Retirement Planning Awards Package Examples 2024

About Us Introduction Wealth & Finance International is thrilled to announce the return of the 3rd annual Retirement Planning Awards! The Retirement Planning Awards 2024 aims to acknowledge the outstanding achievements and best practices of the retirement planning industry. These awards are organised by Wealth & Finance International, a global platform that provides the latest information on up-to-date market trends and advice on all things related to finance and fund management. The awards are open to all professionals and organisations that contribute to the pensions and retirement income sector. Whether you are a financial advisor who assists consumers in planning for their retirement, a pension plan provider or fund manager who offers retirement savings and investment solutions, or a technology provider who supports the administration and delivery of retirement benefits, you are eligible to enter and compete with the best in the business! The retirement planning landscape is undergoing significant shifts globally, with recent global disruption events effecting life expectancy and sparking concerns about pension adequacy. In response, there’s a growing trend towards later retirement and a resurgence of work-based pensions. Different industries across the world are customizing retirement plans to attract and retain talent, offering competitive benefits and emphasizing diverse investment opportunities. Regulatory changes, like the SECURE Act 2.0 in the USA, are impacting the retirement industry, leading to recruitment challenges and a potential slowdown in acquisitions. These shifts are accompanied by a broader trend of technology transforming retirement planning, as robo-advisors and digital solutions offer efficient and accessible options. Demographic changes, regulatory shifts, and technological advancements are reshaping retirement planning on a global scale, emphasizing the importance of adaptability for service providers and individuals navigating these evolving trends. Bronze Package 725 GBP / 921 USD Full page article Bespoke trophy Personalised digital logo 9. Oct22055 International Seed Investor of the Year 2022 Offering seed investment requires a keen eye for potential. The team at Brick Capital Ventures have chosen a model where “every investment counts”, with an accordingly smaller portfolio and more proactive management approach. The team have achieved tremendous success with this mindset, earning recognition in the Global Tax Awards 2022. We take a closer look to see how Brick Capital Ventures will progress in the weeks and months to come. Having just finished off its third year of investing in early stage companies on both sides of the Atlantic Ocean, Brick Capital Ventures has found itself in an incredibly strong position. With sixteen portfolio investments during this period, including healthy progress throughout the Covid period, the team have found progress has far from slowed down. In fact, the team receive in excess of six proposals a day, averaging 200 a month. Not just going strong, it seems like this team is only just getting started! The business is owned by two high net worth families, and aims to service additionally, high net worth families who have an alternative asset allocation for venture capital and using the unique model that has drawn such remarkable success. The team focus on the seed stage of a company’s life, defined by Brick Capital Ventures as pre-revenue through to pre-Series A. This has allowed the team to enter into numerous industries, carefully keeping away from slow regulatory sectors and those industries which are immature in their development and structure. Success is due, in no small part, to the unqiue knowledge of the firm’s principals. Andrew Craissati comes from an operations and finance background, having worked with the Asia Pacific Chairmanship of Sir Richard Branson’s Virgin Group, the design and leadership of David de Rothschild’s family investment structure, Integritas, an M&A role at National Geographic Society and investment banking experience at Asia-based Magna Group. His colleague, Bill Brandt Jr, built built one of the world’s largest kitchen cabinetry companies, American Woodmark. He was also responsible for bringing it to the public markets via NYSE. Such business savvy minds are very appealing to a certain sort of business. While some seed stage companies shun assistance, Brick Capital Ventures is delighted to support those who might need assistance with strategy, corporate finance, cross-border development, recruitment, sales, business development, M&A and fund-raising. Having such expertise at the heart of the company guarantees advice which will be practical and forthright. If the team cannot make a difference to their company beyond funding, they simply will not invest in them at all. Needless to say, this means that the team is driven significantly by the human side of investing, with the strength of the leadership/ founding team playing a core role in any decisions made. As such, the Brick Capital Ventures team has an in-house psychologist to enhance the insight available. The portfolio, too, is designed to care, to nurture and to embrace diversity and inclusivity, with a headcount that is over 60% female. Until recently, the firm has grown through word of mouth and referrals from existing clients. Now, as scaling seems more appealing, the team have taken a stance that includes proactive marketing. Now the firm has found a place within the top 10% of all Seed stage investors, the founders are expanding their fund’s capital base and will be launching a campaign to raise further investment in 2023. For those who want to work with Brick Capital Ventures, there is incredible potential. We cannot wait to see that potential fulfilled. Company: Brick Capital Ventures Name: Andrew Craissati Email: [email protected] Web Address: