Sentences with phrase «asset management firm with»

He previously worked for T. Rowe Price, a global asset management firm with over $ 940 billion under management, where he was CEO and President of T. Rowe Price Global Investment Services, Co-President of T. Rowe Price International, and a member of the Operating Steering Committee of the T. Rowe Price Group.

Christian Lütkehaus arrives from Portelet, a boutique advisory and asset management firm with offices in Mumbai...

He now runs an asset management firm with ETFs.

She is an Associate for an asset management firm with over 20 years of technology experience.

The global asset management firm with USD432.2 billion under management, Eaton Vance, is launching its popular Emerging Markets Local Income strategy as an Irish - registered UCITS fund.»

o Palmer Square Long Short Credit Fund — just in time for rising interest rates, this new fund comes from a boutique asset management firm with a highly experienced fixed income team.

Legg Mason Global Asset Management, founded in 1899, is a diversified worldwide asset management firm with $ 728 billion of assets under management as of March 31, 2017.

Scout has grown from our initial mutual fund offerings to becoming an institutional asset management firm with global distribution.

But are things at the retail chain so bad that it would contemplate a takeover bid from an asset management firm with less than $ 1 million in discernable assets?

Steve Gorelik is a Portfolio Manager with Firebird Management, a value oriented asset management firm with over 20 years of experience investing in Eastern European and North American markets.

Amiral Gestion is a Paris - based asset management firm with over over $ 1bn under management, mostly in equities.

UltraV Holdings comprises funds backed by Sound Point Capital Management, a New York asset management firm with $ 17 billion of assets under management, and RMRM Holdings.

Z Capital Group, LLC («Z Capital») is a leading alternative asset management firm with $ 2.3 billion in regulatory assets under management across complementary private equity and credit businesses.

Before joining Blue Wolf, Mr. Ranson served as a Portfolio Manager at GoldenTree Asset Management, L.P., an alternative asset management firm with $ 12 billion of assets under management at the time.

In 2007 - 2012 Nir was a Founder and Partner at Shiraz Investments - a privately held PE company and the chairman of Altshuler Shaham, a prominent asset management firm with over 50 billion NIS in assets.

Not exact matches

With approximately $ 200 million in assets under management, the firm has backed more than 30 companies.

Accounting firm Crowe Horwath has entered into exclusive takeover talks with a partnership between wealth management group Financial Index Wealth Accountants and private equity firm KKR Asset Management, snubbing rival bidder Anchorage Capitalmanagement group Financial Index Wealth Accountants and private equity firm KKR Asset Management, snubbing rival bidder Anchorage CapitalManagement, snubbing rival bidder Anchorage Capital Partners.

«Our other outstanding CEOs, Mary Erdoes (50), Asset and Wealth Management, and Doug Petno (52), Commercial Bank, along with our Chief Financial Officer, Marianne Lake (48), took on expanded roles last year and have played progressively more significant roles partnering across the firm in helping manage the company,» Dimon said in a statement.

Assets under management (in millions, USD): $ 731,200 (T. Rowe Price is also a multi-disciplinary financial services firm with a venture arm.

NEA, one of the largest firms with $ 20 billion in assets under management, has yet to hire or promote a female general partner, though it does have six female investing partners on staff.

His own firm is currently in the process of merging with domestic rival Standard Life to create an # 11 billion asset management giant, described by Gilbert as a «financial powerhouse».

«Most people will tell you Goldman makes almost all its money on trading - I hear it all the time,» said Rick Scott, who trades in Goldman shares as chief investment officer at L&S Advisors, an investment firm with $ 500 million in assets under management.

At the same time, the bank is hoping the move could force clients who want continued access to hot IPOs to put more of their assets with the firm's wealth management business.

Cowen Inc. is a diversified financial services firm and, together with its consolidated subsidiaries, provides alternative asset management, investment banking, research, sales and trading, prime brokerage, global clearing and commission management services through its two business segments: Cowen Investment Management and its affiliates make up the Company's alternative investment segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company's investment banmanagement, investment banking, research, sales and trading, prime brokerage, global clearing and commission management services through its two business segments: Cowen Investment Management and its affiliates make up the Company's alternative investment segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company's investment banmanagement services through its two business segments: Cowen Investment Management and its affiliates make up the Company's alternative investment segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company's investment banManagement and its affiliates make up the Company's alternative investment segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company's investment bank segment.

The canny investor isn't shy about spending his wealth, with Sprott Asset Management's Office festooned with art and rare artifacts that invoke the firm's accomplishments.

In early February, the firm received a response from Vanguard, which Tim Smith, senior vice president at Walden Asset Management, told me included a discussion of Vanguard's efforts to talk with companies about social and environmental issues, but stopped short of saying that Vanguard would actually change its proxy voting practices.

Aspiration, to be sure, is not the only young financial services firm that claims to have customers» best interests at heart — and it's certainly the underdog, with only $ 180 million in assets under management.

Our approach was to invest in firms with a certain baseline of assets under management, and an established, long - term track - record.

At Wealthfront — the largest robo - advisor, with $ 2 billion - plus in assets under management — 90 percent of the firm's 21,000 - plus accounts come from clients under age 50.

A mutual friend connected him with Connor O'Brien, a Wall Street veteran who had moved to Montreal to manage money for private clients at his own firm, Stanton Asset Management.

In 2012, he co-founded Formation 8, a venture capital firm with $ 450 million of assets under management.

Millennium Wave Investments cooperates in the consulting on and marketing of private and non-private investment offerings with other independent firms such as Altegris Investments; Capital Management Group; Absolute Return Partners, LLP; Fynn Capital; Nicola Wealth Management; and Plexus Asset Management.

Our other outstanding CEOs, Mary Erdoes (50), Asset and Wealth Management, and Doug Petno (52), Commercial Bank, along with our Chief Financial Officer, Marianne Lake (48), took on expanded roles last year and have played progressively more significant roles partnering across the firm in helping manage the company.»

DALLAS, August 20, 2014 — Highland Capital Management, L.P., («Highland»), a Dallas - based investment management firm, which together with its affiliates has approximately $ 19 billion in assets under management, today announced the launch of its non-traded product line with a publicly - registered Business Development Company (BDC) NexPoint CapiManagement, L.P., («Highland»), a Dallas - based investment management firm, which together with its affiliates has approximately $ 19 billion in assets under management, today announced the launch of its non-traded product line with a publicly - registered Business Development Company (BDC) NexPoint Capimanagement firm, which together with its affiliates has approximately $ 19 billion in assets under management, today announced the launch of its non-traded product line with a publicly - registered Business Development Company (BDC) NexPoint Capimanagement, today announced the launch of its non-traded product line with a publicly - registered Business Development Company (BDC) NexPoint Capital, Inc..

Methodology Discovery Data compiled the rankings based on discretionary and nondiscretionary assets under management listed on SEC Form ADV. To capture independent fee - only planning firms, every effort is made to exclude firms with broker - dealer and insurance company affiliations and those with substantial outside ownership stakes held by private equity firms and some outside investors.

Highland Capital Management is a Dallas - based investment management firm with $ 19 billion in assets under management and a significant presence in the liquid alts space... [I] n late July, the firm demonstrated its commitment to integrity and transparency when it announced its compliance with the voluntary Global Investment Performance StandarManagement is a Dallas - based investment management firm with $ 19 billion in assets under management and a significant presence in the liquid alts space... [I] n late July, the firm demonstrated its commitment to integrity and transparency when it announced its compliance with the voluntary Global Investment Performance Standarmanagement firm with $ 19 billion in assets under management and a significant presence in the liquid alts space... [I] n late July, the firm demonstrated its commitment to integrity and transparency when it announced its compliance with the voluntary Global Investment Performance Standarmanagement and a significant presence in the liquid alts space... [I] n late July, the firm demonstrated its commitment to integrity and transparency when it announced its compliance with the voluntary Global Investment Performance Standards (GIPS).

From 2004 — 2009, Mr. Kogler worked as a multi-strategy analyst focused on public securities at EnTrust Capital Partners, an investment management firm with over $ 6 billion in assets under management.

But no matter how much your portfolio turns over with an RIA, the firm gets paid a fixed percentage of assets under management.

A recent report from Hedge Fund Research shows that approximately 69 % of hedge fund assets are controlled by firms with over $ 5 billion in assets under management and 91 % are controlled by those with more than $ 1 billion in assets.

He is involved in portfolio management specializing in small cap Canadian firms, with a special interest in asset allocation.

Through this partnership (and in collaboration with the Payne Firm, an international environmental consulting firm), Carlyle and EDF jointly developed a new due diligence framework for the alternative asset management sector called the «EcoValuScreen.&raFirm, an international environmental consulting firm), Carlyle and EDF jointly developed a new due diligence framework for the alternative asset management sector called the «EcoValuScreen.&rafirm), Carlyle and EDF jointly developed a new due diligence framework for the alternative asset management sector called the «EcoValuScreen.»

HIMI is pleased to offer its services to institutions, with a particular focus on smaller asset management firms who may not have dedicated fixed - income personnel.

The stock market's banner year contributed to the firm's success, with market appreciation and investment income driving the increase in assets under management.

Ms. Jones brings significant experience to the firm with over 40 years in the Canadian investment industry, holding presidential and executive roles at numerous high - profile companies including GBC Asset Management, AGF Private Wealth Management, TAL Private Management, CIBC Trust Company, and First Interstate Bancorp — where she was Canada's first female to lead a Schedule II bank.

Today, Franklin Templeton is one of the largest independent global asset management firms in the world with offices in over 30 countries and clients in more than 170.

Together with its affiliates, the firm has approximately $ 21 billion in assets under management.

ARCADIS is the leading global natural and built asset design & consultancy firm working in partnership with their clients to deliver exceptional and sustainable outcomes through the application of design, consultancy, engineering, project and management services.

New Energy Capital Partners, LLC («NEC»), a leading alternative asset management firm focused on debt and equity investments in small - and mid-sized clean energy infrastructure projects and companies, today announced that it held a final closing for the New Energy Capital Infrastructure Credit Fund (the «Fund») with total capital commitments of $ 325 million.

Twain Financial Partners is an investment management firm located in St. Louis, MO with more than $ 4 billion in assets under management within the public - private partnership sector.

BlackRock Investment Management LLC is a leading investment firm with a comprehensive range of products and services across asset classes, geographies, and investment strategies.