Sentences with phrase «as both a private client»

Juliana Pang joined Fiduciary Trust Canada in 2005 as a Private Client Service Associate, having worked for Franklin Templeton Investments since 1998.

Through working with thousands of psychiatric patients in sanitariums as well as their private clients, they found that mental health could not be separated from bodily health.

As well as private clients, Veronica advises emerging sustainable brands to work on their exposure and inclusion in events, to help them get established within the industry, and bring them to the attention of buyers and the public.

But servicing Treasury Board that way, as a private client or customer, is contrary to the purposes and process of «voluntary standardization» created by the Standards Council of Canada Act, s. 4.

VATIER is a large lawyer firm, with multiple partners, offering a broad range of legal services to French and foreign businesses, property companies, institutions, managers and the self - employed as well as private clients.

I have almost 30 years» experience as a private client lawyer, having worked with small specialist firms like Berkeley Law (now Irwin Mitchell) and WillcoxLewis, as well as large law firms (Eversheds, Shoosmiths and Maclay Murray & Spens) and I have been recognised in the Legal 500 and been named in the Citywealth Leaders» List.

He also works with individuals, families and trustees in relation to long - term planning needs, drawing on his experience as both a private client and litigation lawyer.

For those of you who haven't yet had the Susskind experience, he predicts that the legal profession is undergoing profound changes as corporate clients are under increasing pressure to cut costs, and as private clients can not afford the bespoke services provided by lawyers.

Edwin Coe is a medium sized law firm, established in Lincoln's Inn, offering many disciplines such as private client, litigation, tax, property, immigration, employment law, among others.

Since then it has expanded into areas such as private client, commercial and lettings, with the acquisition of other law firms» wills books also seeing it expand its footprint into Fife.

Since graduating from law school, Cristina has been working for various barristers, solicitors as well as private clients and most notably, in October 2015 she was instructed by a firm of solicitors to represent a private client in a complex case of unfair dismissal and discrimination in the Central London Employment Tribunal.

As well as private clients, Mira worked with international NGOs, such as The Arab Women's Legal Network, UNFPA and UNWOMEN.

Then I left The Lawyer for Legal Week, and launched a new business magazine, and some big events such as the private client forum.

Having worked as a private client lawyer for two years post-qualification, she also has particular experience in cases involving family trusts and pre-acquired wealth.

Ben joined First Names Group in 2008 as a private client director and has held the position of deputy MD since January.

The firm: Originally established as the private client firm of Wiggin & Co in 1973, following a demerger of the private client practice in 2003, Wiggin Osborne Fullerlove now has seven partners, all of whom have previously worked in leading London practices and are well - known in their respective fields.

He specialises in commercial litigation acting in a wide range of commercial disputes, shareholder and director disputes, fraud and professional negligence claims, as well as private client matters involving all aspects of family law for high net worth individuals.

Originally founded as a private client practice in 1973, Wiggin Osborne Fullerlove now comprises of seven partners, all of whom have previously worked in leading London practices.

They have recognised expertise in areas such as Private Clients, Banking, M&A, Employment and Real Estate.

With seven years of post-qualified experience as a private client solicitor, he has a particular interest in current and retrospective applications for NHS Continuing Healthcare Funding and residential care funding issues.

Not exact matches

He opened The Index House, a private investment firm based in Edmonton that allocates clients» money into passive products such as index - tracking ETFs.

We are headquartered in a small town, so I use a small private plane combined with commercial air to connect with as many clients and customers as I can in person at tradeshows and special events.

Clients may need to traverse relatively short distances as quickly as possible, and private planes are sometimes the only way of connecting to thousands of hard - to - reach local and private airports across the country.

This is the preferred blockchain of IBM, which has been marshaling clients to try the tech across industries as varied as private equity, banking, government, and healthcare.

Datto's Total Data Protection platform encompasses a suite of proprietary software and hardware alongside a 140 - petabyte private cloud to store and restore data across a client's physical and virtual servers as well as SaaS applications, promising near - instantaneous end - to - end recoverability if and when misfortune strikes.

Joint - venture partner Cummins, a leading engine manufacturer, and big - name clients such as GM, Volvo and Caterpillar give credibility to Westport's technology, notes Mike Newton, senior vice-president and portfolio manager at Macquarie Private Wealth.

Henry Blodget, a star Internet analyst at Merrill Lynch, was found to be touting companies as good investments to clients while trashing them in private e-mails.

Today, they earn money through their blog, as well as through remote gigs that they can work from their London flat or from the beach in Thailand: Sargent does leadership training and coaches private clients based on her expertise from her work as a business psychologist, and Farrugia takes on part - time social media management jobs.

PR: I started as a trader, then I was a private client broker, then I was in institutional sales, then investment banking, then a chief operating officer, and now I am a CEO.

The same would go for a Navy reservist who joins a private law firm that happens to have a sovereign wealth fund as a client — even if the reservist doesn't work on that account.

Some of the best firms that sell cyber security services to private clients also perform work as government contractors and employ law enforcement veterans for their expertise.

Terry: The Western Australian education system is very good, evidenced by the mere fact that when you get to university level, there is strong demand for private clients to access our education and as we all know, the education sector is Australia's third largest export.

«Not only will Barry be a trusted advisor for our clients, he will also serve as a great mentor for our team of private bankers throughout the region.»

Richard Branson receives $ 200,000 and a private jet supplied by a client as a minimum for any speaking engagement.

These companies have included Sun Microsystems as they invented Open Systems and Client Server architectures; through to running global sales and marketing for a high growth private cloud start - up founded by the CTO of Goldman Sachs; as well as driving Digital Marketing platform sales in Microsoft.

As an Investment Specialist, he advised clients on portfolio construction and investment solutions across public and private asset classes.

Prior to joining Carrick, he worked as an investment banking analyst at Houlihan Lokey, where he focused on mergers and acquisitions and private capital raise transactions for clients in the technology industry.

Then, he joined Ayco, a Goldman Sachs Company, as a financial planner, where he provided comprehensive planning services for corporate executives and high - net - worth private clients.

Ms. Pang advanced to her current position as Manager of Private Client Service in August 2007.

Combining investment research and portfolio management with direct client relationships, Mr. Roberts also served as the firm's Chief Compliance Officer from 2004 - 2016 and represents KF investors as a director or observer on the boards of several private venture companies.

«I'd put the odds at pretty good for him to go private,» said Jay Rogers, president of Irvine, California - based Alpha Strategies Investment Consulting Inc., which advises hedge - fund clients as well as managers seeking to raise money.

This includes the ability to combine federal and private loans, access to wealth advisors via SoFi, and career support, as well as unemployment protection that allows clients to pause payments, and provide them with career coaches to find a job.

In a Monday note to clients, Jason Pride, chief investment officer for private clients at Glenmede Wealth Management, cited festering trade war fears as a driver in the market's volatility.

As one of the oldest Boston private wealth management firms, Woodstock has a clear and simple mission: to create and preserve wealth for our clients.

Third and finally, the traditional story misses the real function of private banks, which is to solve an information problem in the purest Hayekian senses. That is, banks are or should be specialists in risk assessment and risk taking. They should know their client, understand the local market and have their pulse on the broad economy. Arguably, if properly structured, they can and should do this better than other entities such as governments. In other words, the proper role of banks should be underwriting — lend money, hold the debt, and bear the risk. Which is a long - winded way of getting to the main point of this post.

And I reckon, it's sort of interesting for me for private equity in terms of all we've seen, and what we have seen, where we have seen some misconduct and things like that,»cause I always think like, to my simple mind, that the people in private equity, they're the greatest, they're actually adding value to their clients, they're getting paid really really well, you know, if I was in that position, the one thing I would think to myself as I skipped to work was like just «Let's not mess it up.

So while it is heartening from a business perspective that Asia's Top 20 private banks raised their collective AUM by some 30 % percent in 2017, leadership (if it hasn't already) must ask searching questions about what it means as a wealth manager to add value to clients.

Goldman Sachs Asset Management (GSAM) continues to experience strong private client demand for emerging market (EM) multi-asset strategies as investors...

As an HSBC Private Bank client, you have exclusive access to our commercial real estate lending programme.

Robyn joins Align from U.S. Trust where she served as a Vice President and Private Client Advisor and focused her wealth management practice on bridging the gap between traditional investment capital and financing social change.