Category: Issues

Q4 2021

Emma Hunt on 22nd November 2021

Welcome to the Q4 edition of Wealth & Finance International Magazine. As always, every issue we endeavour to provide fund managers, alongside institutional and private investors with the very latest industry news in the traditional and alternative investment spheres.

As the finance world continues its swift recovery on the back of the uncertain climate brought in by the global pandemic, businesses have made efforts to regain lost ground. Indeed, the finance sector was better placed than most – after all, a move to almost full digitisation has been ongoing for the last decade, allowing for clients of all varieties to continue their services throughout the various lockdowns.

With that in mind, this issue contains a streamlined selection of businesses that are all making a huge difference in the world of wealth and finance. These companies are paving the way for all other others to follow, and they are improving the industry as a whole by focusing on the client experience as well as its cutting-edge technological solutions.

Whatever the next year brings, the realm of finance will continue to transform itself through the means of new deals, new skills, and new technology. All of these things will fuse together to create something that is truly unbelievable and, if this year is anything to go by, next year will bring even more incredible results than before.

Here at Wealth & Finance we truly hope that you enjoy perusing this issue and, as always, we look forward to hearing from you.

Q3 2021

Emma Hunt on 1st September 2021

Welcome to the 2021 Q3 edition of Wealth & Finance International Magazine. As always, we endeavour to provide fund managers, institutional and private investors with the very latest industry news in the traditional and alternative investment spheres.

Having eagerly awaited the summer months and the hope of at least some levels of freedom after long periods of government restrictions, it seems almost mad that already we now face September and with it, the end of summer. Yet as we return to the grindstone, there remains a sense of enthusiasm, as businesses across the globe get stuck into developing the ideas and innovations born from the resilience and adaptability called for by global lockdowns.

In this quarter’s issue of W&F, we look at a selection of companies that have not only thrived during the pandemic, but have created solutions with lasting and positive impacts on the investment and financial services sectors. From delt.ai’s credit card and financial management product that has opened doors for small businesses across Mexico to Capital Connect’s automated payment solutions that have become the most valued asset to South African businesses, we are celebrating the best and brightest pioneers of the industry.

Thus, we hope you enjoy exploring the success stories of businesses across the world as they take the lead in this exciting industry. We wish you all the best for the months ahead and look forward to welcoming you back for the Q4 issue of Wealth & Finance International Magazine.

Q2 2021

Emma Hunt on 8th June 2021

Welcome to the 2021 Q2 edition of Wealth & Finance International Magazine. As always, we endeavour to provide fund managers, institutional and private investors with the very latest industry news in the traditional and alternative investment spheres.

After a year that has been shaped by a global pandemic, the predominantly successful roll out of vaccine programmes across the world has meant that the much-anticipated arrival of ‘life after lockdown’ seems finally to be on the horizon. Consequently, businesses of all size across all industries have been gearing up for the reopening of global markets that will mark the beginning of a new economic era.

This preparation for the reopening of the world is a consistent theme of the companies featured in this edition of Wealth & Finance International. From high street retailers regaining traction after months of online stores dominating the commercial landscapes, to the at times challenging but client-centric decisions made by our cover feature company, Fairbanks Insurance Brokers, the Q2 edition of Wealth and Finance is rife with stories of resilience and innovation demonstrated by companies throughout the global financial service and wealth management sector over the last year.

We wish you all the best for the months ahead and hope that you stay safe and well until we meet again in the next edition of Wealth and Finance International Magazine.

Q1 2021

Patrick Doherty on 26th February 2021

Welcome to the Q1 edition of Wealth & Finance International Magazine. As always, we endeavour to provide fund managers, institutional and private investors with the very latest industry news in the traditional and alternative investment spheres.

The last year has magnified the importance of capitalising on opportunities whenever they arise. While the predominant theme of the last year has been change, the impact of the COVID-19 pandemic proved to be tumultuous and ever-shifting. Though significant challenges have been prevalent, it would be remiss to gloss over the unexpected opportunities that have arisen for many businesses in numerous markets.

The core benefit of the wealth and finance industries is that, for the most part, the move to the digital ‘storefront’ and operations as already been underway before circumstance made it a necessity. From digital banking for client convenience to online investment management – services could continue on, even when physical establishments had to close their doors. That left an opportunity to focus attention, to strengthen digital infrastructure and services to best serve the needs of clients. If anything positive occurred from COVID, it was this. We’ll be focusing on the companies who have pivoted or enhanced their digital offerings over this year. So stay tuned!

In the meantime, I hope you all stay safe and well. Have a wonderful few weeks ahead.

Q4 2020

Emma Hunt on 9th December 2020

Welcome to the Q3 edition of Wealth & Finance International Magazine. As always, every issue we endeavour to provide fund managers, institutional and private investors with the very latest industry news in the traditional and alternative investment spheres.

This issue has a firm focus on providing an insight into recent developments in the wealth and finance industries – after all, you might be of the opinion that the world has been spinning its wheels, eager to start moving forward once more. But, as you’re about the find out, that has certainly not been the case. While many of us have been holed up at home, businesses around the world have been quietly making strides and driving advances -always moving forwards, even while in the midst of a pandemic.

As such, many of the issue’s inclusions have emerged from the situation stronger and more resilient than they were at the beginning of the year. Some have moved ahead with growth plans, launched new services, or entered new markets. Others are now gearing up for large marketing campaigns, ambitious and restless after the relative dormancy we’ve faced over the last 6 months.

So, do read on and enjoy the businesses that have showcased an exceptional ability to weather uncertainty and stay – always – on schedule with their achievements.

In the meantime, I hope you all stay safe and well.

Q3 2020

Emma Hunt on 2nd September 2020

Welcome to the Q3 edition of Wealth & Finance International Magazine. As always, every issue we endeavour to provide fund managers, institutional and private investors with the very latest industry news in the traditional and alternative investment spheres.

This issue has a firm focus on providing an insight into recent developments in the wealth and finance industries – after all, you might be of the opinion that the world has been spinning its wheels, eager to start moving forward once more. But, as you’re about the find out, that has certainly not been the case. While many of us have been holed up at home, businesses around the world have been quietly making strides and driving advances -always moving forwards, even while in the midst of a pandemic.

As such, many of the issue’s inclusions have emerged from the situation stronger and more resilient than they were at the beginning of the year. Some have moved ahead with growth plans, launched new services, or entered new markets. Others are now gearing up for large marketing campaigns, ambitious and restless after the relative dormancy we’ve faced over the last 6 months.

So, do read on and enjoy the businesses that have showcased an exceptional ability to weather uncertainty and stay – always – on schedule with their achievements.

In the meantime, I hope you all stay safe and well.

Q2 2020

Emma Hunt on 26th June 2020

Welcome to the Q2 edition of Wealth & Finance International Magazine. As always, every issue we endeavour to provide fund managers, institutional and private investors with the very latest industry news in the traditional and alternative investment spheres.

Though the economic impact of COVID-19 cannot be overestimated, there are signs of optimism to be found on the financial landscape. After the rather swift baptism of fire we all experienced in March – as we rushed to strengthen digital infrastructure – we’ve settled a bit into this new socially distanced world we find ourselves in. Shocks to the stock market have levelled out somewhat, and indeed strengthened, across a plethora of industries. Of course, we’re not out of the woods yet, but we can once again see dappling sunlight in the canopy (if you can excuse the rather tortured metaphor).

The finance industry is more robust than most, with early adoption to digital services and an ability to be agile and dynamic when required. That holds true for all of the companies we have featured in this issue. From best in class artificial intelligence technologies to leading fund management firms, we’ve spotlighted just a few of the companies who are seeing success despite significant challenges.

In the meantime, I hope you all stay safe and well.

Q1 2020

Patrick Doherty on 3rd March 2020

Welcome to the Q1 edition of Wealth & Finance International Magazine. As always, every issue we endeavour to provide fund managers, institutional and private investors with the very latest industry news in the traditional and alternative investment spheres.

It’s been an odd couple of weeks. Following a terrible (to put it lightly) few days for global stock markets, the last 24 hours has seen a dramatic rallying turnaround. While we’re probably not at all out of hot water when it comes to the economic impact of COVID-19, recovery in any form is certainly a pleasant sight. But, as always, we step gingerly onward, wary of further disruption. Ultimately, uncertainty and risk are just a natural part of the wealth and finance landscape.

Saying that, this quarter’s edition features companies who combat uncertainty through next-level preparedness, employing technology in new ways to cover all basis. From the development of true AI, to funds that beat all expectations, this issue focuses on excellence that thrives despite greater difficulty.

Here at Wealth & Finance we sincerely hope that you enjoy reading this issue and, as always, we look forward to hearing from you.

Q4 2019

Patrick Doherty on 27th November 2019

Welcome to the Q4 edition of Wealth & Finance International Magazine. As always, every issue we endeavour to provide fund managers, institutional and private investors with the very latest industry news in the traditional and alternative investment spheres.

It wasn’t too long ago that the world seemed on the edge of an ‘imminent’ recession, escalated on the back of trade wars, Brexit uncertainty and unrest. While all of these are very much still a part of the daily news cycle, markets have remained resilient. Indeed, as of writing, we’ve just had one of the largest ‘Merger Mondays’ for some time. A good sign, even if the idea of a recession hasn’t exactly receded from view. The world ticks on. Deals are still secured. Business carries on regardless.

Within this issue we’ve spotlighted just a few of the last quarter’s deals, recruitment news, and the latest research from State Street Global Advisors.

Meanwhile, Aspen Consulting Team are our cover story for this edition of the magazine. In their own words, Thomas and Edgell Pules explain their exceptional work helping successful families flourish by addressing major financial and emotional concerns. Read inside to find out more.

Whatever the next decade brings, the world of wealth and finance will surely tick on, new deals with be created, new talent will emerge, and innovation will serve as the key to overcoming whatever challenges lie in wait.

Here at Wealth & Finance we sincerely hope that you enjoy reading this issue and, as always, we look forward to hearing from you.

Q3 2019

Patrick Doherty on 15th August 2019

Welcome to the Q3 edition of Wealth & Finance International Magazine for 2019. Every issue we endeavour to provide fund managers, institutional and private investors with the very latest industry news in the traditional and alternative investment landscapes. Putting aside, at least for the time being, the tumultuous stock markets and dire warnings from financial experts on the topic of an ‘imminent’ global recession, we are focusing – as ever- on more optimistic shores.

Take, for instance, Inbound FinTech, a multi-award-winning growth agency that specialises in the financial sector. In the years since its establishment it has proven a crucial tool for the sector’s shining stars as they look to capitalise on a wealth of opportunities. Group CEO Sheila Mitham took a moment out of her busy schedule to tell us more.

In a very different vein, we profiled MPA Financial Management to see how they have thrived in their role as Independent Financial Advisers. The key to the firm’s success has always been their ability to serve their client’s best interests, helping them to achieve a secure financial future.

Here at Wealth & Finance we sincerely hope that you enjoy reading this issue and, as always, we look forward to hearing from you.

Q2 2019

Patrick Doherty on 16th May 2019

Welcome to the second issue of Wealth & Finance International Magazine for 2019. As always, we are dedicated to providing fund managers, institutional and private investors with the very latest industry news in the traditional and alternative investment landscapes. This issue we are looking forwards. More specifically, at how to secure the future, whatever the coming years may bring.

With that in mind, we have spotlighted a number of firms and practitioners who are in the market of protecting the future – whether that be through providing financial advice, security solutions, or future-proof banking services. On the cover of this month’s issue is Azizi Bank, who have swiftly become one of Afghanistan’s largest commercial banks. We spoke to Dr. (Prof) Mohammad Salem Omaid, CEO of Azizi, who discussed the bank’s mission, vision and plans for the year ahead.

Elsewhere in the issue, we sat down with Christian Holland, Director of FACET, who offered some insight into the firm’s investment management services. As independent wealth managers, FACET have forged an impressive reputation through an ability to cater to the needs of their clients, providing impartial and unbiased advice that achieves results.

Finally, we profiled Redwood Bank to discover how they are revolutionising traditional banking services to cater to British SMEs.

Here at Wealth & Finance we sincerely hope that you enjoy reading this month’s issue and look forward to hearing from you.

Laura Brookes | Editor

[email protected]

+44 (0) 20 3970 0082

Q1 2019

Patrick Doherty on 31st January 2019

Welcome to the first issue of Wealth & Finance International Magazine for 2019. As always, we are dedicated to providing fund managers, institutional and private investors with the very latest industry news in the traditional and alternative investment landscapes. Though the New Year typically heralds in a new start and fresh beginnings, the wealth and finance industries look towards strengthening their position for the challenges that lie ahead. Continuing economic uncertainty partnered with Brexit’s looming presence are, in all likelihood, going to bring renewed volatility to the world’s stock markets.

Yet, it’s not all bad news – not by any means. This issue covers inclusions from some of the most promising asset managers: those who are rallying despite this volatility and using their hard-earned knowledge and experience to protect their client’s investments. Firms like Mori Capital Management Ltd and Delta Asset Management.

We spoke with Mori Capital Management’s Director and Portfolio Manager, Aziz Unan, to find out more about the firm’s extraordinary flagship Mori Eastern European Fund. Remarkably, the fund has delivered a net return of 732.1% (in euro terms) since its inception, significantly outperforming peers.

Further in the issue, Stanislas de La Gastine, a Credit Analyst at Delta Asset Management, offered insight into their unique position as the only French alternative investment firm working in the Special Situations market. Their ESSF fund was recognised in Wealth & Finance’s annual Fund Awards as the Best Event Driven Open-End 5 Year Fund.

Here at Wealth & Finance we sincerely hope that you enjoy reading this month’s issue and look forward to hearing from you.

Laura Brookes | Editor

[email protected]

+44 (0) 20 3970 0082

Issue 12 2018

Patrick Doherty on 18th December 2018

Welcome to the twelfth issue of Wealth & Finance International Magazine, which is dedicated to providing fund managers, institutional and private investors with the very latest industry news in the traditional and alternative investment landscapes. This month we take a look and investment and wealth managers who have, simply, done things differently than their peers and competitors. In this challenging economic environment, doing things differently is certainly a risk – avoiding the well-worn path in favour of new pastures. Yet, for the firms included in this month’s issue, these risks have yielded strong results for their clients and company alike.

First up is RPG Wealth, a firm that understands the important of independent, and personalised financial planning advice. Not content to sit still or rest on their laurels, RPG Wealth’s ethos lies in continual improvement and client-centric services. We spoke with John Sangster, RPG’s Head of Investment Research, to find out more about their work.

Also in the issue, Ann Spickett of Total Accounting Kent Ltd writes about how technology has helped spearhead her company’s growth. Equally, as accountancy experts, they are well-placed to make sure that their clients remain up-to-date on incoming regulation changes, as well as guiding businesses to a more secure financial future.

Finally, we spoke with Steve Dabbah, Principal of Bedrock Advisers LLC in New York. Named as the ‘Best Commodity Trading Adviser’ in Wealth & Finance International’s Alternative Investment programme, we were eager to find out more about their best in class investment management solutions.

Here at Wealth & Finance we sincerely hope that you enjoy reading this month’s issue and look forward to hearing from you.

Laura Brookes | Editor

Issue 11 2018

Patrick Doherty on 20th November 2018

Click the cover above to read this issue

Welcome to the eleventh issue of Wealth & Finance International Magazine, which is dedicated to providing fund managers, institutional and private investors with the very latest industry news in the traditional and alternative investment landscapes.

This month we have a keen focus on wealth management firms from all corners of the globe. October proved a challenging and incredibly volatile month for stocks on the back of an otherwise stable third quarter, though markets have – for the most part – have since recovered. Regardless of what the rest of the month holds in store, we wanted to celebrate the work of wealth managers worldwide who have achieved exceptional results for their clients, despite difficulty and uncertainty.

First up is O’Connor Portfolio Management who have differentiated themselves through a focus on risk management and compound interest, avoiding mutual funds and annuities – the usual tools in a wealth manager’s arsenal. We spoke with Catherine O’Connor, an Accredited Portfolio Management Adviser, to find out more about her company’s unique approach to wealth and asset management.

Also in the issue, we spoke to Darren McMahon, Partner of DLM Wealth Management. Named the ‘Most Innovative Financial Advisory Firm in the United Kingdom’ in Wealth & Finance’s Winners Review programme, we were eager to see how they have adapted to the changing role of ‘The Client’ – who, over the last few years, have become active participants and partners of their investment choices.

At Wealth & Finance Magazine, we sincerely hope that you enjoy reading this month’s issue and look forward to hearing from you.

Laura Brookes | Editor

Issue 10 2018

Patrick Doherty on 19th October 2018

Click the image to read this issue

Welcome to the tenth issue of Wealth & Finance International Magazine, which is dedicated to providing fund managers, institutional and private investors with the very latest industry news in the traditional and alternative investment landscapes.

This month’s issue looks towards the future, as we explore the ways that technology will shape the investment and finance landscapes. In many ways, the investment industry has undergone a schism, dividing the market in two: on one side, the traditionalists, who advocate for human-driven expertise and management. On the other, the futurists, who believe that the future of finance lies in AI, algorithms and machine learning.

On the side of the traditionalists, Compass Invest trust in their experienced asset managers to forge investment strategies that fulfil their client’s long-term wealth management goals. They believe that the human element that drives their success acts to differentiate themselves from a sector that has become reliant on technology. We spoke to the firm’s Chief Investment Officer, Dragomir Velikov, and Executive Director, Ivaylo Angarski, to find out more.

On the other side of the spectrum, A&C Legal are a pioneering law firm working tirelessly to set a new standard for legal practices around the world to follow. Adriana Posada, A&C Legal’s Founder, Partner and Director, takes some time out of her busy schedule to talk to Wealth & Finance about her work towards the empowerment of women, corporate responsibility and the incorporation of green practices.

At Wealth & Finance Magazine, we sincerely hope that you enjoy reading this month’s issue and look forward to hearing from you.

By Laura Brookes | Editor

Issue 9 2018

Patrick Doherty on 24th September 2018

Click the image to read this issue

Welcome to the ninth issue of Wealth & Finance International Magazine, which is dedicated to providing fund managers, institutional and private investors with the very latest industry news in the traditional and alternative investment landscapes.

Disruption and innovation define the modern investment landscape, as firms look to step away from the tried and tested waters of the traditional and onto new lands. Global institutions are adopting the latest technological advancements to give them an edge over their peers and competitors or adapting strategies to thrive despite market volatility. The Tycuda Group, one of Canada’s leading investment establishments, very much fits this mould, believing that unpredictable market conditions can be overcome with flexibility and experience. We spoke with the firm’s Portfolio Manager, Miles Clyne, to find out more.

As part of the cover story for this month’s issue, we spoke to CEO Mahmoud ElSaeed. His company, The YBN Group, are the pioneers behind the world’s first “Virtual Global Citizenship”, which aims to reimagine and reinvigorate investment advisory services to allow his clients to attain true financial freedom. We interviewed the man behind the business to find out how his leadership style helps drive the company’s lofty goals.

Finally, Wealth & Finance International was offered the opportunity to experience one of Stratajet’s flights first-hand as we interviewed the firm’s CEO, Jonny Nicol. Stratajet is the world’s first real-time online private jet booking platform, helping to revive an industry that has traditionally struggled to attract new audiences. Nicol offers a remarkable insight into how he challenges the conventions of this exclusive market.

At Wealth & Finance Magazine, we sincerely hope that you enjoy reading this month’s issue and look forward to hearing from you.

Laura Brookes | Editor

Issue 8 2018

Kevin Thompson on 23rd August 2018

Welcome to the eighth issue of Wealth & Finance International Magazine, which is dedicated to providing fund managers, institutional and private investors from around the globe with the very latest industry news in the traditional and alternative investment landscapes.

Gracing the cover of this month’s issue is Azizi Bank. As the largest commercial bank in Afghanistan, they have made a substantial push over the last year to incorporate more mobile banking options for their clients. As a result of these efforts, and their consistent dedication to being at the forefront of the country’s banking industry, Wealth & Finance International named Azizi Bank Afghanistan’s “Bank of the Year for 2018”. We spoke to Azizi’s President and CEO, Dr. Mohammad Salem Omaid, to find out how he has forged their peerless reputation in the finance sector.

Also in this issue, we spoke to Javed Khattak who, in his role as CFO of Humaniq, is helping to bring about the next generation of financial services. As an expert in Blockchain technologies he hopes to bring Fintech to areas of the globe that have no access to regular banking services. We endeavoured to find out more.

In a nice change of pace, Wealth & Finance spoke to Bradley Whitchurch, the CEO of Seal Shield, to find out how he drives innovation in the infection prevention industry. Utilising strategic partnerships and technology acquisitions, Seal Shield has become synonymous with excellence in the healthcare sector.

Finally, on the back of their success in the Finest in Finance Awards, we took a close look at D&D Leasing UK, a multinational leasing and financing provider. The firm’s Founder, Rev. Dr. K. Bill Dost, revealed some of the secrets behind their success.

At Wealth & Finance Magazine, we sincerely hope that you enjoy reading this month’s issue and look forward to hearing from you.

Issue 7 2018

Patrick Doherty on 22nd July 2018

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Wealth & Finance INTL Magazine is dedicated to providing fund managers, institutional and private investors from around the globe with the very latest industry news from across both traditional and alternative investment sectors.

Firstly, we cast a light to Allied Wallet who graces the front cover of this edition. Taking time out of hectic schedule, Dr. Andy Khawaja of Allied Wallet provides us with an insight into the company’s award-winning global online services following his recent success in Wealth & Finance’s Leaders in Finance Awards in which he was rightly awarded the title E-Commerce CEO of the Year.

In this issue, we take a closer look at Pros Assist, a gifted team consisting of qualified practicing members of the Institute of Financial Accountants, notably headed by the Director and Senior Financial Accountant, Alom Rouf. Recently, we profiled both the firm and Alom to discover more about the innovative services that they provide to their clients.

Also in this edition, we discover more about Eze Castle Integration who, for more than two decades, have been the premier provider of technology solutions to the financial and investment management industry. Recently, we profiled the firm and spoke to Dean Hill as we looked to discover more about their innovative ways, especially following their recent success in Wealth & Finance’s Global Excellence Awards where they were awarded title Best in Hedge Fund Technology Services.

At Wealth & Finance Magazine, we sincerely hope that you enjoy reading this month’s issue and look forward to hearing from you.

Issue 6 2018

Patrick Doherty on 22nd June 2018

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Wealth & Finance INTL Magazine is devoted to providing fund managers, institutional and private investors across the globe with the latest industry news across both traditional and alternative investment sectors.

In this issue, we take a closer look at Caye International Bank. The firm provides stability, confidentiality and higher returns for their customers and clients. Recently, we spoke with Caye’s Senior Vice President, Luigi Wewege about the Bank, its services and his aspirations moving forward.

Elsewhere in this edition, on the 27th July, Brown Brothers Harriman & Co. (BBH) launched the BBH Income Fund (the Fund). The open end mutual Fund will be co-managed by Andrew Hofer and Neil Hohmann. We discover how BBH Income Fund seeks to provide maximum total return with an emphasis on current income, consistent with the preservation of capital and prudent investment management.

Also in this issue, Prophet Equity is a private equity firm that makes control investments in strategically viable, asset-intensive, underperforming companies. We profile the dynamic firm, as we reflect on how over the last nineteen years, Prophet Equity’s Principals have invested in and managed entities with over $6 billion in revenue.

The team here at Wealth & Finance Magazine hope you enjoy reading this month’s insightful edition, and we look forward to hearing from you!

Issue 5 2018

root on 29th May 2018

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Wealth & Finance Magazine Wealth and Finance Wealth & finance banking finance funds markets regulation risk management tax wealth management market trends stock trends stock market trends wealth management magazine wealth magazine finance magazine

Wealth & Finance Magazine is a monthly publication, which provides an array of news features, and articles from across both traditional and alternative investment sectors. In the fifth issue for 2018 of the magazine, we cover a vast range of subjects from financial advisors, education and training specialists, and alternative asset management firms. This month’s issue is packed full of insightful articles for you to read.

In recent news, GCM Grosvenor announced that its Labor Impact Infrastructure business has adopted a Responsible Contractor Policy that includes an agreement to proactively collaborate with the North America’s Building Trades Unions (“NABTU”). The policy will ensure “responsible contractors,” including contractors who are signatories to collective bargaining agreements, are part of the bidding and selection process for its Labor Impact investments.

In this month’s edition, we discover more about Learn to Trade, which is a forex education and training specialist. The firm offers a range of courses that help people learn about and understand the forex market and the opportunities and risks within it. We recently spoke with their CEO, James Matthews who provided us with an insight into the firm and the exceptional services they provide.

Founded in 2008, Magni Global Asset Management LLC developed the Sustainable Wealth Creation principles, based on widely accepted economic concepts, by researching the accounting, legal, regulatory, adjudicative, and economic infrastructures of countries. Today, they are a global leader in country-level research on corporate governance. We profiled the leading firm and its team which gave us an insight into the company’s extensive accomplishments.

Elsewhere in this issue, Constantine G. Varley is a financial advisor attached to Synovation Financial Services, and specialises in a vast range of services. Recently, we caught up with Constantine to discover more about both his work and successful company, Synovation Financial Services.

Here at Wealth & Finance Magazine, we hope that you thoroughly enjoy reading this month’s edition, and look forward to hearing from you.

Issue 4 2018

root on 30th April 2018

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Wealth & Finance Magazine Wealth and Finance Wealth & finance banking finance funds markets regulation risk management tax wealth management market trends stock trends stock market trends wealth management magazine wealth magazine finance magazine

Welcome to the 4th issue of 2018 for Wealth & Finance Magazine, hosting an array of news features, and articles from across both traditional and alternative investment sectors. On the 19th April 2018, the PenFed Foundation announced the launch of its new Veteran Entrepreneur Investment Program (VEIP). Through Foundation contributions and matching funding of up to $1 million from PenFed Credit Union in 2018, the program will: provide veteran-owned start-ups with seed capital to build and grow their businesses, create robust networks and enable the PenFed Foundation to perpetually re-invest returns in future veteran-owned businesses. In this month’s issue, we discover more about Infinox Capital, a global brokerage, headquartered in London who provide a range of services to its valued clients. We spoke to Jay Mawji to learn more about the firm and how it works to provide the very highest standards of support and service. Elsewhere in this edition, Are You Owed Money (AYOM) is a debt recovery specialist in Preston, Lancashire. We speak to Marketing Manager, Daniel Fletcher as we aim to gain more insight into the success of the firm. Speaking of success, FACET is a Crawley based fund manager offering a range of investment opportunities to its valued clients. We spoke to Director, Christian Holland to learn more about the successful company. Here at Wealth & Finance Magazine, we truly hope that you enjoy reading this issue and look forward to hearing from you.

Issue 3 2018

root on 22nd March 2018

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Welcome to the 3rd issue of 2018 for Wealth & Finance Magazine, providing you with the latest industry news from across both traditional and alternative investment sectors.

In recent news, HALL Structured Finance (HSF) has announced that the company has closed a new first lien loan totalling $35.5 million to finance the construction of The Vantage multifamily high-rise in St. Petersburg, Florida. The property developer is Michigan-based DevMar Development and the project is expected to be completed in September 2019.

In this month’s issue, we discovered more about the professional, friendly and pro-active firm of Chartered Certified Accountants, Makesworth Accountants when we spoke to Sanjay Kumar Sah as we explored the secrets behind the firm’s continuous success.

On the theme of success, the multi-award winning company, MNM Developments is a family run firm of developers, specialising in luxury apartment developments in Edinburgh and the Lothians. Recently, we sat down with Michaela Teague who provided us with an insight into the success of the company, and also the Marionville Development, the firm’s current project.

Also, Mahindra and Mahindra Ltd is a US $19 Billion multinational group, who boast a global presence across more than 100 countries, whilst also employing over 200,000 people. Group CIO and CFO; VS Parthasarathy (fondly known as Partha), provides us with an insight into the ongoing success of the company.

Lastly, Artis REIT is a diversified Canadian real estate investment trust (REIT) investing in office, industrial and retail properties. Recently, we profiled the firm as we take a closer look at the aggressive but disciplined growth strategy which they have executed since 2004 to build a portfolio of commercial properties in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario and selected markets in the United States.

Here at Wealth & Finance Magazine, we hope that you enjoy reading this issue and we look forward to hearing from you.

Issue 2 2018

root on 21st February 2018

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Welcome to the 2nd edition of Wealth & Finance Magazine, your source for the latest industry news across both traditional and alternative investment sectors.

Gracing the cover of this month’s edition, is 3E Accounting Pte. Ltd. The company stands out as being one of the leading service providers, especially in Singapore Companies Registration and Corporate Secretarial Services, with its one-stop solution that covers all of its client’s accounting and regulatory requirements. Taking time to discuss with us the firm’s impressive success, is Managing Director, Lawrence Chai who reveals more about the professional team at 3E Accounting, which comprises highly experienced and expert professionals in Singapore’s financial, tax, corporate and regulatory landscape.

In this month’s issue, we look at how for more than 28 years, Alfa-Bank has been carrying out all major types of banking operations including servicing private and corporate clients, investment banking, trade finance and asset management. We caught up with Head of Private Banking Katerina Mileeva will revealed to us more about the bank, and also its Private Banking Service

Elsewhere in this edition, we learn more about international asset manager, C-QUADRAT who seeks to realise continuous and sustainable growth for its investors. Recently, we profiled the firm and HNA Group, which has recently invested in the company, as we explore what this means for both sides going forwards.

Lastly, since its inception in 2012, B&B Analytics has equipped clients with a complete and proven operating model, enabling them to deliver enhanced transparency, safety and sustainable performance. When speaking to Guido Buehler, we began our quest to find out more about the extensive success of the company.

Here at Wealth & Finance, we truly hope that you thoroughly enjoy reading this issue, and we look forward to hearing from you.

Issue 1 2018

root on 29th January 2018

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Welcome to the first edition of Wealth & Finance for 2018. Providing you with an insight into the latest industry news across both traditional and alternative investment sectors.

In this month’s issue, we discover more about Opilio Recruitment. The firm was established in 2010 and is the go-to digital recruitment agency for global brands and tech start-ups. We spoke to Sheba Karamat as we find out more about this knowledgeable and industry leading firm.

Also in this edition, Beckford James are experienced, independent chartered financial planners. We invited Partner & Chartered Financial Planner, Joseph Maguire to provide us with an insight into the company’s success behind the scenes.

On the theme of success, Alta Semper invests patient, flexible and strategic capital across growth markets with a specific focus on Africa. We invited Afsane Jetha to tell us more about the firm as we examine the secrets behind its success.

Elsewhere in this issue, established in 2004, Idappcom is a privately owned security software development and security services business. We profiled the firm and sat down with CEO, Ray Bryant who reveals more about one of the rising companies in the exciting world of cybersecurity.

Lastly, as we look ahead to the possibilities that 2018 has to offer, Anthony Morrow, CEO of evestor.co.uk comments on what 2018 holds for fintech and robo-advice.

Here at Wealth & Finance, we hope that you enjoy reading this edition, and we wish you all the best for 2018.

Wealth & Finance December 2017

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Welcome to the December edition of Wealth & Finance Magazine, bringing you with an insight into the latest industry news across both traditional and alternative investment sectors.

In recent news, on the 14^th December, Funds affiliated with Apollo Global Management, LLC (together with its consolidated subsidiaries, “Apollo”) announced that they have signed a definitive agreement to acquire Sun Country Airlines, the largest privately-held fully independent airline in the United States, from brothers Marty and Mitch Davis. The transaction, which is subject to regulatory approvals and other customary conditions, is targeted to close during the first quarter of 2018.

In this month’s issue, we learn more about the market leader in rugged mobile computers, barcode scanners and barcode printers enhanced with software and services to enable real-time enterprise visibility, Zebra Technologies. The company’s Chief Financial Officer, Olivier Leonetti provides insights into what Zebra delivers and what it takes to be successful in the technology industry.

Keeping on the topic of success stories, Nexus Forensic Services who have been in business since 2006, play a leading role in the forensics industry through its involvement and membership in self-regulatory bodies. One of the Directors of Nexus, Mary-Anne Whittles provides us with an overview of the company’s services and future aspirations.

Also in this month’s edition, we profile full service on-site health, fitness and wellbeing management company, Aquila as we look to explore the secrets behind its ongoing success.

Finally, Infinox Capital is a global brokerage, headquartered in London and provides a range of services to its valued clients. Recently, we spoke to Jay Mawji to discover more about the firm and how it works to provide the very highest standards of support and service.

Here at Wealth & Finance, we hope you enjoy reading this thrilling edition and look forward to hearing from you.

Wealth & Finance November 2017

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Welcome to November issue of Wealth & Finance Magazine, proving you with an insight into the latest industry news across both traditional and alternative investment sectors.

Gracing the cover of this month’s issue, we meet Chief Financial Officer (CFO), Seetha Bansil who works on the Executive Management Team at Aspect Enterprise Solutions. AspectCTRM was delivered as the first web-based trade and risk solution 17 years ago. Recently, we profiled the company and Seetha as we look to find out more about her and the company’s success.

Elsewhere in this edition, we meet award-winning Communal Property Expert, Public speaker and author of the Ultimate Committee Handbook, Russell Flick. Taking time to tell us more about his recent success of being featured in Real Estate Top 100, Russell reveals what he feels has contributed to his accomplishments.

In recent news, an Australian retail property first, the Clean Energy Finance Corporation (CEFC) will invest $200 million into QICGRE’s flagship Shopping Centre Fund (QSCF) to undertake improvements in energy performance across the QSCF shopping centre portfolio. The senior debt facility is the CEFC’s largest property investment commitment to date and will support improvements in its Australian shopping centres located in Queensland, Victoria, New South Wales and the ACT.

Lastly, Pearl Island Bahamas is the newest island experience near Nassau and its surrounding islands, offering daily excursions and a variety of unique island experiences. Marketing & Sales Manager, Philipp Rebmann gives us an overview of the company and discusses what makes the experience so attractive to visitors.

Here at Wealth & Finance, we sincerely hope you enjoy reading this informative edition and look forward to hearing from you.

Wealth & Finance October 2017

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Welcome to the October edition of Wealth & Finance Magazine, bringing you the latest industry news across both traditional and alternative investment sectors.

In recent news, one of the industry’s largest independent, full-service investment consulting firms, NEPC. LLC, announced on the 24^th October the results of the 2017 Defined Benefit Plan Trends Survey, a gauge of plan sponsors’ strategic vision for their pension funds.

In this month’s issue, we learn more about full-service real estate fund management company, ARA Korea Limited based in Seoul. The company was first founded by Macquarie Group of Australia in 2002, but was later acquired by ARA Group in 2014. We profile the firm and speak to Anthony Kang, as we gain further insight into what makes ARA Korea Limited the successful company it is today.

Continuing with this theme of success, we discover more about Star Mountain, a specialised lower middle-market investment firm founded in 2010 with approximately $500 million of assets under management. Going in to more detail about the services that the firm provides, Breck Hickey discusses being named in the 2017 Private Debt Excellence awards before outlining star Mountain’s overall mission.

Elsewhere in this issue, we discover how fully integrated real estate investment company, Carroll Organization, focuses on acquiring and managing high quality multifamily properties. Taking time to tell us more about the firm M. Patrick Carroll discusses the firm’s overall mission and explains the steps he believes Carroll Organization needs to take in order to reach their goal.

Here at Wealth & Finance Magazine, we truly hope that you thoroughly enjoy reading this edition and look forward to hearing from you soon.

Wealth & Finance September 2017

root on 27th September 2017

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Welcome to this bumper edition of Wealth & Finance Magazine, providing you with the latest industry news across both traditional and alternative investment sectors.

In recent news, WhiteHorse Capital (“WhiteHorse”) announced the expansion of its direct lending team with the addition of Daniel Dubé as a Principal. WhiteHorse is the direct lending affiliate of H.I.G. Capital, a leading global private equity and alternative assets investment firm with $23 billion of equity capital under management.

Creative ITC works with some of the world’s largest brands defining and delivering IT infrastructure solutions. Taking time to discuss their fresh approach to delivering quality infrastructure, is Managing Director, Keith Ali. Highlighting the reason for their success as remaining grounded and honest, which has been part of the company’s DNA from day one, Keith shares with us Creative ITC’s mission and his expert insights on the wider IT industry today.

Elsewhere in this issue, we dive into the world of indulgence when we find out more about the most anticipated audio show of the year, The Indulgence Show. The show is a major new HiFi, portable audio and luxury living experience for London.

Here at Wealth & Finance Magazine, we truly hope you enjoy reading this insightful edition and look forward to hearing from you.

Wealth & Finance August 2017

root on 25th August 2017

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Welcome to this bumper edition of Wealth & Finance Magazine, providing you with the latest industry news across both traditional and alternative investment sectors.

In recent news, WhiteHorse Capital (“WhiteHorse”) announced the expansion of its direct lending team with the addition of Daniel Dubé as a Principal. WhiteHorse is the direct lending affiliate of H.I.G. Capital, a leading global private equity and alternative assets investment firm with $23 billion of equity capital under management.

Creative ITC works with some of the world’s largest brands defining and delivering IT infrastructure solutions. Taking time to discuss their fresh approach to delivering quality infrastructure, is Managing Director, Keith Ali. Highlighting the reason for their success as remaining grounded and honest, which has been part of the company’s DNA from day one, Keith shares with us Creative ITC’s mission and his expert insights on the wider IT industry today.

Elsewhere in this issue, we dive into the world of indulgence when we find out more about the most anticipated audio show of the year, The Indulgence Show. The show is a major new HiFi, portable audio and luxury living experience for London.

Here at Wealth & Finance Magazine, we truly hope you enjoy reading this insightful edition and look forward to hearing from you.

Wealth & Finance July 2017

Wealth & Finance July 2017

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Welcome to this truly captivating July edition of Wealth & Finance International magazine.

In this issue, we discover more about C-QUADRART – the international asset manager which was established in 1991 in Vienna by Alexander Schütz and Thomas Riess. The C-QUADRAT team has made a name for itself internationally with its investment fund analysis and management activities.

Elsewhere in this issue, on 24th July the Board of LXi REIT plc announced that it has exchanged contracts to provide forward funding for the development of a new Travelodge hotel, drive-through Costa coffee shop and drive-through KFC restaurant in Camborne, Cornwall.

Finally, we learn more about how for almost 30 years, Adam Phones have been creating award-winning mobile and fixed line connectivity solutions for some of the most demanding clients and businesses in the world.

We hope you thoroughly enjoy reading this issue.

Wealth & Finance June 2017

Wealth & Finance June 2017

root on 25th July 2017

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Welcome to the June edition of Wealth & Finance Magazine.

Established in 2000, the Laser Treatment Clinic is a multi-award winning laser skin care clinic. Zaheda Hafez has over 17 years of clinical practice experience under her belt, the Laser Treatment Clinic has produced excellent results and has quickly become the go-to skin clinic in London for many high-profile figures.

Investing in interesting opportunities, generally through hedge funds, on behalf of its clients is innovative fund manager, Pluscios. At Pluscios, they are constantly looking for interesting investment opportunities, whether it is an off the radar niche opportunities or front page complex opportunities.

Elsewhere, we took the opportunity to profile AON Underwriting Managers (AUM, providers of specialist underwriting and claims expertise. AUM also focuses on commercial insurance products across Accident and Health, Property and Casualty, Financial Lines and Marine sectors.

I hope you enjoy reading this truly captivating edition.

Wealth & Finance May 2017

Wealth & Finance May 2017

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Welcome to the May 2017 edition of Wealth & Finance International magazine.

In recent news, Anthony Rayner, manager of Miton’s multi-asset fund range underlined recently that textbook portfolio construction theory suggests that long-dated bonds, particularly sovereign bonds from the large developed economies, are the archetypal haven and diversifier of equity risk.

In terms of deals, Deutsche Bank on 24th May signed an Accreditation Master Agreement (AMA) with the Green Climate Fund (GCF), enabling the bank to receive and use GCF capital and raise further funds from private sector investors to support action on climate change.

I hope you enjoy reading the news and many special features that this edition offers.

Jonathan Miles, Editor

Wealth & Finance April 2017

Wealth & Finance April 2017

root on 28th April 2017

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Welcome to the April 2017 edition of Wealth & Finance International magazine.

In recent news, the U.S. Securities and Exchange Commission (SEC) enforcement activity remained elevated through the first half of fiscal year 2017, according to new research from Cornerstone Research. The data show an increase in actions involving broker-dealers, issuer reporting and disclosure, and securities offerings.

Looking ahead, we find out that Weenie Business Solutions in Swindon believes that entrepreneurs in the UK need to get ahead of the digital tax rules arriving in 2019. While
HMRC’s ‘Making Tax Digital’ plans are still sending shockwaves through the business community, Amelia Bishop of Weenie Business Solutions believes that, “everyone can plan for change and find bespoke solutions.”

I hope you enjoy reading this edition.

Jonathan Miles, Editor

Wealth & Finance March 2017

root on 31st March 2017

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Welcome to the March 2017 edition of Wealth & Finance International magazine, which contains a compelling range of features on banking, property, consulting, wealth management and legal issues plus much more.

Virtually all (98%) institutional investors globally have some degree of concern that inflation will reduce the real value of bond yields over the next 12 to 24 months, new research (1) by Managing Partners Group (MPG), the international asset management group, has revealed.

In other news, as this years’ ISA season ticks down its final days, people keen to ‘use it or lose it’ to help protect themselves from Brexit fallout (rising inflation and turbulent stock markets), can choose the Abundance ISA which invests in renewable energy projects typically paying 6% to 9% returns, right up to 11:59pm on April 5^th.

I hope you enjoy reading this edition.

Wealth & Finance February 2017

root on 24th February 2017

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Welcome to the February 2017 edition of Wealth & Finance International magazine, which boasts a remarkable array of features on e-commerce, banking, real estate and private investment to name a few.

The start of the New Year has already brought with it some important developments for Britain’s SMEs explains Luke Davis, Co-founder of Crowdfinders and CEO of IW Capital in a special guest article.

In another comment piece, Diana Chambers, family wealth mentor and philanthropic advisor, outlines why wealth management is as much about feelings as figures.

In an inspirational interview, Allied Wallet’s tech billionaire Dr. Andy Khawaja shares his thoughts on the future of the e-commerce industry and the important role that Allied Wallet will play in shaping the future of how the world transacts.

I hope you enjoy reading this edition.

Wealth & Finance January 2017

root on 20th January 2017

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Welcome to the January 2017 edition of Wealth & Finance International magazine, which has a rich and varied range of content, including real estate, wealth management and tax plus much more!

Every year at this time, individuals and corporations renew the time-honoured tradition of making commitments to be better this year than last. For most, the intentions are good, however the results tend to be lacking writes Richard Tyler in the latest instalment of his excellent Tyler Tips®.

In comment from first direct, home ownership has fallen in most areas of the UK, according to the parliamentary Home Ownership Statistics report. While Scotland appears slightly immune to the trend, with a 0.8% rise in ownership since 2011, and ownership amongst those aged 70+ has also risen by a similar margin, other areas in the UK aren’t seeing the same growth.

I hope you enjoy reading this edition.