Friday, 18 November 2011

What's On at WMI?

  • WMI CACS Preparatory Course – Intake 3

    Intake 3 of the WMI CACS Preparatory Course will be held from November 25 to 29 at M Hotel. All seats for this intake have been ... more
  • MSc Wealth Management Information Session

    There will be an information session on the Master of Science in Wealth Management programme on November 16 at SMU. To register, visit ... more
  • WMI Connection 2011

    On October 27, WMI hosted WMI Connection 2011, an inaugural event that celebrated our eight successful year as the region's leading ... more

Dynamic Wealth Management Headlines: Skyguide to lower its Geneva and Zurich approach charges with effect from 1 October

Skyguide to lower its Geneva and Zurich approach charges with effect from 1 October


skyguide / Skyguide to lower its Geneva and Zurich approach charges with effect from 1 October . Processed and transmitted by Thomson Reuters ONE. The issuer is solely responsible for the content of this announcement.
Geneva, 30 September 2011. Skyguide, Switzerland’s air navigation service provider, is to reduce the approach charges it levies for Geneva and Zurich airports with effect from 1 October. The new charges will apply to all flights by aircraft of over five tonnes, except visual flight rules (VFR) training flights conducted with aircraft of up to 30 tonnes.

Monday, 25 April 2011

Bank Sarasin urges a stronger focus on Islamic Financial Planning - Industry growth requires innovation and greater transparency

http://www.zawya.com/story.cfm/sidZAWYA20110418102255/Bank_Sarasin_urges_a_stronger_focus_on_Islamic_Financial_Planning__Industry_growth_requires_innovation_and_greater_transparencyIn its second annual Islamic Wealth Management Report, Bank SarasinBank Sarasin
Bank Sarasin-Alpen (ME) Limited
Bank Sarasin-Alpen
UAE | Financial Services
 News | ProfileOfficers
urges the Islamic banking community to take a stronger focus on Islamic Financial Planning. Bank SarasinBank Sarasin
Bank Sarasin-Alpen (ME) Limited
Bank Sarasin-Alpen
UAE | Financial Services
 News | ProfileOfficers
also calls for the industry to move forward by developing the Sharia framework, diversifying products and differentiating its offerings. Islamic Financial Planning, a religious obligation requested in the Qu'ran, involves the acquisition, preservation and philanthropic distribution of wealth. It is a religious duty that Muslims must have a will, so proper Estate Planning is required, often including a trust structure.

dynamic wealth management - REYL & CIE and Samena Capital to form cross-border asset management JV

http://www.hedgeweek.com/2011/04/20/113457/reyl-cie-and-samena-capital-form-cross-border-asset-management-jvThe joint venture will capitalsze on the synergies that emerge by joining the resources of both partners to not only augment the ability of SAM to seed new funds, but ultimately to become a best-in-class asset manager. To this end, SAM will expand its operational and fund infrastructure, run managed accounts and develop bespoke products suited not only to mature European investors but also to HNWI, family offices and institutional players in the fast growing SAMENA region.

V-Nee Yeh, Chairman of Samena Capital says, “Samena Capital provides REYL & CIE with an ideal platform to further their ambitions of penetrating the SAMENA region. In return REYL & CIE offers Samena Capital extensive knowledge in mutual fund management and European distribution with strong emphasis on best-in-class processes and compliance, as well as investment expertise that originates from four decades advising European clients.

Dynamic Wealth Management Zurich, Switzerland – Foreign Market Investing

http://www.clubdoconline.com/news/press-release/dynamic-wealth-management-zurich-switzerland-foreign-market-investing/Foreign markets are often referred to as emerging markets if anything, but the European market is included. Foreign stock markets have been offering larger returns than the U.S. stock market for most of this decade, partly because they start out at a lower base. Investors exposed to foreign market growth potential of the emerging countries, can hop on the high-return gravy train, so long as they avoid the ride off the cliff that has happened frequently with emerging market stocks.
Foreign Markets Include BRIC and Feeder Countries

Some of the foreign emerging market countries include Brazil Russia, India, China, Vietnam, Taiwan, Israel, and even New Zealand and Australia can be included. Part of the attraction of several of these countries is that their overall market value is significantly lower than the US market value. For example: trading a five dollar stock can offer larger percentage returns based on a given capital investment than a $50 stock because of the nature of larger numbers versus smaller numbers.

Dynamic Wealth Management Zurich – INVESTING MONEY FOR 2011 AND BEYOND: BEST INVESTMENT STRATEGY

http://asherherodotus-dynamicasherherodotus.blogspot.com/2011/04/dynamic-wealth-management-zurich.htmlHere at Dynamic Wealth Management Zurich, Switzerland we are committed to offering our clients access to the latest and broadest range of financial services and products on the market. We know that choosing the right strategy, the right investment and the right product is no easy task in this day and age! Whether its advice, investments or financial planning we are here to answer all your questions and facilitate all your financial needs.
Investing money in 2011 through 2012 may require that most people change their thinking about the best investment strategy. Traditional investing strategy for average folks suggests an asset allocation of over 50% to stock funds, about 40% to bond funds, and the rest to perhaps a precious metals (gold) fund for added diversification. In the world of investing money, times are changing; especially for bonds and gold.

Dynamic Wealth Management Zurich – Protecting Finances Inside a Volatile Financial State

http://parallelscapital.com/dynamic-wealth-management-zurich-protecting-finances-inside-a-volatile-financial-state/Entry to completely free monetary info, by means of sequence of three seminars, devoted to various economic matters is made available on the community by St. Joseph Catholic Church Libertyville.
Michael Knight, a speaker from the seminar said, “These are very challenging occasions and it is truly vital for persons to spend out extra attention.”
Knight is in fact a certified economical planner who founded the Knight Investment Preparation and in addition a member with the Garrett Setting up Network, a international association offering individual help to folks, what ever their cash flow is.

All About Dynamic Wealth Management Zurich

http://www.submittedby.com/business/all-about-dynamic-wealth-management-zurich/As a Dynamic Wealth Management client, your portfolio will be structured using the disciplines of asset allocation, risk tolerance, and thorough understanding of your goals and objectives.
We believe in the appropriate allocation of fixed income, equity, international stocks and bonds, hedge funds, and alternative investments.
Equities

Dynamic Wealth Management Zurich on Retirement Planning and Investment

http://ualtarkemps.livejournal.com/28753.html
At the Dynamic Wealth Management, we realize that no two clients are the same. Every client has different financial needs, goals, and plans. For this reason, the DWM offers a wide array of investment options to suit every client. We tailor your investment strategy to be as individual as you are.

At Dynamic Wealth Management Zurich, Switzerland, we have adopted a process that relies heavily on client input and participation in all phases of the retirement planning process. Although it is a systematic approach, it is also tailored to each client's requirements. Through a series of planned steps, we work with each client to define major life goals, prioritize them and test them under various market scenarios. We then build to a recommendation based upon ideal vs. acceptable goals and risk tolerance. Many retirement programs stop here. Ours continues to full implementation of the plan and periodic monitoring of its progress. Finally, we stay mindful of new goals or priorities that may cause alterations of the original program.

Dynamic Wealth Management Zurich - Items To Consider When Investing In An IPO: Reducing The Risks

http://news.wooeb.com/NewsStory.aspx?id=700183&cat=8
Dynamic Wealth Management Zurich, Switzerland is a market leader in Financial Services. Here is a guide to Initial Public Offerings (IPO’s) designed to take the jargon and fear out of the myth that IPO’s are higher risk than ordinary investments.
IPOs or Initial Public Offers are means by which a company can raise debt free capital through sharing the ownership and profits. There have been many companies opting for the IPO route over the last two decades. There have also been many big success stories with people making decent profits through these investment tools. However, there are always some items to consider when investing in an IPO that can reduce the risk in this.