Showing posts with label wealth management. Show all posts
Showing posts with label wealth management. Show all posts

Friday 13 September 2019

How Billionaire Investors Are Protecting Their Wealth

It can take a lifetime to build a fortune of Buffett or Dalio sized proportions.

But, as all billionaires know, there is always risk present in the market – and even though a catastrophic geopolitical or financial event is very unlikely, it is important to be prepared for anything.





Thursday 24 December 2015

The fight-or-flight moment in financial services is here


How technology will affect the entire financial services industry

From Business Insider –

“Technology is upending workflow and processes in the financial services industry. Tasks once handled with paper money, bulky computers, and human interaction are now being completed entirely on digital interfaces. Given how pervasive financial services are across the globe, the disruption opportunity for fintech startups is massive.

Almost every type of financial activity — from banking to payments to wealth management and more — is being re-imagined by startups, some of which have garnered blockbuster investments. Meanwhile, the old guard is trying to solve a puzzle presented by the fintech revolution: How can they benefit from the rise of digital, and how can they avoid obsolescence?

In a new report from BI Intelligence, we provide a detailed overview of the fintech ecosystem, explain the challenges and opportunities for incumbents and startups and evaluate the key areas of finance being disrupted by new technologies. We also determine which financial sectors are most vulnerable, which are still shielded from immediate disruption, and what that means for new entrants and financial giants.”

Read more>>

Wednesday 22 July 2015

Eureka Financial launches Corporate Governance Summer School Dubai 2015


22 Jul 2015 - Eureka Financial launches another edition of a very popular Corporate Governance programme. 

Corporate Governance Summer School 2015 will take place on 25-26 of August in Dubai and is open to all senior professionals from the region and beyond, who are interested in boosting corporate governance standards in their organisations and learn about the best world’s practices.

“Over the past few years we have seen a significant increase of interest in corporate governance practices from firms not only in the region but also in Africa and Asia. Local companies are very interested in learning about regulations, setting up effective frameworks and implementing best practices in their organisations.” says Aldona Puchalska, Director of Eureka Financial Limited.

A good corporate governance system puts the right policies in place and helps set up a solid organisational structure that clarifies roles, reporting and delegation of responsibility. What is also important, it enhances company’s reputation and makes it much more attractive to its investors, suppliers and customers, as well as helps preventing corporate scandals, fraud and potential civil and criminal liability in an organisation.

Eureka Financial has developed a practical programme, which gives an overview of current regulatory solutions and analyses the best practices across different sectors, both in the GCC region as well as around the globe.

“We have also developed an assessment tool allowing companies to review their current practices and identify both, the strong and weaker points, which require further enhancements and structural or organizational changes. We have conducted many assessments in the region and beyond which have proved to be very effective for companies that we worked with.”, says Aldona Puchalska.

Places are filling fast, so get in touch if you want to get on the programme.

If you want to find out more about the course visit Corporate Governance Summer School 2015’ website or contact Eureka Financial on enquiry@eurekafinancial.com or +44 (0) 207 993 8597.

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Eureka Financial Limited is a provider of professional financial and business management training solutions to companies around the world. They offer over 100 programmes in banking, finance, wealth management, risk and compliance as well as business management and soft skills. All our trainers have over 20 years of practical international experience in their respective subjects.
To find out more visit: www.eurekafinancial.com


 
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