Handelsbanken Wealth & Asset Management

📌 Our final Weekly Bulletin of 2024... Buoyant investor sentiment paused for breath last week, though the dominant US market looks set to book another year of record returns. Some market watchers worry about the possibility of ‘stagflation’: low growth and stubborn inflation. Catch up with our Investment Teams views before the new year .. #weeklyupdate #investing #inflation #USeconomy #financialmarkets https://lnkd.in/eGYJbKhv

🔭 Our Investment Outlook 2025 We are delighted to announce the publication of our latest Investment Outlook! From political upheaval to interest rate cuts, it’s been a busy year for financial markets and the world economy. As we approach the final weeks of 2024, we’re taking stock, and preparing for what comes next... In this special publication, our Investment Team outlines their thoughts on: 🇺🇸 The impact of a second Trump presidency on the US and (by extension) the world economy 🌱 What the first UK Budget from the new government could mean for growth 💡 How we’re reflecting our world views in our investment strategies Read the full Investment Outlook at the link below! #investmentoutlook #economy #investing #insights #financialmarkets https://lnkd.in/eg3x_D5t

🌟 Implementation & Delivery Manager – Fixed Term Contract 🌟 Are you an experienced professional passionate about financial crime prevention? Would you be interested in a fixed term contract until 31 July 2025? 📍 We're looking for candidates with: ✅ Experience of working within a Financial Crime Prevention change management role, and supporting the embedding of project outputs into BAU ✅ Understanding of AML, KYC, Sanctions, Fraud, CTF, Tax Evasion and the UK regulatory environment ✅ A proven track record in project and team management/leadership Preferred qualifications: ✅ Project management (e.g. PRINCE II) ✅ Financial Crime (e.g. ICA Diploma in AML), and/or relevant experience 📌 Location: Tunbridge Wells, London or Manchester Does this sound like you? Apply now at the link below! #RiskManagement #FinancialCrimePrevention #AML #Hiring https://lnkd.in/e2wYyivg

✨ Exciting Opportunity: Paraplanner ✨ Are you passionate about providing exceptional advice and service to clients? We’re looking for a Paraplanner to join our dynamic team and support financial planning excellence. 🌟 Key Skills & Qualifications: 📊 Strong technology and mathematical aptitude with an eye for detail. 🤝 A collaborative team player with a customer-centric mindset. 🎯 Proven ability to manage workflows effectively and build lasting relationships. 🎓 Minimum Level 4 qualified (Diploma in Financial Planning/Regulated Financial Planning). 📈 Preferably working towards or already certified as a Chartered Financial Planner (we’ll support your journey). 📌 Location: London If you’re ready to make a meaningful impact and grow your career in financial planning, we’d love to hear from you! #paraplanner #financialplanning #hiring #careeropportunity #jobalert https://lnkd.in/eDiz2M9t

🚀 We’re Hiring a Transaction Monitoring QC Manager! 🚀 Looking for your next big opportunity in Financial Crime Prevention? We’re seeking a Transaction Monitoring QC Manager to lead and strengthen our monitoring systems and transactional analysis capabilities. 💼 What We’re Looking For: ✔️ A Financial Crime qualification such as the ICA Diploma in AML/ACAMS. ✔️ Hands-on experience in AML, Sanctions, Payment Screening, and transactional analysis. ✔️ Proven knowledge of 1st Line Financial Crime Prevention, including AML, KYC, Fraud, and the UK regulatory landscape. ✔️ Wealth Management experience is a plus, but not essential. 📍 Location: London Join a team that values expertise, collaboration, and a proactive approach to safeguarding our financial ecosystem. Apply today at the link below! #transactionmonitoring #financialcrimeprevention #AML #wealthmanagement #hiring #jobalert https://lnkd.in/ehVK5fzt

🌟 Join Our Team as a Risk and Control Manager! 🌟 Are you an experienced professional passionate about Financial Crime Prevention and Risk Management? We’re looking for a Risk and Control Manager to play a critical role in maintaining our standards and ensuring compliance. 📍 Key Highlights: ✅ Financial Crime qualification (ICA Diploma in AML/ACAMS) and/or relevant Operational Risk certifications required. ✅ Proven experience in 1st Line Financial Crime Prevention across areas like AML, KYC, Sanctions, Fraud, and more. ✅ Expertise in risk assessments, controls testing, monitoring, and reporting in FCP teams. ✅ Knowledge of client onboarding, screening, transaction analysis, and QA is essential. ✅ Wealth Management experience is preferred but not mandatory. 📌 Location: London (occasional travel to Tunbridge Wells and Manchester). Ready to take the next step in your career? Apply now at the link below and be part of a team dedicated to making a difference in financial crime prevention! #RiskManagement #FinancialCrimePrevention #AML #Hiring https://lnkd.in/e4Nyfvjb

💙 Meet the Managers 2024 – that’s a wrap! Last week saw the final and most well attended event of our 2024 award winning series hosted at The View, Royal College of Surgeons, London 📊 We welcomed over 150 guests who heard from P K Patel FCII FCSI, Graham Bishop, Christine Ross and Mark Collins, who shared their insights on market news and the economy, the importance of long-term wealth planning and the recent Budget announcement. 🙋♀️ We hosted a very popular panel discussion with brilliant engagement from guests, before closing the evening with opportunities for one-to-one conversations with members of our wealth and investment teams. 🙏 Thank you to all who attended and supported our Meet the Managers events this year. We are so proud to end 2024 on such a high! We look forward to the year ahead with more opportunities to collaborate with Handelsbanken branches, and connect with even more customers across the nation! Check out our video highlights below! #events #customerevents #investment #wealthplanning #networking

📢 We’re Hiring: Wealth Planner (15-Month FTC) Are you a dedicated financial planning professional ready to take on an exciting role? We’re looking for a Wealth Planner to join our team on a 15-month fixed-term contract. 🔑 Key Requirements: - Minimum Level 4 Diploma in Financial Planning/Regulated Financial Planning. - Ideally working towards or achieved Certified/Chartered Financial Planner qualifications (we’ll support you!). - Pension Transfer Specialist qualifications (AF7 or AF3) are highly desirable. 📋 What We’re Looking For: - Proven experience advising high-net-worth clients. - Strong knowledge across financial planning areas - Familiarity with tools like FE Analytics, Voyant, and Defaqto is a plus. - Experience with both Defined Benefit and Defined Contribution pensions. If you’re passionate about helping clients achieve their financial goals and meet the qualifications for this certified role, we’d love to hear from you! 📩 Find out more about the role and how to apply at the link below or share this fantastic opportunity with your network! #hiring #jobalert #wealthplanningjobs #wealthplanning #financialservicesjobs https://lnkd.in/eZUbiA7g

🏆 Citywire Wealth Manager has unveiled its Top 100 Investment Managers for 2024. We are very proud to announce that our CIO, Graham Bishop and Investment Director, Ben Matthews, CFA have been named in this prestigious list! 👏🏽 The Citywire Top 100 is highly respected within the wealth and investment management industry as it identifies and celebrates the best investment professionals across the sector, a huge congratulations to Graham and Ben for this achievement! #Awards #Investmentprofessionals #citiwire2024

📌 An incoming 'America first' agenda saw investors filter the likely winners and losers following Donald Trump's emphatic victory. Domestically-focused companies rallied strongly at the expense of those trading overseas, while those in Europe and developing economies slumped on fears of a trade war. This week our Investment Team focus on: 📈 Trump trades push US shares to all-time highs 🥁 The initial market winners and losers ✂️ Central banks carry on cutting Click the link below to read more! #weeklyupdate #investing #investmentnews #USelection #economy #financialmarkets https://lnkd.in/eF8-YeQ2