private banking

Som Private Banking-kunde i Jyske Bank får du målrettet og personlig rådgivning. Din rådgiver tænker i helheder for at skabe ideelle vilkår omkring hele din økonomi, så den passer til dine behov.

Det er blandt andet derfor, at Heidi Langergaard Kroer er Private Banking-kunde i Jyske Bank:

”Banken har skubbet lidt på med, om vi ikke har nogle drømme, vi ønsker at realisere. Nu har vi fået en have, lige som vi ønsker os, så på den måde er de gode til at prikke til os og sørge for, at vi får realiseret nogle af de drømme, vi går med.”

No podcast ‘Notícia No Seu Tempo’, confira em áudio as principais notícias da edição impressa do jornal ‘O Estado de S. Paulo’ desta terça-feira (02/05/2023): 

Empresas de tecnologia, como Google, Facebook e TikTok, deputados bolsonaristas e bancadas conservadoras no Congresso apertaram a mobilização contra a votação do Projeto de Lei das Fake News, prevista para hoje na Câmara. O Google colocou em sua página inicial um link para um artigo contra a proposta. A big tech argumenta que o projeto pode aumentar a desinformação no País. Entre os políticos, partidos que votaram pela tramitação da proposta em regime de urgência agora são contra o projeto de lei. 

E mais:

Economia: Aplicação no exterior será taxada para compensar isenção de IR

Política: Relator fala em ‘ação suja’ de big techs

Internacional: Biden se reúne com líder das Filipinas para fortalecer aliança contra China

Esportes: Corinthians acerta com Luxemburgo como novo técnico após saída de Cuca

Caderno 2: Lulu Santos chega aos 70 com sólida turnê de relevância pop

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Lex chats with Padman Perumal, CEO of Masttro. Masttro is a privately-held FinTech company that delivers a truly global wealth technology ecosystem to wealth owners and their trusted advisors. In this episode, they discuss the differences between wealth management, private banking, brokerage and banking, as well as the challenges of providing a consumer-grade digital experience for wealth management. Masttro serves ultra-high net worth clients to manage their complex investments by aggregating data from over 500 financial institutions and providing efficient tools to do so. The platform utilizes a range of technologies from document ingestion to character recognition and pattern learning to handle unstructured data.

MENTIONED IN THE CONVERSATION

Masttro's website: https://bit.ly/41b8PdE

Padman's LinkedIn profile: https://bit.ly/3KGPeLg

Topics: Fintech, wealth management, advisory, investment management, family office, institutional capital, banking, Private Banking

Companies: Masttro, JP Morgan, Credit Suisse, UBS, Hamilton Lane, KKR

ABOUT THE FINTECH BLUEPRINT

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👉 Twitter: https://twitter.com/LexSokolin

TIMESTAMPS

1’36”: Padman’s foundational experiences at Credit Suisse & J.P. Morgan, and how he found roles that touch transformation for these organizations

4’31”: The difference between wealth management, private banking, brokerage, and maybe banking generally, and what it’s like doing transformation at scale

11’15”: The failures of initiatives within big institutions from the outside vs the inside, and some examples

15’26”: Masttro - what it is, what it does, and where they are at the moment

21’31”: The core entities that Masttro connects to, and differentiation of business model to competitors

25’14”: The process of structuring unstructured data and how to indicate net worth over time

30’42”: Masttro’s business model both in terms of the immediate client and the end client, and what trends are Masttro noticing between different clients

36’47”: The impact and/or benefit of the proliferation of technology around asset classes

40’07”: Intergenerational Transfer - The trends supporting the transfer of wealth to people who expect different experiences

42’12”: The channels used to connect with Padman & learn more about Masttro

Disclaimer here — this newsletter does not provide investment advice and represents solely the views and opinions of FINTECH BLUEPRINT LTD.

Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella

Want to discuss? Stop by our Discord and reach out here with questions.

In this episode of The Millionaire Choice Podcast, host Tony Bradshaw welcomes Vance Lowe and Seth Hicks, two experts in private banking strategies. They discuss the benefits of becoming your own banker and how private banking strategies can help people achieve financial freedom.

Discussion Points:

1. What is Private Banking?
• Lowe and Hicks explain that private banking is a concept that allows individuals to take control of their own banking needs by setting up their own banking system.
• Private banking strategies are a way to manage your money through a whole life insurance policy.

1. How does Private Banking work?

• Hicks explains how people can use their whole life insurance policy as collateral to take out loans from the policy, which can be used for anything from a car loan to a mortgage.
• Lowe adds that the interest on the loan goes back to the policy, not to a bank, which means that individuals can keep the interest they would have paid to a bank.

1. Benefits of Private Banking

• Bradshaw asks about the benefits of private banking, and Lowe and Hicks explain that it allows individuals to have more control over their money and investments.
• They also discuss how private banking can help people build wealth over time, as the money in the policy grows tax-free and can be passed on to future generations.

1. How to Get Started with Private Banking

• Hicks and Lowe explain that it's important to work with a qualified financial professional who understands private banking strategies.
• They also emphasize the importance of doing your research and understanding the fees and costs associated with setting up a private banking system.

Wrap Up:
Vance Lowe and Seth Hicks of Private Banking Strategies provide valuable insights into the benefits of becoming your own banker through private banking strategies. They emphasize the importance of working with a qualified financial professional and doing your research before getting started. By taking control of your own banking needs, individuals can achieve financial freedom and build wealth over time.

To connect with Vance Lowe and Seth Hicks or learn more about Private Banking visit https://privatebankingstrategies.com/

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Subscribe to Club Paisa Vaisa: Club Paisa Vaisa — Club IVM (ivmpodcasts.com)

On this episode of #PaisaVaisa, Anupam sits with Jaspal Bindra, Executive Chairman of the Centrum Group. They talk about Jaspal's highly successful banking career, and his journey into entrepreneurship. They also discuss the success of Private Banking in India, and how technology, UPI and digitization has transformed the banking landscape for the future, in both rural and urban areas. This and much more on this episode of Paisa Vaisa!

About the Show
Paisa Vaisa is India's leading podcast on personal finance with 2m+ downloads, 130+ hours of content and conversations, 150+ guests, and 300+ episodes. Since 2017, Paisa Vaisa has interviewed experts across the spectrum of personal finance covering diverse topics such as mutual funds, stocks, housing, loans, education, crypto, and much more. Listen in now to make smarter decisions with your money!

You can know more about Centrum Group on www.mmail.centrum.co.in

Find Jaspal Bandra on social Media
LinkedIn: (https://www.linkedin.com/in/jaspal-bindra-5a189772/)

Get in touch with our host Anupam Gupta on social media:
Twitter: ( https://twitter.com/b50 )
Instagram: ( https://www.instagram.com/b_50/ )
Linkedin: (https://www.linkedin.com/in/anupam9gupta/ )

You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/

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Dhaval Patel, AVP Product, EbixCash Financial Technologies

Protecting and growing client wealth and making smart investment decisions on behalf of the client is what wealth management is all about, but the traditional model of the wealth management business is undergoing profound change as a result of digitalisation. Where do new platform solutions leave the old-school relationship managers (RMs) – what are their roles now, how will the back-office change and what is the impact on the business of the new dimensions of analysis available through digital tools? Robin Amlôt of IBS Intelligence speaks to Dhaval Patel, AVP Product at EbixCash Financial Technologies.

Harness the power of data and analytics to deliver a consistent and personalized experience across different mediums. Matt and Julie interview Rich Smith, the COO of global distribution from American Century Investments, about omnichannel engagement.  

https://robin.expert/

https://ofnetwork.net

Asheesh Chanda, Founder & CEO, Kristal.AI

India’s emerging affluent young investors are looking to investment alternatives and international markets, desiring access to high-potential startups and private companies. Many seek opportunities to invest in private equity, pre-IPO deals, VC funds and multiple global stock markets. Their outlook is international in their own businesses, and they want an equally international outlook for their investments. Robin Amlôt of IBS Intelligence discusses the opportunities for the emerging affluent with Asheesh Chanda, Founder and CEO of wealth platform Kristal.AI.

Two topics are sure to make a room uncomfortable – politics and money. This week Laura explores who and why we trust people with vulnerable topics with private banking expert Joseph Chott. Joe’s experience developing relationships with powerful people has given him incredible experiences in having difficult conversations about financials, customizing investment plans to align with personal beliefs, and communicating expertise and advice from one generation to the next.

During this conversation, Joe shares why he’s focusing on improving his follow-up, encouraging simplicity in financial conversations, and why every difficult conversation deserves a phone call.

Here are a few things you’ll learn during this conversation:

• Why leaders of large companies struggle with elevator pitches
• The problem with delivering too much context too quickly
• How to avoid “the Expert’s Curse”
• A simple strategy for understanding the nuance of presenting an opinion

During the 24 Hour Influence Challenge Joe challenges himself to “upgrade” his 30-second elevator pitch and Laura shares simple ways to pique interest and encourage further conversation. 

Joseph Chott, CFA is the Senior Vice President at Brown Brothers Harriman. A Relationship Manager in the Philadelphia office, Joe works with high-net-worth clients, business owners, endowments, and foundations.

Prior to joining the firm in 2014, Joe was a Team Leader in the corporate banking group for M&T Bank.

Joe is a board member of the Catholic Foundation of Greater Philadelphia, Business Leadership Organized for Catholic Schools, North Light Community Center, and the Risk Management Association of Philadelphia. He is a graduate of Villanova University and a CFA Charterholder.

You can learn more about Joe in the following ways:

LinkedIn: https://www.linkedin.com/in/joseph-chott-b88b2812/

Email: joseph.chott@bbh.com

Website: https://www.bbh.com/us/en.html

To learn more about Dr. Laura Sicola and how mastering influence can impact your success go to https://www.speakingtoinfluence.com/quickstart and download the quick start guide for mastering the three C’s of influence.

You can connect with Laura in the following ways:

LinkedIn: https://www.linkedin.com/in/drlaurasicola

LinkedIn Business Page: https://www.linkedin.com/company/vocal-impact-productions/

YouTube: https://www.youtube.com/channel/UCWri2F_hhGQpMcD97DctJwA

Facebook: Vocal Impact Productions

Twitter: @Laura Sicola 

Twitch: https://www.twitch.tv/vocalimpactproductions

Instagram: @VocalImpactProductions

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Alessandro Tonchia, Head of Strategy, Private Banking & Wealth, InvestCloud

Wealth management firms are not yet using the knowledge they have to boost client interaction. Too much of what they know resides in the heads of wealth managers, private bankers and relationship managers rather than in a database the firm itself can leverage. Robin Amlôt of IBS Intelligence speaks to Alessandro Tonchia, Head of Strategy, Private Banking & Wealth at InvestCloud, which specialises in SaaS and BPaaS solutions for the financial industry. 

Paolo Di Grazia, Deputy General Manager & Head of Global Business, Fineco Bank

Listed on the FTSE MIB, Fineco Bank claims to offer a business model that is unique in Europe, combining its platform with a network of financial advisers, offering brokerage, banking and investment services. Fineco is Italy’s largest bank and says its branchless UK offering shows a potentially different way forward for UK banking. Robin Amlôt of IBS Intelligence speaks to Paolo Di Grazia, Deputy General Manager & Head of Global Business of Fineco Bank.