BNP Paribas Personal Investors provides concise summaries of its business in 3 sentences or less. It summarizes its global strategy, presence across Europe and Asia, focus on online and long-term investing, innovation to improve guidance, and expertise shared with other BNP Paribas entities. The document outlines BNP Paribas Personal Investors' strategy, operations, and initiatives across different regions to serve affluent clients through financial advice and brokerage.
In this webinar Stephen and Nick outline HMRC’s current position regarding goodwill valuations on incorporation, including:
• The different types of goodwill and their tax implications
• Dangers inherent in goodwill valuations and how to avoid them
• Measures available to reduce the risk of a challenge by HMRC
• What happens if you fail to agree a valuation with HMRC.
This document summarizes a joint venture between Computech Corporation and CapitalFusion Partners called FinCap Solutions. It provides an overview of FinCap's offerings in structured finance, products, growth story, and experienced management team. The management team includes executives from both Computech and CapitalFusion with experience in financial services, technology, consulting, and business development.
IMC International is a privately-owned management consulting firm that operates with a boutique style. It aims to create true partnerships and deliver executive search, human capital management, interim management, and mergers and acquisitions services. IMC's vision is to be recognized as a reliable, committed, and ethical partner that creates value through expertise, fairness, and quality consultancy services. Its mission is to offer comprehensive consultancy services and support clients from planning through implementation to help improve results and ensure growth, profitability, and success. IMC operates an associate partner model where independent experts can join its international network and benefit from referrals, visibility, and corporate development opportunities.
Altium Capital is a leading European corporate finance firm with offices across Europe and North America. It provides a full range of investment banking services including mergers and acquisitions, corporate finance advisory, equity and debt capital markets, and valuations. The Athens office focuses on transactions in Greece and emerging markets in Central and Eastern Europe and North Africa.
The Emerald Group is an established global search and selection firm focused on supplying high-calibre talent to the financial services industry. They provide both contingency and retained search services as well as interim solutions. The company has a highly experienced team of consultants with expertise across various financial disciplines. They have offices worldwide to serve a global network of clients.
The Emerald Group is an established global search and recruitment firm focused on the financial services industry. They provide both contingency and retained search services as well as interim solutions. They have a highly experienced team of consultants with expertise recruiting for roles in areas like actuarial, risk management, and investment. The Emerald Group takes a partnership approach and works closely with clients to understand their needs and culture to provide customized recruitment solutions.
The Emerald Group is an established global search and recruitment firm focused on the financial services industry. They provide both contingency and retained search services as well as interim solutions. They have highly experienced consultants and offices around the world to serve a global network of clients. Their extensive expertise and flexible approach allows them to fulfill even large, complex recruitment needs.
The Emerald Group is an established global search and selection company focused on supplying high-calibre recruitment services to the financial services industry. They provide both contingency and retained search services, as well as interim solutions, to a global network of clients across Europe, Asia, Australia, Singapore, London, Frankfurt, Zurich, Hong Kong, Sydney, and the UAE. The Emerald Group has experienced significant annual growth and has expertise in numerous areas including actuarial, risk, accounting, tax, underwriting, and more.
In this webinar Stephen and Nick outline HMRC’s current position regarding goodwill valuations on incorporation, including:
• The different types of goodwill and their tax implications
• Dangers inherent in goodwill valuations and how to avoid them
• Measures available to reduce the risk of a challenge by HMRC
• What happens if you fail to agree a valuation with HMRC.
This document summarizes a joint venture between Computech Corporation and CapitalFusion Partners called FinCap Solutions. It provides an overview of FinCap's offerings in structured finance, products, growth story, and experienced management team. The management team includes executives from both Computech and CapitalFusion with experience in financial services, technology, consulting, and business development.
IMC International is a privately-owned management consulting firm that operates with a boutique style. It aims to create true partnerships and deliver executive search, human capital management, interim management, and mergers and acquisitions services. IMC's vision is to be recognized as a reliable, committed, and ethical partner that creates value through expertise, fairness, and quality consultancy services. Its mission is to offer comprehensive consultancy services and support clients from planning through implementation to help improve results and ensure growth, profitability, and success. IMC operates an associate partner model where independent experts can join its international network and benefit from referrals, visibility, and corporate development opportunities.
Altium Capital is a leading European corporate finance firm with offices across Europe and North America. It provides a full range of investment banking services including mergers and acquisitions, corporate finance advisory, equity and debt capital markets, and valuations. The Athens office focuses on transactions in Greece and emerging markets in Central and Eastern Europe and North Africa.
The Emerald Group is an established global search and selection firm focused on supplying high-calibre talent to the financial services industry. They provide both contingency and retained search services as well as interim solutions. The company has a highly experienced team of consultants with expertise across various financial disciplines. They have offices worldwide to serve a global network of clients.
The Emerald Group is an established global search and recruitment firm focused on the financial services industry. They provide both contingency and retained search services as well as interim solutions. They have a highly experienced team of consultants with expertise recruiting for roles in areas like actuarial, risk management, and investment. The Emerald Group takes a partnership approach and works closely with clients to understand their needs and culture to provide customized recruitment solutions.
The Emerald Group is an established global search and recruitment firm focused on the financial services industry. They provide both contingency and retained search services as well as interim solutions. They have highly experienced consultants and offices around the world to serve a global network of clients. Their extensive expertise and flexible approach allows them to fulfill even large, complex recruitment needs.
The Emerald Group is an established global search and selection company focused on supplying high-calibre recruitment services to the financial services industry. They provide both contingency and retained search services, as well as interim solutions, to a global network of clients across Europe, Asia, Australia, Singapore, London, Frankfurt, Zurich, Hong Kong, Sydney, and the UAE. The Emerald Group has experienced significant annual growth and has expertise in numerous areas including actuarial, risk, accounting, tax, underwriting, and more.
This document provides information about Equity Bonds Pty Ltd, an Australian company that specializes in providing deposit guarantee bonds. It includes details about their offices, mission, products and services, customers, and philosophy of providing innovative financing solutions through the use of equity bonds.
Company Presentation provides an overview of BR Properties S.A., the largest public commercial properties company in Brazil. The company owns a portfolio of 95 properties totaling 1.16 million square meters across office, industrial, and retail segments. BR Properties has a fully integrated in-house team and focuses on acquiring, managing, developing, and leasing high-quality commercial properties. The presentation highlights the company's execution on its post-IPO acquisitions plan and increasing stock liquidity.
The Emerald Group is an established global search and recruitment firm focused on the financial services industry. They provide both contingency and retained search services as well as interim solutions. Their highly experienced consultants build relationships with clients and candidates to offer an unparalleled level of service globally. The Emerald Group has expertise fulfilling even the largest, most complex recruitment needs across various financial specialisms from their numerous international offices.
Riskpro India provides risk management advisory services to mid-large sized corporate and financial institutions in India. It has offices in Mumbai, Delhi, and Bangalore with alliances in other cities. Riskpro aims to provide integrated risk management consulting services and be the preferred provider for governance, risk, and compliance solutions. It offers a variety of risk management services including Basel II/III advisory, corporate risks, IT risk advisory, operational risk, governance, and other risks. Riskpro differentiates itself through its focus on risk management, experience, hybrid delivery model, and ability to take on large complex projects. It has a large talent pool of risk experts across India to serve domestic and global clients.
RiskPro India provides risk management advisory services to mid-large sized corporates and financial institutions. It has offices in Mumbai, Delhi, and Bangalore with alliances in other cities. RiskPro aims to provide integrated risk management consulting services and be the preferred provider for governance, risk, and compliance solutions. It offers a variety of risk management services including Basel II/III advisory, corporate risks, IT risk advisory, operational risk management, and governance services. RiskPro differentiates itself through its focus on risk management, experience, hybrid delivery model, and ability to take on large complex projects.
Philippines India Trade & Investment Promotion GroupIndia Advisors
The Philippines-India Trade & Investment Promotion Group (PITIPG) will be an international organization focused exclusively on promoting trade and investment between India and the Philippines. PITIPG will provide services to over 40,000 members without fees, aside from initial fees, and will become self-sustaining through success fees. PITIPG will promote mutually beneficial commerce across many sectors at the local level through grassroots partnerships. It will include a wide range of stakeholders from governments, businesses, experts and interest groups from both countries.
This document provides information about becoming a financial consultant with Investors Group. It outlines the opportunity to build your own self-employed business with support and resources from Investors Group. The summary highlights industry-leading training, mentorship, flexibility and independence, award potential, and brand strength as key advantages. Profiles of existing consultants demonstrate various backgrounds and approaches to building successful practices with incomes over $100,000.
BNP Paribas Corporate and Investment Banking (CIB) had a successful 2010, moving up to a top position in the industry thanks to its long-term client-centric strategy. CIB expanded its businesses in Europe and plans to become the largest bank for European corporates. It also has growth plans in other regions like North America, Latin America, the Middle East, Africa, and Asia, aiming to be a reference bank in Asia. CIB helped its clients manage challenges in 2010 through its ability to manage complexity and provide financial solutions.
BNP Paribas Cardif relies on partnerships to distribute insurance products in 37 countries. In 2013, it saw growth in gross written premiums to 25.3 billion euros, up 4% over 2012. The company focuses on diversifying its product offerings and expanding internationally, with close to 60% of gross written premiums coming from outside of France. It tailors solutions to local markets, with products and distribution adapted to customer needs and preferences in each country.
IMC International is a privately-owned management consulting firm that aims to create partnerships. It supports business clients through executive search, human capital management, interim management, and mergers and acquisitions. IMC's vision is to be recognized as a reliable, committed, and ethical partner that creates value. Its mission is to offer comprehensive consultancy services and support clients from planning through implementation and success measurement. IMC operates locally, nationally, and internationally with a focus on recruiting, developing, motivating, and retaining exceptional personnel.
FinCorp provides a range of investment banking and strategic advisory services including mergers and acquisitions. For M&A transactions, FinCorp works closely with clients to understand objectives, identify potential candidates, advise on value, structure and negotiate deals, coordinate due diligence, and manage the acquisition process. FinCorp's M&A specialists can identify cross-border opportunities and execute deals through FinCorp's network in the Middle East region.
the Marketing Shower: BNP Parisbas Fortis Rebrandingmarketmomenta
Four times a year you can plunge into the Marketing Shower to lead a steaming hot marketing topic pour down on you. Last time it sprinkled rebranding insights . Francis Peene, director communications Retail & Private Banking explained us how Fortis became BNP Paribas Fortis.
1) The document discusses the rebranding of Fortis Bank to BNP Paribas Fortis after BNP Paribas acquired Fortis Bank in 2008-2009.
2) Market research showed that the BNP Paribas brand was more trusted and better able to survive financial crises than the Fortis brand.
3) As a result, the bank adopted a hybrid brand of "BNP Paribas Fortis" to leverage the strengths of both brands for its retail banking customers in Belgium.
the marketing shower: Fortis Rebrandingmarketmomenta
Four times a year you can plunge into the marketing shower to let a steaming hot marketing topic pour down on you. Francis Peene sprinkled rebranding insights down on us.Visit http://marketing.vlerickalumni.com/ for more showers.
M&A International is a corporate advisory firm based in Paris, France that has been advising corporate and private clients on strategic acquisitions, sales, divestitures, and alliances worldwide since 1977. The firm provides experienced M&A advisory services to small and medium-sized companies, with a focus on strategic acquisitions and sales in France. M&A International is also a member of the International Corporate Finance Group, a global alliance of over 200 M&A advisors with offices worldwide.
Next 5 topics for driving the future of investments.
Short presentation about the trends in the finance and banking industry. For more information contact us: office@fincite.de
A project report on portfolio managementProjects Kart
Portfolio management involves managing a group of investments to meet organizational goals and reduce risk. It includes deciding which investments to select and fund, and which to discontinue. The document discusses how portfolio management applies to managing software applications, products, and initiatives within an organization. It aims to maximize returns and diversify investments across different asset classes or types of projects.
GB/ Consulting was founded in 2004 to provide management consulting services and help clients manage their companies. They have expertise in finance, organization, operations, and internationalization. They provide global vision, best practices, tools, and action-oriented professionals to promote change. Their solutions include business development, international strategy, finance, operations, and systems. They have a team of experienced directors from senior positions in various industries.
GB/ Consulting was founded in 2004 to provide management consulting services and help clients manage their companies. They have expertise in finance, organization, operations, and internationalization. GB/ Consulting provides global vision, best practices, tools, and action-oriented professionals to support clients through changes, mergers/acquisitions, restructuring, and growth. They work with over 100 clients and have completed over 200 projects across multiple industries.
2012.11.08 crystal clear - business model and brand strategySheffie Jos
The brand has shifted from focusing on trust to providing maximum clarity through transparent products and processes. Interpolis now aims to give customers control over their own risks through need-driven services and support, rather than just selling insurance products. This renewed approach is focused on delivering the internal brand values of trust, clarity, empathy, equality, and solutions-focused service that is promised externally.
Fincor is Portugal's largest independent stock broker. It provides a range of financial services including brokerage, trading, portfolio management, and access to global markets. It aims to offer best execution, a full range of products, and cost effectiveness. Fincor has over 20 years of experience and offers online and electronic trading platforms as well as traditional telephone and branch services.
This document provides information about Equity Bonds Pty Ltd, an Australian company that specializes in providing deposit guarantee bonds. It includes details about their offices, mission, products and services, customers, and philosophy of providing innovative financing solutions through the use of equity bonds.
Company Presentation provides an overview of BR Properties S.A., the largest public commercial properties company in Brazil. The company owns a portfolio of 95 properties totaling 1.16 million square meters across office, industrial, and retail segments. BR Properties has a fully integrated in-house team and focuses on acquiring, managing, developing, and leasing high-quality commercial properties. The presentation highlights the company's execution on its post-IPO acquisitions plan and increasing stock liquidity.
The Emerald Group is an established global search and recruitment firm focused on the financial services industry. They provide both contingency and retained search services as well as interim solutions. Their highly experienced consultants build relationships with clients and candidates to offer an unparalleled level of service globally. The Emerald Group has expertise fulfilling even the largest, most complex recruitment needs across various financial specialisms from their numerous international offices.
Riskpro India provides risk management advisory services to mid-large sized corporate and financial institutions in India. It has offices in Mumbai, Delhi, and Bangalore with alliances in other cities. Riskpro aims to provide integrated risk management consulting services and be the preferred provider for governance, risk, and compliance solutions. It offers a variety of risk management services including Basel II/III advisory, corporate risks, IT risk advisory, operational risk, governance, and other risks. Riskpro differentiates itself through its focus on risk management, experience, hybrid delivery model, and ability to take on large complex projects. It has a large talent pool of risk experts across India to serve domestic and global clients.
RiskPro India provides risk management advisory services to mid-large sized corporates and financial institutions. It has offices in Mumbai, Delhi, and Bangalore with alliances in other cities. RiskPro aims to provide integrated risk management consulting services and be the preferred provider for governance, risk, and compliance solutions. It offers a variety of risk management services including Basel II/III advisory, corporate risks, IT risk advisory, operational risk management, and governance services. RiskPro differentiates itself through its focus on risk management, experience, hybrid delivery model, and ability to take on large complex projects.
Philippines India Trade & Investment Promotion GroupIndia Advisors
The Philippines-India Trade & Investment Promotion Group (PITIPG) will be an international organization focused exclusively on promoting trade and investment between India and the Philippines. PITIPG will provide services to over 40,000 members without fees, aside from initial fees, and will become self-sustaining through success fees. PITIPG will promote mutually beneficial commerce across many sectors at the local level through grassroots partnerships. It will include a wide range of stakeholders from governments, businesses, experts and interest groups from both countries.
This document provides information about becoming a financial consultant with Investors Group. It outlines the opportunity to build your own self-employed business with support and resources from Investors Group. The summary highlights industry-leading training, mentorship, flexibility and independence, award potential, and brand strength as key advantages. Profiles of existing consultants demonstrate various backgrounds and approaches to building successful practices with incomes over $100,000.
BNP Paribas Corporate and Investment Banking (CIB) had a successful 2010, moving up to a top position in the industry thanks to its long-term client-centric strategy. CIB expanded its businesses in Europe and plans to become the largest bank for European corporates. It also has growth plans in other regions like North America, Latin America, the Middle East, Africa, and Asia, aiming to be a reference bank in Asia. CIB helped its clients manage challenges in 2010 through its ability to manage complexity and provide financial solutions.
BNP Paribas Cardif relies on partnerships to distribute insurance products in 37 countries. In 2013, it saw growth in gross written premiums to 25.3 billion euros, up 4% over 2012. The company focuses on diversifying its product offerings and expanding internationally, with close to 60% of gross written premiums coming from outside of France. It tailors solutions to local markets, with products and distribution adapted to customer needs and preferences in each country.
IMC International is a privately-owned management consulting firm that aims to create partnerships. It supports business clients through executive search, human capital management, interim management, and mergers and acquisitions. IMC's vision is to be recognized as a reliable, committed, and ethical partner that creates value. Its mission is to offer comprehensive consultancy services and support clients from planning through implementation and success measurement. IMC operates locally, nationally, and internationally with a focus on recruiting, developing, motivating, and retaining exceptional personnel.
FinCorp provides a range of investment banking and strategic advisory services including mergers and acquisitions. For M&A transactions, FinCorp works closely with clients to understand objectives, identify potential candidates, advise on value, structure and negotiate deals, coordinate due diligence, and manage the acquisition process. FinCorp's M&A specialists can identify cross-border opportunities and execute deals through FinCorp's network in the Middle East region.
the Marketing Shower: BNP Parisbas Fortis Rebrandingmarketmomenta
Four times a year you can plunge into the Marketing Shower to lead a steaming hot marketing topic pour down on you. Last time it sprinkled rebranding insights . Francis Peene, director communications Retail & Private Banking explained us how Fortis became BNP Paribas Fortis.
1) The document discusses the rebranding of Fortis Bank to BNP Paribas Fortis after BNP Paribas acquired Fortis Bank in 2008-2009.
2) Market research showed that the BNP Paribas brand was more trusted and better able to survive financial crises than the Fortis brand.
3) As a result, the bank adopted a hybrid brand of "BNP Paribas Fortis" to leverage the strengths of both brands for its retail banking customers in Belgium.
the marketing shower: Fortis Rebrandingmarketmomenta
Four times a year you can plunge into the marketing shower to let a steaming hot marketing topic pour down on you. Francis Peene sprinkled rebranding insights down on us.Visit http://marketing.vlerickalumni.com/ for more showers.
M&A International is a corporate advisory firm based in Paris, France that has been advising corporate and private clients on strategic acquisitions, sales, divestitures, and alliances worldwide since 1977. The firm provides experienced M&A advisory services to small and medium-sized companies, with a focus on strategic acquisitions and sales in France. M&A International is also a member of the International Corporate Finance Group, a global alliance of over 200 M&A advisors with offices worldwide.
Next 5 topics for driving the future of investments.
Short presentation about the trends in the finance and banking industry. For more information contact us: office@fincite.de
A project report on portfolio managementProjects Kart
Portfolio management involves managing a group of investments to meet organizational goals and reduce risk. It includes deciding which investments to select and fund, and which to discontinue. The document discusses how portfolio management applies to managing software applications, products, and initiatives within an organization. It aims to maximize returns and diversify investments across different asset classes or types of projects.
GB/ Consulting was founded in 2004 to provide management consulting services and help clients manage their companies. They have expertise in finance, organization, operations, and internationalization. They provide global vision, best practices, tools, and action-oriented professionals to promote change. Their solutions include business development, international strategy, finance, operations, and systems. They have a team of experienced directors from senior positions in various industries.
GB/ Consulting was founded in 2004 to provide management consulting services and help clients manage their companies. They have expertise in finance, organization, operations, and internationalization. GB/ Consulting provides global vision, best practices, tools, and action-oriented professionals to support clients through changes, mergers/acquisitions, restructuring, and growth. They work with over 100 clients and have completed over 200 projects across multiple industries.
2012.11.08 crystal clear - business model and brand strategySheffie Jos
The brand has shifted from focusing on trust to providing maximum clarity through transparent products and processes. Interpolis now aims to give customers control over their own risks through need-driven services and support, rather than just selling insurance products. This renewed approach is focused on delivering the internal brand values of trust, clarity, empathy, equality, and solutions-focused service that is promised externally.
Fincor is Portugal's largest independent stock broker. It provides a range of financial services including brokerage, trading, portfolio management, and access to global markets. It aims to offer best execution, a full range of products, and cost effectiveness. Fincor has over 20 years of experience and offers online and electronic trading platforms as well as traditional telephone and branch services.
This document provides information on Fincor - Sociedade Corretora, S.A., Portugal's largest independent stock broker. It discusses Fincor's shareholder structure, services, products, clients, objectives, and methods for accessing financial markets electronically. Fincor aims to provide best execution, cost effectiveness, a full range of financial products and services, and independence to its retail, private, and institutional clients.
SORTIS Invest is an investment banking boutique focused on mergers & acquisitions, private equity, venture capital and corporate finance.
Company presentation
www.sortis.bg
Bancassurance - History, Evolution & Distribution ModelAjay Kukreja
The document outlines the agenda for a discussion on bancassurance. It provides background on bancassurance including its origins in France in the 1980s and introduction to India in 1999. It describes the evolution of bancassurance as a way for banks to address pressures around customer retention, staff retention, universal banking, and optimizing resources. For insurers, bancassurance provides benefits like channel diversification, access to customers, geographical reach, and establishing a sales-focused culture. The document then characterizes bancassurance as a win-win situation for both banks and insurers and outlines different distribution models including integrative, specialist, and financial planning. It closes with a discussion of distribution channels and a
The document discusses how multinational corporations work with banks, describing the roles of corporate banking, investment banking, client deal teams, and client service teams in onboarding new multinational clients and providing ongoing services. It also outlines how automated processes, business process management, and empowering relationship managers can help banks better serve multinational clients and increase sales.
Este informe semanal de análisis técnico resume las tendencias alcistas y laterales de varios índices como el S&P 500, Eurostoxx 50, DAX 30 y CAC 40. También analiza los movimientos laterales de los bonos alemanes y estadounidenses, así como la tendencia alcista del oro y las materias primas. Por último, recomienda comprar acciones como Dior, Solvay y el sector de bienes de consumo europeo.
Este documento proporciona análisis técnico diario de varias acciones españolas y europeas, incluyendo Sabadell, Mapfre, OHL, Santander, Elisa Oyj, Scor, Wolters Kluwer y Casino Guichard. Para cada acción, se presentan los niveles de resistencia y soporte clave, así como valores de entrada, stop y objetivos recomendados para posiciones largas. El análisis fue realizado por Oscar Germade de Cortal Consors el 28 de abril de 2014.
Este documento recomienda comprar acciones de Sanofi (SAN), una compañía farmacéutica francesa, con un precio de entrada de 77,38€, un objetivo de 82,80€ y un stop loss de 73,85€. La ponderación recomendada es del 33% del capital y el potencial de ganancia es de un 7% con una relación riesgo-beneficio de 1,54. La validez de la recomendación es hasta el 30 de mayo.
Este documento proporciona análisis técnico diario de varios índices de mercados europeos como el Euro Stoxx 50, DAX, IBEX 35 y CAC 40, así como del bono alemán Bund. Para cada índice o activo, se presentan niveles de resistencia, soporte y entrada potencial junto con objetivos de precios. El análisis está destinado solo a fines informativos y no constituye una recomendación de inversión.
Este documento recomienda comprar acciones de Banco Santander (SAN) con un precio de entrada de 6,91€, un objetivo de 7,37€ y un stop loss de 6,68€. La ponderación recomendada es del 50% y el ratio riesgo-beneficio es de 2,00. La validez de la recomendación es hasta el 16 de mayo.
El documento presenta análisis técnicos diarios de varias acciones españolas e internacionales, incluyendo Tecnicas Reunidas, Inditex, Ebro Foods, Sabadell, Nexity, Rallye, Siemens y Total. Para cada acción, proporciona valores de entrada, stop, objetivos 1 y 2, así como niveles de resistencia y soporte. El análisis fue realizado por Oscar Germade de Cortal Consors el 14 de abril de 2014.
Este documento proporciona un análisis técnico diario de varios índices y futuros de mercados europeos como el Euro Stoxx 50, DAX, IBEX 35 y CAC 40. Incluye niveles de resistencia y soporte, así como recomendaciones de posiciones largas y cortas con valores de entrada, stop y objetivos. El análisis está realizado por un analista técnico de Cortal Consors y tiene como objetivo informar a los inversores sobre las tendencias de los mercados.
Este documento presenta un análisis técnico de varios índices bursátiles, bonos y materias primas. Proporciona escenarios principales y alternativos para cada uno basados en niveles de soporte y resistencia clave. En general, mantiene una visión alcista para los índices a largo plazo, pero espera más consolidación a corto plazo, y señala posibles objetivos de corrección. También recomienda posiciones en algunos valores individuales.
Este documento recomienda comprar acciones de Telecom Italia (TIT) con un precio de entrada de 0,8862 €, un objetivo de 0,9589 € y un stop loss de 0,8379 €, con una ponderación del 33% y una validez hasta el 9 de mayo. Ofrece definiciones de los términos técnicos usados como entrada, objetivo, stop loss y ponderación.
Este documento proporciona análisis técnico diario de varios índices de mercados europeos como el Euro Stoxx 50, DAX, IBEX 35 y CAC 40, así como del bono alemán Bund. Se incluyen valores de entrada, stops y objetivos para posiciones cortas y largas, así como niveles de resistencia y soporte. El análisis es proporcionado por Cortal Consors para fines informativos y no constituye una recomendación de inversión.
Este documento resume los análisis técnicos de varios índices y acciones de Francia, Alemania, España y los Estados Unidos. Predice que los índices europeos como el Eurostoxx 50, CAC 40 e IBEX 35 continuarán su tendencia alcista, mientras que el S&P 500 y DAX 30 se consolidarán. También analiza varias acciones individuales como Schneider, Casino e ING, previendo su continuidad alcista.
Este documento proporciona análisis técnico y recomendaciones de inversión a corto plazo para 8 acciones españolas y europeas. Incluye precios de entrada, stop loss y objetivos de ganancia para posiciones largas y cortas en cada acción. El análisis fue realizado por Oscar Germade de Cortal Consors el 7 de abril de 2014.
Este documento resume las perspectivas técnicas de varios índices y acciones de Francia, Alemania y España. Los analistas prevén que el Eurostoxx 50 continuará su tendencia alcista después de romper recientemente la resistencia clave. También esperan que el DAX 30 y el CAC 40 sigan una trayectoria alcista si superan sus respectivas resistencias. Para el IBEX 35 se espera consolidación a corto plazo.
Este documento recomienda comprar acciones de la compañía Tubos Reunidos con una entrada a 2,02€, un objetivo de 2,22€ y un stop loss de 1,92€, con una ponderación del 50% y una validez hasta el 30 de abril. Proporciona definiciones de los términos técnicos usados como entrada, objetivo, stop loss, ponderación y ratio riesgo-beneficio.
El documento proporciona análisis técnico diario de varios índices y futuros de acciones europeos, incluyendo recomendaciones de entrada, salida y objetivos. Analiza el Euro Stoxx 50, DAX, IBEX 35, CAC 40 y Euro Bund, proporcionando valores de entrada, paradas de pérdida y objetivos de corto y largo plazo. Además, incluye líneas de soporte y resistencia clave para cada índice.
Este documento proporciona análisis técnicos diarios de 9 acciones que cotizan en bolsa (Tubacex, NH Hoteles, Gamesa, Sol Melia, Deutsche Euroshop, Exor, Stada Arzneimittel, Diasorin) recomendando posiciones largas o cortas. Incluye valores de entrada, stops y objetivos, así como niveles de resistencia y soporte. El analista concluye advirtiendo que el análisis solo se proporciona con fines informativos y no debe tomarse como una recomendación de inversión
Este documento proporciona análisis técnicos diarios y semanales de varias acciones españolas y europeas, incluyendo recomendaciones de compra o venta, puntos de entrada y salida, y objetivos de precios. El autor recomienda posiciones largas en TECNOCOM, LINGOTES ESPECIALES, AIR FRANCE y BUREAU VERITAS, y posiciones cortas en AMADEUS, INTERNATIONAL AIRLINES GROUP y EVONIK INDUSTRIES.
Este informe analiza las tendencias técnicas de varios índices bursátiles, bonos y materias primas en el corto y mediano plazo. La mayoría de los mercados se encuentran en fase de consolidación, con posibles caídas en el corto plazo. Algunas acciones individuales como BANCA DI MILANO y ASM INTERNATIONAL podrían continuar su tendencia alcista tras romper resistencias clave recientemente. El índice japonés TOPIX podría corregir hacia soportes de junio de 2013.
Este documento proporciona una recomendación de compra de acciones de LVO con un precio de entrada de 24,30€, un objetivo de 25,66€ y un stop loss de 23,40€. Incluye definiciones sobre los términos técnicos utilizados como entrada, objetivo, stop loss, ponderación y ratio riesgo-beneficio. Finalmente, incluye advertencias legales sobre la elaboración y uso del documento.
Este documento proporciona análisis técnico diario de varios índices y futuros de mercados europeos realizado por Oscar Germade, incluyendo recomendaciones de posiciones cortas y largas, así como niveles de resistencia y soporte clave. El análisis cubre los índices Euro Stoxx 50, DAX, IBEX 35 y CAC 40, así como futuros de bonos alemanes. El documento concluye recordando que el análisis se proporciona solo con fines informativos y no debe interpretarse como una recomendación
Budgeting as a Control Tool in Government Accounting in Nigeria
Being a Paper Presented at the Nigerian Maritime Administration and Safety Agency (NIMASA) Budget Office Staff at Sojourner Hotel, GRA, Ikeja Lagos on Saturday 8th June, 2024.
Madhya Pradesh, the "Heart of India," boasts a rich tapestry of culture and heritage, from ancient dynasties to modern developments. Explore its land records, historical landmarks, and vibrant traditions. From agricultural expanses to urban growth, Madhya Pradesh offers a unique blend of the ancient and modern.
Dr. Alyce Su Cover Story - China's Investment Leadermsthrill
In World Expo 2010 Shanghai – the most visited Expo in the World History
https://www.britannica.com/event/Expo-Shanghai-2010
China’s official organizer of the Expo, CCPIT (China Council for the Promotion of International Trade https://en.ccpit.org/) has chosen Dr. Alyce Su as the Cover Person with Cover Story, in the Expo’s official magazine distributed throughout the Expo, showcasing China’s New Generation of Leaders to the World.
A toxic combination of 15 years of low growth, and four decades of high inequality, has left Britain poorer and falling behind its peers. Productivity growth is weak and public investment is low, while wages today are no higher than they were before the financial crisis. Britain needs a new economic strategy to lift itself out of stagnation.
Scotland is in many ways a microcosm of this challenge. It has become a hub for creative industries, is home to several world-class universities and a thriving community of businesses – strengths that need to be harness and leveraged. But it also has high levels of deprivation, with homelessness reaching a record high and nearly half a million people living in very deep poverty last year. Scotland won’t be truly thriving unless it finds ways to ensure that all its inhabitants benefit from growth and investment. This is the central challenge facing policy makers both in Holyrood and Westminster.
What should a new national economic strategy for Scotland include? What would the pursuit of stronger economic growth mean for local, national and UK-wide policy makers? How will economic change affect the jobs we do, the places we live and the businesses we work for? And what are the prospects for cities like Glasgow, and nations like Scotland, in rising to these challenges?
Confirmation of Payee (CoP) is a vital security measure adopted by financial institutions and payment service providers. Its core purpose is to confirm that the recipient’s name matches the information provided by the sender during a banking transaction, ensuring that funds are transferred to the correct payment account.
Confirmation of Payee was built to tackle the increasing numbers of APP Fraud and in the landscape of UK banking, the spectre of APP fraud looms large. In 2022, over £1.2 billion was stolen by fraudsters through authorised and unauthorised fraud, equivalent to more than £2,300 every minute. This statistic emphasises the urgent need for robust security measures like CoP. While over £1.2 billion was stolen through fraud in 2022, there was an eight per cent reduction compared to 2021 which highlights the positive outcomes obtained from the implementation of Confirmation of Payee. The number of fraud cases across the UK also decreased by four per cent to nearly three million cases during the same period; latest statistics from UK Finance.
In essence, Confirmation of Payee plays a pivotal role in digital banking, guaranteeing the flawless execution of banking transactions. It stands as a guardian against fraud and misallocation, demonstrating the commitment of financial institutions to safeguard their clients’ assets. The next time you engage in a banking transaction, remember the invaluable role of CoP in ensuring the security of your financial interests.
For more details, you can visit https://technoxander.com.
The Rise and Fall of Ponzi Schemes in America.pptxDiana Rose
Ponzi schemes, a notorious form of financial fraud, have plagued America’s investment landscape for decades. Named after Charles Ponzi, who orchestrated one of the most infamous schemes in the early 20th century, these fraudulent operations promise high returns with little or no risk, only to collapse and leave investors with significant losses. This article explores the nature of Ponzi schemes, notable cases in American history, their impact on victims, and measures to prevent falling prey to such scams.
Understanding Ponzi Schemes
A Ponzi scheme is an investment scam where returns are paid to earlier investors using the capital from newer investors, rather than from legitimate profit earned. The scheme relies on a constant influx of new investments to continue paying the promised returns. Eventually, when the flow of new money slows down or stops, the scheme collapses, leaving the majority of investors with substantial financial losses.
Historical Context: Charles Ponzi and His Legacy
Charles Ponzi is the namesake of this deceptive practice. In the 1920s, Ponzi promised investors in Boston a 50% return within 45 days or 100% return in 90 days through arbitrage of international reply coupons. Initially, he paid returns as promised, not from profits, but from the investments of new participants. When his scheme unraveled, it resulted in losses exceeding $20 million (equivalent to about $270 million today).
Notable American Ponzi Schemes
1. Bernie Madoff: Perhaps the most notorious Ponzi scheme in recent history, Bernie Madoff’s fraud involved $65 billion. Madoff, a well-respected figure in the financial industry, promised steady, high returns through a secretive investment strategy. His scheme lasted for decades before collapsing in 2008, devastating thousands of investors, including individuals, charities, and institutional clients.
2. Allen Stanford: Through his company, Stanford Financial Group, Allen Stanford orchestrated a $7 billion Ponzi scheme, luring investors with fraudulent certificates of deposit issued by his offshore bank. Stanford promised high returns and lavish lifestyle benefits to his investors, which ultimately led to a 110-year prison sentence for the financier in 2012.
3. Tom Petters: In a scheme that lasted more than a decade, Tom Petters ran a $3.65 billion Ponzi scheme, using his company, Petters Group Worldwide. He claimed to buy and sell consumer electronics, but in reality, he used new investments to pay off old debts and fund his extravagant lifestyle. Petters was convicted in 2009 and sentenced to 50 years in prison.
4. Eric Dalius and Saivian: Eric Dalius, a prominent figure behind Saivian, a cashback program promising high returns, is under scrutiny for allegedly orchestrating a Ponzi scheme. Saivian enticed investors with promises of up to 20% cash back on everyday purchases. However, investigations suggest that the returns were paid using new investments rather than legitimate profits. The collapse of Saivian l
In World Expo 2010 Shanghai – the most visited Expo in the World History
https://www.britannica.com/event/Expo-Shanghai-2010
China’s official organizer of the Expo, CCPIT (China Council for the Promotion of International Trade https://en.ccpit.org/) has chosen Dr. Alyce Su as the Cover Person with Cover Story, in the Expo’s official magazine distributed throughout the Expo, showcasing China’s New Generation of Leaders to the World.
Calculation of compliance cost: Veterinary and sanitary control of aquatic bi...Alexander Belyaev
Calculation of compliance cost in the fishing industry of Russia after extended SCM model (Veterinary and sanitary control of aquatic biological resources (ABR) - Preparation of documents, passing expertise)
2. BNP Paribas Personal Investors
“Where does BNP Paribas Personal Investors provides
financial investment advice and brokerage
services to affluent clients in Europe and Asia.
my money go?”
Investors want liquid, high-performance and transparent investments. This is all the more true in
the current economic crisis: the impossibility for Western nations to maintain their standard of
living without going into debt has made savings channels much longer and more complex. It’s our
responsibility to ensure the quality and traceability of the investments our clients make.
As experts in our field, we want to listen to what they say on the telephone or in face-to-face dialogue;
we want to offer them helpful and meaningful services over the Internet or via their mobile phones.
It takes a great deal of money to finance the research and infrastructure needed to meet today’s
challenges. India, China and Brazil are clear proof of that: raising the level of savings, particularly
domestic savings invested in stocks, is one part of the solution. Consumption is not an end in itself;
we need to invest today to finance the growth of tomorrow. Growth that will be more equitably
distributed and more environmentally sustainable.
Editorial Olivier Le Grand
2
3. 4-point
strategy
The global strategy of BNP Paribas Personal Investors comprises 4 key elements:
- Serve affluent clients in Europe and in Asia
- Focus on online brokerage and long-term investors
- Improve financial guidance with high-tech high-touch innovation
- Provide Personal Investors expertise to other BNP Paribas entities
3
4. BNP Paribas Personal Investors
The principal players
BNP Paribas Personal Investors is
a business line within Investment
Solutions, a division of BNP Paribas.
Left to right:
Tanguy Gouttenoire - Controlling
Mélanie Borrmann - Information Technology
Jörg Stettner - Financial Products and Services
Cécile Dantan-Michoulier - Client Marketing and Customer Intelligence
4
5. Cortal Consors
Retail Banking
B*capital
Investment Solutions BNP Paribas
BNP Paribas 6 business lines within Investment Solutions,
Geojit BNP Paribas
of which BNP Paribas Personal Investors Personal Investors
Corporate BNP Paribas
Investment Banking Personal Investors
Cortal Consors B*capital Geojit BNP Paribas BNP Paribas
Personal Investors
Leading European broker in Investment company Indian brokerage firm and Also present in Luxembourg
personal investing and online specialized in trading advice distributor of financial savings and Singapore, providing
trading. and discretionary portfolio products in India and the financial services dedicated to
Catering to more than 1 million management services for affluent Middle East. an affluent clientele that includes
customers investors. More than 500 branches in India both residents and expatriate
Present in 3 European The major shareholder in Strong presence in the Gulf communities.
countries Portzamparc, a French specialist
(Germany, France and Spain) in small and mid cap businesses
5
6. BNP Paribas Personal Investors
Investment Solutions
Investment Solutions, the division of BNP Paribas
to which Personal Investors belongs,
is a source of integrated solutions for investors,
be they private clients, high net-worth individuals,
corporates or institutions.
It groups businesses active in gathering,
managing, growing, protecting and administering
savings and assets.
Christina Quinger - Audit
6
7. BNP Paribas
A bank to rely on
BNP Paribas is one of the 6 strongest banks* in the world, as ranked by Standard & Poor’s, and the largest bank in the
Eurozone in terms of deposits. It holds key positions in 3 major segments: Retail Banking, Investment Solutions and
Corporate Investment Banking. In Retail Banking, the Group has four domestic markets, in France, Italy, Belgium and
Luxembourg. It is present in 80 countries, with 200,000 employees.
* Within its peer group
• 4th largest French company and 7th in the banking industry worldwide; n° 2 bank in the Eurozone
(“Global 2000 Forbes” 2009)
• Ranks 8th among the “world's safest banks” (“Global Finance” - February 2009)
• 6th most valuable international banking brand, 3rd in Europe (“Brand Finance” - February 2010)
7
8. BNP Paribas Personal Investors
Executive Committee
The members of the Executive Committee meet regularly, alternately in Nürnberg, Germany and Paris, France
I KAI FRIEDRICH, DEPUTY CEO, CORTAL CONSORS GERMANY I C.J. GEORGE, CEO, GEOJIT BNP PARIBAS I BENOÎT GOMMARD, CEO, CORTAL CONSORS FRANCE I STEFAN GROENING, HEAD OF MARKETS AND PRODUCTS,
BNP PARIBAS PERSONAL INVESTORS I OLIVIER LE GRAND, HEAD OF BNP PARIBAS PERSONAL INVESTORS I VINCENT LECOMTE, DEPUTY HEAD OF BNP PARIBAS PERSONAL INVESTORS AND CEO, CORTAL CONSORS GERMANY I
PHILIPPE NAHUM, CEO, B*CAPITAL I SOPHIE REVERSAC, HEAD OF FINANCE AND DEVELOPMENT, BNP PARIBAS PERSONAL INVESTORS I LOUIS ROUVRAIS, CIO, BNP PARIBAS PERSONAL INVESTORS I
Our values
Responsiveness proactive adaptation to local markets and changing customer needs
Creativity new investment instruments, pioneering online tools, innovative banking solutions
Commitment fair advice tailored to demanding investors
Ambition focusing on client satisfaction, enriching our customers; expanding into new markets
Ethics compliance, corporate social responsibility
8
9. Key Figures 2009
3,984 65,941,560
42
1,657,420
328
522 33 73
4
Clients Investment Employees Net banking Earnings Asset gathering Assets under Number Brokerage
shops income before tax (gross long-term management of executed flow (bn€)
(M€) (M€) collection) (bn€) (bn€) trades
+ 12% > 500
Life Insurance, gross
collection in 2009 + 21% branches in India
BNP Paribas Personal Investors is the
1st foreign establishment to have such
8.5%
Stock Brokerage a vast financial services distribution revenues generated
network in India
trades in 2009 through innovation
9
10. BNP Paribas Personal Investors
Recognition
Finanzmonitor 2009, a representative survey carried out
among financial decision-makers in German households,
ranked Cortal Consors Germany the “N° 1 Innovative
bank”.
Brokerwahl.de, Germany’s top broker poll, named Cortal
Consors Germany “N° 2 Online Broker of the Year” as
well as “best futures and daytrade broker”.
The German Institute for Service Quality ranked Cortal
Consors Germany the “2nd best German direct bank”
(published in “Wirtschaftswoche”).
Euro Magazine, the most extensive German bank survey,
analysing 48 financial institutions, named Cortal Consors
Germany “one of the 3 top German banks”.
Left to right:
Mélanie Borrmann - Information Technology
Julie Lambertod - Internet & Mobile Marketing
François Ballet-Baz - Client Relations
10
11. The readers of MoneyWeek, a French weekly financial magazine, designated In the Dalal Street Investment Journal MID CAP 400,
Cortal Consors France as “N°1 online broker”. Geojit BNP Paribas was classified among the “400 top
Mid Cap Stocks” in India.
At the Paris Investment Forum, Cortal Consors France won the “Innovation
award” for its online Gold offer. In Business Today’s annual list of the country’s Most
Valuable Private Sector Companies, Geojit BNP Paribas
Novamétrie, a market research company, conducted a survey of journalists was “among the top 500”.
and found Cortal Consors France and B*capital among the “3 top French
banks” in terms of image and communication.
The French financial magazine “Les Dossiers de l’Epargne” bestowed its
“Label of Excellence 2009” upon Cortal Consors France for its various
trading packs.
11
12. Corporate Social Responsibility
Building
For the last ten years, BNP Paribas Personal Investors has remained
committed to socially and environmentally responsible action. It was the
1st financial institution to launch a “sustainable development subfund” in
tomorrow today
France. Prime examples of the ongoing environmental initiatives undertaken
by Personal Investors include carbon assessments, “green” rating and “useful
investment” operations and a dedicated CSR website.
www.investir-utile.fr
Personal Investors launched www.investir-utile.fr, a website featuring initiatives
undertaken by its entities. This not-for-profit website shows simply and clearly
the relationship between a financial investment and its social utility.
A “Green Rating” of 330 funds invested in European stocks gives investors a
further selection criterion in addition to standard information on performance.
The French “Ethical Label” ranks 13 socially responsible companies in each
sector on the basis of three criteria (human resources, environment and
corporate governance), and waives custody fees on these equities.
Lip-sync by Cortal Consors and B*capital employees
12
13. RESPONSIBILITY SOLIDARITY PROXIMITY
Photos of “Useful Investment” operations in Chile, Cambodia and India.
Socially responsible initiatives
In Germany In France
Humanitarian relief The "Hilfstruck" (meaning "relief-truck") “Useful Investing” continues…
campaign was carried out by "Börsianer Handeln", a non-profit Cortal Consors France and B*capital launched their 5th Useful Investment scheme.
organization co-founded by Cortal Consors Germany. A truck The aim was to encourage private clients to invest in funds and stocks with
carrying donations and care packages was sent to daycare centres environmental and sustainable development benefits.
in Petrilla, Romania. Clients could invest online in a selection of stocks via B*capital or in funds with
"Börsianer Handeln" also contributes to a school project in Bolivia reduced entry fees via Cortal Consors. 100% of stock brokerage fees and 2%
offering educational support, kindergartens and medical centres to of the total amount collected have been respectively donated to the non-profit
more than 800 students. Work has begun to expand the school so organization GoodPlanet to fund environmental projects in India.
as to accommodate more students. Since 2006, “Useful Investment” operations have helped to fund projects to
reduce greenhouse gas emissions in Chile, Cambodia and India in collaboration
“DelphinLagune” Cortal Consors has continuously supported with GoodPlanet.
“Delphin Lagune”, Europe’s 1st dolphin therapy centre for autistic
children. “DelphinLagune” at Nuremberg Zoo is in the advanced Good Planet Foundation
stages of construction and will be inaugurated in 2011. The GoodPlanet Foundation, chaired by Yann Arthus Bertrand, aims to educate and
create environmental awareness. Cortal Consors is one of the 4 founding members.
13
14. The best of
financial Europe
Cortal Consors, a European leader
and specialist in online brokerage and
savings investment, provides expert
financial advisory to more than a
million customers. It offers a wide array
of short- and long-term investment
products tailored to best suit clients’
needs.
Left to right:
Mélanie Borrmann - Information Technology
Michael Leis - Financial Products and Services
14
15. Cortal Consors
Our clients say…
My contact person at
Cortal Consors is extremely
helpful and always available
Germany
for me. I receive personalized
In 2009, the watchword at Cortal Consors Germany was to focus on core competencies to ensure attention which helps me act
high quality personalized advice. faster.
Sascha Cordes, Trader
Cortal Consors launched a new version of its website: www.cortalconsors.de offering an enhanced
level of user guidance and a new design. Clients can avail of online explanatory videos on products.
International markets
Cortal Consors Germany has widened its online offer of stock markets. Clients can now trade on
the Tokyo, Singapore, Hong Kong, Bangkok, Sydney and Wellington stock exchanges, a huge plus for
investors.
Sharing expertise
7.5%
BNP Paribas Wealth Management and Cortal Consors Germany have pooled their expertise in a
joint venture offering tailor-made solutions to wealthy clients in Germany. To further synergies, BNP
Paribas Wealth Management focuses on client relationships, advice and product selection, whereas
Cortal Consors manages transaction settlements and account portfolio management.
In its annual study on private banking players worldwide, Euro Money ranked BNP Paribas Wealth
Management as the No. 3 foreign Private Bank in Germany.
revenues generated
through innovation
584,870 6,447,490 15,020 651
Clients Trades Assets under Employees On 31st December 2009
management (M ) including BNP Paribas
Wealth Management
For more information: www.cortalconsors.de
15
16. Cortal Consors
Our clients say…
Given my professional
obligations, I particularly
France
appreciate the flexibility of
Cortal Consors. They are
To continue being the “reference” in savings and online brokerage, Cortal Consors aims ,,there,, on the Internet, but
to focus on Web services, professional advice, product simplicity, and best practises in also on the phone: my advisor
collaboration with Cortal Consors Germany and BNP Paribas. regularly calls with an update
on the markets and my
Pioneering with an online gold offer investments. And I can save so
Cortal Consors was the 1st broker in France to offer investors the opportunity to purchase much time by trading on line!
physical gold on the Internet 24/7. Investors wishing to diversify their investment portfolio Alasanne N’diaye, real estate agent
can purchase gold, either in the form of napoleon coins or gold bars, as easily as any other
financial product.
8%
“Hopee.fr”: 1st social network for stock enthusiasts!
Cortal Consors launched “Hopee.fr”, a web community that offers incisive recommendations, revenues generated
analysis and tips from individuals or professional investors, who share information on stocks.
Contrary to other financial blogs and forums, all recommendations shared on www.hopee.fr
through innovation
are ranked so as to provide transparent and reliable information.
Easy access to derivatives
In order to enlarge its derivatives activity, Cortal Consors launched
www.cortalconsorsderivatives.com, a platform offering direct access to CFD’s (Contracts for
Difference) and Forex (international currency market) on more than 6,500 financial products.
Given the risky nature of these products, Cortal Consors provides transparent information,
online training and dedicated expert advisory services to its active clients.
546,800 3,441,210 16,090 668
On 31st December 2009
including B*capital and
Portzamparc Clients Trades Assets under Employees
management (M€)
For more information: www.cortalconsors.fr Left to right:
16 Cécile Dantan-Michoulier - Client Marketing and Customer Intelligence
Yann Monvoisin - Information Technology
17. Cortal Consors
Our clients say…
An advanced trading tool
combined with personalized
Spain
advisory services lets me trade
efficiently and easily.
Cortal Consors is one of the main players in the Spanish online trading market and
has continued to reinforce its range of products and services. It focuses on providing Vicente Aliaga, Retiree
high-end technology to its clients so as to maintain its technical leadership.
High-tech services
Cortal Consors Spain launched the “Mobile Trader” application for iPhone users.
Mobile access to equities and derivatives markets enables clients to execute
transactions anywhere and anytime. Thanks to enriched multimedia content, clients
develop in-depth understanding of the available products and services.
9%
revenues generated
through innovation
8,890 283,980 90 29
Clients Trades Assets under Employees On 31st December 2009
management (M€)
For more information: www.cortalconsors.es Carlos Navarro - Marketing
17
18. A client focus
B*capital, an investment firm,
offers direct access to a complete
range of markets (equities,
derivatives, bonds), providing
financial analysis as well as
customized advice and portfolio
management.
Left to right:
Franck Feignant - Portfolio Management
Christiane Makhlouf - Financial Advisory Services
Lionel Duverger - Quantitative and Technical Strategies
Mai Drevon - CEO's office
18
19. B*capital
Our clients say…
I thank B*capital for providing
me with wealth optimization
strategies and direct access to
,, ,,
stock markets. The Daily news
Tailor-made advice by email and the regular workshops
For investors wishing to make their own investment decisions, B*capital puts them in contact with an it organizes demonstrate the
seriousness of the company. In
experienced financial advisor. This personal contact helps the advisor adapt to his clients’ requirements and
addition, I am extremely satisfied
find the solution best suited to each. with my portfolio managers and
For those who seek help in portfolio management, B*capital provides a dedicated portfolio manager offering their level of professionalism.
personalized services.
To provide high added value for its clients, B*capital works with a dedicated professional team to define a Maurice Broquet, Retiree
methodology based on both qualitative and quantitative analysis.
Corporate services through Portzamparc
B*capital holds a 51% stake in the renowned French stockbroker Portzamparc. Thanks to Portzamparc,
10%
B*capital has expanded its know-how and expertise in small and mid cap businesses.
A wide array of services for active clients
- access to options with the support of a dedicated professional team,
- in-depth research in structured products like CFD and Forex,
- open architecture of mutual funds,
- advice and trading from 8am to 10pm. revenues generated
B*capital’s expertise is available to BNP Paribas Personal Investors’ clients in Germany, France and Luxembourg. through innovation
25,130 577,510 4,570 165
Clients Trades Assets under Employees On 31st December 2009
management (M€) including Portzamparc
For more information: www.b-capital.com and www.portzamparc.fr
19
20. A global presence
Geojit BNP Paribas is a leading
Indian financial services company
that is listed on the National
(NSE) and Bombay (BSE) Stock
Exchanges.
It offers multichannel service
through more than 500 branches,
the Call Centre and Internet.
Left to right:
Rupesh Thekkoot - Risk & Settlement Department
Limna Polly - Controlling
Srinivasan Sundarrajan - Systems Department
Shahnaz Mohamed Thahir - Information Technology
Dilip Radhakrishnan - Finance
20
21. Geojit BNP Paribas
Our clients say…
Geojit BNP Paribas is my
trusted financial services
India - Middle East
partner, as it always keeps my
interests as a client foremost.
Geojit BNP Paribas launched FLIP (Financial Internet Platform), a complete “enhanced online investment” Professional advice and innovative
solution which offers innovative advanced technology-driven investment options to various client categories. technology-based solutions
have always helped me to take
Geojit BNP Paribas’s joint ventures and business associations in the Middle East provide complete
informed and timely investment
investment solutions to NRIs (Non Resident Indians) and local investors. decisions.
• Barjeel Geojit Securities L.L.C. clients can trade in the Indian and international capital markets, Mithun Chittilappilly, Executive Director
and can access Indian and international mutual funds. Branches: Dubai, Abu Dhabi, Ras Al Khaimah,
Sharjah, Muscat.
• Aloula Geojit Brokerage Company offers investment solutions to Saudi investors in the local and
international markets. NRIs can also access the Indian capital market and mutual funds.
Branches: Riyadh, Dammam.
• Bank of Bahrain and Kuwait, through its business association with Geojit BNP Paribas, offers its
16%
clients multiple investment solutions and services in the Indian capital market.
A unique feature in the trading terminals of the Indian market is the trading opportunity finder dubbed
“Googly” that has been developed for investors by Geojit BNP Paribas. Through this option, the system
presents the investor with the arbitrage opportunities available to him between spot and future prices,
and between stock exchanges.
Geojit BNP Paribas offers its clients a Mobile Market Watch facility that delivers real-time market
information to their mobile phones. revenues generated
through innovation
512,390 55,627,250 1,270 2,600
Clients Trades Assets under Employees On 31st December 2009
management (M€) including BNP Paribas
Securities India (P) Ltd
For more information: www.geojitbnpparibas.com and www.barjeelgeojit.com
21
22. BNP Paribas Personal Investors
Luxembourg
Our advisors say…
Tailor-made services for an international clientele
For the past 16 years, BNP Paribas Personal Investors in Luxembourg has been offering We have now expanded our
top-of-the-range services and products in open architecture to an expertise in managing assets
affluent international clientele (residing in or outside of Luxembourg) searching for for expatriates, as we are
flexibility in managing their wealth through a multi-channel approach: Internet, phone or skilled in adapting to each
face-to-face. client and situation by
providing tailor-made solutions.
Our ambition is to become
3 types of tailor-made services (Direct, Advisory and Portfolio Management)
a reference service within the
are offered, depending on the way clients wish to manage their multi-currency expatriate community.
investments.
Guillaume Passebecq, Sales Director
BNP Paribas Personal Investors has developed expertise in the management of financial
assets for expatriates. A dedicated Internet site for expatriates now serves them at
www.thebankforexpats.com.
17%
revenues generated
through innovation
3,680 50,100 330 24
On 31st December 2009 Clients Trades Assets under Employees
management (M€)
Left to right:
For more information: www.bnpparibas-personalinvestors.lu Nora Rouifed - Operations / Lucie Piro - B2B - Professional Partners
22
23. BNP Paribas Personal Investors
Singapore
Our advisors say…
BNP Paribas Personal Investors, a department of BNP Paribas Wealth Management
Singapore branch, serves affluent individuals and offers them access to premium
investment opportunities. Dedicated relationship managers provide highly Our teams of relationship
personalized advisory services to ensure optimum solutions for each client. managers build long-term
partnerships by identifying
,
clients needs and earning their
By leveraging on BNP Paribas Wealth Management Singapore Branch and Personal trust. We strive to provide
Investors Luxembourg, BNP Paribas Personal Investors seeks to provide tailored best-in-class products and
investment solutions to local individuals and expatriates. services to affluent clients,
be they standard or highly
While most competitors rely on their retail bank to serve their affluent clients, sophisticated investors.
BNP Paribas Personal Investors has chosen to bring a Wealth Management platform
Joseph Tan, Head of Asia Desk
to this segment. This has allowed Personal Investors to start up quickly in a new
market, while also creating cost synergies and cross-selling opportunities and
offering high added value to clients.
190 1,320 70 13
Clients Trades Assets under Employees On 31st December 2009
management (M€)
For more information: www.bnpparibas-personalinvestors.sg Eunice Lim - Marketing
23
24. BNP Paribas Personal Investors
Partnerships
France
The B2B2C business line in France is designed
to serve investment companies, banks, asset
management firms, insurance companies
and Independent Financial Advisors.
Through the combined efforts of Cortal Consors,
B*capital and Portzamparc, the B2B2C service offers
vast technical know-how in account-keeping services,
automated order execution and back office
sub-contracting.
It also ensures a wide repertoire of savings products
and stock advisory (mutual funds, life insurance,
portfolio management, savings accounts, etc.).
Left to right:
Eric Gosse - B2B
Ion Stefan Floarea - B2B
24
25. Professional Partners India
in Germany Geojit BNP Paribas has entered into agreements with
prominent private sector banks, City Union Bank
and South Indian Bank, to offer the banks’ clients
“Professional Partners” in Germany has broadened its offer of services, increasingly the ability to trade via integrated 3-in-1 accounts:
proposing solutions to pools, liability roofs and financial sales services. Geojit BNP Paribas’s online trading accounts plus
Fund advisors and independent asset managers also profit from the “Professional Savings and Demat Accounts with the bank.
Partners” offer. B2B partnerships also continue with Axis Bank and
Partner clients appreciate the blend of modern online tools backed by the solidity of Federal Bank.
BNP Paribas and presented by a motivated team of “Professional Partners”.
Professional Partners
in Luxembourg
Alongside the offer for direct clients, a “Professional Partners” team offers BNP Paribas
Personal Investors Luxembourg expertise to third-party portfolio managers, Independent
Financial Advisors and their clients. The team strives to provide tailored investment
solutions and quality administrative support to best meet their clients’ needs and
expectations.
25
26. BNP Paribas Personal Investors contacts
Talk to us
Communications
Sandrine Ferré / +33 1 47 38 94 47
Silvia Arto / +33 1 47 38 80 40
Priyanka Bahl / +33 1 47 38 96 52
Left to right:
Sandrine Ferré - Communication
Silvia Arto - Communication
Priyanka Bahl - Communication
26
27. Cortal Consors
Germany France Spain
Cortal Consors S.A., 24 rue des Deux Gares Calle Ribera del Loira, 28 4ª Planta
Bahnhofstraße 55 92855 Rueil Malmaison cedex - France 28042 Madrid - Spain
90402 Nürnberg - Germany Tel. +33 1 47 38 93 00 Tel. +34 91 209 50 50
Tel. +49 911 369 0 www.cortalconsors.fr www.cortalconsors.es
www.cortalconsors.de Communications: Communications: Juan Briz (BNP Paribas) / +34 91 388 80 42
Communications and Partnership: Silvia Arto / +33 1 47 38 80 40 Clients and Partnership: Aitor Odriozola / +34 91 209 80 04
Dirk Althoff / +49 911 369 1709 Priyanka Bahl / +33 1 47 38 96 52
Clients: +49 911 369 0 Clients: Carlos Oliveira / +33 1 47 38 59 88
Partnership: Claude Michel / +33 1 47 38 81 04
B*capital Portzamparc Geojit BNP Paribas Financial
21, boulevard Haussmann
75009 Paris - France
13, rue de la Brasserie - BP 98653
44186 Nantes cedex 4 - France
Services Ltd
Tel. +33 2 40 44 94 00 5th Floor, Finance Towers
Tel. +33 1 40 17 50 00
www.portzamparc.fr Kaloor
www.b-capital.com
Clients: Damien Rahier (corporate) / + 33 2 40 44 94 67 682017 Kochi - India
Communications: Silvia Arto / +33 1 47 38 80 40
Xavier de l’Espinay (private and individual) / + 33 2 40 44 94 01 Tel. +91 48 42 40 55 01
Priyanka Bahl / +33 1 47 38 96 52
www.geojitbnpparibas.com
Clients: Frédéric Biraud / +33 1 40 17 59 30
Communications: Sarah Zachariah / +91 48 42 40 55 01 extn 554
Clients: +1800 425 55 01 (toll free)
Barjeel Geojit Securities BNP Paribas Personal Investors
L.L.C. Luxembourg
10 A boulevard Royal
Singapore
20 Collyer Quay, 18-01 Tung Centre
Suite 403 2093 Luxembourg 049319 Singapore
United Bank Ltd. Building Tel. +352 25 37 25 37 Tel: +65 6210 3911
Khalid Bin Waleed Street www.bnpparibas-personalinvestors.lu www.bnpparibas-personalinvestors.sg
Bur Dubai – United Arab Emirates Communications: Adel Nabhan / +352 25 37 25 37 35 Communications: Gaël de Belair / +65 6210 1858
Tel. + 971 435 559 00 Clients: Guillaume Passebecq / +352 25 37 25 37 42 Clients: Joseph Tan / +65 6210 3945
www.barjeelgeojit.com
Communications / Clients:
Krishnan Ramachandran / +971 435 559 00
27
28. Produced by BNP Paribas Personal Investors Communications Department - www.dep.fr - photo credits: Fotolia, Grégoire Maisonneuve
Our thanks to all our employees for the commitment and company spirit they demonstrate every day.
Left to right:
François Ballet-Baz - Client Relations
Mélanie Borrmann - Information Technology
Carlos Navarro - Marketing
on recycled paper.
Aurélie Gouriou - Client Relations
Nuno Gomes - Compliance
On the top:
Michael Leis - Financial Products and Services
Vidya Ganesh - CEO's office
Printed by
24 rue des Deux Gares – 92855 Rueil Malmaison Cedex - France - Tel: +33 1 47 38 93 00
Cortal Consors S.A - Registered Seat: 1 boulevard Haussmann - 75318 Paris Cedex 09 - France
Public Limited Company under French law; registered capital: 57 552 960 E - register court: 327 787 909 RCS Paris
29. A Human Resources
policy in line with the
corporate ethics of
BNP Paribas
Personal Investors.
- Respecting deontological rules related to clients
and markets
- Guaranteeing non-discrimination in the work place,
employment for the disabled
- Expanding use of video conferencing, reducing
professional travel
- “Greening” the company fleet
- Recycled paper and ecological printing
30. In India
At the beginning of 2010, the cornerstone was laid for the new “green” corporate
building for Geojit BNP Paribas in Kochi.
Financial Literacy programme in India
Today, the Geojit BNP Paribas Financial Literacy programme offers more than
8,000 seminars to nearly 375,000 students in 2,500 educational institutions.
Charitable projects
• Proceeds from an annual Cricket Match were donated to senior citizens and
financially underprivileged students.
• Geojit BNP Paribas volunteers served food to patients in the Kochi Government
Hospital.
• Geojit BNP Paribas-Rajagiri Outreach summer camps for learning, healthcare
and entertainment were held in 4 villages in Kerala.
In Luxembourg
Green World 95%, a certificate issued by BNP Paribas that promotes investment
in “green” and “eco-friendly” companies, was launched by BNP Paribas Personal
Investors. 1% of the total amount of money collected was donated to GoodPlanet.