et Wells Fargo, des institutions comme Bank of America, Morgan Stanley et Goldman Sachs ont également rapporté des chiffres encourageants, notamment grâce à leurs activités de courtage et de banque d'investissement.Renault et ASML évoluaient en forte baisseÀ Paris, le CAC 40 s'effritait pour clôturer en baisse de 0.6%, principalement en raison de la chute de 18% de l'action Renault. Le constructeur a abaissé ses prévisions annuelles, citant une détérioration de la dynamique du marché automobile.Cette annonce a entraîné une chute de l'action, qui a perdu plus de 28% depuis le début de l'année.Parallèlement, l'équipementier néerlandais ASML affichait de bons résultats et des prévisions de croissance de 15% de ses ventes pour 2025.ASML a cependant émis un avertissement implicite sur la possibilité d'une stagnation en 2026, ce qui a pesé sur la confiance des investisseurs provoquant ainsi une baisse de 11% du cours de l'action !Bonne journée à tousHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
I dagens avsnitt möter vi Lotta Bourgoin, chef för Private Banking på Nordea – en kvinna med full koll på hur du får dina pengar att jobba för dig (istället för tvärtom!). Vi pratar om hur det är att guida kunder genom både börssvängningar och livsbeslut, varför Private Banking inte bara är för miljardärer – och så får vi höra Lottas bästa tips för den som vill bygga en trygg och smart ekonomi, oavsett om man är 28 eller 68. Intervjuare: Robert Benckert
Les investisseurs scrutaient l'état des relations commerciales entre l'Union européenne et les Etats-Unis, tandis que Bruxelles prépare une riposte aux droits de douane américains en cas d'échec des négociations avec Washington.Autre événement, les prix à la consommation aux Etats-Unis ont augmenté en juin. L'indice CPI est ressorti à 0,3% sur un mois, en ligne avec les attentes. Sur un an, la progression de l'indice CPI est de 2,7% en juin, un rythme meilleur qu'attendu par le consensus.L'indice parisien a ainsi conclu la séance en baisse de 0,54%. Du coté des résultats d'entreprisesLes grands noms de la finance américaine ont ouvert le bal de la saison des résultats du deuxième trimestre sur une note mitigée.JPMorgan n'a pas convaincu le marché avec la publication d'un bénéfice net en baisse.De son côté la banque Wells Fargo a abaissé ses prévisions annuelles de revenu net d'intérêts. A la clôture européenne, le titre chutait de 5.5%Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Nous entendons souvent parler de RSE, ESG, ISR et ODD. Pouvez-vous nous dire ce qui se cache derrière ces acronymes ? La RSE correspond à la Responsabilité Sociétale des Entreprises Celle-ci désigne la prise en compte par les entreprises, sur base volontaire, des enjeux sociaux et éthiques dans leurs activités. Des agences de notation analysent et notent les entreprises et les États sur leur RSE. Pour le faire, elles regroupent les enjeux de RSE sous 3 grands piliers : Environnement, Social et Gouvernance. Elles attribuent ainsi des notations ESG. L'ISR, ou Investissement Socialement Responsable, repose quant à lui sur la prise en compte de ces facteurs ESG en plus des critères financiers. Enfin, l'Organisation des Nations Unis a adopté en 2015 des Objectifs de Développement Durable, ODD. Ils répondent aux objectifs généraux que sont le fait d'éradiquer la pauvreté, de protéger la planète et de garantir la prospérité pour tous. Ces 17 objectifs de développement durable deviennent un véritable cadre de référence pour les États, les entreprises, les ONG et les investisseurs.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Markets keep changing — but our values remain the same. Gabriel Gascon, Head of Private Banking Geneva, brings over 20 years of experience at Rothschild & Co. In this episode, host Laura Künlen speaks with Gabriel about what continues to set the firm apart, why clients prioritise clarity over complexity, and how Switzerland has earned its reputation as a global centre of wealth expertise.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
„Unsere Kunden schätzen den persönlichen Kontakt und dass man hier noch einen persönlichen Ansprechpartner hat.“Sagt Alina, Beraterin Private Banking bei der Apotheker- und Ärztebank.Wie sieht eigentlich Private Banking aus, wenn die Zielgruppe Heilberufe heißt? Alina aus dem Team Aachen gibt Einblicke in ihre tägliche Arbeit zwischen Praxisfinanzierung, Existenzgründung und individuellen Anliegen von Ärzt*innen.Es geht um die Finanzierung einer arbeitsmedizinischen Praxis geht oder um die Beratung bei auffälligen Zahlen in der BWA.Dazu: berufliche Entwicklung bei der apoBank, interne Netzwerke, und was der Soccercup mit Kollegialität zu tun hat.
In this episode, our guest is Sonya Song, a seasoned private banking professional with 17 years of experience spanning Zurich, Beijing, and Singapore. Sonya shares unique insights into China's booming electric vehicle (EV) market, highlighting her views on leading players like BYD and Tesla. She discusses how private banks support ultra-high-net-worth clients with structured investment products and the growing influence of AI and automation on wealth management and everyday life. The conversation also explores ESG investments, China's progress in EV infrastructure, and the social implications of rapid tech adoption. Please join to find more. Connect with Sohail Hasnie: Facebook @sohailhasnie X (Twitter) @shasnie LinkedIn @shasnie ADB Blog Sohail Hasnie YouTube @energypreneurs Instagram @energypreneurs Tiktok @energypreneurs Spotify Video @energypreneurs
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
In this episode of the Your Money Your Mission podcast, host Kelly Mould, along with Anne Tidmore, SVP Wealth Advisor and Meg Marciniak, VP Private Banking, delve into the massive wealth transfer expected over the next decade, estimated at $80 trillion. They highlight the importance of financial education and working with financial advisors to help the younger generation, particularly women, navigate this transition. The episode also emphasizes the shift towards “giving while living” and the critical role of open communication and comprehensive planning in preserving family values and unity.
From starting out at RBC to becoming Executive VP and Head of Private Banking, Kim Mason has climbed the corporate ladder with purpose – and more than a few reinventions along the way. She's been named one of Canada's Most Powerful Women, a Top 50 CEO by Atlantic Business Magazine, and one of Canada's Top 25 Women of Influence. In this episode, Kim joins us to talk about career growth, what reinvention really looks like – and the values that keep her grounded at the top.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Stefan Schmitt hat vieles richtig gemacht – und trotzdem scheiterte sein Robo-Advisor. In dieser Episode erklärt der CEO von Inno Invest, warum die Totgesagten länger leben und die Vermögensverwaltung trotz Digitalisierung ein People-Business bleibt. Wir sprechen über: - Das Ende des Robo-Advisor-Hypes und die Lehren daraus - Warum eigene Tech-Infrastruktur überlebenswichtig ist - Echte KI im Portfolio-Management vs. Chatbot-Spielereien - Das Wachstum im B2B-Geschäft und die Erfolgsstory hinter Inno Invest - Die "McDonaldisierung" des Private Banking - Warum mehr Banker den Sprung in die Selbstständigkeit wagen sollten Plus: Stefan verrät, warum er auf LinkedIn für Krawatten wirbt, was Daniel Craig mit Vermögensverwaltung zu tun hat und warum sein "schlimmster Mitarbeiter gleichzeitig der beste war". Ein Muss für alle, die verstehen wollen, wohin sich Wealth Management wirklich entwickelt.
Listen in to Part 6 of the series with the Bermuda Bankers Association and special guest Dianne Blais: Planning for Retirement Dianne McLeod-Blais is a Vice President and Sr. Wealth Advisor in charge of our dedicated Financial Planning and Wealth Advisory team that sits within Private Banking. She has over 25 years of experience in financial planning and wealth management for international clients. Prior to joining Butterfield, Dianne was the Executive Vice President, Financial Planning and Investments for Barrington Investments Limited (Bermuda). Before joining Barrington, she held various wealth management positions with financial institutions in Canada. Dianne earned her Certified Financial Planner designation (Canadian Institute of Financial Planning) in 1999 and obtained her Masters in Financial Services from Dalhousie University in Halifax, Nova Scotia, Canada. Dianne is also an Elder Planning Counselor (Canadian Initiative for Elder Planning Studies), a Certified International Wealth Manager (Canadian Securities Institute), and a Fellow of both the Canadian Securities Institute and the Institute of Canadian Bankers. Sponsored by Bermuda Bankers Association www.bermudabankers.org
Dinsdag 20 mei:De Belgische voedingsindustrie ziet z'n winst wegsmelten door de hoge kosten en prijsdruk van supermarkten.De concurrentiestrijd in de private banking laait op nu het Nederlandse ABN AMRO een offensief lanceert in ons land.En in De Kleren van De Keyzer bespreekt Peter vandaag een heet topic: het defensiebudget van België. Z 7 op 7 is de nieuwe dagelijkse podcast van Kanaal Z en Trends. Elke ochtend, vanaf 5u30 uur luistert u voortaan naar een selectie van de meest opmerkelijke nieuwsverhalen, een frisse blik op de aandelenmarkten en een scherpe duiding bij de economische en politieke actualiteit door experts van Kanaal Z en Trends.Start voortaan elke dag met Z 7 op 7 en luister naar wat echt relevant is voor uw business, onderneming, carrière en geld.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
This week, we speak with Guy Aufenacker and Stefan Kirsch, both Senior Relationship Managers at Bergos, about the transformation of private banking, the role of trust during crises, and why human connection matters more than ever.DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos is not permitted.
Diese Woche sprechen wir mit Guy Aufenacker und Stefan Kirsch, beide Senior Relationship Manager bei Bergos, über den Wandel im Private Banking, die Rolle des Vertrauens in Krisenzeiten und warum menschliche Beziehungen wichtiger sind denn je.DISCLAIMER Diese Publikation dient ausschliesslich Informations- und Marketingzwecken. Die bereitgestellten Informationen sind nicht rechtsverbindlich und stellen weder Finanzanalysen, noch ein Angebot für Investmenttransaktionen oder eine Anlageberatung dar und ersetzen keine rechtliche, steuerliche oder finanzielle Beratung. Bergos übernimmt keine Gewähr für die Aktualität, Richtigkeit oder Vollständigkeit der Informationen. Für den Eintritt der in der Publikation enthaltenen Prognosen oder sonstige Aussagen schliesst Bergos jegliche Haftung aus. Ohne schriftliche Zustimmung von Bergos dürfen die vorliegenden Information weder auszugsweise noch vollständig vervielfältigt werden.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Im Podcast spricht Elena von Metzler über ihre Verantwortung im Familienunternehmen in der 12. Generation, die Bedeutung menschlicher Beziehungen im Private Banking und das Zusammenspiel aus Zukunft und Tradition im 350-jährigen Bankhaus.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
In this episode, Bill welcomes James Cheo, Chief Investment Officer for HSBC Global Private Banking and Wealth for Southeast Asia and India. They explore James' journey from his early days at the Monetary Authority of Singapore to his leadership role in asset allocation and wealth management. The discussion traverses crucial themes like intergenerational wealth transitions, democratization of private markets, and the evolving role of technology in investment strategies. James also shares his unique approach to social media, emphasizing mentorship, purpose, and resilience, while reflecting on the enduring legacy of Ratan Tata. Dive into a conversation that blends professional insights with personal wisdom.
More about Dorothy Carlow: Dorothy Carlow is the Chief Executive Officer of Mother's Market and Kitchen, a leading Southern California-based grocery retail chain known for its commitment to elevating the health and wellness of the communities it serves. With more than 20 years of experience in corporate leadership, strategic growth, and operational innovation, Dorothy has played a pivotal role in transforming Mother's Market into a dynamic, neighborhood-focused health destination. Under her leadership, the company has embraced cutting-edge technologies, forged strategic partnerships, and optimized its store formats to drive significant growth and enhance shareholder value. Prior to her appointment as CEO, Dorothy served as Chief Merchandising Officer at OTG and Fairway Market, both New York City based, where she was instrumental in driving revenue, profit, and margin growth. Notably, she played a key role in turning around Fairway Market, reinforcing her reputation as a results-oriented leader with a proven track record of delivering measurable business outcomes. Dorothy is also deeply committed to empowering women in the retail sector, leading mentorship programs that support the advancement of women into leadership roles across operations, merchandising, and marketing. She holds a Bachelor's degree in Exercise Physiology from George Washington University. Outside of work, Dorothy is an avid endurance athlete, having completed 12 marathons, numerous half-marathons, and triathlons. She enjoys spending time with her two daughters and staying active, whether running or pursuing other outdoor activities. More about Mother's Market: Mother's Market was founded in 1978 by a passionate group of yogis who believed: health begins with what you eat. They believed that organic eating was not just better for your body, but also better for the planet. Their vision was to create a store that prioritized organic, plant-powered foods along with fresh juicing and delicious organic prepared meals. The first Mother's Market, a 2,500-square-foot space in Costa Mesa, became a hub for like-minded individuals seeking better food choices and a healthier lifestyle. People traveled from all over Southern California to experience this health oasis where happiness, organic, delicious foods and sustainability were front and center. Fast forward to today, and Mother's has grown into 11 locations across Southern California, but the heart of the brand remains the same: empowering people to live healthier lives through better food. Learn more at: https://www.mothersmarket.com/ More about Justin D'Affronte: Justin D'Affronte is a managing director with City National Bank's Food & Beverage Group. Based in Irvine, CA he supports food and beverage industry executives with creative financing solutions and industry intelligence. Working with City National's team of experts, he provides the bank's full range of financial solutions to food and beverage businesses nationwide. More about City National Bank: City National Bank, a subsidiary of Royal Bank of Canada (RBC), is the largest bank headquartered in Los Angeles. Founded in 1954, City National is a regional bank specializing in Consumer Banking, Wealth Management and Private Banking, Commercial Banking, Entertainment and Sports Banking with branches in Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* For more information about City National, visit the company's website at cnb.com. *City National Bank does business in Miami and the state of Florida as CN Bank.
In this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome Duke Jones, CMT, a Senior Financial Analyst in the Private Banking and Investment Group of Merrill Lynch, where he directs financial research and portfolio allocations for over $4B in assets.Duke has been quoted in Barron's, the Wall Street Journal, Bloomberg and the local press. He is a member and former Director of the CMT Association, as well as a member of the CFA Institute and Houston Financial Analyst Society.This was a fantastic interview. Duke has been in this industry a long time, and he's humble enough to admit that he is still learning lessons, and he's generous enough to share those lessons with our listeners. Keeping it simple, and waiting for the technical signal is critical, especially for portfolio managers. The market knows more than we do, and it's not shy about showing us.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org
Social Security is a critical part of retirement planning, but it's just one piece of the puzzle. In this episode of “Your Money. Your Mission.”, host Kelly Mould dives into Social Security's history, inner workings, and strategies with guests Samantha Guthrie, LPL Financial Advisor and Vice President at Johnson Financial Group Financial Advisors, and Marcia Banike, Vice President of Private Banking at Johnson Financial Group. They explore eligibility, spousal benefits, taxation, and how to align Social Security with other income sources like 401(k)s and pensions. With insights on when to start claiming benefits, how to navigate retirement's financial complexities, and the importance of ongoing financial planning, this discussion equips listeners with the tools to make informed decisions and maximize their retirement outcomes.Submit a question on Your Money. Your Mission.
Dr. Karen (PHD) Wendt, President of the Swiss FinTech Ladies, and Mahnoosh Mirghaemi, CEO and founder of Colivar, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about modern wealth management approaches, leveraging technology such as AI, catering specifically to underserved groups like women, and the role that SFTL plays in closing the gender wealth and investment gap.Here is what they covered in more detail: Mahnoosh, how are you today? Can you tell us about your entrepreneurial journey?What is Colivar? What is the problem you are trying to solve? What is the SFTL, and how is it connected to Colivar?What is Colivar's unique advantage?Tell us about the SFTL activities and eventsWhat's your view on leveraging AI in Wealth Management, and what kind of AI?Wealth Management and Private Banking require increasingly high minimum scales to be viable. How do start-ups fit into this?Robo advisers had a lot of promise, but not many survived as standalone businesses. What is your view on this?What works for HNWI and UHNWI as opposed to retail and affluent clients?Where are you on your journey regarding product development, geographic reach, funding, and hiring? What are the next steps for you this year and beyond? Customers, incumbents as partners, investors?Where can interested parties reach Karen and Mahnoosh: SFTL and Colivar, respectively.
Are you leveraging estate planning to strengthen your client relationships and grow your financial advisory practice? Learn how estate planning can deepen your client relationships and propel your advisory practice to new heights.In this episode, Ana Trujillo Limón, Director, Editorial, speaks with Andres Mazabel, Head of Advisor Sales at Trust & Will, about the significance of estate planning and longevity planning in the financial services industry. They emphasize the importance of integrating estate planning into advisory practices, discuss trends differentiating estate planning needs across demographics, and delve into the educational tools and strategies available to help advisors navigate this essential topic. By listening to this episode, advisors will gain insights into how they can enhance their practice by effectively incorporating estate planning into their services.Andres discusses: His experience in private banking and the impact of not having an estate planThe role of financial advisors in estate planning and how to educate clients on this critical topicKey trends in estate planning, particularly among millennials and Gen Z demographicsWhat advisors should look for when choosing the right estate planning tool for themHow advisors can leverage the right tools and platforms, like Trust & Will, to meet client expectations and enhance advisor-client relationships.Practical advice on initiating estate planning conversations with clients and integrating it as a core component of financial advisory practices.And moreConnect with Ana Trujillo Limón: Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Andres Mazabel:Trust & WillLinkedIn: Andres MazabelAbout Our Guest: Andres Mazabel, Head of Advisor Sales at Trust & Will, is helping to solve why more than 60% of families don't have a plan to protect their loved ones. Trust & Will is a modern platform that simplifies estate planning, making it affordable and accessible to everyone. Andres manages relationships with RIAs and financial advisors to help add more value to their clients. As a consultative sales executive with over a decade of experience in Private Banking and the SaaS industry, Andres is passionate about building client relationships and finding solutions to their challenges. He thrives in team environments and enjoys presenting to C-Level executives. He has successfully managed the most profitable clients for two top 50 global Fortune 500 companies and is fluent in both Spanish and English.Send us your questions, we'd love to hear from you! Email us at framework@carsongroup.com.
Are you prepared to bridge the gap between wealth management and longevity planning? Learn how Kena Pettijohn is paving the way to plan for a financially stable future for the aging population.In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, dives into this month's topic, estate planning and longevity planning, with Keena Pettijohn, CEO and Founder of Lifelogixs. Keena shares her 30-year career journey in financial services, the pivotal milestones, and the significant gap she identified between wealth management and longevity planning. Perfect for advisors interested in learning about the significance of understanding clients' life goals, and the integration of technology in wealth management.Keena discusses: Her early career and how she got started in the financial industryThe importance of having a clear purpose and a servant mindsetThe gap between financial planning and the longevity needs of clientsHow advisors can turn financial coaching into life coaching by integrating financial wellness and holistic planning into their practiceHer work in wealth management for aging clients and the concept of aging in placeThe importance of integrating financial planning with the real-life needs of aging clients, especially those wanting to age in placeHow advancements in technology can complement financial planning and help address the specific challenges of the aging populationAnd moreResources:Lifelogixs: The Sassy ResourcesConnect with Ana Trujillo Limón: Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Keena Pettijohn:LifelogixsLinkedIn: Keena PettijohnAbout Our Guest: Keena Pettijohn, CEO and Founder of LifeLogixs is an accomplished Wealth Management Executive with over 25 years in Financial Services, Private Banking, Financial Planning and Trust Solutions in the Bank, Credit Union, and RIA Distribution Channels. Keena is a Leader for the Bank, Insurance, and Securities Association's Innovations Lab, BISA's organization to highlight emerging FinTech firms that support BISA's membership.Send us your questions, we'd love to hear from you! Email us at framework@carsongroup.com.
Today my guest is Amol Agrawal, who is the author of History of Private Banking in South Canara District (1906-69). He teaches economics at Ahmedabad University and blogs at the excellent blog Mostly Economics. We spoke about the colonial and post-colonial history of banking in India, the unique features of the South Canara district, and its bankers, inclusive banking by state and private banks, bank nationalization, and much more. Recorded July 26th, 2024. Read a full transcript enhanced with helpful links. Connect with Ideas of India Follow us on X Follow Shruti on X Follow Amol on X Click here for the latest Ideas of India episodes sent straight to your inbox. Timestamps (00:00:00) - Intro (00:01:21) - History of Private Banking in India (00:12:06) - Lending and Deposits (00:16:17) - Industrial Development and Banking (00:21:24) - Bank Runs in India (00:25:54) - Success of South Canara Banks (00:28:38) - Systemic Risk in South Canara (00:36:16) - Banking Castes? (00:40:29) - What was the RBI so wrong about with South Canara banking? (00:47:50) - Pigmy Deposit Scheme (01:05:28) - Why Were India's Banks Nationalized? (01:23:35) - Outro
Send us a Text Message.What if you could unlock the secrets of financial freedom and private investing? Join me, Don Kilam, on an enlightening journey as we explore the nuanced differences between the public and private sectors, uncovering the key role of acting as your own private banker. We'll dissect the distinctions between public and private banks and examine how generally accepted accounting principles (GAAP) shape auditing and investment decisions. Plus, we'll tackle the implications of canceled debts and charge-offs for income tax purposes, guided by IRS publication 4681 and topic 431.Ever wondered how the Social Security Trust Fund truly operates? Let's break down the components, funding mechanisms, and intricate management by the U.S. Treasury. Discover how payroll taxes contribute to the Old Age and Survivor Insurance and Disability Insurance Trust Funds, and how these funds are invested in special issue securities. We'll also shine a light on the relationship between the trust fund and the general fund, discussing the potential impact on national debt when presidents borrow from Social Security. Additionally, we'll explore the world of debt securities, including sovereign debt, corporate bonds, and municipal bonds, illustrating their significance in public infrastructure and services.Ready to demystify securitization and navigate private investments like a pro? We'll unpack the concept of student loan asset-backed securities, guiding you through the transformation of pools of assets into interest-bearing securities. We'll clarify the differences between government-guaranteed and private student loans, the role of issuers, and the importance of understanding commercial paper, shares, stocks, and SEC forms. By mastering these concepts, you can confidently maneuver through the complex world of private investing. Finally, embrace your inherent right to prosperity with actionable steps and resources, and don't forget to check out my bestselling book, "Financial Freedom," for even deeper insights.https://onlyfans.com/donkilam https://onlyfans.com/donkilam https://www.amazon.com/Capi https://www.amazon.com/Million-Dollars-Worth-Game-Kilam/dp/B09HQZNRB9Support the Show.https://donkilam.com
Send us a Text Message.Follow me to see #HeadsTalk Podcast Audiograms every Monday on LinkedInEpisode Title: