http://www.icam2009.com/dynamic-wealth-management-initial-public-offering-basics-for-brand-spanking-new-investors.html
Taking a privately held company public is completed via an IPO (Initial Public Offering). It wouldn’t be an overstatement to claim that an IPO is likely one of the important events in an organization’s timeline. The corporate issues a selected variety of share certificates at a stated price. Each shareholder then becomes part owner of the corporate, and every share can be purchased or sold at the stock market where the corporate is listed.
It’s an exceptionally complicated process with a maze of regulatory and compliance requirements. However the benefits, when it comes to finance, are only as high. A successful and well-subscribed IPO can instantly turn a small regional company into a global corporate heavyweight.
The largest advantage of an IPO is clearly the large infusion of capital for financing ongoing operations and planned expansion of the business. It improves the corporate’s liquidity position and helps reduce debt. There may be also a large uptick in brand recognition and trust within the company’s services and products.
Thursday, April 7, 2011
Dynamic Wealth Management Zurich, Switzerland: Expert Tips for Retirement Investors
http://www.sbwire.com/press-releases/sbwire-85945.htm
Dreikoenigstrasse, Zurich -- (SBWIRE) -- 04/04/2011 -- Consider Many Retirement Investment Options and Diversify Portfolio.
There are so many options for retirement investment planning that even the most ambitious person can feel daunted. But learning about retirement investment strategies as a young or middle-aged adult can save all kinds of financial worries later. The soundest approach to investing for retirement is to save slowly but persistently, and invest widely with as much information as possible.
The Best Approach to Retirement Investing
Expert Tips for Retirement Investing - Every expert has a different recommendation for the best retirement investment decisions, but some advice is universal.
Figure out how much retirement income will be needed. Retirement investment calculators are available online that can predict how much a given investment will be worth or how much retirement income will be needed to maintain quality of life by retirement.
Start now by opening an investment retirement savings account. Even a small amount, deposited every week or every paycheck, eventually adds up to substantial savings that can be used to fund a comfortable retirement.
Knowledge is power. Take every opportunity to learn about retirement investments, as well as the best investment planning in general, and invest money from the aforementioned retirement account wisely as opportunities appear.
Dreikoenigstrasse, Zurich -- (SBWIRE) -- 04/04/2011 -- Consider Many Retirement Investment Options and Diversify Portfolio.
There are so many options for retirement investment planning that even the most ambitious person can feel daunted. But learning about retirement investment strategies as a young or middle-aged adult can save all kinds of financial worries later. The soundest approach to investing for retirement is to save slowly but persistently, and invest widely with as much information as possible.
The Best Approach to Retirement Investing
Expert Tips for Retirement Investing - Every expert has a different recommendation for the best retirement investment decisions, but some advice is universal.
Figure out how much retirement income will be needed. Retirement investment calculators are available online that can predict how much a given investment will be worth or how much retirement income will be needed to maintain quality of life by retirement.
Start now by opening an investment retirement savings account. Even a small amount, deposited every week or every paycheck, eventually adds up to substantial savings that can be used to fund a comfortable retirement.
Knowledge is power. Take every opportunity to learn about retirement investments, as well as the best investment planning in general, and invest money from the aforementioned retirement account wisely as opportunities appear.
Investment Approach Investment Approach
http://www.dynamic.co.za/About-Us/Investment-Approach.aspx
Since its establishment in 1971, Dynamic Wealth has been committed to providing superior investment performance coupled to service excellence. This approach balances on understanding the market and delivering on clients' expectations. Dynamic Wealth has leveraged knowledge and experience into years of sustained growth and a steady expansion of its innovative and flexible products and services.
In harnessing the competencies of a dynamic team of investment professionals, Dynamic Wealth is able to exploit investment opportunities using fundamental research, technical analysis and an in-depth understanding of macro-economic and global market trends. While strong client relationships are backed by fast efficient service and communication, decisions are taken by the Group's skilled and experienced professionals.
Since its establishment in 1971, Dynamic Wealth has been committed to providing superior investment performance coupled to service excellence. This approach balances on understanding the market and delivering on clients' expectations. Dynamic Wealth has leveraged knowledge and experience into years of sustained growth and a steady expansion of its innovative and flexible products and services.
In harnessing the competencies of a dynamic team of investment professionals, Dynamic Wealth is able to exploit investment opportunities using fundamental research, technical analysis and an in-depth understanding of macro-economic and global market trends. While strong client relationships are backed by fast efficient service and communication, decisions are taken by the Group's skilled and experienced professionals.
Digital Journal Digital Journal
http://twitter.com/#!/digitaljournal
A global citizen media news network. Digital Journalists report from 200 countries around the world. Join our team today or show your support by following :)
A global citizen media news network. Digital Journalists report from 200 countries around the world. Join our team today or show your support by following :)
Can bespoke wealth management be scalable?
http://www.citywire.co.uk/wealth-manager/can-bespoke-wealth-management-be-scalable/a483592?ref=wealth-manager-latest-news-list
David Lough, chairman of Heartwood Wealth Management, argues that over the past 25 years advances in technology and thought have been applied to investment management, helping to create economies of scale.
Speaking at the CISI Wealth Management Conference, Lough said: ‘What I want to suggest to you is that the story of the past 25 years has been the application of thought and technology and through this there has been scaling into investment management solutions.
David Lough, chairman of Heartwood Wealth Management, argues that over the past 25 years advances in technology and thought have been applied to investment management, helping to create economies of scale.
Speaking at the CISI Wealth Management Conference, Lough said: ‘What I want to suggest to you is that the story of the past 25 years has been the application of thought and technology and through this there has been scaling into investment management solutions.
Societe Generale Private Banking Strengthens Its Management In Asia
http://news.hereisthecity.com/2011/03/21/societe-generale-private-banking-strengthens-its-management-in-a/
Previously Chief Executive Officer for South Asia, Olivier Gougeon becomes Chief Executive Officer for Asia Pacific, for Singapore, Hong Kong and China. Patrick Dreyfuss, who retains his functions as Chief Operating Officer for the zone, has been appointed Regional Deputy Chief Executive Officer of Societe Generale Private Banking for Asia Pacific.
In order to further develop the activities of the private bank in Asia Pacific, whilst building on the existing transverse expertise within Societe Generale Group, a strategy committee, made up of 4 members, has been established:
- Alex Fung is appointed Chairman of the Strategy Committee of Societe Generale Private Banking Asia Pacific in addition to his role as Chief Executive Officer of Societe Generale Private Banking (Hong Kong);
- Olivier Gougeon, Regional Chief Executive Officer of Societe Generale Private Banking (Asia Pacific);
- Hsiao-Yun Lee, Chief Executive Officer of Societe Generale Private Banking (China);
Previously Chief Executive Officer for South Asia, Olivier Gougeon becomes Chief Executive Officer for Asia Pacific, for Singapore, Hong Kong and China. Patrick Dreyfuss, who retains his functions as Chief Operating Officer for the zone, has been appointed Regional Deputy Chief Executive Officer of Societe Generale Private Banking for Asia Pacific.
In order to further develop the activities of the private bank in Asia Pacific, whilst building on the existing transverse expertise within Societe Generale Group, a strategy committee, made up of 4 members, has been established:
- Alex Fung is appointed Chairman of the Strategy Committee of Societe Generale Private Banking Asia Pacific in addition to his role as Chief Executive Officer of Societe Generale Private Banking (Hong Kong);
- Olivier Gougeon, Regional Chief Executive Officer of Societe Generale Private Banking (Asia Pacific);
- Hsiao-Yun Lee, Chief Executive Officer of Societe Generale Private Banking (China);
Capital Guardian, LLC Adds Norfolk's Rhino Wealth Management
http://www.prnewswire.com/news-releases/capital-guardian-llc-adds-norfolks-rhino-wealth-management-119178234.html
NORFOLK, Va., April 4, 2011 /PRNewswire/ -- Capital Guardian, LLC, announces the addition of Rhino Wealth Management in Norfolk under the direction of President/Senior Portfolio Manager Mark Rienerth. Rienerth has been a financial advisor since 1981, with firms including Wheat First Securities and Merrill Lynch. In 2004, Rienerth founded Rhino Wealth Management as an independent advisor and recently decided to affiliate his firm with Capital Guardian.
Of the new relationship, Rienerth says, "Thus far, Capital Guardian has met and exceeded all of our needs, as well as the needs of our clients. They are very customer-centric and service oriented. The management team is dynamic, forward thinking, energetic and committed to success."
Rienerth believes that Capital Guardian's relationship with Pershing, LLC, the leader in global clearing services, gives them a platform of premier products and services and an exceptional service model from their advisory services team. Rienerth is a predominantly fee-based, discretionary portfolio manager who personally manages his clients' portfolios.
NORFOLK, Va., April 4, 2011 /PRNewswire/ -- Capital Guardian, LLC, announces the addition of Rhino Wealth Management in Norfolk under the direction of President/Senior Portfolio Manager Mark Rienerth. Rienerth has been a financial advisor since 1981, with firms including Wheat First Securities and Merrill Lynch. In 2004, Rienerth founded Rhino Wealth Management as an independent advisor and recently decided to affiliate his firm with Capital Guardian.
Of the new relationship, Rienerth says, "Thus far, Capital Guardian has met and exceeded all of our needs, as well as the needs of our clients. They are very customer-centric and service oriented. The management team is dynamic, forward thinking, energetic and committed to success."
Rienerth believes that Capital Guardian's relationship with Pershing, LLC, the leader in global clearing services, gives them a platform of premier products and services and an exceptional service model from their advisory services team. Rienerth is a predominantly fee-based, discretionary portfolio manager who personally manages his clients' portfolios.
Tuesday, April 5, 2011
Dynamic Wealth Management
http://dynamicwealthmanagement.com/
Dynamic Wealth ManagementTM is a unique system that empowers financial advisors to deliver unsurpassed value
by providing their clients with comprehensive wealth management solutions in a consistent and elegant manner.
For information about coaching, training and other useage options, please contact steve@asn360.com
by providing their clients with comprehensive wealth management solutions in a consistent and elegant manner.
For information about coaching, training and other useage options, please contact steve@asn360.com
Copyright 2009 - 2010. All rights reserved. :: Advisor Solutions Network, LLC
Dynamic Wealth Advisors
http://dynamicwealthadvisors.com/
Dynamic Wealth Advisors is a Registered Investment Advisor serving independent fee-based advisors across the U.S. DWA offers completely turnkey as well as รก la carte RIA services, including integrated technology, open architecture products and services, ability to utilize multiple custodians, compliance services and more. We manage all the operational and administrative functions for advisors and firms. Individual advisors find DWA provides the freedom to focus on their clients and developing new business, and established RIAs benefit from DWA’s back office services, wealth management platform and enterprise pricing arrangements.
We service a variety of advisory practices, providing the opportunity to operate the way you want.
Dynamic Wealth Advisors is a Registered Investment Advisor serving independent fee-based advisors across the U.S. DWA offers completely turnkey as well as รก la carte RIA services, including integrated technology, open architecture products and services, ability to utilize multiple custodians, compliance services and more. We manage all the operational and administrative functions for advisors and firms. Individual advisors find DWA provides the freedom to focus on their clients and developing new business, and established RIAs benefit from DWA’s back office services, wealth management platform and enterprise pricing arrangements.
We service a variety of advisory practices, providing the opportunity to operate the way you want.
- Individual Advisors Going Independent From Traditional Brokerage Firms – If you are leaving a wirehouse and seeking a firm that specializes in the fee based model, Dynamic Wealth Advisors provides the support and services you need to make a quick and smooth transition to an independent practice, complete with our custodian relationships, wealth management platform, investment management solutions, and compliance and office support.
- Individual Advisors Leaving Independent Broker-Dealers For RIA Only Model -Advisors leaving an independent broker-dealer and seeking a fee based model for their practice enjoy our ready-to-use RIA, wealth management platform, custodial relationships, investment management solutions, compliance support and more.
- RIA Firms Seeking Outsourced Back Office Services – Using Dynamic Wealth Advisors’ operational services and wealth management platform, RIAs are able to streamline their practices, offer broader services and develop a more scaleable business. RIA firms also benefit from reduced costs and the comfort of knowing they have the proper infrastructure to support their operations.
Dynamic Wealth Management ? About DynamicWManagement
http://financialplanningfeebased.com/wealth-management/dynamic-wealth-management-about-dynamicwmanagement.html
At the Dynamic Wealth Management, we realize that no two clients are the same. Every client has different financial needs, goals, and plans. For this reason, the DWM offers a wide array of investment options to suit every client. We tailor your investment strategy to be as individual as you are.
As a Dynamic Wealth Management client, your portfolio will be structured using the disciplines of asset allocation, risk tolerance, and thorough understanding of your goals and objectives.
We believe in the appropriate allocation of fixed income, equity, international stocks and bonds, hedge funds, and alternative investments.
DynamicWManagement – Equities www.dynamicwmanagement.com
Dynamic Wealth Management offers a variety of tools that can help determine which individual stocks are appropriate for your equity portfolio objectives. Our equity disciplines are style specific and can be crafted to meet customized client objectives and fulfill a defined asset allocation strategy.
In all cases, a Dynamic Wealth Management Portfolio Manager will recommend a portfolio strategy that reflects your tax situation, other assets you may already own, risk tolerance, particular family needs and constraints, and preferences you specify. Several equity models are designed to assist investors in achieving the proper asset allocation when investing in equities. In addition, customized equity portfolio analysis is available for our private preferred clients.
DynamicWManagement – Mutual Funds
Dynamic Wealth Management has selling arrangements with a large number of mutual fund companies. Many of these mutual fund companies are leaders in the industry and offer expertise in different investment categories.
DynamicWManagement – Unit Investment Trusts www.dynamicwmanagement.com
We offer one of the widest selections of Unit Investment Trusts available, including equity, municipal and taxable fixed income trusts. Dynamic Wealth Management creates sector trusts of companies based on work of our global research analysts.
At the Dynamic Wealth Management, we realize that no two clients are the same. Every client has different financial needs, goals, and plans. For this reason, the DWM offers a wide array of investment options to suit every client. We tailor your investment strategy to be as individual as you are.
As a Dynamic Wealth Management client, your portfolio will be structured using the disciplines of asset allocation, risk tolerance, and thorough understanding of your goals and objectives.
We believe in the appropriate allocation of fixed income, equity, international stocks and bonds, hedge funds, and alternative investments.
DynamicWManagement – Equities www.dynamicwmanagement.com
Dynamic Wealth Management offers a variety of tools that can help determine which individual stocks are appropriate for your equity portfolio objectives. Our equity disciplines are style specific and can be crafted to meet customized client objectives and fulfill a defined asset allocation strategy.
In all cases, a Dynamic Wealth Management Portfolio Manager will recommend a portfolio strategy that reflects your tax situation, other assets you may already own, risk tolerance, particular family needs and constraints, and preferences you specify. Several equity models are designed to assist investors in achieving the proper asset allocation when investing in equities. In addition, customized equity portfolio analysis is available for our private preferred clients.
DynamicWManagement – Mutual Funds
Dynamic Wealth Management has selling arrangements with a large number of mutual fund companies. Many of these mutual fund companies are leaders in the industry and offer expertise in different investment categories.
DynamicWManagement – Unit Investment Trusts www.dynamicwmanagement.com
We offer one of the widest selections of Unit Investment Trusts available, including equity, municipal and taxable fixed income trusts. Dynamic Wealth Management creates sector trusts of companies based on work of our global research analysts.
Dynamic Wealth Management Zurich – INVESTING MONEY FOR 2011 AND BEYOND: BEST INVESTMENT STRATEGY
http://www.articleminds.com/business/dynamic-wealth-management-zurich-investing-money-for-2011-and-beyond-best-investment-strategy/
Here at Dynamic Wealth Management Zurich, Switzerland we are committed to offering our clients access to the latest and broadest range of financial services and products on the market. We know that choosing the right strategy, the right investment and the right product is no easy task in this day and age! Whether its advice, investments or financial planning we are here to answer all your questions and facilitate all your financial needs.
Investing money in 2011 through 2012 may require that most people change their thinking about the best investment strategy. Traditional investing strategy for average folks suggests an asset allocation of over 50% to stock funds, about 40% to bond funds, and the rest to perhaps a precious metals (gold) fund for added diversification. In the world of investing money, times are changing; especially for bonds and gold.
In putting together your investment strategy one of the best ways to focus is to consider the flow of money between asset classes over the recent months and years. In the investing world money always goes someplace, and it tends to concentrates in different areas at different times. When money floods an asset class like bonds or gold, prices can rise dramatically. When it makes a grand exit prices can tumble. Extremes in price movements should grab your attention when investing money for 2011 and beyond, especially when you hear mention of the word “bubble”.
In the months leading up to 2011, investors both large and small were investing money heavily in bonds and in precious metals like gold. This investment strategy was among the best as prices in both asset classes climbed to record or near record highs. Millions of everyday folks threw money at bond funds and some discovered gold funds. The question going forward: are prices at extremes, and is either investment a bubble waiting to deflate or burst? Let’s look at bonds first.
Investors have flooded bond funds with an additional net inflow of hundreds of billions of dollars while pulling money out of stock funds in recent times. The bond funds have then taken this money and bought more bonds, in the process sending bond prices up to extremes. This has pushed bond yields (interest income as a percentage) to near-record lows. Looking back to 1981, the 10-year Treasury note (intermediate-term government bonds) hit a high yield of 14%. Today they’re paying less than 3%, near historical lows. The problem: investing money in bonds and bond funds carries a significant risk today. When interest rates go UP, bond prices (values) will FALL. If there is a bubble here it will deflate as investors rush to pull money out of bonds.
Here at Dynamic Wealth Management Zurich, Switzerland we are committed to offering our clients access to the latest and broadest range of financial services and products on the market. We know that choosing the right strategy, the right investment and the right product is no easy task in this day and age! Whether its advice, investments or financial planning we are here to answer all your questions and facilitate all your financial needs.
Investing money in 2011 through 2012 may require that most people change their thinking about the best investment strategy. Traditional investing strategy for average folks suggests an asset allocation of over 50% to stock funds, about 40% to bond funds, and the rest to perhaps a precious metals (gold) fund for added diversification. In the world of investing money, times are changing; especially for bonds and gold.
In putting together your investment strategy one of the best ways to focus is to consider the flow of money between asset classes over the recent months and years. In the investing world money always goes someplace, and it tends to concentrates in different areas at different times. When money floods an asset class like bonds or gold, prices can rise dramatically. When it makes a grand exit prices can tumble. Extremes in price movements should grab your attention when investing money for 2011 and beyond, especially when you hear mention of the word “bubble”.
In the months leading up to 2011, investors both large and small were investing money heavily in bonds and in precious metals like gold. This investment strategy was among the best as prices in both asset classes climbed to record or near record highs. Millions of everyday folks threw money at bond funds and some discovered gold funds. The question going forward: are prices at extremes, and is either investment a bubble waiting to deflate or burst? Let’s look at bonds first.
Investors have flooded bond funds with an additional net inflow of hundreds of billions of dollars while pulling money out of stock funds in recent times. The bond funds have then taken this money and bought more bonds, in the process sending bond prices up to extremes. This has pushed bond yields (interest income as a percentage) to near-record lows. Looking back to 1981, the 10-year Treasury note (intermediate-term government bonds) hit a high yield of 14%. Today they’re paying less than 3%, near historical lows. The problem: investing money in bonds and bond funds carries a significant risk today. When interest rates go UP, bond prices (values) will FALL. If there is a bubble here it will deflate as investors rush to pull money out of bonds.
The Truth on How to Become a Millionaire
http://dynamicwealth.ca/index.php/component/content/article/44-the-truth-on-how-to-become-a-millionaire
Many people believe that the wealthy people they know got their money from a great invention, a great idea, or through great success at work or their own business. Although that is often true, the majority of Millionaires became Millionaires by taking a proactive approach to investing their money.
One of the easiest ways to become a Millionaire is to have a disciplined approach to saving and investing. That doesn’t mean that you can’t enjoy life and spend money on the finer things in life, it just means that you have to spend your money wisely instead of blowing it on things impulsively that end up in the back of your closet a month from now.
We’ve all read stories of professional athletes or lottery winners who found themselves as multi-millionaires overnight and just as quickly found themselves drowning in debt a few years later. The reason this happens is because it doesn’t matter how much money you have, if you don’t manage it properly, it will disappear fast.
That being said, it’s also true that you don’t have to start rich to get rich. You can get rich just as easily by investing your money wisely and managing it effectively. That sounds really simple, and the truth of the matter is that it really is THAT simple. Take a look at the chart below that shows how long it will take for you to become a Millionaire if you started off with absolutely nothing.
Many people believe that the wealthy people they know got their money from a great invention, a great idea, or through great success at work or their own business. Although that is often true, the majority of Millionaires became Millionaires by taking a proactive approach to investing their money.
One of the easiest ways to become a Millionaire is to have a disciplined approach to saving and investing. That doesn’t mean that you can’t enjoy life and spend money on the finer things in life, it just means that you have to spend your money wisely instead of blowing it on things impulsively that end up in the back of your closet a month from now.
We’ve all read stories of professional athletes or lottery winners who found themselves as multi-millionaires overnight and just as quickly found themselves drowning in debt a few years later. The reason this happens is because it doesn’t matter how much money you have, if you don’t manage it properly, it will disappear fast.
That being said, it’s also true that you don’t have to start rich to get rich. You can get rich just as easily by investing your money wisely and managing it effectively. That sounds really simple, and the truth of the matter is that it really is THAT simple. Take a look at the chart below that shows how long it will take for you to become a Millionaire if you started off with absolutely nothing.
Dynamic Wealth fights against curatorship
http://www.mg.co.za/article/2010-03-01-dynamic-wealth-fights-against-curatorship
Funds under question
Last week the Financial Services Board (FSB) spent three days in court arguing why certain businesses within wealth management company Dynamic Wealth should be put under curatorship. The details are not as spectacular as Fidentia or Ovation (other financial operators that have been put into curatorship) as it appears so far that no money has been misappropriated. What the FSB objects to, is the way that Dynamic Wealth has structured some of its funds.
Funds under question
According to court arguments that Dynamic Wealth had intentions of starting its own unit trust Nominee Company under the Collective Investment Scheme Control Act (CISCA) but its application was turned down. It has continued however to run" associations" which it describes as investment clubs but which in their structure resemble a unit trust fund.
These include the Dynamic Wealth Investment Association, Retirement Fund Association, Multi-manager Association, Kwanda Association, MFI association and SASEP Association. The FSB has repeatedly asked Dynamic Wealth to cease operating these funds which are effectively open to the public but are not regulated. It is important to note that Dynamic Wealth's white labelled funds which are registered on the Metropolitan platform are not under question.
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