Cahal Dowds’ Post

Thanks to Financial News for featuring Continuum Advisory Partners vision and growth journey. Since our founding less than two years ago, we've grown to a team of close to 40, with ambitious plans to expand across London, Europe and the USA. Our focus remains clear: delivering independent, relationship-driven advice in the financial services sector, including insurance, wealth management, financial technology and professional services. We're taking a different approach from traditional boutiques. Our model, inspired by the classic merchant banks, emphasises long-term relationships and trust over transactional dealings. Sometimes the best advice is to not do a deal at all. As our Chairman Cahal Dowds notes, "We're going back to the future" with our culture centred on teamwork and trust. We're proud that 21 of our current team members have worked together for over a decade across multiple organisations. We're growing thoughtfully, focusing on individuals who share our values and vision for client service. We're excited about our future as we continue building our unique financial services mid-market advisory firm. #InvestmentBanking #FinancialServices #MandA #Growth #Leadership Find the link to the article in the first comment below.

Thanks to Financial News for featuring our vision and growth journey. Since our founding less than two years ago, we've grown to a team of close to 40, with ambitious plans to expand across London, Europe and the USA. Our focus remains clear: delivering independent, relationship-driven advice in the financial services sector, including insurance, wealth management, financial technology and professional services. We're taking a different approach from traditional boutiques. Our model, inspired by the classic merchant banks, emphasises long-term relationships and trust over transactional dealings. Sometimes the best advice is to not do a deal at all. As our Chairman Cahal Dowds notes, "We're going back to the future" with our culture centred on teamwork and trust. We're proud that 21 of our current team members have worked together for over a decade across multiple organisations. We're growing thoughtfully, focusing on individuals who share our values and vision for client service. We're excited about our future as we continue building our unique financial services advisory firm. #InvestmentBanking #FinancialServices #MandA #Growth #Leadership Find the link to the article in the comments below.

Did you know nearly 40% of #Advisors outsource their #WealthManagement #PerformanceReports due to time or complexity? Discover how CircleBlack’s recent update makes in-house reporting clear and manageable: https://buff.ly/3JCHxWu #WealthTech #RIA #Advisor #Investments

In a turbulent market, transformative transactions can accelerate the change your business needs. Find out more, including PwC UK insights in this Financial Times article. https://on.ft.com/3L0AXtD #BeTransformative #Transformation #HumanLedTechPowered

In a turbulent market, transformative transactions can accelerate the change your business needs. Find out more, including PwC UK insights in this Financial Times article. https://on.ft.com/3L0AXtD #BeTransformative #Transformation #HumanLedTechPowered

In a turbulent market, transformative transactions can accelerate the change your business needs. Find out more, including @PwC UK insights in this @Financial Times article. https://on.ft.com/3L0AXtD #BeTransformative #Transformation #HumanLedTechPowered

Freedom, Flexibility, Control, Choice, and Ownership. Just a few reason to consider Independence. Here are two others; (1) More Income (2) Future monetization levels multiples of what your big bank firm is willing to pay, and it is treated as capital gains rather than ordinary income. Advisors who own their businesses typically take home 35% to 50% more income after all expenses than those being paid as W2 employees. In addition, independent advisors have revenue streams that employees of big banks and regional firms don’t have, resulting in higher top lines to go along with much higher margins. So, the annual income difference can be substantial and the compounding effect over time can result in a significant increase in net worth. The longer an advisor remains an employee, the longer that individual misses out on additional revenue potential.

A heartfelt thank you to Melissa Johnston from EntreBank for a fantastic conversation on navigating executive transitions! 🙌 We discussed how our firms collaborate to support executives during pivotal moments—whether they’re moving to a new role, buying into a business, or exiting their position. It’s always a pleasure to work with a partner who shares our commitment to tailored financial strategies and long-term success. Curious about how we help executives manage these complex transitions? Check out our full conversation in the Caissa Colleague Blog: https://lnkd.in/gGrSYzkN #ExecutiveTransitions #WealthStrategies #Collaboration #FinancialPlanning #Leadership 4o

“Growth in the corporate world mirrors the financial markets—what goes up may come down, but resilience ensures it rises again. At Prosperity Peak Advisers Pvt. Ltd., our commitment to short-term corporate investments has not only weathered market cycles but also consistently delivered value to our stakeholders. With a steady vision, strategic action, and the belief that every challenge is an opportunity, we continue to fuel our upward trajectory. Here’s to growth, innovation, and making every candle on the chart count! 📈 #CorporateGrowth #Investments #FinancialMarkets #Banking #Accounting #CorporateStrategy #BusinessAdvisory #Finance #CSLeadership

Pricing a wealth management relationship can be one of the thorniest conversations had between relationship manager, management, and private client - particularly if the client has a gnawing feeling that he/she is getting ripped off and management won't entertain discounts. How much lower can wealth managers go before losing credibility and profitability? And how can wealth managers effectively stop this race to the bottom? Please join William Trout and David Lincoln to discuss these and other critical strategic pricing considerations for wealth managers. https://lnkd.in/gU2pbXew #pricing #compensation #humancapital #segmentation #talent #fees #technology #vision #strategy #revenue #sales #growth #innovation #banking #trust #Fiduciary #trustadministration #feerealization #pricing #privateclient #investments #banks #digital #leadership #Insights #wealthmanagement Luke Albertalli Danny Martin William Trout Lisa A. Brignoni Asher, CFA James Wolstenholme Lindsay Aenchbacher Amanda Pasicznyk Linda Venezio Jennifer Ham Michelle Cassis Boe Whitney Sale Vinod Jain Anne Houston Heidi Winkler Datos Insights David Lincoln