Sentences with phrase «client investment business»

Prior to joining Bellwether, archerETF's parent company, he was Head of HSBC Global Asset Management (Canada) Private Client investment business and a member of the Board of HSBC Trust Company (Canada).

Not exact matches

His clients include executives and business leaders in a broad range of industries, including all varieties of financial services (securities and commodities trading and sales, banking, investment and hedge funds), automobile manufacturing and sales, professional sports agency, pharmaceuticals, and high technology.

Omar Allam is a former diplomat, global entrepreneur, and CEO & Founder of the Allam Advisory Group, a global business, strategy and commercial diplomacy consulting firm that helps clients with international strategy, market entry support, export development and investment attraction worldwide.

A former investment banker at a mid-market Washington, D.C. - area bank, Webb's clients were mainly entrepreneurs and small business owners either selling their businesses or building equity.

The investment bank said Tuesday it would provide its 4 million small businesses clients with WePay's payments technology.

The team of over 250 global employees works with consultancies, private equity firms and investment banks across the globe to help its clients — typically business professionals and leaders — scale.

As your business needs evolve, be sure to strateglically review all features in the tool at least twice a year to maximize your investment in the software, says John Kiraly, client informations systems manager at ARI, a fleet management company.

Porter said Tuesday that Canada's third - largest bank is seeing an outflow of investment capital going south of the border with some corporate clients that have cross-border businesses.

«The harsh reminder of political dysfunction is about to begin again in earnest,» says Jonathan Citrin, founder of investment advisory Citrin Group, whose clients include small - business owners.

Even if their first business went under, they've likely made investment contacts and client connections necessary to give them a leg up in a new enterprise.

The most important office law business in America such as the law business incidental to banking, insurance, trust - company operation, investment work, railroading, patents, admiralty, and large corporation matters in general is in the hands of non-Jewish firms many of which, even though they have numerous Jewish clients, have no Jewish partners.

The firm's clients and investments are in fast - growing, emerging businesses — many in high - tech industries.

Converting clients takes time and energy, and the investments only pay off if you retain customers and build a business around their loyalty.

Daniel has prioritized technology investments across J.P. Morgan, from cutting edge e-trading and mobile technologies, to a wholesale payments business that processes $ 5 trillion a day and a custody business that protects, monitors and grows more than $ 23 trillion in assets for clients.

He ultimately had responsibility for Global Fixed Income Institutional Sales, the Municipal Division, Investment Products, the Insurance Company, the 401 (k) Business, and Middle Market Business, and he served on the Executive Committee for both the Institutional and Private Client Businesses.

You are an authorized representative of a bank, broker - dealer, insurance company, registered investment adviser or other professional client (together, «Financial Institutions») engaged in business activities outside the United States of America (a «Non-U.S. Adviser») and the Financial Institution has authorized you to access and use the Holdings Information.

Prior to joining Carrick, he was an investment banking analyst at Credit Suisse where he focused on mergers and acquisitions and capital raise transactions for business services and industrials clients.

Client engagements are managed exclusively by experienced senior investment bankers who deliver business owners optimal performance in capitalizing on the value of their companies and meeting their objectives as shareholders.

Client assets in the Advice and Wealth Management business grew as more clients pumped assets into fee - based investment advisory, or wrap, accounts.

Our partnership with these custodians provides our clients with secure systems, data storage, and state - of - the - art Business Recovery Facilities as well as access to National Bank, Fidelity Investments and Raymond James products and services.

We are proud to receive these honours, which reflect our unwavering commitment to deliver a consistent, superior client experience that incorporates investment management, estates and trusts, insurance, wealth planning, business owner planning and private banking.»

Client engagements are managed exclusively by experienced senior investment bankers, allowing business owners to capture maximum value for their companies and to exceed shareholder objectives.

Our understanding is that it was not based on investment performance nor testimonials from clients or business partners.

Our people are dedicated to delivering strong investment performance and exceptional service to clients, team members and business partners and have exposure to working with a dynamic, sophisticated team of experts and a growing range of products.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of March 31, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

Business and investment leaders are expected to know technology and our IT crew knows how we manage money and serve our clients.

The now - endangered fiduciary rule is based on a simple — and seemingly unarguable — principle: that in giving advice to clients with retirement funds, stockbrokers, registered investment advisers and insurance agents must act in the best interests of their clients... It simply doesn't seem like a good business practice for Wall Street to tell its client - investors, «We put your interests second, after our firm's, but it's close.»

Wells Fargo Investment Institute serves clients of Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing businesses, accounting for more than $ 1.8 trillion * in client assets.

RBC, through Business Financial Services, offers a wide range of lending, leasing, deposit, investment, foreign exchange, cash management and trade products and services to small and medium - sized businesses, commercial, agriculture and agribusiness clients across Canada.

We develop long - term business investment solutions based on a personalized plan and aligned with client's core values and strengths.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of February 28, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

Our only business is investment management, and our mission is to exceed the investment objectives and service expectations of our clients worldwide.

MaRS client Wave Accounting Inc., creators of free online accounting software for small businesses, has announced the closing of its seed round of financing, led by OMERS through INKEF Capital, the venture capital investment alliance of pension funds OMERS (Canada) and ABP (the Netherlands).

Our Investing & Lending businesses provide promising companies and other clients with the capital they need to grow — either in the form of a loan or an equity investment.

We have a highly flexible business model that enables clients to select the individual products and services they need and integrate them into their own investment processes and methodologies.

As a strategic investment in the success of the business, many of our clients and prospects lack a technology plan, which can end up with (their) spending creating an unforeseen impact on the productivity of the staff.

As a registered investment advisor, Financial Sense ® Advisors, Inc., doing business as Financial Sense ® Wealth Management, is the «parent company» that provides investment advisory services, resources, and expertise to advisory clients and Financial Sense ®.

Our client franchise is strong and we are executing on our growth initiatives, including making investments across our businesses to expand our franchise and to grow earnings across the firm.

Represented a manager of renewable energy, energy efficiency, and sustainability investments in all aspects of its business, including a management company recapitalization, the continuous public offering of its fund client's interests, and an adviser examination by the SEC.

This investment will enable us to further develop our proprietary technologies and bring these services to even more leading accounting and bookkeeping firms and their small business clients.»

It operates through the following business segments: Investment Banking, Institutional Client Services, Investing and Lending, and Investment Management.

Lazard gains new clients each year through its business development initiatives, by recruiting additional senior investment banking professionals who bring along client relationships, and through referrals from third parties with whom Lazard has relationships.

Wells Fargo Investment Institute serves clients of Wells Fargo Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement & Trust, and Abbot Downing businesses, accounting for more than $ 1.8 trillion * in assets under administration.

When a venture capital firm invests the funds of its clients in a business or businesses, they expect that the investment would mature in around three to seven years so that they can pay back their clients with interest.

That said, the proliferation of this technology faces challenges from the very nature of the investment advice business and the endemic conflicts of interests it has with clients.

In a bold move, Arab Jordan Investment Bank acquired the local business of HSBC Bank Middle East in Jordan, which raised $ 417 million in bonds for its clients in 2013, in January this year.

We know that our clients value continuity in investment outcomes and durability in a business partner.

Following a streamlining of its Northern European investment banking business that dramatically enhanced its fundraising ability in 2012, Goldman Sachs defended its number - one position in M&A by advising clients on 13 deals worth a total of $ 20.6 billion.

In a world where transitions are a part of managing any business, we plan for succession in the investment team in a very deliberate way to ensure that our work for clients continues uninterrupted as much as possible.

He is also an expert in development, project / construction management, investment analysis and acquisitions / dispositions, as well as business development and client relations.