Pontus Grönlund’s Post

As an investment advisor, I have undergone a rigorous education and qualification process. However, there are a few money-related lessons that I learned at a young age that have stuck with me and continue to guide me in my work as an advisor. Here are four of those lessons that I still emphasize today.

As an investment advisor, I have undergone a rigorous education and qualification process. However, there are a few money-related lessons that I learned at a young age that have stuck with me and continue to guide me in my work as an advisor. Here are four of those lessons that I still emphasize today.

“Made-for-You Wealth Management:” Jessica Grande of LEVATUS | Wealth Counsel and Investment Management joins us to share about her investment advisory firm that aims to give clients a greater sense of control over their wealth management while providing bespoke services to meet each client's unique goals. #wealthmanagement #financialgoals #investmentadvisor WATCH this snippet then CLICK on the link in the comments for the full interview!

Professionals of the law firm TESET advised investment management company Lords LB Asset Management UAB on establishment of new investment company Professionals of the law firm TESET advised the investment management company Lords LB Asset Management UAB on the establishment of Baltic Opportunity AB, a new closed-end investment company for informed investors (after that – the Investment Company). Professionals of the law firm TESET advised the client on structuring of the Investment Company, drafted all documents of the Investment Company, including the Articles of Association, Prospectus, Management Transfer Agreement, and other internal procedures, required for the activity of the Investment Company, as well as represented the client at the Bank of Lithuania on the approval of documents of the Investment Company. #investmentfunds #assetmanagement

On this week's show, we have the pleasure of meeting Sorca Kelly-Scholte! 🌟 Sorca is an experienced Outsourced Client Chief Investment Officer (OCIO) within the Investment Management industry based in the UK.     We gain insights into Sorca's: *Area of expertise  *Career journey  *Invaluable advice    We also explore a range of topics, including: *Aligning purpose and environment in your work  *Embracing change for professional growth  *The power of curiosity and inquiry  *Cultivating mentor relationships for success  *Overcoming self-doubt and building confidence  *Recognizing the right time to pivot    So, whether you're curious about the role of an Outsourced Client Chief Investment Officer, wondering about the path to becoming one or seeking inspiration, join us or share with someone who might be interested! 🎙️🌟 Thank you so much Sorca, for sharing your wonderful insights with us! 👏 😊 #InvestmentManagement  #CareerInsights  #CareerInspiration #careeradvice #careers 

Exciting News! 🌟 Monitor Management Systems is thrilled to be named "Best Investment Management Business of the Year 2024" by Lawyer International! 🏆🎉 #MonitorManagement #InvestmentManagement #AwardWinners #LawyerInternational #BestOfTheYear #ProudMoment 🌟

Going to share 8 mistakes investment advisors make in the coming content. #FinancialAdvising #BusinessGrowth #BusinessTransformation #ClientCentric #Specialization #BusinessLeverage #ClientImpact

Check out John Lynch, Chief Investment Officer at Comerica Wealth Management, on Fox Business News! Lynch always does a great job breaking down the current market atmosphere and predicting what's to come. Watch his recent interview: https://lnkd.in/gtmnP43G #ComericaWealthManagement #IWorkForComerica

Exciting News! 🌟 Monitor Management Systems is thrilled to be named "Best Investment Management Business of the Year 2024" by Lawyer International! 🏆🎉 #MonitorManagement #InvestmentManagement #AwardWinners #LawyerInternational #BestOfTheYear #ProudMoment 🌟

Professionals of the law firm TESET advised investment management company DIFF Assets UAB on establishment of two new collective investment undertakings for informed investors Professionals of the law firm TESET advised the investment management company DIFF Assets UAB on the establishment of two new investment companies for informed investors: a closed-end investment company for informed investors DIFF Capital UAB and a closed-end investment company for informed investors DIFF Develop UAB. Professionals of the law firm TESET advised the client on structuring of investment companies and drafting of the documents of investment companies so that they comply with the requirements applicable to the articles of association and prospectus of investment company. Professionals of the law firm TESET represented the client at the Bank of Lithuania on the approval of documents of investment companies as well. #investmentfunds