Friday, April 27, 2012

Dynamic Wealth Management: First Midwest Bank Forms Wealth Management Divisio...

Dynamic Wealth Management: First Midwest Bank Forms Wealth Management Divisio...: http://www.marketwatch.com/story/first-midwest-bank-forms-wealth-management-division-2012-04-16 ITASCA, IL, Apr 16, 2012 (MARKETWIRE via ...

Dynamic Wealth Management: First Midwest Bank Forms Wealth Management Divisio...

Dynamic Wealth Management: First Midwest Bank Forms Wealth Management Divisio...: http://www.marketwatch.com/story/first-midwest-bank-forms-wealth-management-division-2012-04-16 ITASCA, IL, Apr 16, 2012 (MARKETWIRE via ...

First Midwest Bank Forms Wealth Management Division

http://www.marketwatch.com/story/first-midwest-bank-forms-wealth-management-division-2012-04-16


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."
About First Midwest
First Midwest Bank, the wholly owned subsidiary of Itasca-based First Midwest Bancorp, Inc. FMBI +0.28% is the premier relationship-based banking franchise in the dynamic Chicagoland banking market with approximately $8.0 billion in assets. As one of the Chicago metropolitan area's largest independent bank holding companies, First Midwest provides the full range of commercial, retail banking and wealth management services through some 100 offices located in communities in metropolitan Chicago, northwest Indiana, central and western Illinois and eastern Iowa. First Midwest has been recognized by the Chicago Tribune for two straight years as one the top 20 best places to work in Chicago among large employers.

Dynamic Wealth Management: Saudi women expanding wealth management role

Dynamic Wealth Management: Saudi women expanding wealth management role: http://arabnews.com/economy/article614788.ece JEDDAH: A prestigious forum is being held in Jeddah today to help women in the Kingdom to im...

Saudi women expanding wealth management role

http://arabnews.com/economy/article614788.ece

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 risk appetite."
She said: "As a Shariah-compliant bank, Gatehouse has gained extensive working experience in the GCC and over time we have developed a deep network of relationships with an increasing number of professional women clients."
Azeemeh said Muna AbuSulayman, a leading Saudi figure and Arab media personality in the Middle East, is a keynote speaker at the forum.
Leadership ME was conducted in collaboration with CBRE, a Fortune 500 and S&P 500 company that is the world's largest commercial real estate services firm.
Karen Queen, executive director of capital markets at CBRE, another presenter at the forum, said: "We are pleased to be partnering with Gatehouse and Dar Al-Hekma at this inspiring forum for women in Jeddah to discuss real estate fundamentals."
She said: "London and the UK remain an attractive location for real estate investment, and characteristically more than a large percent of potential investors believe that the UK was the best place to spend their money. We acknowledge that women will continue to play an influential role as part of this landscape, and our aim is to empower them with more insights and information to help them access opportunities for wealth creation and preservation."
Queen said the Middle East investors have invested 4.2 billion euros in the UK property market in 2011.
"The half of the total investment in the UK property market came from non-European buyers," she pointed out.
"The major investment came from North America and a large sum came from the Middle East. The major non-European buyers into the UK property market include North America (over 13 billion euros), Asia (5 billion euros), and Australia (0.9 billion euros)," Queen added.
 Azeemeh said Gatehouse Bank provides Shariah-compliant financing for real estate transactions.
She said Gatehouse Bank were actively realizing business in the Saudi, most recently, working with a CMA regulated Shariah-compliant financial services company based in Saudi Arabia, Sidra Capital to launch a 100 million-pound real estate fund called "SURF".
On the UK real estate market, Queen said: "Women are looking for safe havens and the UK is ultimate safe place for commercial real estate. The market is transparent and the tax system is flexible."
Dar Al-Hekma College will be hosting this forum for business students, alumni, and professional working women. The forum will help attendees gain knowledge on ways of improving their understanding of real estate investment fundamentals, and specifically learning how to invest in dynamic markets of London and the UK.

Friday, November 4, 2011

Welcome to Dynamic Wealth Management

http://www.dynamicwealth.ca/index.php/about/18-swiss-wins

Welcome to Dynamic Wealth Management's brand new website.  Please take a look around and take a moment to read the blog.  I will be posting my thoughts on investing and the markets every Monday, so check back every week to get the latest news.
I am also interested in your opinion of my website.  If you have any suggestions on how I could make it better, whether it be layout, feel, user-friendliness or what type of topics I should cover in the blog, I would really appreciate the feedback so I can make this website the best it can be for its visitors.

About Dynamic Wealth Management

http://dynamicwmanagement.com/about.php

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 selling arrangements with a large number of mutual fund companies. Many of these mutual fund companies are leaders in the industry and offer expertise in different investment categories.
Unit Investment Trusts 
We offer one of the widest selections of Unit Investment Trusts available, including equity, municipal and taxable fixed income trusts. Dynamic Wealth Management creates sector trusts of companies based on work of our global research analysts.
Managed Accounts 
If you are looking for the advantages that a professional money manager can offer, Dynamic Wealth Management provides a broad range of fee-based money management programs.
Fixed Income
Looking to add a fixed income component to your portfolio? Dynamic Wealth Management can provide access to a broad selection of fixed income securities to choose from, including CDs, deposit notes, corporate bonds and preferred securities. The results in diversified investments that seek to maximize total return while generating income and safeguarding your assets. Securities in your portfolio are monitored closely and sold when they fall below the strict requirements that you've set or no longer meet your investment needs. The process is designed to increase total returns while managing overall risk.
Trust Planning
Whether you are concerned about paying for your children's education, planning for your own retirement or exercising employee stock, you need a financial plan that works for you. Working together with your Financial Advisor, we can help you structure a plan designed to meet your circumstances and help you choose which investments are best suited to you and your plan. It is of paramount importance to properly structure and regularly review your estate plan to be sure it addresses your family's needs.