Sanctuary Wealth’s Post

The inaugural InvestmentNews Awards gala was a spectacular celebration of the wealth management industry’s brightest stars. Held on June 20 at 583 Park Avenue, the event honored top professionals and firms across various categories. Kudos to all winners and participants for making the evening unforgettable! Watch the awards highlights here: https://hubs.la/Q02PvTdx0 #InvestmentNewsAwards #WealthManagement #IndustryExcellence #CelebratingSuccess

Just wrapped up an incredible day at the PE Insight event, and I'm buzzing with excitement and new insights! 🚀 As an emerging fund manager, I can't overstate how valuable this experience has been. The depth of discussions across all sessions was truly remarkable. From future opportunities and challenges to fundraising strategies, every topic was explored with a level of detail I've rarely encountered elsewhere. 📊💡 What struck me most was the inclusivity of the panels. The questions posed to speakers like Imogen Richards, Ana Maria Harrison, Paul Lamacraft, and Petros Krappas, CFA (among many others) delved into areas often overlooked in typical industry conversations. It was refreshing to hear perspectives that resonated with the challenges and aspirations of emerging managers like myself. 🌟 The session on "Democratisation of Private Equity" particularly hit home. As someone navigating this complex landscape, hearing industry leaders discuss ways to make PE more accessible was both inspiring and reassuring. 🚪✨ I left each talk feeling not just informed, but truly understood and supported. The speakers' willingness to share their experiences – both successes and challenges – created an atmosphere of genuine camaraderie. It's empowering to realise that even the most accomplished professionals were aware of, or have walked in our shoes. 👣💪 To my fellow emerging fund managers: events like these are goldmines of knowledge and networking opportunities. The insights gained here will undoubtedly shape my approach in the coming year. A massive thank you to PE Insight for organising such a comprehensive and inclusive event. The value delivered far exceeded my expectations. I'm already marking my calendar for next year's event 📅🙋♂️ Private Equity Insights : https://lnkd.in/e8F8kBFk #PrivateEquity #EmergingManagers #PEInsight #FinancialInclusion #NetworkingInFinance

🌟 Proud Moment for SFMG Wealth Advisors! 🌟 We are honored to be recognized on Forbes’ list of Top RIA Firms for 2024! This achievement is a reflection of our employees whose commitment and hard work help provide our clients with confidence for life. 📰Read the full list here: https://lnkd.in/gyRbJuW8 Rankings were determined through in-person, virtual, and telephone due diligence meetings, along with a ranking algorithm by SHOOK. This algorithm evaluates each firm’s best practices, client retention, industry experience, compliance records, firm nominations, and quantitative criteria such as assets under management and revenue generated. All data used was as of 3/31/24. Neither SFMG nor our team members paid to be considered in this ranking.

Wowza – we did it! Together with my colleague Victoria Sant and four of our investor members, we hosted our first The Investor Forum CIC "Investor Showcase". In a series of short, pacy, and jam-packed 20-minute online sessions, investors shared their structures, approaches, priorities, and policies with over 70 corporates. A huge thanks to Aviva Investors, Legal & General Investment Management (LGIM), M&G plc, and Schroders for lifting the 'veil' and being so open. While we may not have had time to answer all the questions or feature every detail, or every investor, this is just the beginning of a concept we’re building on. If you’d like to learn more about these sessions and how we’re working to improve the dialogue between investors and corporates, please reach out. I also wanted to share some initial feedback from participants: "What a whistlestop tour – but how brilliant, and I learned so much." "I found it helpful, and the speakers were very transparent about their processes." "For me, the 20 minutes each worked brilliantly well – so time efficient – and super panellists." Big thank you to the The Investor Relations Society for supporting, everyone who attended and to all our fantastic speakers - Richard Butters Louise Piffaut Rupert Krefting Michael Stiasny Kimberley Lewis Pippa O'Riley Michael Marks Amelia Tan ! Looking forward to the next one. #dialogue #investorissuer #investorrelations

📢 Join Us for an Exclusive Investment Insights Event We're excited to announce our upcoming #MeettheFundManager virtual event, featuring a conversation with Schroders 💡 Topic: Meet the Fund Manager 📅 Date: Wednesday, 25 September 2024 ⏰ Time: 12:30 – 13:30 📍 Zoom Webinar Featured Speakers: Darren Johnson, Senior Investment Consultant at St. James’s Place Johanna Kyrklund, Group Chief Investment Officer and Co-Head of Investment at Schroders Don't miss this opportunity to gain valuable insights from a renowned expert in the field. Secure your virtual front-row seat today and be part of this engaging discussion! https://ow.ly/wXUt50Tq4za The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Members of the St. James’s Place Partnership in the UK represent only St. James’s Place Wealth Management plc, which is are authorised and regulated by the Financial Conduct Authority. SJP Approved 17/09/2024 #MeetTheFundManager #InvestmentStrategies #FinancialPlanning

Congratulations to Sanctuary Wealth partner firm, Ausperity Private Wealth, Saige Private Wealth and Marti Marache of Harbor Asset Private Wealth for being named Excellence Awardees in the 2024 InvestmentNews Awards. Austerity Private Wealth and Saige Private Wealth are Excellence Awardees for the RIA Team of the Year (under 10 advisors), and Marti Marache is an Excellence Awardee in the Advisor of the Year - Alternative Investments category.  Everyone at Sanctuary Wealth is proud to support your efforts! Learn more about Sanctuary at https://lnkd.in/gexiJzpK The InvestmentNews Awards are created by InvestmentNews. Excellence Awardees were announced in April based on data gathered from December 2023 to March 2024. An independent panel of judges will select winners, who will be announced at a June 20 ceremony. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of an advisor's future performance. Your experience may vary. https://lnkd.in/g7uQ2dMD #SanctuaryDifference #wealthmanagement #financialadvisors

The wealth management industry is evolving, and young professionals are at the forefront of this change. InvestmentNews’ inaugural list of Rising Stars under 40 showcases top wealth managers like Brandon Zureick, CFA and Austin Storck, who are redefining the future of finance. https://hubs.la/Q02YYJSp0 #WealthManagement #RisingStars #FinanceLeadership #FinancialAdvisors

Announcing Pinnacle Associates' Latest White Paper: The Time is Now: Why Pinnacle is Poised to Outperform As we proudly celebrate our 40th anniversary, we take this moment to reflect on the foundation of excellence we’ve built and the exciting opportunities that lie ahead. Our commitment to our investors remains steadfast, backed by an experienced, stable investment team and a time-tested approach that has successfully navigated various market cycles. Stability and expertise have always been at the core of Pinnacle's success. The SMID portfolio team, consisting of four seasoned Portfolio Managers, has been with the strategy since inception, ensuring continuity in our investment philosophy and decision-making. Our collaborative approach and tradition of in-depth, bottom-up fundamental analysis allow us to identify opportunities that others may overlook. Download our latest white paper to learn more about why we believe this is the time to invest with Pinnacle: https://lnkd.in/eM33qRvR. #InvestmentStrategy #SMID #LongTermPerformance #WhitePaper #InvestmentExcellence #InstitutionalInvesting

The InvestmentNews Awards 2025 are here, and we’re looking to spotlight the top advisors, firms, and innovators in wealth management. Do you know someone who’s making waves in the industry? Nominate them today! Submit your nomination today and be part of the celebration! https://hubs.la/Q031Lx610 #WealthManagement #FinancialLeadership #FinancialAwards #FinancialAdvisors