wealth management and private banking. views largely my own. retweet isn’t an endorsement.
Joined February 2013
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For a post-COVID world, wealth providers must review their strategic imperatives to pivot businesses. Get further insights on why it is time to reboot wealth strategies in Asia-Pacific. #BetterWorkingWorld ey.smh.re/1LoC
How can you enable long-term value and sustainable growth for your financial services organization post Covid? Join this Transactions webcast as EY leaders along with their guest speakers share insights on this and more. Register now. #ReframeYourFuture ey.smh.re/1Ldz
The UK held the top position for #FinancialServices investment across Europe in 2020, despite seeing a decline in the total number of projects. Find out more #EYAttract ey.smh.re/1H7i
Discover how at EY, we can harness technology-enabled business solutions to realize long-term value for the financial services industry. #Technology #EYFinancialServices #SustainableFinance ey.smh.re/1B5q
The EY 2021 Global Wealth Report says that 70% of Asia-Pacific respondents would share personal data for a more personalized service with their wealth providers. Join this EY webcast to discover other trends impacting the wealth industry. #WealthResearch ey.smh.re/1ALn
How #banks can bring the positive experiences and outcomes from their internal DE&I efforts to their customers and clients. Read the first joint paper from the #EBF and #EY. #BankingTransformation ey.smh.re/1A84
Tomorrow's leaders in the next generation have a real opportunity to innovate today beyond the #COVID19 pandemic by capitalizing on their knowledge of consumers and applying their unique digital skills. Global #EYNextGen Leader @LauriOinaala explains. ey.smh.re/18Xn
The latest findings from the new EY Sustainable Finance Index reveal that the European insurance market is outperforming global counterparts in banking and asset management on #ESG activity and disclosure. Read the findings now. #EYInsurance ey.smh.re/16s6
An important initiative, thanks for your leadership @PIMFA_UK and @LizField7
This is an industry initiative to dispel myths about our sector. Please circulate if you care about building an inclusive profession @PIMFA_UK @the_brokerage #investmentadvice #financialadvice #investmentservices
Still to complete your #TaxReturn? #EYTaxChat is a mobile tax preparation service that makes filing tax returns simple, fast and reliable. Find out more about how it can help to get your tax return over the line. ey.smh.re/0t_X
#SFDR impacts financial market participants and financial advisors. Read EY’s latest #SustainableFinance Disclosure #Regulation brochure to find out how. ey.smh.re/0tzE
With the online UK #TaxReturn deadline looming, #EYTaxChat reveals a significant number of self-employed individuals leave it until the last month to complete their tax return. Find out more here. ey.smh.re/0nKm
Global banking outlook 2021 explains how rethinking cost management can help #banks free up capital to invest in post-pandemic #transformation. Find out more in the latest EY article. #EYFinancialServices ey.smh.re/0mag
EY’s new Sustainable Finance Index reveals that the 10 largest European banks have committed to providing nearly US$1.5tn of #GreenFinance by 2030. But how do they rank on their #ESG disclosure rates? ey.smh.re/0kX5
Recently, the issuance of #GreenBonds has been skyrocketing. Find out why it’s important to provide #assurance on this type of investment in this new EY #ESG podcast. ey.smh.re/0f_J
Steven Lewis, Partner, Ernst & Young LLP, discusses the importance of #CostTransparency for FS organizations in supporting #CostTransformation, improving planning and forecasting, making agile decisions and satisfying regulators. #EYFinancialServices ey.smh.re/0b7O
Explore today’s most compelling issues as identified in our annual global #EYAltsSurvey, all delivered in a fast-paced and dynamic virtual format. Register now for the European instance of our #EYAltsSymposium series. ey.smh.re/0ax9
To truly thrive, we need to shift the mindset on diversity and inclusion. Heather James shares her reflections on our recent Diversity and Inclusion Conference ey.smh.re/0aG0
Register here for the EY Wealth & Asset Management Operational Tax virtual conference where Chris Sanger, EY Global Government Tax Leader, will explore global #tax policy for #FinancialServices institutions. #EYOpsTax ey.smh.re/0aF1
Research indicates there are three powerful benefits for #WealthManagement firms from investing in client education programs to boost financial literacy. Find out more in EY’s latest article. #EYFinancialServices eyfs.smh.re/9OP