FIRST RATE INTERVIEW IN #ZURICH - WATCH BELOW ?? Catch David Bell's interview with Grayson Greer, Managing Director of Global at First Rate, Inc, and Surya S., Partner at First Rate, to discuss the company's mission, history, and wealth tech solutions. Founded in 1991, First Rate has been a pioneer in providing performance and reporting tools for private banks, family offices, and wealth managers. They highlight their commitment to enhancing client engagement, refining data strategies, and fostering long-term partnerships with other firms. The conversation covers their value-driven pricing model, the integration of AI and machine learning into reporting, and their emphasis on data confidentiality. They also discuss First Rate's unique ownership structure, offering stability and a long-term vision. Additionally, they introduce "atomic projects," short engagements designed to evaluate First Rate's suitability for firms. This discussion deepens into First Rate's offerings and its focus on serving clients in Switzerland, Europe, and the Middle East. Link in the discussion in the comments below ??
PCD GROUP
营销服务
Brighton，East Sussex 11,958 位关注者
PCD GROUP helps private wealth professionals connect and get more referral business through events, content & ideas
关于我们
PCD Club was founded in 2008 by David Bell. It exists to promote business development between advisors to high net worth clients. We have successfully executed events around the world in all the key financial centres. Follow below for a link to our gallery for a sense of past events: https://www.pcd.club/Site/gallery/ In 2022, we created two new businesses and within PCD Group - PCD Media & HNW Advisor. PCD Media is a modern digital marketing agency for professionals to create compelling content to drive visibility & referrals online. HNW Advisor is a news and information source for wealthy individuals and their advisors. Follow the Showcase Pages for each company to find out more
- 网站
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https://www.pcd.group
PCD GROUP的外部链接
- 所属行业
- 营销服务
- 规模
- 2-10 人
- 总部
- Brighton，East Sussex
- 类型
- 私人持股
- 创立
- 2008
- 领域
- Networking Events、Private Wealth、Private Client Tax、Private client、Trusts、Private banking、Investment management和High net worth
地点
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主要
获取路线
3rd Floor
20 New Road
GB，East Sussex，Brighton，BN1 1UF
PCD GROUP员工
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David Bell
Founder & Director @ PCD GROUP | Connecting the Private Wealth Sector through Events & Content | Business Relationship Management | Networking…
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Tim Shutler
Fractional General Counsel | Consultant Legal Counsel | COO | Non Executive Director | Sustainability | Using innovative legal strategies to help…
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Sophie Bell
Director of Finance at PCD CLUB
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Neil Garner
Demolition Contracts Manager
动态
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Thanks to Global Taxes LLC for sponsoring PCD CLUB #London last week. Check out their short video below captured at the event ?? Connect with Alicea Castellanos for more on how you can work together.
We would like to express our sincere gratitude to PCD GROUP for the opportunity to sponsor the Networking Dinner in London last Thursday. It has been a privilege to contribute to such a meaningful gathering, where professionals could connect, share insights, and build valuable relationships. A special shoutout to Table 4, featuring: Tom Brennan from Marc White & Co. Mark Woodford Yousafa Hazara Alistair Drage, Chartered FCSI James Baker TEP Dr. Clifford J Frank, LLM(tax) PhD Hélène Castro from Edmond de Rothschild (Suisse) Thank you to all the participants, organizers, and fellow sponsors for making this event a success. We look forward to future opportunities to support and engage with this incredible community. #PrivateClients #UltraHighNetWorthClients #TaxCompliance #TaxAdvisory #CrossBorder #GlobalTaxesLLC
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In September, PCD MEDIA produced a series of short interviews with Dominique Calcò Labbruzzo in #Zurich about her unique approach to legal advice. She explains how holistic law can help you tackle legal challenges and personal growth. Dominique offers a comprehensive approach that addresses the whole person by combining legal expertise with life and business mentoring. Linking wellness & legal problems allows her to create better solutions for clients. Her holistic law method integrates business coaching, leadership training, and mindful counseling to secure wealth and enhance leadership skills. Whether in Switzerland or working globally with international firms, Dominique’s approach helps clients succeed beyond the legal problem. Learn how holistic law can support your personal and professional development. Watch the content on #YouTube at the link in the comments ??
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Earlier in the Autumn, David Bell recorded and interview with I. Murat Coskun and Werner Gruner from Get Golden Visa on why Americans are looking to move abroad at the moment. Watch the full discussion at the link below ?? follow PCD MEDIA for more on our content and production services.
Are Americans moving out of the US? ?? With over 5.4 million Americans now living abroad, our latest research, The Great American Exodus Re-visit 2024, explores the reasons behind this shift. From high living costs to the search for stability, find out why so many are choosing a life abroad. ???????? Discover the key factors, fresh data, and real-life stories in our updated whitepaper: https://lnkd.in/dVDViPJS Explore the trend of Americans relocating to other countries in this video explained by our Managing Partner, I. Murat Coskun, and Regional Partner, Werner Gruner: https://lnkd.in/gbfBzq9c #AmericanExodus?#MovingAbroad?#SecondResidency?#AmericanExpat?#GlobalMobility?#USExpats?#GoldenVisa?#GetGoldenVisa
Are Americans Moving Out of the US?
https://www.youtube.com/
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David Bell is heading home from the Middle East - read his thoughts below on his visit to #Dubai and #Riyadh ?? #networking #wealth #investment #UAE #KSA
Founder & Director @ PCD GROUP | Connecting the Private Wealth Sector through Events & Content | Business Relationship Management | Networking Specialist | Content Creator
HOMEWARD BOUND FROM #RIYADH ?? I am sat in the lounge waiting for my flight home. We have had an extremely busy 10 days in the #UAE & #KSA delivering two successful events. Full galleries for those events to follow but below are some observations from my trip: DUBAI I have been visiting #Dubai for the last ten years - next year’s PCD CLUB dinner will be the 10th edition - and have seen the city change in that time. Dubai remains a hive of activity and energy - the hustle culture is real! This makes it a great city for #networking. It is the kind of place where people are constantly arriving and seeking to make new contacts and business opportunities. The momentum behind Dubai’s rise is enormous. It is hard to see factors which would derail this growth, other than infrastructure reaching its limits with traffic / housing / public services not meeting the needs of those who continue to flock there seeking their fortune. RIYADH I first visited Riyadh two years ago, this time is my fifth trip. I have been every 6 months since and delivered two events there in that time. Even in that short time, the city is changing at a pace. One thing I noticed this time was the unveiling of many metro stations that will become operational in 2025. Things that would take a decade elsewhere are being delivered rapidly as the country pushes towards the objectives of Vision 2030. I was staying in the “Midtown” area which has a parade of coffee shops & restaurants including a Roka, where we had a fantastic meal preparing for our HNW Advisor conference. The hospitality in the Kingdom is incredible. People I have got to know in my time visiting have been warm and encouraging of our attempt to create a collaborative forum for professionals to come together to learn from each other, build relationships and do business. We will continue to develop our offering in the Kingdom in 2025 and beyond. Reach out to me to discuss further. Some pictures below ?? from my trip, including at the dinner with friends Sulaiman, Majed & Khalid. Also included some shots from our tourist trip last night around Kingdom Tower and traditional dinner at Nadj Village.
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When in #Zurich recently, we recorded a series of clips with Swiss business attorney, Dominique Calcò Labbruzzo. Dominique explains how her unique approach provides guidance and support to high-net-worth clients—link in the comments to the content on YouTube. Stay tuned for more!
Rechtsanw?ltin, Schiedsrichterin, HNW Beraterin ??Keynote ??Speaker ??Women-In-Law Awards 2024 ??ganzheitliches Recht ??20 Inspirierende Frauen 2024 NYCJ
I'm pleased to share a video where I delve into how holistic law can help you tackle both legal challenges and personal growth. In this video, I explain my unique approach as a Swiss business attorney and international holistic lawyer. By combining legal expertise with life and business mentoring, I offer a comprehensive method that addresses the whole person. My holistic law approach integrates business coaching, leadership training, and mindful counseling to secure wealth and enhance leadership skills. Whether working in Switzerland or globally with international firms, I help clients succeed beyond the legal issues they face. Learn how holistic law can support your personal and professional development. PCD GROUP HNW Advisor ITALAWYERS Valeriano Drago Marijana Mladenovic Mark Brooks MBA Sara Schmidt Luca Tagliaretti Yoann E. A. Le Bihan Dr. Akhil Prasad Neil Montgomery . Andrew . Chamberlain #HolisticLaw #LegalSolutions #PersonalGrowth #BusinessMentoring #MindfulCounseling #LeadershipTraining
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In the short clip below ?? Angela Calnan from Collas Crill how she works with clients on understanding wealth structuring options. There are lots of tools at their disposal. Meet Angela and the team at HNW Advisor event in #Riyadh tomorrow at Hyatt Regency Olaya.
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David Bell recently recorded an interview with Grayson Greer and Surya S. from First Rate, Inc on location in #Zurich. In the short clip below, Surya introduces the key topics of our conversation. Watch in full on YouTube in the comments ??
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Catch this short clip below with Angela Calnan from Collas Crill on Family Charters and how they are being used by wealth clients below ?? Angela and team look forward to being at HNW Advisor #Riyadh event on 12 November and discussing these trends in more details. Full details in the comments
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Watch David Bell’s interview with Grayson Greer and Surya S. from First Rate, Inc recorded recently in #Zurich. Grayson describes below more about their offering in #Switzerland for Family Offices, Private Banks and Wealth Managers. The full interview is available on YouTube in the comments below ??