Finance Isle of Man’s Post

If your financial adviser or investment consultant is still recommending actively managed funds, just show them the chart in this article by Andy Parsons, Chartered FCSI in FT Adviser. Over three years to the end of October 2024, the best performers in the Defaqto MPS Adventurous Comparator are virtually all passively managed. The only active manager that makes top ten is Tatton, which uses a combination of active and passive. Congratulations to Timeline, whose funds came first and second out of 296, and Sparrows Capital Limited Capital, whose SCore Market Equity 100 fund came fourth. Hat tip Helen Mason https://shorturl.at/qlRZS #Investing #EvidenceInvesting #ActiveManagement #FWealthManagement

Have a quick read on our Group CEO Frank Vang-Jensen's thoughts on Nordea Q1 2024 results: We’ve had a strong start of the year with solid business momentum and high levels of digital activity among our customers. Good level of profitability, return on equity at 18.1% in Q1. #NordeaQ1_2024 #myNordea

Yes it's BCorp month again! The last 12 months have flown by! Read how we are reflecting on those last 12 months and our Impact Reporting. #bcorpmonth #bcorpcertified #letscelebrate https://lnkd.in/ewrzBmC2

🚀 Big News Alert! 🚀 We are thrilled to announce our latest collaboration and partnership between SEEMT Association and TradeVille! 🎉 Our shared mission is to contribute to the development of the financial markets in our region and bring innovation to the financial industry. 🌍💰 TradeVille, a leading brokerage firm, will be a valuable addition to the SEEMT community of finance professionals. With their unique approach to #trading and #investing, they bring a fresh perspective to the industry and are committed to providing quality financial services to their clients. As partners, we are excited to work together to promote excellence in the financial industry by sharing knowledge and expertise. Together, we'll strive towards achieving our common goals, making the financial markets in our region more efficient, transparent, and accessible to all. We believe that this partnership will enable us to drive positive change in the industry, and the financial community will undoubtedly benefit from this collaboration. We are excited to embark on this new journey with TradeVille and look forward to achieving great things together. Stay tuned for more updates on our partnership and how it is contributing to the development of the financial industry in our region! #SEEMT #TradeVille #FinanceIndustry #Partnership #Collaboration #FinancialServices #Innovation

We are excited to announce that Albane Poulin, Head of Private Credit at Gravis, will be speaking at Informa Connect's Private Placement Global Forum on 1-2 October, at the Hilton London Tower Bridge Hotel. Albane will be joining the panel discussion, "Spotlight on Private Credit", covering key topics, including: - The "golden age" of private credit: threats and opportunities - Appetite for moving down the capital structure and rating spectrum - Where we are in the current cycle and its impact on our asset class - The need for increased regulation - Concerns around increasing defaults - Liquidity in private credit funds We look forward to hearing Albane's insights on these pressing topics in the private credit space. #PrivateCredit #Finance #PrivatePlacements #Investments

Ever wondered how a remisier can provide valuable insights and support in managing your investment portfolio? Meet Ernest Lim, 林椲倢, CFA, CA Singapore, a dedicated remisier at CGS International Securities Singapore, who has a passion in helping clients navigate the market well.

The CAIS Summit is happening now at The Beverly Hilton, Los Angeles, CA! Axonic will be represented by Ben Bernstein, principal and portfolio manager, who will speak at a live session. Peter Carey, partner and head of business development, and managing partners Robert Duggan and Travis Printz will also attend. The CAIS Summit brings together independent advisors, leading alt managers, top RIAs, IBDs and bank issuers to network, explore macro trends and discuss incorporating alternatives and structured notes into client portfolios. #CAIS #alternativeinvestments #independentadvisors #wealthmanagement

The CFP SDL UK Free Spirit Fund has completed a purchase of a new holding in Nichols plc. Nichols has been traded on AIM since 2004 (and on the Official List long before that) and is famous for its Vimto range of branded cordial and soft drinks🍇 Prior to building the holding, the team visited the Nichols HQ in Newton-le-Willows. Fund managers, Eric Burns and David Beggs, are pictured with CEO, Andrew Milne and CFO, Richard Newman. Read more on Trustnet; https://lnkd.in/eGe4-JQs #portfolioholding #vimto #investmentmanagement The information and opinions contained in the article do not constitute advice or a recommendation nor an offer to buy or sell any security or other financial instrument. Past performance is not a guide to future performance; the value of an investment and income from it can go down as well as up. Your capital is at risk.

We are thrilled to share insights from our Gold Club Winner Partner, Mr. Punit Jain , as he talks about his rewarding experience with AR Digital Wealth. His dedication and success inspire us all! Watch the full video to learn more about his journey and the support he received from our team. #ARDigitalWealth #GoldClub #PartnerSuccess #FinancialJourney #Inspiration #WealthManagement

We're soon going to the #FIMA Europe Conference, the leading event for data & analytics in finance! It’s a chance to connect with industry experts and discover the latest insights on data governance and innovation in financial services. Join us on Main Day 1, where Roman Swoszowski, our Chief Product Officer, will be hosting a session on AI-Driven Transaction Reconciliation with GiQ. See you there! #FIMAConnect #financialservices #dataanalytics #artificialintelligence #datastrategy