Michelle (Mi-shel) Prance

An excellent course with INSEAD Executive Education to support professional development.

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Behavioural Engagement Technology - combine behavioural science, data science, and AI to hyper-personalise client engagement to deliver the right message, to the right client, at the right time, in the right tone. Ensure your clients get invested, and stay invested. Download our brand new white paper on Behavioural Engagement Technology - - https://lnkd.in/dU8bRbcT #BehaviouralFinance #BeFi #WealthManagement #DecisionProsthetics #AI #MachineLearning #Personalisation #ClientEngagement #CashDeployment

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It’s great to see our UK FS Sentiment survey used in today’s Times. This quarter, we put the survey into field the day after the General Election, so we could gauge confidence in the wake of a new government. We found: 1. Two thirds of UK financial services leaders are more optimistic about the sector’s future growth and global standing under a new government. 2. Most leaders are planning to increase their presence outside London in the next five years, with more than half opening new offices outside the capital. 3. The majority are confident on business growth and profitability this quarter but cite attracting overseas talent and innovation as critical to the sector’s future. UK growth forecasts raised with extra boost from Euros (thetimes.com)

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Review your business strategy with this set of tools The Business Strategy Toolkit includes: 👉 Tool 1: SWOT Analysis – 2 x templates 👉 Tool 2: Crisis Strategy Assessment – template 👉 Tool 3: MOST Analysis – template 👉 Detailed Video Guide to developing your business strategy using these 3 tools 👉 Quick Reference Guide – bullet point format An actionable business strategy is essential if you want to be clear about where you are going and how you plan to get there. #businessstrategy #toolkit #swot #most #BoardroomAdvisors

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The Finanser’s Week: 10th June – 16th June 2024 - This week’s main blog discussions include … What the Finternet? The Bank of International Settlements (BIS), the guys who create the Basel rules and control much of the way the global banking system works, released a paper the other day about the Finternet: “the financial system for the future”. The idea is https://lnkd.in/eWDSU3RN

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Vulnerability is a very hot topic from the FCA right now, particularly given the impact of the cost of living crisis is still very much an issue for so many across the country. We all know that Financial Services is heavily regulated in this area, but a great deal of what the industry must do is relevant to other sectors, lessons can be learned across sectors. #financialservices #fca #energy

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Here’s a good look at how we decide where to invest our clients’ money through our various portfolios and funds, and how it’s working out. Capital at risk. https://lnkd.in/efCmDV3n

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Are you an ambitious business looking to grow? Register here to join our Scaling Your Business webinar, in partnership with WIRED Consulting: https://grp.hsbc/60415VwBh Hear from the leading UK entrepreneurs, business leaders, economists, and experts as they discuss: • Leveraging technology for growth • How to expand into new markets • The power of fostering partnerships • Implementing sustainable practices in your business #HSBCUK #WIREDTrailblazers #GrowWithHSBC

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At LGIM, we’re committed to creating a better future through responsible investing. In our 13th annual Active Ownership report, we outline the decisive action we took with the aim of delivering positive change on behalf of our clients on a broad range of ESG issues in 2023. Climate change the most discussed topic naturally but check out the others including people and governance. Tom Find out more here: https://bit.ly/3JxYDVu For professional investors only. All investing involves risk. #ActiveOwnership #InvestmentStewardship #ResponsibleInvesting

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Strength to strength…

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A must watch This is way more reasonable and pragmatic - and well articulated - than most stuff I have heard about governing or regulating AI. https://lnkd.in/edg2G6GB

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🔎 Some investors are inclined to select investments based on past performance. Sadly, a fund’s past performance offers limited insight into its future returns, as the numbers show. 🔃 Constantly jumping from one past top-quartile fund to another can be an expensive mistake. The compounding return of more consistent performers is really powerful, and can be less stressful too. 🗺 Investing in a diversified portfolio across countries and industries are a couple of steps towards achieving this. #pastperformance #investments #moneymindset

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🎇 Very excited to welcome a cohort of selected #SeriesA stage clients and friends to an evening discussing “To Series A & Beyond!” at HSBC Innovation Banking HQ towards the end of June. 🤩 We have a superstar panel made up of Christian Owens (Founder, Paddle), Evgenia Plotnikova (General Partner, Dawn Capital), Luke Pappas (Partner, NEA) and our very own Juliet Rogan (MD, Investor Coverage) who have collectively scaled, invested and advised others within the ecosystem. 🧬 The discussion will explore life post #SeriesA from the perspectives of #founders and #investors, with ample time allocated to Q&A and networking. - What have other founders done that has driven their success? - How can you optimise international expansion? - What to consider when capital planning - equity vs debt? - What are the things you need to do to keep scaling? 👀 Are you a Series A stage HSBC Innovation Banking client? Keep an eye out for your invitation which will be landing soon. 📩 Are you a UK HQ'd Series A company that has recently raised over £4m and wants to attend? Get in touch! (subject to capacity)… Glen Waters Jamie Whitcroft Connor Brooks Davide Bommarito, Ph.D. Divya Khurana Dominic Honmong Lauren Mathurin Ryan Clements Kofi Siaw Oliver V.

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A useful summary of the importance of Op Resilience and the challenges ahead in the year #resilience #risk

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Snippets below from the White Paper (link below) drawn from the "Active Opportunity in the Passive Ascendancy" Seminar at Waverton Investment Management offices last week. "So Passive has its place, but comes to turning points - like now, when volatility is high and central banks are unsure......an active approach is superior" James Carter, CFA "70% of Lipper's award winners remain in top two quartiles after 5 years" Jake Moeller "We've done well even without having any exposure to Nvidia....." Tineke Frikkee "...why wouldn't you want an active manager to pick out some high-quality REITs when they're trading at a 40% discount to NAV?" Luke Hyde-Smith "Recently the Japanese market hit all-time new high...if you had bought the index proxy in 1989, you'd only just have got your money back today.....the best performing stocks are world leaders....Toyota, for example is up 1500% in that time." Stefan Rheinwald

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The HSBC Global Research ESG team assesses the latest evidence on physical climate impacts across G20 countries and assess whether they are ready for the transition to a low-carbon economy Click to view 👉 https://grp.hsbc/6048cyPZs #HSBCResearch #Research #ESG #ClimateChange

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Is Private Banking dead? I have my own views, but I'd be keen to hear yours in the comments below. My view: at best, it's become irrelevant. It offers little, if any, real advantages, for the cost (especially in the Australian market), unless you simply like having your ego stroked.... and I'd suggest there's less expensive and innovative ways to have your ego stroked. Boutiques offer more for less - and this article seems to suggest this is a global trend (for a number of reasons) Thoughts? #PrivateBanking #PrivateWealth #EgoIsNotADirtyWord https://lnkd.in/gyekrei8

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Great to report another set of results delivering in line with our strategy and guidance

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