Dr Nik Eberl’s Post

I’m thrilled to share that on August 14th, Snowball Financial Services was nominated for two prestigious awards: the EWA (New Client Acquisition) and Business Growth. This marks the second year in a row that we’ve received this honour, and we couldn’t be more excited! To give you some context, this recognition comes from the Partner Business Training (PBT) event hosted annually by the NJ Group. It’s a major event for Mutual fund advisors empanelled with NJ India. Out of over 41,000 advisors empanelled with NJ, only about 3,000 qualify to attend this event based on specific business criteria. From that group, only 120 are nominated for various awards, and in a competitive market like Bombay, just five advisors are nominated in each category. What makes this even more special is that Snowball has been consistently recognized at the PBT event, with ten nominations over the past nine years. We've been nominated for prestigious awards such as the Top 5 Emerging Advisors in India (2015), EWA (2017, 2019, 2022, 2023, 2024), Net Equity Sales (2020), and Net SIP Sales (2022, 2023). This consistency isn’t just a fluke—it’s a testament to our dedication and our clients' trust in us. These nominations serve as a strong signal to our clients and prospects that they’re in safe hands. It shows that we’re not only growing but also being recognized for our efforts, year after year. We deeply thank our clients, partners, and the NJ Group for this ongoing recognition. Here’s to celebrating our journey toward excellence in the financial services industry! #growth #wealth #financialawareness #multigenerationalwealth #investing #snowball #mutualfunds #SIPs #insurance #success

March has certainly picked up in momentum with an added uptake in appointments in the past week within the UK Wealth Management and Private Banking sector. On a side note before we highlight the more notable moves Signia Search would like to offer congratulations to all nominees and finalists during this year's award season. Fantastic to see so many familiar clients and connections reaping the rewards and acknowledgement for the betterment of the industry. - David Kelly joins Wren Sterling as CFO as part of a planned succession of Andy Moss who will be stepping down after 8 years in the role. This follows a sustained growth plan following Lightyear Capital's 2021 majority investment buyout of Palatine Private Equity. - Irwin Mitchell appoints Stewart Sanderson as CEO of its Financial Planning and Wealth Management business following a titanic innings by Richard Potts who will be retiring after 20 years. Stewart departs Brooks MacDonald where he was the UK Private Client Head. IW has over £1.2bn and 75 staff having grown from a startup. - Brooks MacDonald appoints Alex Charalambous as Head of Wealth leading the advice-led wealth offering. Charalambous joins from Investec Wealth & Investment UK where he was co-head of private clients and global HNW. - Saltus announced the appointment of Bronek Masojada as its new Chairman, formerly CEO of Hiscox which has grown to a £4bn market capitalisation. Bronek will critically oversee the expansion of the Saltus Partnership Programme (launched in Sep 2023) supporting the growth and succession of IFA businesses in the UK. - Kieran Follis Chartered MCSI has teamed up with P1 Investment Services to launch Magellan Research & Investment offering active risk-adjusted model portfolios for advisers and clients. Follis departs Tees Wealth as Head of Investments. MRI will operate under the P1 umbrella following a string of similar boutique launches in recent months. - Titan Private Wealth appoints Matthew Beddall as joint Chief Exec alongside existing CEO Mark Puleikis. Bedall joins from Investec Wealth & Investment UK where he was divisional director and head of the Sheffield office. This follows Titan's recent acquisition of Cardale Asset Management Limited following US private equity firm Parthenon Capital's takeover of parent group TPW late last year. Have we missed anything? Please feel free to share and comment. Signia Search ; Building Connections Enabling Growth #wealthmanagement #investmentmanagement #financialplanning #privatebanking #uk #peoplemoves #executivesinwealth #appointments #succession #growth #buildingconnectionsenablinggrowth #executivesearch #marketnews #hnw #uhnw #privateequity #consolidation #mergers #aquisitions #signiasearch #podcast #introductions #networks

3 months into Start it Accelerate | @KBC What a ride it has been so far! My key take away’s? A lot, here are the main ones.👇 -Shareholder agreements and negotiations Do not give away to much shares in early phases. Seed and pre-seed max 20%. Take time to negotiate since this will have a major impact in further stages. -Network The network always wins, was something I was thought a lot. And during my first 3 months in start it, this was taken to a whole other level! I was able to attend some very interesting and high level network events with truly fruitful conversations and insights. -The 7 commandments of pitching Here are some: put in a smile, ask for what you want and be specific!😊🎯 -For everyone that’s starting a business and takes this seriously. Surround yourself with people that challenge you, that are pushing your limits, and that can open doors.  But also that can ask you the right questions and that are helping to get your head straights in challenging times. For me that’s exactly what start-it KBC has done so far.  I’m confident this is only the beginning and more will come. A special thanks to Christophe Cieters for being key in providing this value.🤝 And of course to my start-it colleagues. More updates about TGR soon, stay tuned! 🌱

We are looking forward to welcoming everyone at our Annual General Meeting today, at the Hockey Hall of Fame. Our AGM gathers influential voices within our industry and other key stakeholders to celebrate our achievements and foster meaningful conversation about the capital markets. We are honoured to welcome Conrad Black, Canadian and British former newspaper publisher, businessman, and writer to provide a keynote address on The State of Canada’s Capital Markets: The Investment and Regulatory Climate. Joining us to discuss the Impact, Causes and Solutions to Canada’s Declining IPOs are our esteemed panelists: Loui Anastasopoulos, CEO, Toronto Stock Exchange & Global Head, Capital Formation, TMX Group Ltd.; Roman Dubczak, Deputy Chair, Capital Markets, CIBC; Ari Pandes, Associate Dean, Haskayne School of Business, University of Calgary; Jason Sleeth, Head of Syndication, Canaccord Genuity; and our moderator Thomas Kalafatis, Managing Partner, Hullwright Advisors; IIAC Advisor. To close off our event, we are delighted to be joined by hockey legend Darryl Sittler, one of the greatest players to ever wear the Toronto Maple Leaf uniform, to provide closing remarks on Leadership and Perseverance Through Change. For more information, please visit: https://lnkd.in/gwUJBkKq #AGM2024 #IPOTrends #Finance #Investment #CanadaEconomy #Networking #capitalmarkets

Just like a golfer wouldn't risk a driver on every shot, PSG Fund Solutions take a measured approach to investing. Our split-funding style, is akin to carrying a diverse set of clubs in your golf bag. This allows us to navigate different course conditions (market cycles) and consistently find the fairway (achieve investment goals) for clients. Adding the right clubs (funds) to the bag at the right time is also crucial. Not every shot will be perfect, it might not lower your score instantly, but it keeps you in play (manages risk) and avoids hazards (excessive drawdowns). Contact PSG Advisers for a tailored a solution that is unique to your financial needs. https://lnkd.in/dVtfwSj Henko Roos, CFA, CIPM #FinancialAdvice #Investments #PSGFinancialServices

𝐇𝐨𝐰 𝐓𝐨𝐭𝐭𝐞𝐧𝐡𝐚𝐦 𝐇𝐨𝐭𝐬𝐩𝐮𝐫 𝐁𝐨𝐨𝐬𝐭𝐞𝐝 𝐌𝐚𝐭𝐜𝐡 𝐃𝐚𝐲 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐛𝐲 𝟔𝟎𝟎% 𝐰𝐢𝐭𝐡 𝐚 𝐆𝐚𝐦𝐞-𝐂𝐡𝐚𝐧𝐠𝐢𝐧𝐠 𝐒𝐭𝐚𝐝𝐢𝐮𝐦! Tottenham Hotspur Football Club isn’t just making waves on the pitch—they’re dominating the business game too. Under the leadership of Daniel Levy, the club executed a visionary commercial strategy that culminated in the opening of their state-of-the-art stadium in 2019. This bold move has transformed their financial landscape, driving match day revenues up by a staggering 600% and bringing in over £150 million annually. The Tottenham Hotspur Stadium isn't just a venue; it’s a powerhouse asset on their balance sheet, especially notable in an industry where tangible assets are few and far between. Even more impressive is their financial strategy behind it—they're repaying their stadium debt at a manageable rate of £30 million to £50 million per year, turning a significant investment into a revenue-generating triumph. Now that's what you call a commercial masterclass!

Calling on our #Bridging #Brokers: voting is now open for this year’s B&C Awards. By working in partnership with brokers like yourself we are proud to have helped more property developers than ever last year meet their ambitions with a 110% increase in new business on the previous year. To help us celebrate this achievement, we would love your support in the form of a nomination in the following categories: 🏘️Specialist Product of the Year for our Below Market Value ( BMV) offering which gives funding up to 100% of the purchase price for BMV purchases 🛎️Service Excellence - Our relationship-driven approach to Bridging Finance has been rated Excellent on Trustpilot, and our latest Net Promoter Score survey saw our Bridging Finance clients score us a very impressive 88, making us one of the most trusted providers in the country 💷Bridging Lender of the Year - During recent challenging economic times, we have continued evolving our Residential Bridging Finance proposition and worked directly with brokers to support their clients with increased funding limits and maintained our eligibility criteria. In a nutshell, we stepped up where others chose to step back. https://okt.to/eUjhBQ

Two Days Left to Register for the IARFC Virtual Summit. Listen David and Jeremy as they discuss the lineup of experienced professionals. It's Free! https://buff.ly/47CHhlw #IARFC #Summit #FinancialPlan #Financial #consultants #Insurance #Retirement #investments #FinancialForum

Two Days Left to Register for the IARFC Virtual Summit. Listen David and Jeremy as they discuss the lineup of experienced professionals. It's Free! https://buff.ly/47CHhlw #IARFC #Summit #FinancialPlan #Financial #consultants #Insurance #Retirement #investments #FinancialForum

🙌 Who's excited for The HMO Awards 23/24 & summit next Friday? The theatre-style Awards Ceremony hosted by the fabulous ⭐ Helen Chorley will create ecstatic memories for sure! You've seen her on Sky TV's Property Elevator Live as a "Dragon," angel investor, and market commentator, and she's also one of the the brains behind Property Sisters - UK. Helen's positive energy on stage is contagious, but that's not all. She knows her numbers, which is why we also asked her to judge the Best Financial Service award. As a former investment banker with over 25 years working in finance, she knows the financial game inside out. We're brining together some of the most prolific property investors and managers under one roof, in one day. This is an event not to be missed! 👉👉👉 Check out the Guest Pack, and book your tickets now to avoid disappointment as we have limited tickets left! https://lnkd.in/eSK_tBke This event is organised by COHO, the "Property Management Software of Choice" and a special mention to our 💫 Lead Sponsor Octane Capital #hmo #property #coho #hmoawards #propertyinvestors #hmowards #propertydevelopment #propertymanagers #propertymanagement #systemising #propertyinvestment #landlords #coliving #lettings #R2R #BTR #studentlets #socialhousing #professionallets #sharedliving