Podcasts about Private banking

Banking services for very wealthy people

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Best podcasts about Private banking

Latest podcast episodes about Private banking

Radio Monaco - La Tendance des Marchés
Un mois de mai qui démarre en fanfare

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later May 5, 2025 1:17


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
Les marchés européens ont bien commencé la semaine

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Apr 29, 2025 1:00


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
Wall Street recule, plombée par Nvidia et la guerre commerciale

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Apr 17, 2025 1:01


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
Les marchés actions européens poursuivaient leur remontée pendant la séance d'hier

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Apr 16, 2025 1:09


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
Un bon début de semaine pour les bourses mondiales.

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Apr 15, 2025 1:16


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
Il y avait de quoi avoir le tournis en regardant l'évolution des places boursières mondiales la semaine dernière.

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Apr 14, 2025 1:00


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
Les marchés européens repassent en territoire positif

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Apr 11, 2025 1:07


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
Guerre commerciale : l'Europe décroche, le pétrole devisse

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Apr 10, 2025 1:09


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
Un début de semaine compliqué sur les marchés

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Apr 8, 2025 1:05


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
La tempête commerciale a plongé dans le rouge les marchés financiers

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Apr 7, 2025 1:08


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
La prudence a été de rigueur hier sur les marchés financiers avant les annonces du président américain Donald Trump.

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Apr 3, 2025 1:16


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
Les bourses mondiales sont encore pénalisées par les déclarations de Donald Trump

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Apr 1, 2025 1:05


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
Les principales places boursières étaient en net repli vendredi.

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Mar 31, 2025 1:03


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
La séance d'hier était négative pour les actions européennes

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Mar 27, 2025 1:08


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
Des marchés européens qui ont repris des couleurs hier.

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Mar 26, 2025 1:09


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

OxTalks
A Successful Career in Private Banking and Finance: What They Don't Teach You!

OxTalks

Play Episode Listen Later Mar 26, 2025 55:31


Ever felt like doing the job isn't enough—that there's something else that sets the standout performers apart? In this episode, I'm joined by Gareth Lewis, Executive Coach at Hatwell Group, who brings a rare perspective: 20+ years in private banking and wealth management, followed by a pivot into coaching top talent in finance.Gareth opens up about hitting a wall during a bank sale, the identity crisis that followed, and how working with a coach changed the game for him. From that turning point, he's made it his mission to help others navigate the complex world of finance—not just with technical skills, but with emotional intelligence, curiosity, and a deeper understanding of the personalities around them.We get into the real stuff: how to build trust in a world built on relationships, how to deal with big egos and tricky dynamics, and how to make an impact—especially when you're still finding your feet. Gareth shares practical advice on everything from networking and presence to avoiding burnout and learning to speak up, even when you're the most junior in the room.It's straight-talking, no-fluff insight for anyone trying to get ahead—or just stay sane—in the fast-paced world of private banking and finance.OxTalks is produced by Urban Podcasts.

Radio Monaco - La Tendance des Marchés
Entre Etats-Unis et Zone Euro, deux salles deux ambiances.

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Mar 25, 2025 1:14


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
Les incertitudes économiques ont fait trébucher les bourses mondiales

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Mar 24, 2025 1:14


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
Les actions Européennes continuaient de performer positivement hier

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Mar 19, 2025 1:13


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
Les marchés européens débutent la semaine dans le vert

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Mar 18, 2025 1:03


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Educational Alpha
S3: Conversation with James Cheo, Chief Investment Officer, Southeast Asia and India, HSBC Global Private Banking and Wealth

Educational Alpha

Play Episode Listen Later Mar 12, 2025 37:07


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.

The Food Institute Podcast
Charting Natural Grocery Growth with Mother's Market

The Food Institute Podcast

Play Episode Listen Later Mar 12, 2025 23:14


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.

Radio Monaco - La Tendance des Marchés
Les prises de bénéfices continuent en ce début de semaine

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Mar 11, 2025 1:05


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
Les bourses européennes ont fini dans le rouge la semaine dernière

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Mar 10, 2025 1:15


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
Il n'y a pas eu de surprise du côté de la BCE hier

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Mar 7, 2025 1:05


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
Les menaces douanières se sont matérialisées hier et ont fait plonger les bourses mondiales

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Mar 5, 2025 1:26


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
La géopolitique booste les marchés en Europe

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Mar 4, 2025 1:06


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
Les marchés européens on finit dans la semaine dernière dans le rouge

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Mar 3, 2025 0:59


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
Les marchés actions européens évoluaient en nette hausse hier.

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Feb 27, 2025 1:06


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
Le rouge dominait sur les marchés de part et d'autre de l'Atlantique.

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Feb 26, 2025 1:12


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Der Podcast für junge Anleger jeden Alters
Börsepeople im Podcast S17/17: Alexander Putz

Der Podcast für junge Anleger jeden Alters

Play Episode Listen Later Feb 26, 2025 38:04


Wed, 26 Feb 2025 04:45:00 +0000 https://jungeanleger.podigee.io/2041-borsepeople-im-podcast-s17-17-alexander-putz 05269ed74f1c4231eeba62e1769e33b4 Alexander Putz wurde vor kurzem - wie auch ich - in die Magnificent 7 von Wiener Börse Akademie Chef Erwin Hof gewählt, den Termin zum Podcast hatten wir uns aber schon vorher ausgemacht. Trotzdem: Die Glorreichen Sieben in ihrer Western-Bedeutung mussten hier eingebaut werden. Dringend. Alexanders Lebenslauf beginnt gleich mit Filialleiter, da frage ich natürlich nach - Private Banking bei der RLB NÖ Wien, Leiter Privatkundengeschäft und später Leiter Vertrieb bei der Allianz Investmentbank bzw. Head of Sales bei der Allianz Invest KAG zeigen die Skills. Seit 10 Jahren ist Alex Trainer in der Wiener Börse Akademie (bekommt Bestnoten, obwohl er kaum Pausen macht) und seit 2022 selbstständig mit Alexanders Investments. Wir holen weit aus und schwenken zwischen Ernsthaftigkeit und Kabarett hin und her, die einzelnen Abschnitte wird man erkennen. Es geht um Wildwest-Börsen, einen Newsletter, der wie ein U2-Song klingt, Finanzkrisen, Pep, WirtschaftsBlatt, Erwin Hof, Christian Baha, Josef Obergantschnig, zufälliges Timing und das 1x1 der Wertpapiere. Ach ja: Dieser Podcast wurde zu Schulungszwecken aufgenommen. https://www.alexanders.at https://www.wienerborse.at/wissen/bildung-beruf/seminare-lehrgaenge/seminare/das-1x1-der-wertpapiere/ Börsepeople Erwin Hof: https://audio-cd.at/page/podcast/4107/ About: Die Serie Börsepeople des Podcasters Christian Drastil, der im Q4/24 in Frankfurt als "Finfluencer & Finanznetworker #1 Austria" ausgezeichnet wurde, findet im Rahmen von http://www.audio-cd.at und dem Podcast "Audio-CD.at Indie Podcasts" statt. Es handelt sich dabei um typische Personality- und Werdegang-Gespräche. Die Season 17 umfasst unter dem Motto „25 Börsepeople“ 25 Talks. Presenter der Season 17 ist die EXAA (Energy Exchange Austria) https://www.exaa.at. Welcher der meistgehörte Börsepeople Podcast ist, sieht man unter http://www.audio-cd.at/people. Der Zwischenstand des laufenden Rankings ist tagesaktuell um 12 Uhr aktualisiert. Bewertungen bei Apple (oder auch Spotify) machen mir Freude: http://www.audio-cd.at/spotify , http://www.audio-cd.at/apple . 2041 full no Christian Drastil Comm. 2284

Fill The Gap: The Official Podcast of the CMT Association
Episode 48: Wait for the Signal with Duke Jones, CMT

Fill The Gap: The Official Podcast of the CMT Association

Play Episode Listen Later Feb 21, 2025 83:40


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

Radio Monaco - La Tendance des Marchés
Les indices actions ont évolué en ordre dispersé hier.

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Feb 21, 2025 1:11


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
Les valeurs de la défense étaient à l'honneur hier

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Feb 18, 2025 1:11


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

FINAM
Разворот по ставке уже в апреле? // Как банки подкидывают кредитных рисков

FINAM

Play Episode Listen Later Feb 16, 2025 52:45


Разворот по ставке уже в апреле? Это может случиться, потому что жесткая ДКП имеет принцип инерционного механизма – и нам только предстоит отыграть повышение ставок в 2023-2024 гг. Ждем охлаждения бюджетного импульса весной, снижения ставки и слушаем прогнозы гостя нашей программы управляющего директора Газпромбанка Private Banking Егора Сусина. 

Versicherungsfunk
Versicherungsfunk Update 14.02.2025

Versicherungsfunk

Play Episode Listen Later Feb 14, 2025 3:13


Die Themen im heutigen Versicherungsfunk Update sind: Boom bei der betrieblichen Krankenversicherung Der Verband der Privaten Krankenversicherung (PKV) meldet für 2024 einen regelrechten Wachstumsboom bei den betrieblichen Krankenversicherungen: 56.500 Unternehmen in Deutschland bieten ihren Mitarbeitern eine komplett vom Arbeit­geber gezahlte betriebliche Krankenversicherung. Das ent­spricht einem Plus von 43,8 % gegenüber dem Vorjahr (2023: plus 41,9 % auf 39.300 Betriebe). Die Zahl der Beschäftigten, die von einer betrieblichen Krankenversicherung profitieren, stieg um 20 % auf 2,53 Millionen (2023: plus 19,3 % auf 2,1 Millionen). Die Bayerische verlängert E-Sports-Partnerschaft mit Berlin International Gaming Die Versicherungsgruppe die Bayerische bleibt Hauptsponsor von Berlin International Gaming (BIG) und verlängert die Partnerschaft um zwei Jahre bis Ende 2026. Seit 2021 unterstützt die Bayerische das E-Sports-Team und engagiert sich mit Community-Formaten und Nachwuchsförderung. Auch das gemeinsame Talentprogramm "die Bayerische x BIG SELECTA" wird fortgeführt, um junge Spielerinnen und Spieler gezielt zu fördern. HDI Bancassurance und myLife starten fondsgebundene Lebensversicherung für Bankenvertrieb HDI Bancassurance und die myLife Lebensversicherung AG haben mit "Private Invest" eine neue fondsgebundene Lebensversicherung für den Bankenvertrieb in Deutschland entwickelt. Das Produkt kombiniert Elemente von Depot und Lebensversicherung und richtet sich an Banken, Fintechs, Finanzplattformen und Sparkassen im Private Banking und Wealth Management. Es bietet unter anderem steuerliche Vorteile, flexible Anpassungsmöglichkeiten und einen digitalen Abschlussprozess. LV 1871 stellt neue Basisrente vor Mit der neuen Tarifgeneration der Basisrente der LV 1871 sollen Freiberufler, Selbstständige und Besserverdienende auch mit einem Einmalbeitrag von staatlicher Förderung profitieren. Damit können beispielsweise größere Beträge aus einer Erbschaft oder einer Abfindung steueroptimiert in eine lebenslange Rente umgewandelt werden. So senken sie die Steuerlast in der Ansparphase und können bei der LV 1871 jetzt auch in der Rentenphase an der Wertentwicklung des Kapitalmarkts partizipieren. DVA startet neuen „Master Professional“ für Versicherungsmanagement Die Deutsche Versicherungsakademie (DVA) bietet erstmals den berufsbegleitenden Online-Studiengang „Master Professional in Business Management“ mit Versicherungsfokus an. Der IHK-geprüfte Abschluss auf Master-Niveau (DQR 7) baut auf dem Bachelor Professional auf und kombiniert Management-Know-how mit Digitalisierung, Unternehmenssteuerung und Internationalisierung. Das flexible Studienkonzept richtet sich an Fachkräfte aus der Versicherungs- und Finanzbranche sowie anderen Wirtschaftsbereichen. Die Anmeldung für den Studienstart im Oktober 2025 ist ab sofort möglich. Baloise migriert Versicherungskernsysteme in die Guidewire Cloud Der Schweizer Versicherer Baloise erweitert seine Partnerschaft mit Guidewire und migriert seine lokalen Systeme für Policen-, Schaden- und Abrechnungsmanagement in die Guidewire Cloud. Ziel der Umstellung ist es, Versicherungsinnovationen voranzutreiben und die geschäftliche Agilität in Deutschland und der Schweiz zu erhöhen

Das große Bild
Julius-Bär-Stratege Lutz Welge – Optimismus für Europa und ein Go für Gold

Das große Bild

Play Episode Listen Later Feb 13, 2025 64:57


Der Kapitalmarktstratege Lutz Welge von Julius Bär sieht für 2025 gute Chancen für europäische Aktien. Im Gespräch mit Christian Hammes erklärt er, warum der Dax trotz Trump-Rhetorik zu den weltweiten Gewinnern gehören könnte und weshalb Anleger Cash für Rücksetzer vorhalten sollten.

zeb Sound of Finance
Was macht die “Rückwärts-Zinswende“ mit dem Private Banking in Deutschland?

zeb Sound of Finance

Play Episode Listen Later Feb 13, 2025 34:41 Transcription Available


In unserer heutigen Folge sprechen wir über das Thema „Private Banking“. Anlass ist eine aktuelle Studie unserer Fachkollegen, die untersucht haben, wie sich die Perspektiven für Private-Banking- Anbieter in Deutschland nach der "Wende der Zinswende" darstellen. Welche zentralen Erkenntnisse weist die Studie auf? Welche Herausforderungen ergeben sich für Private Banking-Anbieter? Und welche Themen sollten für Erfolg im Private Banking unbedingt angegangen werden? Über diese Fragen spricht Jonas Schneider mit Tobias Boshof. Beide sind Berater im zeb.

Radio Monaco - La Tendance des Marchés
Un enchaînement de records hier en Europe

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Feb 12, 2025 1:09


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
Trump n'a pas fait vaciller les marchés hier

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Feb 11, 2025 1:10


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
Des marchés dans le rouge après la publication de données macro-économiques aux Etats-Unis.

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Feb 10, 2025 1:17


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Radio Monaco - La Tendance des Marchés
La bourse parisienne a repassé le seuil des 8000 points hier

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Feb 7, 2025 1:06


Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Your Money. Your Mission.
Social Security: What You Need to Know for Retirement

Your Money. Your Mission.

Play Episode Listen Later Feb 3, 2025 23:48


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.

The Best of the Money Show
Earnings vs. Lifestyle: half of salary earners have nearly empty accounts before payday

The Best of the Money Show

Play Episode Listen Later Oct 21, 2024 8:06


Stephen Grootes speaks to Kabelo Makeke, Head of Personal & Private Banking at Standard Bank South Africa, about the alarming trend of salary earners living paycheck-to-paycheck, with half emptying their accounts before payday.See omnystudio.com/listener for privacy information.

Voice of FinTech
Wealth management for ladies with Karen Wendt from the Swiss FinTech Ladies and Mahnoosh Mirghaemi, CEO of Colivar

Voice of FinTech

Play Episode Listen Later Sep 25, 2024 29:43


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.

Framework with Jamie Hopkins
Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients

Framework with Jamie Hopkins

Play Episode Listen Later Sep 16, 2024 21:30


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.

Framework with Jamie Hopkins
Keena Pettijohn: Age Tech Meets FinTech For Longevity Planning

Framework with Jamie Hopkins

Play Episode Listen Later Sep 2, 2024 38:40


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.

Ideas of India
Amol Agrawal on the Bankers who Built Modern India

Ideas of India

Play Episode Listen Later Aug 29, 2024 84:24


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 

Dream Keepers Radio
Mastering Private Banking & Social Security Trusts with Don Kilam

Dream Keepers Radio

Play Episode Listen Later Jun 28, 2024 42:22 Transcription Available


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

Heads Talk
214 - Jakob Schaad, Partner: Sports Series, Lindemann Law - Sports in Politics Playbook

Heads Talk

Play Episode Listen Later Jun 27, 2024 43:41