Newsletter 4 - May 2023
PWFO is a members-benefit,designation-granting Association for Finance Professional serving Families and Private Clients. One of the benefits it provides to senior Members is assembling Thought Leaders with expertise in a specific domain of financial services. They publish articles to offer PWFO Members guidance and insight in their field of expertise.
This month, we are delighted to welcome Richard Edney as the newest member of our program. Keep an eye out for his insightful posts and articles on our platform. Here's a brief introduction to Richard:
Richard is an experienced and trusted financial services professional who helps clients explore the art of the possible to make it the probable when it comes to planning their future. He is equally at home advising private individuals, families and businesses: creating a financial plan against which progress is continually tracked through a confidential ongoing advisory service. He is a highly experienced, focused and astute industry professional, with a proven track record in delivery. Clients and their other professional advisers benefit from a longstanding relationship founded on trust and transparency.
Find out more about the PWFO Thought Leader Program
In case you missed our April posts, here's a recap:
- Bringing Transparency and Accountability to the Financial Industry
- Reforming Banking : Fintech and Citizen Power
- Debunking the Myths created by Bankers and Wealth Managers
- Shifting the Focus : Priotizing Long-Term Gains in Banking and Investment
PWFO First Collaborative Summit
We are pleased to announce our first Collaborative Summit on June 29th. The purpose of this virtual forum is to provide a space for like-minded individuals to come together, share ideas, and learn from each other in a supportive and collaborative environment.
Contact us at [email protected] to book your space and get more details.
Apprentice Program
Our Apprentice Program is well under way and our interns have completed more than half of the program. They are very motivated and there are a lot of interesting ideas being shared.
If you're interested in having trainees work on your projects or assist you, ultimately becoming suitable candidates for recruitment, contact us for a chat at [email protected].
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