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Dynamic Wealth Management Zurich


About Dynamic Wealth Management

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.
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 offers a variety of tools that can help determine which individual stocks are appropriate for your equity portfolio objectives. Our equity disciplines are style specific and can be crafted to meet customized client objectives and fulfill a defined asset allocation strategy.
In all cases, a Dynamic Wealth Management Portfolio Manager will recommend a portfolio strategy that reflects your tax situation, other assets you may already own, risk tolerance, particular family needs and constraints, and preferences you specify. Several equity models are designed to assist investors in achieving the proper asset allocation when investing in equities. In addition, customized equity portfolio analysis is available for our private preferred clients.
Mutual Funds
Dynamic Wealth Management has selli...

Saudi women expanding wealth management role


JEDDAH: A prestigious forum is being held in Jeddah today to help women in the Kingdom to improve their understanding of real estate investments, focusing particularly on the British market.

It will take place at Dar Al-Hekma College, a private, non-profit institution of higher education for women.

"This is the first of its kind event in Saudi Arabia. This is an educational initiative to equip Saudi women with a tool to invest in real estate in the UK," said Azeemeh Zaheer, vice president of London-based Gatehouse Bank and a key presenter at the special forum.

Gatehouse, a Shariah-compliant bank, is holding the event in partnership with CBRE.

"Saudi women getting more and more involved in wealth management. This is a big change compared to five to 10 years ago," Azeemeh told Arab News yesterday.

She said: "Women control 22 percent of the $7 trillion assets under management in the Middle East. This makes them an extremely influential investor group."

Azeemeh added: "These women are an inspiring segment of the business and investor landscape. At the forum, we hope to give them a solid understanding of what real estate investment can do for them - to generate and preserve their wealth for the benefit of their family and their own well being. Helping boost their long-term wealth preservation, while observing their specific needs for security and safety in financial products that appeal to their r...

Dynamic Wealth Management Headlines: Scientist beams up a real ‘Star Trek’ tricorder

posted by jenniferh00 79 days ago under dynamic wealth management, dynamic wealth management zurich, dynamic wealth management headlines-scientist bea, dynamic wealth management, asset and other financial advisory
Starships, warp speed, transporters, phasers. Think Star Trek technology is only the stuff of fiction? Think again.

Dr. Peter Jansen, a PhD graduate of the Cognitive Science Laboratory at McMaster University in Hamilton, Ontario, Canada, has developed a scientific measurement device based on the tricorders used by Captain Kirk, Spock, Dr. McCoy and other space adventurers on the classic TV series that has spawned numerous spin-offs in more than 45 years.

“Star Trek inspired me to be a scientist” said Jansen, who has been formally working on his tricorder prototypes since 2007, but toying with the idea of making a functioning device since he was “a kid in high school.”

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The 29-year-old Jansen’s school days spanned the late 1990s when Star Trek: Voyager was on the air. It featured his favorite tricorder, a model with screens on top and bottom.

Saudi women expanding wealth management role


JEDDAH: A prestigious forum is being held in Jeddah today to help women in the Kingdom to improve their understanding of real estate investments, focusing particularly on the British market.

It will take place at Dar Al-Hekma College, a private, non-profit institution of higher education for women.

"This is the first of its kind event in Saudi Arabia. This is an educational initiative to equip Saudi women with a tool to invest in real estate in the UK," said Azeemeh Zaheer, vice president of London-based Gatehouse Bank and a key presenter at the special forum.

Gatehouse, a Shariah-compliant bank, is holding the event in partnership with CBRE.

"Saudi women getting more and more involved in wealth management. This is a big change compared to five to 10 years ago," Azeemeh told Arab News yesterday.

She said: "Women control 22 percent of the $7 trillion assets under management in the Middle East. This makes them an extremely influential investor group."

Azeemeh added: "These women are an inspiring segment of the business and investor landscape. At the forum, we hope to give them a solid understanding of what real estate investment can do for them - to generate and preserve their wealth for the benefit of their family and their own well being. Helping boost their long-term wealth preservation, while observing their specific needs for security and safety in financial products that appeal to their r...

About Dynamic Wealth Management

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.
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 offers a variety of tools that can help determine which individual stocks are appropriate for your equity portfolio objectives. Our equity disciplines are style specific and can be crafted to meet customized client objectives and fulfill a defined asset allocation strategy.
In all cases, a Dynamic Wealth Management Portfolio Manager will recommend a portfolio strategy that reflects your tax situation, other assets you may already own, risk tolerance, particular family needs and constraints, and preferences you specify. Several equity models are designed to assist investors in achieving the proper asset allocation when investing in equities. In addition, customized equity portfolio analysis is available for our private preferred clients.
Mutual Funds
Dynamic Wealth Management has selli...

Dynamic Wealth Management Headlines: Zurich Financial Appoints Urban Angehrn As Head Of Alternative Investments

posted by kirkpatrickgad 79 days ago under dynamic wealth management, dynamic wealth management zurich, dynamic wealth management headlines-zurich financ
Zurich Financial Services Group (ZFSVY.PK: News ) announced certain appointments within Investment Management. Urban Angehrn, the current Head of Investment Strategy Implementation, was named to the position of Head of Alternative Investments, succeeding Bernard Joei, effective March 1, 2012. Angehrn, in his new role, would manage Zurich’s alternative investment portfolio and lead the global real estate organisation. He would report to Cecilia Reyes, Chief Investment Officer, and be based in New York.

Angehrn joined Zurich in 2007 as Regional Investment Manager for Europe. Prior to joining Zurich, he held positions as Head of Allocation and Strategy at Winterthur

Dynamic Wealth Management Headlines: Jerusalem Economy Ltd : Sale of Assets in Switzerland

posted by kirkpatrickgad 79 days ago under dynamic wealth management, dynamic wealth management zurich, dynamic wealth management headlines-jerusalem eco
The company respectfully announces that on March 5, 2012, a foreign subsidiary (hereinafter – the Subsidiary) under the full ownership of the company signed agreements with a third party that is unrelated to the company or to the controlling shareholders therein (hereinafter – the Purchaser). The agreements refer to the sale of the entire share capital of two companies held together with a partner, which own 19 properties in Switzerland, including therein 568 apartments and a commercial center with an area of 8,120 square meters (hereinafter – the Asset Companies).

First Midwest Bank Forms Wealth Management Division

ITASCA, IL, Apr 16, 2012 (MARKETWIRE via COMTEX) — First Midwest Bank today announced that it has formed a new Wealth Management Division as part of the bank’s strategic organizational realignment. Leading the newly formed Wealth Management Division will be Robert P. Diedrich, a thirty-two year veteran of First Midwest, who previously headed the bank’s trust division. The new division will provide fiduciary, investment and private banking services to individual, corporate and governmental clients throughout the communities and diverse markets served by First Midwest.

First Midwest, through its Wealth Management Division, manages more than $5 billion in clients’ assets making it the fourth largest bank operated trust business in Illinois. Its primary objective is to manage, grow and preserve the wealth of all clients.

“Our new Wealth Management Division draws together trust, retail investment and private banking into one unit that will enable us to broaden our existing client relationships while at the same time enhancing our ability to attract new clients and grow this important segment of our business,” stated Mark Sander, President and Chief Operating Officer of First Midwest Bank. Adding, “We have an advantage over many other types of financial institutions and providers of these services as we have conducted this business in our communities for decades and have built strong client relationships and we are well known and trusted.” ...

Saudi women expanding wealth management role

JEDDAH: A prestigious forum is being held in Jeddah today to help women in the Kingdom to improve their understanding of real estate investments, focusing particularly on the British market.

It will take place at Dar Al-Hekma College, a private, non-profit institution of higher education for women.

“This is the first of its kind event in Saudi Arabia. This is an educational initiative to equip Saudi women with a tool to invest in real estate in the UK,” said Azeemeh Zaheer, vice president of London-based Gatehouse Bank and a key presenter at the special forum.

Gatehouse, a Shariah-compliant bank, is holding the event in partnership with CBRE.

“Saudi women getting more and more involved in wealth management. This is a big change compared to five to 10 years ago,” Azeemeh told Arab News yesterday.

She said: “Women control 22 percent of the $7 trillion assets under management in the Middle East. This makes them an extremely influential investor group.”

Azeemeh added: “These women are an inspiring segment of the business and investor landscape. At the forum, we hope to give them a solid understanding of what real estate investment can do for them - to generate and preserve their wealth for the benefit of their family and their own well being. Helping boost their long-term wealth preservation, while observing their specific needs for security and safety in financial products that appeal to ...

About Dynamic Wealth Management

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.
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 offers a variety of tools that can help determine which individual stocks are appropriate for your equity portfolio objectives. Our equity disciplines are style specific and can be crafted to meet customized client objectives and fulfill a defined asset allocation strategy.
In all cases, a Dynamic Wealth Management Portfolio Manager will recommend a portfolio strategy that reflects your tax situation, other assets you may already own, risk tolerance, particular family needs and constraints, and preferences you specify. Several equity models are designed to assist investors in achieving the proper asset allocation when investing in equities. In addition, customized equity portfolio analysis is available for our private preferred clients.
Mutual Funds
Dynamic Wealth Management has selli...