http://www.icam2009.com/dynamic-wealth-management-initial-public-offering-basics-for-brand-spanking-new-investors.html
Dreikoenigstrasse, Zurich — (SBWIRE) — 01/28/2011 — Dynamic Wealth Management is a market leader in Financial Services. Here’s a guide to Initial Public Offerings (IPO’s) designed to take the jargon and fear out of the parable that IPO’s are higher risk than ordinary investments.
Taking a privately held company public is completed via an IPO (Initial Public Offering). It wouldn’t be an overstatement to claim that an IPO is likely one of the important events in an organization’s timeline. The corporate issues a selected variety of share certificates at a stated price. Each shareholder then becomes part owner of the corporate, and every share can be purchased or sold at the stock market where the corporate is listed.
It’s an exceptionally complicated process with a maze of regulatory and compliance requirements. However the benefits, when it comes to finance, are only as high. A successful and well-subscribed IPO can instantly turn a small regional company into a global corporate heavyweight.
The largest advantage of an IPO is clearly the large infusion of capital for financing ongoing operations and planned expansion of the business. It improves the corporate’s liquidity position and helps reduce debt. There may be also a large uptick in brand recognition and trust within the company’s services and products.
Firstly, a registration statement is filed with the SEC together with a prospectus for the IPO. This details everything an investor wish to learn about the corporate and its future plans. It truly is where the underwriters come into the image.
Wednesday, April 6, 2011
Dynamic Wealth Management Zurich, Switzerland: Expert Tips for Retirement Investors
http://www.sbwire.com/press-releases/sbwire-85945.htm
There are so many options for retirement investment planning that even the most ambitious person can feel daunted. But learning about retirement investment strategies as a young or middle-aged adult can save all kinds of financial worries later. The soundest approach to investing for retirement is to save slowly but persistently, and invest widely with as much information as possible.
The Best Approach to Retirement Investing
Expert Tips for Retirement Investing - Every expert has a different recommendation for the best retirement investment decisions, but some advice is universal.
Figure out how much retirement income will be needed. Retirement investment calculators are available online that can predict how much a given investment will be worth or how much retirement income will be needed to maintain quality of life by retirement.
Start now by opening an investment retirement savings account. Even a small amount, deposited every week or every paycheck, eventually adds up to substantial savings that can be used to fund a comfortable retirement.
Knowledge is power. Take every opportunity to learn about retirement investments, as well as the best investment planning in general, and invest money from the aforementioned retirement account wisely as opportunities appear.
Create a diverse portfolio. Some stocks will go up while others go down. The real estate market might be booming while sales in other areas fall. The best retirement investment planning takes this into account and invests in several different options at once to ensure a solid investment portfolio that will do well, no matter what.
There are so many options for retirement investment planning that even the most ambitious person can feel daunted. But learning about retirement investment strategies as a young or middle-aged adult can save all kinds of financial worries later. The soundest approach to investing for retirement is to save slowly but persistently, and invest widely with as much information as possible.
The Best Approach to Retirement Investing
Expert Tips for Retirement Investing - Every expert has a different recommendation for the best retirement investment decisions, but some advice is universal.
Figure out how much retirement income will be needed. Retirement investment calculators are available online that can predict how much a given investment will be worth or how much retirement income will be needed to maintain quality of life by retirement.
Start now by opening an investment retirement savings account. Even a small amount, deposited every week or every paycheck, eventually adds up to substantial savings that can be used to fund a comfortable retirement.
Knowledge is power. Take every opportunity to learn about retirement investments, as well as the best investment planning in general, and invest money from the aforementioned retirement account wisely as opportunities appear.
Create a diverse portfolio. Some stocks will go up while others go down. The real estate market might be booming while sales in other areas fall. The best retirement investment planning takes this into account and invests in several different options at once to ensure a solid investment portfolio that will do well, no matter what.
Investment Approach
http://www.dynamic.co.za/About-Us/Investment-Approach.aspxSince its establishment in 1971, Dynamic Wealth has been committed to providing superior investment performance coupled to service excellence. This approach balances on understanding the market and delivering on clients' expectations. Dynamic Wealth has leveraged knowledge and experience into years of sustained growth and a steady expansion of its innovative and flexible products and services.
In harnessing the competencies of a dynamic team of investment professionals, Dynamic Wealth is able to exploit investment opportunities using fundamental research, technical analysis and an in-depth understanding of macro-economic and global market trends. While strong client relationships are backed by fast efficient service and communication, decisions are taken by the Group's skilled and experienced professionals.
In harnessing the competencies of a dynamic team of investment professionals, Dynamic Wealth is able to exploit investment opportunities using fundamental research, technical analysis and an in-depth understanding of macro-economic and global market trends. While strong client relationships are backed by fast efficient service and communication, decisions are taken by the Group's skilled and experienced professionals.
DundeeWealth(R) Reports March 2011 Fee Earning Assets of $84.2 Billion, $487 Million in Net Sales and 4.5% Growth in AUM Read more: http://www.digitaljournal.com/pr/267982#ixzz1Ir2ZnPPf
http://www.digitaljournal.com/pr/267982
("DundeeWealth") reported total revenue earning fiduciary assets at March 31, 2011 of $84.2 billion. This includes $50.9 billion in assets under management ("AUM"), $7.1 billion in Bank Deposits from Dundee Bank of Canada and $26.2 billion in assets under administration ("AUA").
AUM growth of 4.5% for the month includes total mutual fund net sales of $489 million, which is comprised of long-term mutual fund net sales of $485 million and short-term mutual fund net sales of $4 million.
("DundeeWealth") reported total revenue earning fiduciary assets at March 31, 2011 of $84.2 billion. This includes $50.9 billion in assets under management ("AUM"), $7.1 billion in Bank Deposits from Dundee Bank of Canada and $26.2 billion in assets under administration ("AUA").
AUM growth of 4.5% for the month includes total mutual fund net sales of $489 million, which is comprised of long-term mutual fund net sales of $485 million and short-term mutual fund net sales of $4 million.
Can bespoke wealth management be scalable?
http://www.citywire.co.uk/wealth-manager/can-bespoke-wealth-management-be-scalable/a483592?ref=wealth-manager-latest-news-list
This inherent dilemma is becoming more apparent as businesses face the growing costs and hurdles associated with regulation.
David Lough, chairman of Heartwood Wealth Management, argues that over the past 25 years advances in technology and thought have been applied to investment management, helping to create economies of scale.
Speaking at the CISI Wealth Management Conference, Lough said: ‘What I want to suggest to you is that the story of the past 25 years has been the application of thought and technology and through this there has been scaling into investment management solutions.
‘Most organisations have moved from a world of individually customised portfolios to a range of solutions, strategies, models – call them what you will. They are better researched, better tested and more consistently applied, so we move from a range of dispersed outcomes to much more predictable outcomes for clients who share the same characteristics.’
Making financial planning scalable
Lough anticipates the same dynamics could result in a more repeatable process in relation to financial planning through the use of software applications. ‘What I am suggesting is the story of the next 15 years is going to be the same sort of change in the wealth structuring and financial planning fields. I hope this will soon apply itself to retirement planning,’ he said.
He adds that wealth managers face a challenge when assisting their clients, who are in need of solutions for what could be a 30-year retirement. But he says these solutions need to be consistent and acknowledges that making financial planning more scalable is not without its challenges. First, there is no institutional precedent for personal retirement planning, he says, and second there are more variables, particularly in relation to estate planning.
Jonathan Fry, private wealth director and former Wealth Manager cover star, also anticipates the development of software is likely to enable firms to ‘deliver more planning and need identification’, particularly for younger clients. However, he is more sceptical about the use of software applications for clients with more complex arrangements.
Nonetheless, he agrees the dilemma of achieving scalability is a key challenge for the industry. ‘When it comes to the issue of scalability there is a natural tension between doing something that properly reflects a client’s needs and producing this efficiently and cost effectively,’ Fry said.
This inherent dilemma is becoming more apparent as businesses face the growing costs and hurdles associated with regulation.
David Lough, chairman of Heartwood Wealth Management, argues that over the past 25 years advances in technology and thought have been applied to investment management, helping to create economies of scale.
Speaking at the CISI Wealth Management Conference, Lough said: ‘What I want to suggest to you is that the story of the past 25 years has been the application of thought and technology and through this there has been scaling into investment management solutions.
‘Most organisations have moved from a world of individually customised portfolios to a range of solutions, strategies, models – call them what you will. They are better researched, better tested and more consistently applied, so we move from a range of dispersed outcomes to much more predictable outcomes for clients who share the same characteristics.’
Making financial planning scalable
Lough anticipates the same dynamics could result in a more repeatable process in relation to financial planning through the use of software applications. ‘What I am suggesting is the story of the next 15 years is going to be the same sort of change in the wealth structuring and financial planning fields. I hope this will soon apply itself to retirement planning,’ he said.
He adds that wealth managers face a challenge when assisting their clients, who are in need of solutions for what could be a 30-year retirement. But he says these solutions need to be consistent and acknowledges that making financial planning more scalable is not without its challenges. First, there is no institutional precedent for personal retirement planning, he says, and second there are more variables, particularly in relation to estate planning.
Jonathan Fry, private wealth director and former Wealth Manager cover star, also anticipates the development of software is likely to enable firms to ‘deliver more planning and need identification’, particularly for younger clients. However, he is more sceptical about the use of software applications for clients with more complex arrangements.
Nonetheless, he agrees the dilemma of achieving scalability is a key challenge for the industry. ‘When it comes to the issue of scalability there is a natural tension between doing something that properly reflects a client’s needs and producing this efficiently and cost effectively,’ Fry said.
Societe Generale Private Banking Strengthens Its Management In Asia
http://news.hereisthecity.com/2011/03/21/societe-generale-private-banking-strengthens-its-management-in-a/
Societe Generale Private Banking is strengthening its management in Asia in order to support its ambitious expansion strategy in the region, thus confirming its commitment towards one of the most dynamic wealth creating regions in the world.
Previously Chief Executive Officer for South Asia, Olivier Gougeon becomes Chief Executive Officer for Asia Pacific, for Singapore, Hong Kong and China. Patrick Dreyfuss, who retains his functions as Chief Operating Officer for the zone, has been appointed Regional Deputy Chief Executive Officer of Societe Generale Private Banking for Asia Pacific.
In order to further develop the activities of the private bank in Asia Pacific, whilst building on the existing transverse expertise within Societe Generale Group, a strategy committee, made up of 4 members, has been established:
- Alex Fung is appointed Chairman of the Strategy Committee of Societe Generale Private Banking Asia Pacific in addition to his role as Chief Executive Officer of Societe Generale Private Banking (Hong Kong);
- Olivier Gougeon, Regional Chief Executive Officer of Societe Generale Private Banking (Asia Pacific);
- Hsiao-Yun Lee, Chief Executive Officer of Societe Generale Private Banking (China);
- Bruno Lèbre, member of Societe Generale Private Banking’s global executive committee and supervisor of the private bank’s activities in Asia.
In order to further develop the activities of the private bank in Asia Pacific, whilst building on the existing transverse expertise within Societe Generale Group, a strategy committee, made up of 4 members, has been established:
- Alex Fung is appointed Chairman of the Strategy Committee of Societe Generale Private Banking Asia Pacific in addition to his role as Chief Executive Officer of Societe Generale Private Banking (Hong Kong);
- Olivier Gougeon, Regional Chief Executive Officer of Societe Generale Private Banking (Asia Pacific);
- Hsiao-Yun Lee, Chief Executive Officer of Societe Generale Private Banking (China);
- Bruno Lèbre, member of Societe Generale Private Banking’s global executive committee and supervisor of the private bank’s activities in Asia.
Capital Guardian, LLC Adds Norfolk's Rhino Wealth Management
http://www.prnewswire.com/news-releases/capital-guardian-llc-adds-norfolks-rhino-wealth-management-119178234.html
NORFOLK, Va., April 4, 2011 /PRNewswire/ -- Capital Guardian, LLC, announces the addition of Rhino Wealth Management in Norfolk under the direction of President/Senior Portfolio Manager Mark Rienerth. Rienerth has been a financial advisor since 1981, with firms including Wheat First Securities and Merrill Lynch. In 2004, Rienerth founded Rhino Wealth Management as an independent advisor and recently decided to affiliate his firm with Capital Guardian.
Of the new relationship, Rienerth says, "Thus far, Capital Guardian has met and exceeded all of our needs, as well as the needs of our clients. They are very customer-centric and service oriented. The management team is dynamic, forward thinking, energetic and committed to success."
Rienerth believes that Capital Guardian's relationship with Pershing, LLC, the leader in global clearing services, gives them a platform of premier products and services and an exceptional service model from their advisory services team. Rienerth is a predominantly fee-based, discretionary portfolio manager who personally manages his clients' portfolios.
"Capital Guardian is very happy to expand our presence into Norfolk, VA. Mark offers decades of experience and knowledge in the industry, and we are pleased to partner with him," adds Tony Montanari, CIMA®, Director of Business Development.
Rienerth graduated from The College of William and Mary with a Bachelors degree in Business Administration in 1978, where he was a four-year member of the baseball team and team captain in his senior year.
About Capital Guardian, LLC - Capital Guardian, LLC, is a rapidly growing regional investment firm with over 30 offices located strategically throughout the United States. Capital Guardian, LLC, believes in building a strong relationship between the client and the financial advisor. Open architecture is very important to this relationship because Capital Guardian believes that the advisor should have the freedom to focus solely on the financial goals of their clients. More information on Capital Guardian is available at www.capitalguardianllc.com.
NORFOLK, Va., April 4, 2011 /PRNewswire/ -- Capital Guardian, LLC, announces the addition of Rhino Wealth Management in Norfolk under the direction of President/Senior Portfolio Manager Mark Rienerth. Rienerth has been a financial advisor since 1981, with firms including Wheat First Securities and Merrill Lynch. In 2004, Rienerth founded Rhino Wealth Management as an independent advisor and recently decided to affiliate his firm with Capital Guardian.
Of the new relationship, Rienerth says, "Thus far, Capital Guardian has met and exceeded all of our needs, as well as the needs of our clients. They are very customer-centric and service oriented. The management team is dynamic, forward thinking, energetic and committed to success."
Rienerth believes that Capital Guardian's relationship with Pershing, LLC, the leader in global clearing services, gives them a platform of premier products and services and an exceptional service model from their advisory services team. Rienerth is a predominantly fee-based, discretionary portfolio manager who personally manages his clients' portfolios.
"Capital Guardian is very happy to expand our presence into Norfolk, VA. Mark offers decades of experience and knowledge in the industry, and we are pleased to partner with him," adds Tony Montanari, CIMA®, Director of Business Development.
Rienerth graduated from The College of William and Mary with a Bachelors degree in Business Administration in 1978, where he was a four-year member of the baseball team and team captain in his senior year.
About Capital Guardian, LLC - Capital Guardian, LLC, is a rapidly growing regional investment firm with over 30 offices located strategically throughout the United States. Capital Guardian, LLC, believes in building a strong relationship between the client and the financial advisor. Open architecture is very important to this relationship because Capital Guardian believes that the advisor should have the freedom to focus solely on the financial goals of their clients. More information on Capital Guardian is available at www.capitalguardianllc.com.
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