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BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

Global Finance

Mariana Oiticica : It is increasingly vital to their long-term strategic planning. These investments offer significant benefits, such as diversifying risk across various geopolitical landscapes and accessing sectors like technology and artificial intelligence that may be less developed domestically.

Banking 115
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PodChats for FutureCFO: Achieving sustainable growth and cost efficiency

Future CFO

The CFO’s role inarguably has evolved over the years, beyond traditional financial management encompassing strategic decision-making and risk mitigation. Considering the CFOs’ expertise in financial management, risk assessment, and strategic planning is vital in mastering the complexities of balancing these two goals.

CFO 98
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Members’ Profile: Anne-Marie de Bruin 

CFO Talks

I believe in breaking challenges down into manageable tasks, which makes them less overwhelming and easier to address systematically. I also rely on open communication and collaboration, particularly when the challenge involves a team. This helps in developing a well-informed strategy to tackle the problem.

CFO 98
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Milestones in strategic planning for business

Spreadym

Strategic planning for business is the process of defining an organization's long-term objectives and determining the most effective ways to achieve them. Key components of strategic planning for business Vision and Mission: Clarifying the organization's purpose, values, and long-term aspirations.

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High Net Worth Investors Eye Resilient Strategies: J.P. Morgan US Private Bank CEO David Frame Q&A

Global Finance

Morgan US Private Bank, discusses navigating rising rates, global tensions, and technological transformation. This includes regular security audits, investing in advanced technologies, and educating themselves and their teams about best practices. GF: How do you communicate that to clients? David Frame, CEO of J.P.

Banking 52
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7 Strategic Planning Steps to Make Your Company a Future Success

CFO Simplified

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. Technology Integration: Every company is using computer software, but experience shows that fully embracing technology is difficult. Here’s a quick review.

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The Importance of Operational Efficiency in Private Equity Investments

E78 Partners

This evaluation aids in developing a strategic plan that improves the company’s performance and optimizes returns for investors. This emphasis can assist in identifying new methods and technologies that promote operational greatness.