Project Equity’s Post

Didn't even know there was a National Financial Awareness Day but good to celebrate that we should all be financial aware! In my view the more knowledge/awareness you have the less likely you are to make mistakes with your finances. #financialawareness #charteredfinancialplanner

From Crisis to Success: How Wevarsity Sacco Rebuilt Trust and Stability After years of mismanagement, they nearly destroyed Wevarsity Sacco Society Ltd in Kakamega County. But thanks to dedicated leadership, the Sacco has made a remarkable comeback, driven by a focus on financial stability and member service. CEO Rehema Atieno and a new board of directors led the transformation. They tackled debt, restored accountability, and rebuilt member trust. Atieno explains, "We ensured a positive working relationship between staff and board, enhancing customer service." The results speak for themselves: Wevarsity Sacco now boasts Sh460 million in assets and a 17% return on investment. New products, expansion beyond university staff, and support for member businesses have fueled growth. The Sacco's recent 20th anniversary they brought a record dividend payout for members, a testament to prudent management.  #WevarsitySacco #Kenya #Sacco #Finance #CommunityBanking

Family businesses are the building blocks of Asia’s growth. While they remain at the forefront of the region’s wealth creation, they are also at the confluence of numerous potentially disruptive trends, and face an array of challenges when it comes to transferring wealth or business ownership to the next generation. At Lombard Odier, we are here to offer a helping hand. We understand the tax and wealth management implications of family succession, and the communication gap that can arise between generations who may have differing aspirations. Read on to find out how to bridge the generation gap to create a modern, fit-for-purpose framework for family governance. https://lnkd.in/g2tMNhtS 

Families who inherit wealth from the older generation represent both a challenge and profitable opportunity. See how partnering with an independent trust company will help you to extend your services to capture the next generation of clients. #FamilyTrusts #WealthManagement #EstatePlanning #SterlingTrustees

Meet Marc Fancy: Gathering Captains of the Finance Industry; on the Brink of a New Era There are those who follow the well-worn paths, and then there are the trailblazers who dare to forge new routes. Marc Fancy, the driving force behind Carrick Catalyst | Alliance, is undoubtedly the latter. With over two decades of experience across three continents, Marc isn't just a wealth management expert – he's a #catalyst, transforming the very essence of financial advisory in Africa. Imagine a world where financial services aren't just reactive, but proactive; where technology and human expertise work together instead of fighting each other; where the needs of high-net-worth individuals are not just met, but anticipated. This is the world Marc Fancy is crafting, one innovative idea at a time. "If it's working, disrupt it," Marc often says, his eyes alight with the fire of possibility. It's this philosophy that has birthed Carrick Catalyst – not just a company, but a movement. A bold reimagining of what wealth management can be in the 21st century. But Marc's vision extends far beyond balance sheets and profit margins. He sees Carrick Catalyst as a catalyst for change in Africa – a continent brimming with potential, yet often overlooked in the global financial narrative. Through his leadership, we're not just building a business; we're nurturing dreams, we're safeguarding legacies, we're empowering a new generation of African prosperity. In a world that often prioritises short-term gains, Marc Fancy stands as a beacon for long-term transformation. He challenges us to look beyond the horizon, to see the ripple effects of our actions today on the Africa of tomorrow. To work with Marc is to be part of something greater than oneself. It's to be at the forefront of a financial #revolution, where integrity meets innovation, where tradition embraces disruption, and where every client interaction has the potential to change a life. As we stand on the cusp of a new era in African finance, one question remains: Will you join us in reshaping the future? Connect with Marc Fancy and the Carrick Catalyst team. Be part of the change. Be the catalyst. #CarrickCatalyst #VisionaryLeadership #AfricanFinance #WealthRevolution #BeTheCatalyst #WeAreCatalyst Craig Featherby, Bryan Austen, Marc Fancy, Jarryd Jacklin, Nirish Beeharry, Cheryl-Lynne Werner, Nazreen Harper, Delon Fourie, Tumiso Komane, Tasmin Jolley, Angela McGreal, Yonela Maholwana, Mike Preston, Dave Charnley (DipFA), Twape Mtila, Selven Valleeamah, Emma Vaitilingon, Christi Elkins, Vanessa Seechurn, Shaun Nkwazi, Nkemdilim Odinkalu LLB, Yamikani Kamoto, Renée Mostert

Yes! BIPoC-led businesses are the backbone of the global economy.    (Exclude the talent and expertise of the global majority at your own peril.)    How extraordinary to witness transformation in action during this co-creative process with Wells Fargo.   👏🏽 It’s regenerating and rewarding to work with purpose-centered leaders who do not waiver on their values of equity and justice.  👏🏽 It’s reassuring when they recruit and enroll high-ranking leaders behind them.  👏🏽 It’s remarkable when this happens in major corporate settings, especially after watching the money (and commitments) dry up after the overdue racial reckoning of 2020.    We are indeed looking forward to the next convening.   #EconomicMobility #SmallBusiness #GlobalMajority #CorporatePhilanthropy 

The eighth guiding principle for successful inter-generational wealth transfer is about preserving the dignity of founding generations when facilitating power transfer to successors. Ways that founders are honored include shareholders agreements with fair exit terms, and via the disbursement policy in the family’s trust deed. That’s the eighth of 18 guiding principles that family office management veteran Alvin Yap will dive into at our masterclass on Family Wealth Preservation & Business Succession. #familyoffice #financialplanning #FamilyLegacy #WealthPreservation #trusts

HilltopSecurities recently welcomed Managing Director Gary Garay as Head of Municipal Housing Banking in Miami, Florida. The firm also has recently added public finance investment bankers Managing Director Tania Askins in Dallas, Texas and Senior Vice President Connor Benoit in Charlotte, North Carolina. The new hires are the latest example of HilltopSecurities’ continuing expansion, as the firm has added more than a dozen experienced public finance investment bankers since the beginning of 2024. Read the full press release here: https://lnkd.in/gSey_syz #HilltopSecurities #PublicFinance #InvestmentBanking

A drop in total adviser numbers this week, with 10 net exits. Alliance Wealth sees 3 joining, taking the biggest gain of the week. The industry welcomes 2 new entrants: Jarrod B. (Belfast Wealth Advice) and Samuel Carter (Alliance Wealth). Congrats to you both! Your free Adviser Ratings profile is ready to be claimed (Link in comments) Madison, Nicolás, Angus #weeklymovements #weeklyupdates #ardata #financialadvice #affordableadvice #accessibleadvice #advisermovements

#Advisers, use your community in pursuit of growth - 2024 #FinancialPlanner of the Year. WealthUp’s Rudolph Geldenhuys, CFP® shares his insights on redefining growth in oneself and clients, Eleanor Becker writes. #AdviserViews https://lnkd.in/deNzJHsG