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Top Wealth Management Tips During Times of Uncertainty

30th July 2021
Joseph Bakish is the Wealth Management Director, Portfolio Manager and Investment Adviser at Bakish Wealth, at the firm Richardson Wealth Limited.
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Is Cryptocurrency a Real Investment or Just Fools’ Gold?

30th July 2021
The word cryptocurrency elicits ideas of deceitful characters stealing real-life money and turning it into monopoly money somewhere deep in the dark web. But what is it actually? And how should it be dealt with in an insolvent estate? Rob Armstrong and Jen Harrison answer these questions below.
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Is Being Available 24/7 Really a Sign of Strength?

30th July 2021
Luke Todd is one of the Co-Founders of MadeYou Ltd. He has more than 25 years of experience in customer experience management and HR consultancy, including senior roles in the financial and digital sectors. Together with his business partner Kelly, Luke relocated from the UK to Malta in 2014.
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Key Tips for Successful Compliance & Conduct Risk Management in Finance

30th July 2021
We hear from Kelly-Ann McHugh, the Asia-Pacific Director for MyComplianceOffice (MCO) who is responsible for the growth and retention of our Asia-Pacific region, across Conduct Risk, Employee Compliance and Control Room compliance activities. Kelly-Ann provides the voice of MCO’s customers to the company’s global product management teams to enhance and develop their suite of regulatory solutions, ensuring the needs of Asia are met. She is also responsible for growing the local office to support the region.
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Why Good Health is Essential for Achieving Success

30th July 2021
To discuss the importance of good health and wellbeing for being successful, we caught up with David Kegley, the Owner and Principal of Coaching & Conflict Transformation. Before founding his company, David used to be a Pastor and Head of Staff in the Presbyterian Church, USA and grew tremendously during his 25-year career as a pastor. Aside from what people may normally associate with parish work, he developed additional administrative, staff leadership and conflict transformation skills and continued to advance, demanding more of himself.
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Debunking Myths About Responsible Investing

30th July 2021
We spoke with Catherine Chen, Managing Director and Financial Adviser in the SRI Wealth Management Group at RBC Wealth Management. Based in San Francisco, Catherine and her team have a US-wide practice consulting on approximately $3 billion in assets*. They have been pioneers in the responsible investing space and have a deep history advising foundations, non-profits, and HNW families.
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ESG Greenwashing: Here’s Why You Need an Ethical Investment Research Firm

30th July 2021
We speak with Matthew Ayres, Director of Client Services at Ethical Screening - one of the original providers of research for responsible investment which was established back in 1998. Since then the company has grown steadily and expanded their research to offer ESG, providing both qualitative information and ratings and positive analysis based on UN Sustainable Development Goals (SDGs). With the growing interest in responsible investment, Matt tells us about the work they do at Ethical Screening and the danger of ‘greenwashing’.
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Tips for Achieving a Happy Life from US’s Number 1 Female Coach

30th July 2021
Lisa Leit, PhD, MCC is an expert in the field of developmental psychology, and a Master Certified Coach. Recognised as one of the 2021 Top Visionaries in Healthcare by the IFAH, and featured on Yahoo Finance as the 2021 #1 Female Coach in the US, she has worked with individuals, couples, families, and leadership teams of organisations to overcome obstacles and live happy, whole lives for 16 years. As a coach, Lisa uses both her conventional training and holistic integrative techniques, such as hypnotherapy, to help individuals, couples, and teams energise their evolution. As a mediator specialising in organisational and family dispute resolution, she offers guidance as people negotiate agreements and reconcile conflicts of interest outside of a courtroom. In high-impact executive coaching and management consulting, her unique HWH holistic wellness assessment program identifies and addresses underlying risk factors to health and fosters meaningful, measurable, and lasting results for individuals and teams in 45 days. By facilitating effective communication and providing results-based coaching and management consulting, the program identifies and addresses hidden roadblocks to productivity and profit and unleashes the power of true collaboration.
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Uber Shares Drop As SoftBank Plans To Sell One-Third Of Its Stake

30th July 2021
SoftBank will sell around one-third of its stake in ride-hailing company Uber to help cover its losses on its investments in ride-hailing company Didi. Following the announcement by SoftBank, Uber shares fell by 5% in extended trading.
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Lloyds Bank Announce £3.9 Billion Half-Year Profit

29th July 2021
Lloyds Banking Group has revealed a £3.9 billion half-year profit, up from a £602 million loss a year ago.
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Robinhood Valued At $32 Billion Following IPO

29th July 2021
Trading platform Robinhood has raised close to $2 billion after selling shares in its initial public offering (IPO) at $38 a piece.
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Finance Monthly is a comprehensive website tailored for individuals seeking insights into the world of consumer finance and money management. It offers news, commentary, and in-depth analysis on topics crucial to personal financial management and decision-making. Whether you're interested in budgeting, investing, or understanding market trends, Finance Monthly provides valuable information to help you navigate the financial aspects of everyday life.

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