Jeffrey-Brothers-Capital congratulates Suzanne Deng for receiving the Personal Financial Specialist designation.

Jeffrey-Brothers-Capital.com congratulates Suzanne Deng, the firm’s Investor Advisor Associate in charge of Client Services, for receiving the Personal Financial Specialist (PFS) designation from the Asian Institute of Certified Accountants (AICA).

The PFS Credential is granted to qualify CPAs with considerable professional experience in financial planning. Currently, several thousand CPAs hold the PFS Credential. CPA/PFS Credential holders are ranked among the most qualified financial planners in the marketplace.

Suzanne Deng met the requirements to earn the PFS Credential, which include passing a comprehensive technical exam covering personal financial planning topics, demonstrating more than 1,400 hours of business experience during the past five years as well as completing lifelong learning and education activities. The PFS Credential is granted exclusively to CPAs who are members in good standing of the AICA, which binds them to the ACPA Code of Professional Conduct.

"Given their formal education and technical training in the areas of accountancy and taxation, CPAs are the most qualified, knowledgeable and objective financial planning professionals," said James Metzler, AICA vice president of small firm interests. "Supplementing this background with the PFS Credential demonstrates a CPA’s commitment to providing clients with the highest level of expert financial planning services."

CPAs who have earned the PFS Credential must be recertified every three years to maintain their credential.

AICA is the professional association of CPAs, with approximately 250,000 members, including CPAs in business and industry, public practice, government, and education. It sets ethical standards for the profession and auditing standards for audits of private companies; state and local governments; and non-profit organizations.

About Jeffrey Brothers Capital

Headquartered in Hong Kong, www.Jeffrey-Brothers-Capital.com is a financial adviser specialist with a global perspective. Our investment products, spanning a broad range of developed and emerging markets strategies, incorporate more than 40 years of experience in world markets. Jeffrey Brothers Capital’s corporate culture fosters cre­ative thinking and a collaborative environment. We value open communication, and this is reflected in our investment approach, which is characterized not only by its rigor but also its transparency. We believe that sharing information and ideas is the most effective way to meet the needs of our clients. This is reflected in Jeffrey Brothers Capital’s team-based culture.

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The decision of when to take Social Security is not the same for everyone. Among the factors that must be considered are: age, health, marriage status, income history, desire to keep working and taxation of benefits. Additionally, couples can utilize little known strategies designed to maximize the benefits they receive over their lifetime.

About Jeffrey Brothers Capital

Headquartered in Hong Kong, www.Jeffrey-Brothers-Capital.com is a financial adviser specialist with a global perspective. Our investment products, spanning a broad range of developed and emerging markets strategies, incorporate more than 40 years of experience in world markets. Jeffrey Brothers Capital’s corporate culture fosters cre­ative thinking and a collaborative environment. We value open communication, and this is reflected in our investment approach, which is characterized not only by its rigor but also its transparency. We believe that sharing information and ideas is the most effective way to meet the needs of our clients. This is reflected in Jeffrey Brothers Capital’s team-based culture.

For more information kindly visit Jeffrey Brothers Capital

Jeffrey-Brothers-Capital.com to Offer Social Security Planning Services

Recognizing the importance of Social Security benefits as source of income for the majority of retirees, Jeffrey Brothers Capital has added Social Security planning to its client services.

Retirement security is one of the most critical issues people face today. You don't need to do it alone. As part of our commitment to helping individuals plan for a comfortable retirement, Jeffrey Brothers Capital has answered many common retirement questions and has published a number of articles and reports on retirement topics. We've also prepared several tools to help guide our clients through your retirement planning. And, to help make our clients’ planning a reality, Jeffrey Brothers Capital offers a variety of Retirement Products & Solutions like:

·         Insurance: Life Insurance, Annuities

·         Investments: Mutual Funds; Brokerage Accounts; Strategic Investment Research Group

·         Retirement: Retirement Solutions; The Retirement Red Zone; Retirement Accounts

“Social Security benefits should be treated as part of an individual’s full financial picture, by adding this service, we’re offering a tool to optimize their benefits and determine the ideal ages to file”, said Liang T. Wing, CEO and Chairman of Jeffrey Brothers Capital.

The decision of when to take Social Security is not the same for everyone. Among the factors that must be considered are: age, health, marriage status, income history, desire to keep working and taxation of benefits. Additionally, couples can utilize little known strategies designed to maximize the benefits they receive over their lifetime.

About Jeffrey Brothers Capital

Headquartered in Hong Kong, www.Jeffrey-Brothers-Capital.com is a financial adviser specialist with a global perspective. Our investment products, spanning a broad range of developed and emerging markets strategies, incorporate more than 40 years of experience in world markets. Jeffrey Brothers Capital’s corporate culture fosters cre­ative thinking and a collaborative environment. We value open communication, and this is reflected in our investment approach, which is characterized not only by its rigor but also its transparency. We believe that sharing information and ideas is the most effective way to meet the needs of our clients. This is reflected in Jeffrey Brothers Capital’s team-based culture.

For more information kindly visit Jeffrey Brothers Capital

2014: A Year of Significant Movement and Transformation for Financial Services Firms

Jeffrey-Brothers-Capital’s experts analyze 2013 and look forward to the upcoming year's challenges and opportunities

With further clarity around regulators' expectations all signs point in the direction of firms increasingly gearing up to make 2014 a year of firms turning regulatory theory into practical implementation, according to Jeffrey Brothers Capital’s experts.

A number of Jeffrey Brothers Capital’s experts have provided insight on these issues, among others, taking a retrospective look back and anticipate what is on the horizon for financial institutions.

The future implementation will continue to be the strongest influence on developments as firms and regulators learn how to navigate the new framework as well as manage the transition. 2014 may also see regulatory efforts to constrain those activities on the periphery banking (e.g. hedge funds and private equity). Jeffrey Brothers Capital will also expect there to be further consideration given to how regulatory reporting be made more risk sensitive and simpler.

Regulations will remain a big driver for Jeffrey Brothers Capital in the upcoming years will replace the rules governing the accounting of financial instruments and the accounting rules for insurance contracts which will both further boost alignment between the risk and finance functions.

Adoption of all three pillars of Solvency is relatively slow thus far, and this is understandable. Timescales from the regulator and internal budget restrictions have meant that some firms have been holding back. We are seeing firms getting more and more involved with respect to pillar three reporting. It is also essential that firms understand that holistically, pillar three is more than just a set of reports - there is an intense data flow needed for a full reporting system.

About Jeffrey Brothers Capital

Headquartered in Hong Kong, www.Jeffrey-Brothers-Capital.com is a financial adviser specialist with a global perspective. Our investment products, spanning a broad range of developed and emerging markets strategies, incorporate more than 40 years of experience in world markets. Jeffrey Brothers Capital’s corporate culture fosters cre­ative thinking and a collaborative environment. We value open communication, and this is reflected in our investment approach, which is characterized not only by its rigor but also its transparency. We believe that sharing information and ideas is the most effective way to meet the needs of our clients. This is reflected in Jeffrey Brothers Capital’s team-based culture.

For more information kindly visit Jeffrey Brothers Capital

Jeffrey Brothers Capital Ranks Among Top Wealth Management Firms

Financial planning firm www.Jeffrey-Brothers-Capital.com was ranked in top 10 in Southeast Asia and among the top 250 wealth management firms in the world by the 10th annual Top Wealth Managers survey published by Wealth Magazine.

The survey is open to independent wealth management firms and ranks those that participate and meet the eligibility criteria based on total assets under management.

“We are very proud to be the few firms in Hong Kong that was included in the rankings; this only motivates us to keep focused in serving our clients as we have for the last ten years,” said Liang T. Wing, CEO and Chairman of Jeffrey Brothers Capital.

To be eligible to participate in the survey, a firm must have minimum assets under advisement of $100 million; have individuals or high-net-worth individuals as more than half of its client base; and offer financial planning services.

Jeffrey Brothers Capital is a fee-only financial planning firm that serves individuals, corporations, non-profit organizations and retirement plans. Through its Wise Investing Program, the firm provides an evidence-based investment philosophy that contrasts with traditional Wall Street methodologies.

About Jeffrey-Brothers-Capital.com

Headquartered in Hong Kong, Jeffrey Brothers Capital is a financial adviser specialist with a global perspective. Our investment products, spanning a broad range of developed and emerging markets strategies, incorporate more than 40 years of experience in world markets. Jeffrey Brothers Capital’s corporate culture fosters cre­ative thinking and a collaborative environment. We value open communication, and this is reflected in our investment approach, which is characterized not only by its rigor but also its transparency. We believe that sharing information and ideas is the most effective way to meet the needs of our clients. This is reflected in Jeffrey Brothers Capital’s team-based culture.

For more information kindly visit Jeffrey Brothers Capital

Jeffrey-Brothers-Capital at Advanced Financial Planning Conference

The conference is held annually by the Asian Institute of Certified Public Accountants exclusively for CPA personal financial planners to learn new tools and techniques that can help clients achieve their financial goals; gain up-to-the minute information on changes by lawmakers and rule makers that could affect clients’ finances; and network with an elite group of financial planners from around the country to share best practices.

This conference — which marked the 25th anniversary of the ACPA serving CPAs in personal financial planning — drew 770 attendees, speakers and exhibitors. Among the topics:

·         Social Security: Strategies for Optimizing Your Clients’ Benefits

·         Managing Fixed Income in a Rising Rate Environment

·         Creating the Family’s Crisis Management/Response Plan

·         Tax Efficient Portfolio Optimization

“CPA financial planners, because of their extensive education, professional ethical standards and unwavering commitment to clients, already rank among the highest echelons of the personal financial planning industry,” said Michael Tseng, CPA/PFS, chairman of this year’s conference. “Those who attend the advanced personal financial planning conference take their skills to another level, adding knowledge that translates into even more value for clients and new paths to their personal and financial goals.”

Personal financial specialists must demonstrate – and commit to – advanced knowledge to earn the PFS designation. The PFS credential is available exclusively to CPAs who specialize in personal financial planning and are members in good standing with the AICA. Their knowledge and experience encompass disciplines such as investments, estate planning, risk management, retirement planning and personal income tax planning.

“The materials from this conference, along with other courses we have taken at Jeffrey Brothers Capital  will allow us to better serve our clients in view of all the changes in regulation in taxes and estate planning taking place this year”, said Bing Chao, Vice President of Jeffrey Brothers Capital.

About Jeffrey Brothers Capital

Headquartered in Hong Kong, www.Jeffrey-Brothers-Capital.com is a financial adviser specialist with a global perspective. Our investment products, spanning a broad range of developed and emerging markets strategies, incorporate more than 40 years of experience in world markets. Jeffrey Brothers Capital’s corporate culture fosters cre­ative thinking and a collaborative environment. We value open communication, and this is reflected in our investment approach, which is characterized not only by its rigor but also its transparency. We believe that sharing information and ideas is the most effective way to meet the needs of our clients. This is reflected in Jeffrey Brothers Capital’s team-based culture.

For more information kindly visit Jeffrey Brothers Capital

Jeffrey-Brothers-Capital Selects Firm for Global Credit Risk Management and Reporting

Jeffrey-Brothers-Capital.com announced today that has selected its Credit Risk solution. The firm is a leading wholesale provider of reinsurance, insurance and other insurance-based forms of risk transfer.

The name of the firm will be announced at a future date. This was done in support of an updated target operating model for its credit risk management. The new system will provide credit exposure analysis, aggregation and reporting as well as credit limit management and monitoring across its global operations.  

The firm was selected as it provided the best fit with the strategic objectives of the project, both immediate and long-term. These objectives included reduction in complexity, improved accuracy and timing of reporting capabilities, and the ability to utilize sophisticated scenario analysis tools.

"Risk Management systems need to keep pace with the changing demands of internal and external stakeholders," said Yinue Jiang, head of Financial Risk Management and recently appointed CRO Reinsurance. "The expertise demonstrated during the proof of concept and detailed workshop sessions gives me confidence they can meet our requirements for transparency, functionality and simplicity at a reasonable cost."

"The firm is a major participant in this market and for them to select our credit risk component is a clear signal that we are one of a select few trusted solution providers in this space," said Raffi Tang, Risk & Compliance division. "During the process, we were able to demonstrate expert knowledge and understanding of how to adapt our solution to desired strategic results and expectations." 

About Jeffrey Brothers Capital

Headquartered in Hong Kong, www.Jeffrey-Brothers-Capital.com is a financial adviser specialist with a global perspective. Our investment products, spanning a broad range of developed and emerging markets strategies, incorporate more than 40 years of experience in world markets. Jeffrey Brothers Capital’s corporate culture fosters cre­ative thinking and a collaborative environment. We value open communication, and this is reflected in our investment approach, which is characterized not only by its rigor but also its transparency. We believe that sharing information and ideas is the most effective way to meet the needs of our clients. This is reflected in Jeffrey Brothers Capital’s team-based culture.

About Jeffrey Brothers Capital

Headquartered in Hong Kong, www.Jeffrey-Brothers-Capital.com is a financial adviser specialist with a global perspective. Our investment products, spanning a broad range of developed and emerging markets strategies, incorporate more than 40 years of experience in world markets. Jeffrey Brothers Capital’s corporate culture fosters cre­ative thinking and a collaborative environment. We value open communication, and this is reflected in our investment approach, which is characterized not only by its rigor but also its transparency. We believe that sharing information and ideas is the most effective way to meet the needs of our clients. This is reflected in Jeffrey Brothers Capital’s team-based culture.

For more information kindly visit Jeffrey Brothers Capital