LinkedIn thought leader ad examples
406 thought leader ads are live on LinkedIn right now, from 338 companies. Browse real ones, filtered by industry.
- Independent Reserve SGRecorded 23 Sept 2026
Independent Reserve SG ranked #8 on the list of Best Workplaces in Singapore. What makes this more meaningful is that every single person in our team voted for it. 100% of our team look forward to coming to work. 100% say we care about each other. 100% are proud to tell others they work here. I’ve always believed magic happens when people feel safe, supported, and trusted to do their best work. When you can focus on doing good work with good people. When you know the person next to you has your back. To our awesome legendary team — thank you! This recognition is yours. YOU are the heartbeat of this firm, and I’m proud every day to be on a team with this much heart, conviction, and integrity. LFG!!! 🚀 🚀 🚀
- Independent Reserve SGRecorded 23 Sept 2026
A couple of weeks ago, our team spent the day at one of Singapore’s oldest hospitals, Tan Tock Seng Hospital, helping to build a therapeutic garden. This initiative supports patients in engaging meaningfully in their rehabilitation. What means the most to me is seeing our team out there, giving their time, energy, and their hearts. Impact starts with showing up and being present. We connect in ways we don’t always get to in the office, and these moments make us stronger and more resilient as a team. I’m so proud of the kindness, spirit, and heart I saw. Thank you to the amazing staff at Tan Tock Seng and NHG Health for welcoming my team and letting us get our hands dirty in growing something that, we hope, will continue to bloom for a long time. #CSR #bettertogether #Singapore Independent Reserve | Ruben Rengarajoo | Mark Wong, CFA | Jarrell Tan | Brendon Lim | Jenn Y. | Nathan Briggs | Sheena P. | Edgar Tan | Kenny Tan | Hallie Hoang | Hannah P. | Elizabeth Ann Wong, CAMS | Sui Hang W. | Parvinder Singh | Steve Ng (Wei En) | Aubrey C. | Jane Zhang | Steve Ng (Wei En)
- HighRadiusSince 26 Aug 2026
$𝟯𝟳.𝟮𝗠 𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗜𝗺𝗽𝗮𝗰𝘁 𝘃𝗶𝗮 𝟱𝟬 𝗔𝗜 𝗔𝗴𝗲𝗻𝘁𝘀! Congrats, Holly DeSantis (CFO) & KONICA MINOLTA, INC. team for leading an End-to-End Finance & Accounting transformation across Order-to-Cash, Treasury and Record-to-Report. Here's how: • $𝟯𝟬𝗠 𝗦𝗮𝘃𝗲𝗱 𝘃𝗶𝗮 𝟭𝟯-𝗗𝗮𝘆 𝗗𝗦𝗢 𝗥𝗲𝗱𝘂𝗰𝘁𝗶𝗼𝗻: 𝗮) 𝘈𝘶𝘵𝘰𝘮𝘢𝘵𝘦𝘥 𝘋𝘶𝘯𝘯𝘪𝘯𝘨 𝘈𝘨𝘦𝘯𝘵 tripled monthly customer coverage with personalized payment reminders and embedded payment links, 𝗯) 𝘗𝘢𝘺𝘮𝘦𝘯𝘵 𝘐𝘯𝘷𝘰𝘪𝘤𝘦 𝘔𝘢𝘵𝘤𝘩𝘪𝘯𝘨 𝘈𝘨𝘦𝘯𝘵 automatically posted 96% of 45,000 monthly invoices, giving collectors a clean, real-time view of open receivables • $𝟱.𝟵𝗠/𝘆𝗲𝗮𝗿 𝗖𝗿𝗲𝗱𝗶𝘁 𝗖𝗮𝗿𝗱 𝗙𝗲𝗲𝘀 𝗦𝗮𝘃𝗶𝗻𝗴: 𝗮) 𝘈𝘊𝘏/𝘦𝘊𝘩𝘦𝘤𝘬 𝘗𝘳𝘰𝘤𝘦𝘴𝘴𝘪𝘯𝘨 𝘈𝘨𝘦𝘯𝘵 increased digital payment adoption by 83%, moving 5,800 monthly credit card and check-paying customers to ACH and saving $3.7M annually, 𝗯) 𝘚𝘶𝘳𝘤𝘩𝘢𝘳𝘨𝘦 𝘉𝘪𝘭𝘭𝘪𝘯𝘨 𝘈𝘨𝘦𝘯𝘵 automatically applied PCI-compliant, 48 states specific surcharge rules across B2B card transactions, recovering another $2.2M annually • $𝟭.𝟯𝗠/𝘆𝗲𝗮𝗿 𝗜𝗻𝘁𝗲𝗿𝗲𝘀𝘁 𝗦𝗮𝘃𝗶𝗻𝗴𝘀: 𝗮) 𝘈𝘙, 𝘈𝘗 & 𝘗𝘢𝘺𝘳𝘰𝘭𝘭 𝘍𝘰𝘳𝘦𝘤𝘢𝘴𝘵𝘪𝘯𝘨 𝘈𝘨𝘦𝘯𝘵𝘴 achieved 98% cash forecast accuracy while reducing cash volatility by 15%, 𝗯) 13 𝘈𝘐 𝘈𝘨𝘦𝘯𝘵𝘴 processed 13.5 million invoices across 46,000 customers and 5,000 vendors to improve forecast precision • 𝟲𝟱% 𝗙𝗮𝘀𝘁𝗲𝗿 𝗠𝗼𝗻𝘁𝗵-𝗘𝗻𝗱 𝗖𝗹𝗼𝘀𝗲: 𝗮) 𝘎𝘓 𝘋𝘢𝘵𝘢 𝘚𝘺𝘯𝘤 𝘈𝘨𝘦𝘯𝘵 automatically synchronized 49,000+ GL line items every month from the ERP. 𝗯) 𝘉𝘢𝘯𝘬 𝘙𝘦𝘤𝘰𝘯𝘤𝘪𝘭𝘪𝘢𝘵𝘪𝘰𝘯 𝘈𝘨𝘦𝘯𝘵 automatically reconciled 99% of bank transactions, while the 𝘉𝘢𝘯𝘬 𝘚𝘵𝘢𝘵𝘦𝘮𝘦𝘯𝘵 𝘋𝘰𝘸𝘯𝘭𝘰𝘢𝘥 𝘈𝘨𝘦𝘯𝘵 eliminated manual bank data collection Read the full story - https://lnkd.in/dnBC-vyd
- HighRadiusSince 1 Sept 2026
𝟱𝟴% 𝗥𝗲𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗜𝗻 𝗣𝗮𝘀𝘁 𝗗𝘂𝗲 𝗔𝗺𝗼𝘂𝗻𝘁 𝗮𝘁 Merz Aesthetics! Congrats Alana Sine (CFO), Rodney Williford (Sr. Director A/R) & team for transforming collections across 90+ countries with 11 Collections AI Agents. Here's how: • $𝟭𝟯𝗠 𝗨𝗻𝗹𝗼𝗰𝗸𝗲𝗱 𝗜𝗻 𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝗖𝗮𝗽𝗶𝘁𝗮𝗹: 𝗮) 𝘈𝘶𝘵𝘰𝘮𝘢𝘵𝘦𝘥 𝘋𝘶𝘯𝘯𝘪𝘯𝘨 𝘈𝘨𝘦𝘯𝘵 increased monthly past-due customer coverage from 20% to 64% with personalized payment reminders and and embedded payment links, helping reduce past-due balances from 31% to 17%. 𝗯) 𝘞𝘰𝘳𝘬𝘭𝘪𝘴𝘵 𝘗𝘳𝘪𝘰𝘳𝘪𝘵𝘪𝘻𝘢𝘵𝘪𝘰𝘯 𝘈𝘨𝘦𝘯𝘵 centralized receivables across 90+ countries, continuously prioritizing accounts using payment behavior, aging and collections risk. • 𝟭𝟮,𝟲𝟳𝟮 𝗖𝗼𝗹𝗹𝗲𝗰𝘁𝗼𝗿 𝗛𝗼𝘂𝗿𝘀 𝗦𝗮𝘃𝗲𝗱 𝗔𝗻𝗻𝘂𝗮𝗹𝗹𝘆: 𝗮) 𝘈𝘶𝘵𝘰𝘮𝘢𝘵𝘦𝘥 𝘋𝘶𝘯𝘯𝘪𝘯𝘨 𝘈𝘨𝘦𝘯𝘵 orchestrated 69,000 automated collection emails and 15,000 personalized customer emails annually. 𝗯) 𝘈𝘙 𝘌𝘮𝘢𝘪𝘭 𝘐𝘯𝘣𝘰𝘹 𝘈𝘨𝘦𝘯𝘵 centralized customer correspondence and automated email triage, freeing collectors to focus on higher-value accounts. 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝘃𝗮𝗹𝘂𝗲 𝗰𝗿𝗲𝗮𝘁𝗶𝗼𝗻 𝘀𝘁𝗼𝗿𝘆: https://lnkd.in/eZGz3U8n
- HEVN FinanceSince 11 Sept 2026
We made USDC to EUR FX fees twice as cheap for commodity traders For the past 4 months, when off-ramping USDC into EUR, the main EUR corridor was USDC -> USD -> EUR. It still used USD-EUR FX liquidity from centralized exchanges or interbank markets that charged more than 15 bps. Now, USDC can be converted directly into EURC onchain through a liquidity pool, effectively making FX fees for this pair twice as cheap. This is especially important for commodity traders who factor FX costs into their margins. At HEVN, we're focused on making money movement as efficient as possible.
- HEVN FinanceSince 11 Sept 2026
We made USDC to EUR FX fees twice as cheap for EU buyers of MENA suppliers. In the past, our EU clients have relied on a EUR -> USD -> USDC rail to pay MENA suppliers. This rail was dependent on EUR to USD FX liquidity from centralized exchanges or interbank markets that charged more than 15 bps. Now, we directly on-ramp EUR to EURC, then exchange EURC for USDC. This process reduces the FX fees by half. For European buyers who pay suppliers from MENA, this new rail creates immediate savings on the HEVN platform without having to click on anything. At HEVN, we are focused on making money movement as convenient and efficient as possible for our clients.
- HighPathRecorded 22 Sept 2026
Most cashflow forecasts aren't wrong because the math is bad. They're wrong because they only run one scenario with one closing date. We built Runway inside HighPath so you don't have to choose between modelling it properly and having the plan ready before the board call. Baseline, growth case, stress test, side by side. Add a deal you're chasing with its real odds of closing, and see the different paths open up based on the decisions you make. Take a look, then DM me if you want a walkthrough. highpath.io/product #Fundraising #Startups #Entrepreneurship
- HighbeamRecorded 22 Sept 2026
Spreadsheets won’t run your business finance stack forever. Today, we’re announcing our $30M Series A to accelerate that vision led by Acrew Capital. At Highbeam, we believe finance should run itself. Cash flow shouldn’t be something you check once a month — it should be something you optimize every day, automatically. That’s why we’re building AI finance agents. Agents that don’t just analyze, but act: • Move idle cash into yield • Help you plan inventory with confidence • Keep you financially strong in real time This year alone, we’ve managed $5B+ in cash transactions and seen massive growth across our customer’s annual sales volume, deposits, and card spend. None of that would be possible without our incredible team and the customers who push us to keep building. I couldn’t be more excited about what’s ahead — the future of finance for brands is autonomous, and Highbeam is leading the way.
- HadriusRecorded 22 Sept 2026
FEATURE: Comms Review Reports 1/ Archive details per employee for all emails and IMs 2/ Get a high level of which rules are being violated most often 3/ For consultants/service partners: easily share findings with your clients This has been a staple of ours since the start, but we've recently made some big changes in look/feel. Check it out below!
- HadriusRecorded 22 Sept 2026
FEATURE SPOTLIGHT: Website archiving Regulated firms in our industry must archive their publicly facing webpages. Most of the tech solutions out there just have web crawlers that take screenshots. We did this too, last year. But websites are getting more modern, with animations, script elements, and newsletters/popups. So screenshots don't capture what needs to be captured. Hadrius goes a level deeper. We capture the DOM itself - the code-level objects making up the site. Better tech -> better capturing -> better compliance
- hiSofiRecorded 22 Sept 2026
Sua empresa investe milhões para encantar o cliente. E perde tudo em meio minuto de cobrança mal feita. 1. Na segunda-feira, a reunião de CX comemora o NPS em alta. Todos celebram jornadas bem desenhadas, contatos humanizados e linguagem empática. 2. Na terça, o mesmo cliente recebe uma ligação seca, engessada e intimidadora do call center de cobrança. Não estou falando de duas empresas diferentes. É a mesma. Essa contradição sempre me impressionou, e impressiona até hoje. Como se o cliente inadimplente deixasse de ser cliente. Como se a cobrança não fosse parte da jornada. Como se recuperar receita e cuidar do relacionamento fossem objetivos totalmente opostos. Mas não são. Quem deve continua sendo seu cliente. Cobrança é apenas mais um ponto de contato. E pode (e deve) ser conduzida com respeito, inteligência e consistência. A questão é sobre até quando vamos aceitar essa incoerência como se fosse normal. E a sua empresa, sofre com esse paradoxo?
- hiSofiRecorded 22 Sept 2026
A IA não veio substituir a minha equipe. Veio torná-la ainda mais valiosa. Enquanto desenvolvia a primeira AI-First de cobrança da América Latina, reparei em algo que chamou a minha atenção: As empresas que mais temem a substituição são as que mais ganham com a potencialização. Na hiSofi, nossa IA não demitiu ninguém. Muito pelo contrário. Ela liberou o time das tarefas repetitivas e mecânicas, permitindo que as pessoas se concentrem no que realmente faz diferença, ou seja: • Estratégia de negociação personalizada • Análise de padrões complexos • Relacionamento com clientes de alto valor • Inovação em produtos O futuro do trabalho em finanças não significa menos humanos. Significa humanos mais estratégicos. Então, o ponto não é se a IA vai chegar ao seu setor. O que importa é se sua equipe estará pronta para se tornar ainda mais valiosa quando ela chegar. Siga-me para mais insights sobre o futuro da cobrança.
- GYRA+Recorded 22 Sept 2026
A GYRA+ entrou no clima da Black Friday! Contrate um plano até 30/Nov e ganhe o restante do ano totalmente grátis. 📞 Fale conosco e aproveite! https://lnkd.in/dsvsByDe
- GYRA+Recorded 22 Sept 2026
Vender no B2B é desafiador, e vender a prazo ainda mais. Empresas que atuam em vendas B2B muitas vezes travam na hora de aprovar uma venda a prazo, com medo de errar na análise de crédito. A era em que os bureaus de crédito vendiam relatórios genéricos e caríssimos está chegando ao fim. Só permanece refém dos bureaus quem ainda aceita soluções engessadas e ineficientes. As áreas de vendas que realmente querem crescer buscam agilidade, personalização e tecnologia para tomar decisões de crédito com segurança e sem perder tempo. Agora a aprovação de crédito B2B acontece em tempo real, de forma personalizada e totalmente conectada à realidade de cada cliente. Saiba mais em: https://lnkd.in/dQSBXt7x
- CreditorWatchRecorded 22 Sept 2026
Innovation is what defines us - not what we say, but what we do. At CreditorWatch, innovation isn’t a side project. It’s the reason we exist. Every week I hear from customers who tell us how our data and technology are changing the way they make credit decisions with faster approvals, earlier warnings and fewer surprises. That’s what keeps us pushing forward. Over the next 12 months, we’re investing $18 million in innovation - not for the sake of building more features, but to make credit intelligence smarter, more connected and more useful for every business that relies on us. We’re bringing AI deeper into our products, expanding automation, and making sure insights move at the same speed as the businesses that depend on them. I’m incredibly proud of our team and partners who make this possible, as it’s the reason we’re Australia’s #1 most innovative commercial credit bureau. #Innovation #CreditReporting #Fintech #CreditorWatch #Credit #AI
- HighbeamRecorded 22 Sept 2026
Pumped on this! Running Cuts means juggling a million things, and honestly, managing banking and payments used to be one of the biggest headaches. Our old setup was slow. Payments took forever to clear, bill pay was manual and a total time suck, and cash flow? Even tougher. Forecasting was basically guessing with spreadsheets that never quite matched reality. Then we found Highbeam, and it’s been a legit game changer. They combine no-fee banking, automated bill pay with same-day ACH (which means vendors get paid fast — huge for keeping things smooth), and AI-powered cash flow forecasting that actually gives you real-time insights instead of guessing. The AI stuff has saved us a ton of time and money by moving cash where it needs to be, when it needs to be there. And all without us having to do the manual work. The automated treasury is going to make us over $100,000 this year alone. Plus, the team at Highbeam really understands what it’s like running an ecommerce brand. They’re not just tech people, they’re partners who get the business and actually help you figure stuff out. If you’re feeling stuck in the finance weeds, it’s worth checking out. Having this dialed means less stress and more time to focus on growing the brand. For us, that peace of mind is priceless.
- Hartford FundsRecorded 22 Sept 2026
Ethan's insights make it clear: the rise of private markets isn't just a trend—it may be a strategic opportunity for investors. Listen in to learn more about what's driving this shift and how it could benefit client portfolios. https://lnkd.in/ewWmGKQr
- Hartford FundsRecorded 22 Sept 2026
Instead of chasing yesterday's winners, a well-diversified portfolio can help you capture opportunities across multiple asset classes. Here's why diversification never goes out of favor.
- Santander BrasilRecorded 22 Sept 2026
Somos o banco que mais financia carros no Brasil. 🏎️ A Fórmula 1 nos inspira não apenas pela velocidade, mas pela inteligência por trás de cada curva. Pela forma como cada detalhe é calculado, cada decisão é compartilhada e cada resultado nasce do coletivo. Na nossa Financeira, acreditamos que gerar valor não é apenas sobre acelerar, mas sobre entender o terreno, ajustar a marcha e seguir com confiança. Esse é o mesmo espírito que nos move como o banco que mais financia carros no país: o de impulsionar novos começos todos os dias. ♨️ Inspirados por essa jornada, e como o banco da F1, lançamos uma campanha que celebra esse marco, com taxas a partir de 1,19% a.m. até o dia 11/11. Mais do que uma condição especial, reafirma o nosso compromisso em transformar sonhos em conquistas. Seguimos acelerando com propósito e impulsionando novos começos! ↪️ Saiba mais sobre a campanha: https://lnkd.in/dkNdUXCX. Vamos juntos, vamos por mais! #SantanderFinanciamentos #ComeçaAgora #SantanderBrasil
- Clarity (formerly Hiive)Recorded 22 Sept 2026
Since launching our fundraise, the most common question is: how do we stack up against Forge, which is being acquired by Charles Schwab for $660M? The short answer: pretty well. Forge recently released its Q3 financials, enabling us to draw some comparisons on this most recent quarter. First, Hiive appears to have significantly more liquidity. We closed $458 million of transaction volume in Q3, excluding another $85 million of transactions executed on our platform, but brokered by other parties (a rapidly growing service we provide to companies). Forge reported $420 million of trade volume in the quarter. However, it seems they double count their trading volume by adding both sides of the transaction (as if they were separate). Indeed, the footnotes to Forge’s financials state “volume is defined as [....] the aggregate value of the issuer company’s equity attributed to both the buyer and seller in a trade and as such a $100 trade of equity between buyer and seller would be captured as $200 of volume for us”. In short, their actual volume is roughly half of what they report. Next, Hiive is profitable. We generated a tidy $4.7 million in net income during the quarter (just 3.5 years since we launched). By contrast, Forge booked a staggering net loss of $18.2 million on $21.26 million of total Q3 revenues! That’s an almost 100% negative net margin. Is Forge losing so much money because it is investing more in its business, and therefore growing faster than Hiive? Doesn’t seem to be the explanation since we grew transaction volumes and trading revenues faster than Forge on both a Q/Q and an LTM basis as of 9/30. What's driving this difference? From where I sit, it comes down to two things. The first is our intensely mission driven team. We hire roughly 1 out of every 100 applicants and each of those hires is motivated by our campaign to change an industry. We all hustle; we all ship; and excellence is the baseline, not the aspiration. The second is our technology. We were founded to be a product-first, tech-enabled services business. We did not have the baggage of existing manual processes when building our platform. We built our product under strong technical leadership with a deliberate and disciplined roadmap - modeled like a software company, not like a legacy bank or brokerage trying to modernize. The result is a coherent, flexible and scalable liquidity management technology that truly makes life better for our customers, and outstrips our competitors. #liquidity
- Guinness Global InvestorsRecorded 22 Sept 2026
We were delighted to host the next in our series of presentation lunches at the Do & Co, in Vienna on Tuesday . This time, Jonathan Waghorn, co – manager of the Guinness Global Energy and Guinness Sustainable Energy Funds discussed the Energy Transition and the opportunities for investors across the multiple themes of servicing growing electricity demand and supply to grid investment an upgrades. Guests also heard that: - Oil, gas and nuclear still have a role in servicing global energy demand growth. Capital discipline remains tight in E&P and supermajors. Peak oil 2030. Peak gas 2040. - Global electricity demand growth is accelerating at 4% pa. Furthermore, the base of growth is becoming increasingly diversified with the US growing at 2.5% , driven by growth in AI and data centre build out, onshoring , but importantly significant investment in building efficiency and manufacturing upgrades - To deliver this level of demand, global investment in improving and extending the grid needs to double by 2030 ( $60/70bn pa for the next 10 years in the US) - And we highlighted that Renewables have significant cost and time to market advantages over nuclear and gas to meet this demand. Even with cost of storage - Economics , energy security and population demographics remain intact as long term drivers of the sector - Despite the positive outlook and growth outlook, sentiment and hence valuations across the sector remain subdued. Thank you to everyone for the dynamic discussion BHS Quality Asset Management Deutsche Bank AG Kathrein Privatbank AG Kwauka Invest LGT Private Banking FIBEG Matejka & Partner Asset Management GmbH S-Markt & Mehrwert GmbH & Co. KG Michael Hantsch, MBA (Pecunia-SolutionS) MKP Invest Gesellschaft mbH OENB PPP Financial Solutions GmbH PRIVATCONSULT Vermögensverwaltung GmbH Raiffeisen Bank International AG Stage Invest GmbH UNIQA Capital Markets GmbH Wienfinanz Zepter Group Int. Austria GmbH Please get in touch if you would like more information. #marketingcommunication #europeanlequityincome Citywire Deutschland #capitalatrisk
- Henderson RoweRecorded 22 Sept 2026
Some things don’t change. Markets shift, technology evolves, and investment frameworks adapt. But the need for trusted, client-first advice remains constant. At Henderson Rowe, we’ve grown from a specialist boutique to a global investment firm. Along the way, we’ve worked with entrepreneurs, business owners, and families navigating the same growth journey. Now, we bring world-class institutional investment research into portfolios built for private clients. But what we’ve kept matters: ● Our name ● Our independence ● And our commitment to deep, enduring client relationships Because, at the end of the day, no matter how complex the markets become, this remains a people business. If you value service, insight, and a partner who understands what it means to build, our door is always open. —----------- Your wealth deserves more than a one-size-fits-all approach. Explore what a tailored strategy could look like: ➡️ hendersonrowe.com
- Henderson RoweRecorded 22 Sept 2026
Not all ‘open architecture’ is really open. Most investors assume their wealth manager has access to the full market: every fund, every product, every opportunity. But in reality, much of the industry operates inside closed ecosystems. Platforms and networks where the range of investment choices is limited by commercial relationships instead of client needs. It’s called platform bias, and it’s more common than most clients realise. When a firm’s technology, custody, and investment products all sit under the same umbrella, it creates efficiencies, but it also creates blind spots. You get smoother reporting, but less independence. You get convenience, but at the cost of choice. At Henderson Rowe, we take a different approach. Our investment process and technology stack are deliberately built to stay flexible, integrating multiple providers, custodians, and data sources. It’s harder to maintain, but it means we can make decisions based purely on what’s best for the client, rather than what’s easiest for the platform. In a world that’s becoming increasingly automated and consolidated, genuine independence is becoming rarer (and more valuable!) After all, advice only matters if it’s truly free to put the client first. —----------- Your wealth deserves more than a one-size-fits-all approach. Explore what a tailored strategy could look like: ➡️ hendersonrowe.com
- Guinness Global InvestorsRecorded 22 Sept 2026
Great to speak on Thursday 20th November on the panel “Distributing Irish Funds in the UK - Key Considerations and Opportunities.” We discussed how the majority of UK investors were comfortable with Irish funds and even had a preference for them. Dwindling minority of UK investors who will only invest onshore. This is mainly for systems reasons or for those with very long memories about issues with offshore funds from 30 or more years ago. We explored how Irish funds provide a flexible solution for advisors with clients with a range of tax situations. Distributing share classes, UK reporting status, excess reportable income being incorporated into investor systems are key factors in being ble to distribute Irish fund in the UK. Adviser PI insurance, access to platforms, difference in withholding tax treatment of US dividends and the difference in FSCS vs Irish protection for investors are not currently material issues but present. OFR not proving a material challenge for investment managers or a concern for investors. SDR and SFDR are material (and important) piece of work for investment managers but not a major investor priority. Important topics at a pivotal moment for cross-border distribution. Glad to have other speakers on the panel with similar but positive perspectives on the great role Irish funds have for UK investors. Paul Price Lora Froud #investing #markets #panel #discussion
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