Payal Devgan’s Post

Once again Fifth Third Private Bank is recognized by Global Private Banker as the Best Private Bank for High-Net-Worth Clients in 2024! This is a #53better ! #wealthmanagement #itmatterswhereyoubank #privatebanking

Great to see another private markets’ expert in an ION Analytics fireside chat with Giovanni Amodeo: José Luis Molina, CEO of AltamarCAM Partners, shares some remarkable insights on 🔷 the evolution of private banking, 🔷 the importance of adapting to the needs of HNWI 🔷 and leveraging technology for innovative solutions. The insightful discussion not only sheds light on the asset management specialist’s initiatives but also on the broader trends influencing wealth management and private banking sectors. ℹ️ 𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝘃𝗶𝗱𝗲𝗼 𝗵𝗲𝗿𝗲: https://lnkd.in/eNJzNSWD #PrivateMarkets #HNWI #AssetManagement

Standard Chartered's Q1 2024 results demonstrate the value of our unique franchise. In particular, our Wealth Solutions and Deposits income are up 23% and 14%, respectively. This is on the back of our focus on NTB Affluent clients, International Banking to leverage our network and drive to bring in Net New Money. In Q1 we sustained our momentum in onboarding 62k new-to-bank affluent clients and doubling of affluent net new money. Continued innovation across our wealth product suite, building our advisory platform/journey’s as well as research capability enables us to fulfill clients' evolving wealth needs. I am also pleased that our own Signature CIO Funds launched late 2022 have crossed USD1 bn net sales as of April 2024. A big thanks to all my colleagues in Wealth and Retail Banking who have made it possible to deliver a strong start to 2024. #StanChartResults #HereForGood Standard Chartered Nicolas Rigois Sumeet Bhambri Gautam Duggal Lisa Fong Pamela Tseng Owen Young Eugene Puar Samrat Khosla Sachin Bhambani Saurabh Jain David Leung Alson Ho Usman Khalid Steve Brice Lay Choo Ong #wealth #wealthmanagement #affluent #internationalbanking #wealthcreation #wealthprotection #deposits #NNM #netnewmoney #HNW #UHNW #highnetworth

Our CLM experts, Steve D'Souza and Paul Beckett are at the Private Banking & Wealth Management Conference today hosted by Arena International Events Group.    If you’re here, visit our booth to discuss your specific client lifecycle challenges. From attracting new clients to fostering long-term relationships, we've got you covered. #WealthManagement #PrivateBanking #WealthTech #PBL24 

Let’s have a conversation #fifththirdbetter . Let’s Grow GA!

#BFSITransformation | In conversation with Dr. PUNEET KAUR KOHLI, President-Information Technology & Data Office, Liberty General Insurance she highlighted her vision of the future of banking and financial services, and the steps her organization is taking to prepare for the evolving industry landscape and customer needs. Click the link to watch the whole video: https://lnkd.in/dNZxmd83 Visit us at: https://lnkd.in/dYNc8mu6  #banking #investmentbanking #bankingandfinance #bankingsector #finance #insurance #bfsi #conclave #digitalbanking #digitalbankingtechnology #fintech #fintechstartup #fintechindia #fintechbusiness #fintechbusines

Managing bank mandates: The growing challenge for #CorporateTreasuries 👀 As businesses scale globally, managing bank mandates across multiple accounts and institutions becomes increasingly complex and time-consuming. Outdated methods - like email chains and manual spreadsheets - leave treasury teams frustrated with the lack of efficiency and real-time visibility. While digital solutions from banks like Citi and J.P. Morgan offer some relief, full integration with other key systems remains a major hurdle. The future lies in fully integrated, streamlined platforms that simplify the process for corporate treasuries worldwide. Swipe through our carousel below to explore the current challenges and how the right innovations can ease the burden of bank mandate management. ⏩ PS How is your team managing bank mandates? Share your insights in the comments 👇 #BankMandates #CorporateTreasury #FinanceInnovation #DigitalTransformation #TreasuryManagement

I recently learned from one of my colleagues - Less is more. So I am just going to try it out here - minimal effort and straight to the point. Did I do it right or did I just flopped entirely 😥 Either way you get my point - Hit me up if you were mentioned in the post below or resonated with any of the questions. 😀 #banking #relationshipmanagers #wealthmanagement #wealthmanager #bancassurance #investments #frontoffice #retailbanking #premierbanking #onshore #offshore #wealth

Banking of america

Very proud to share this as LGT Wealth India’s Family Office services banks on our global expertise and serves many Indian families. It’s not only about investment products and returns, it’s a broad gamut including Family Governance Charters, understanding Risk Aptitude at family group level, defining roles of family members, Asset Allocation, Investment Policies, Product’s Risk Assessment and Fitment, Portfolio Consolidation across geographies, Portfolio Analytics, Accounting, Taxation, Investment Risk Audit, Performance Measurement, Philanthropy and Wealth Sucession Planning. Equipping the Nextgen with requisite skills to continue the legacy is another important aspect of ensuring generational wealth preservation, growth and transfer. #familyoffice #wealthmanagement #investments #portfolioanalytics #portfolioaccounting #familygovernance LGT Wealth Management LGT Wealth India LGT Venture Philanthropy