Technology has been a driving force for change in the financial sector, increasing competition and consumer expectations. Innovation and digital transformation have been key priorities as legacy businesses are threatened by new challengers. With the help of technologies, financial services can offer a full suite of digital transformation services to help maximize IT investments,…
Category: investment
Investment firm refers to a category of corporation or trust “engaged in the business of investing pooled capital into financial securities”. And the typical investment services may include portfolio management, recordkeeping, custodial, legal, accounting and tax management services. There are a few renowned names in the market like J.P.Morgan, Goldman Sachs, and Black Rock…
Every organization needs financial services. And what is even more needed is to find the right financial services executive. So how do we identify a right financial services executive? First, a right financial services executive shall have profound insights and deep understanding of the market besides its strong expertise. Second, a right financial services…
Mr. Rani Jarkas is a highly experienced and accomplished financial services executive, with over 23 years of international banking experience. Currently, Mr. Jarkas is the Chairman and CEO of Cedrus Investments. Cedrus Investments is a global boutique investment firmspecializing in Financial Advisory Services, Asset Management (over US$2 billion AUM) and Private Wealth Management.It is…
“A good financial advisor should be able to help clients take the stress out of setting and prioritizing goals, and map out clear strategies for achieving them,” saidMr. Rani Jarkas, a highly experienced and accomplished financial services executive, with over 23 years of international financial advisory services experience. Currently, Mr. Jarkas is the Chairman and…
Federally registered in 1983, financial advisory service is a comprehensive and critical component of the financial system nowadays.Today, American investors can choose from thousands of financial advisory firms. In fact, U.S. Money News estimates that, as of mid-2015, there were more than 16,000 listed asset management and investment advice companies in the United States. Of…
It’s a well-known fact that a business with a well-defined “roadmap” to achieve itsstrategic objectives, address problems and enhance shareholders’ value always outperforms its plan-less rivals. However, profitable long-term growth and value-added insights require rethinking what you do with the resources you have in a strategic manner to drive transformative change. If you…
In thefast-paced global business worldnowadays, running a business is more challenging andcomplex than everbefore.Today, finance functions have to look at how the whole organization — and beyond — impacts the bottom line. When your company is faced with complex business issues that limit growth, increase costs and bring new risks, you need more than…
Mr. Rani Jarkas, the Chairman and CEO of Cedrus Investments, is a highly experienced and accomplished financial services executive and financial advisor, with over 23 years of international financial advisory experience. Financial advisors counsel clients on investment opportunities, consistent with the clients’ needs, goals, and tolerance for risk. The job requires keeping abreast of the…
A financial advisor will help you identify your short and long-term goals and map out the path that will get you there. There are several key traits that a financial advisor should have in order to provide best-in-class financial advisory services to the clients, such as the solid experiences in global financial markets, the ability…