Sentences with phrase «client assets across»

Not exact matches

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.

James P. Gorman, President and Chief Executive Officer, said, «Morgan Stanley effectively navigated turbulent markets while consolidating our market share gains with Institutional clients and demonstrating resilience across the Global Wealth Management business as evidenced by record net new assets flows since the formation of MSSB.

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

As of June 30, 2017, BlackRock Real Assets managed nearly $ 40 billion in client assets, supported by more than 350 professionals across 25 offices in 15 counAssets managed nearly $ 40 billion in client assets, supported by more than 350 professionals across 25 offices in 15 counassets, supported by more than 350 professionals across 25 offices in 15 countries.

Equity Institutional services institutional clients of Equity Trust Company, a leading custodian of alternative and tradtional assets, serving some of the nation's largest financial institutions, as well as thousands of financial professionals across the country.

UBS offers investment capabilities across traditional and alternative asset classes for private clients, intermediaries and institutional investors.

Sara Shores, Managing Director, is the Head of Strategy for BlackRock's Factor - Based Investments, driving the strategy innovation and thought leadership for smart beta across all asset classes for institutional, retail and iShares clients.

• High net - worth clients are increasingly global, with family members, bank accounts, mortgages and assets distributed across the world

One of the world's largest securities lenders, State Street wins kudos for offering its clients insights and trends on borrower demand and distributing customized portfolio assets across its five global trading desks.

More than 2,500 institutional clients benefit from GFI's know - how and experience in operating electronic and hybrid markets for cash and derivative products across multiple asset classes, including fixed income, interest rates, foreign exchange, equities, energy and commodities.

AllianzGI's suite of alternative investment solutions provides our clients with access to our alternatives expertise across both publicly traded, private market and real asset strategies.

Our Asset Based Lending Group provides debt capital solutions of $ 10 million or more to our commercial, corporate and investment banking clients through customized funding solutions across the credit spectrum.

With $ 187 billion in assets, SunTrust Banks of Atlanta, Georgia, is a regional bank that evolved alongside its local corporate clients, which operate in a wide range of industries and across a big swath of the US.

We offer clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together.

We went from thinking about just diversifying between stocks and bonds to now diversifying across asset classes, meaning large cap and small cap, value and growth, made the world much more complex, but opportunities for advisors like you, Joe, to help your clients by adding value through superior design, better diversification of portfolios.

If the client's combined assets across all accounts are less than $ 15,000, a total fee of $ 25 per quarter split across all accounts with apply.

The combined investment business has a substantial global presence with clients across 80 countries and # 575.7 bn assets under management *.

«Franklin Templeton remains committed to offering a comprehensive suite of investment strategies and solutions that will provide clients with broad access across investment styles, asset classes and geographies.

«Over the course of the year, we established a variety of product and distribution partnerships with private banks, brokerage firms and wealth managers across the region — a strong indication that advisers and asset allocators are increasingly looking to ETFs as the most cost - efficient, flexible building blocks for their client portfolios, in a fee - based environment.

State Street Global Advisors, the investment management arm of State Street Corporation (NYSE: STT), delivers investment strategies and integrated solutions to clients worldwide across every asset class, investment approach and style.

Scotia iTrade clients who have more than $ 50,000 in combined assets across iTrade accounts or those clients that trade between 30 and 150 times per quarter qualify for the $ 9.99 commission level.

For example, Scotia iTrade enables clients with combined assets of at least $ 50,000 across all Scotiabank services to qualify for $ 9.99 / trade pricing and CIBC Investor's Edge has enabled different individuals within the same household to pool assets or trading activity, however adding different people from (potentially) different addresses to a group in order to form a pool is not something other brokerages offer.

This is a big deal because historically, while there have been programs that have enabled clients to combine personal assets across other accounts with the same provider Questrade's myFamily program crosses the threshold by linking individuals who just want to be linked together.

Around 4.5 million customers and clients across 46 countries trust Standard Life with their financial future and Standard Life is responsible for the administration of # 328 billion of their assets.

He adds that a new option for advisers seeking diversification for their clients is the recently launched ProShares Morningstar Alternatives Solution ETF (ALTS), which allocates across a number of alternative asset classes and strategies.

«Our goal at Deutsche Asset Management is to provide clients with flexible access to products and solutions across a wide range of investment opportunities,» says Brian Binder, president of Deutsche Funds and head of US Product & Fund Administration.

With over 700 funds globally across multiple asset classes and strategies and more than US$ 1 trillion in assets under management as of December 31, 2015, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement market views.

To qualify, clients must place 120 or more stock, bond, or options trades in a rolling 12 - month period and maintain $ 25,000 in assets across their eligible Fidelity brokerage accounts.

Together with a client - focused Investment Bank and a strong, well - diversified Global Asset Management business, UBS will expand its premier wealth management franchise and drive further growth across the Group.

I increasingly come across clients with an international dimension; those who are UK based with assets abroad or those who have moved here from overseas.

EC: We do the whole gamut of asset finance work for clients across the US, and our practice is top of the market — we have a place on every big deal.

We provide general advice on commercial contracts across a range of financial services areas, including private client stockbroking, fund and asset management and payment services.

«Peggy's extensive private equity experience will be a valuable asset as we continue to broaden our M&A client base across Asia and expand our role advising corporates, private equity firms and financial institutions.

We advise clients at all stages of growth, from early - stage companies across a wide range of fintech industry segments to major multinational corporates, global financial services firms, venture capital firms, asset managers, private equity houses and insurance companies.

Pinsent Masons LLP's «pragmatic approach and clear understanding of client objectives» ensured that the practice was busy on investment deals across a range of asset types.

«With a proven track record in shareholder derivative suits and securities fraud actions and an intimate knowledge of the appellate courts across Texas and the Texas Supreme Court, Andrew will be a strong asset to our firm and clients,» said Michael Forshey, managing partner of the Squire Patton Boggs Dallas office.

Add to that the metadata of those documents, then expand further beyond into other internal firm assets from accounting and HR, and more, and you've got access to historical data that reaches across clients, trends, industries, markets, and time.

The investment options are limited to the available funds provided by the contract, but there are usually a large number of offerings from across a wide range of asset classes, meaning clients can direct their investment according to their desired strategy.

The broker says it is now working to secure client funds across all digital assets.

Our client manages investment across the full spectrum of asset classes and geographic markets — including equities, fixed income, property and alternative assets.

As one of the largest third party mortgage service provider managing over $ 80bn worth of assets across 60 clients, this is an excellent opportunity if you are a people orientated individual, keen to develop your customer service skills and develop your expertise within a financial services organisation.

As one of the largest third party mortgage service provider managing over $ 80bn worth of assets across 60 clients, this is an excellent opportunity if you are a people orientated individual, keen to develop your customer service skills and develop your expertise within a financial services... more

Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines

Sales Manager — Duties & Responsibilities Provide customer service and administrative support across a variety of industries Represent company brand with poise, integrity, and positivity Resolve customer service inquiries in a timely and professional manner Deliver exceptional service resulting in client satisfaction and repeat business Generate significant product sales through networking, referrals, and other tactics Study internal literature to become an expert on company products and services Responsible for official correspondence including letters, emails, telephones, and reception Coordinate meetings, travel arrangement, and special events for senior leadership Assist accounting department with purchasing, billing, and payment collection Direct mailroom operations ensuring accurate and timely shipping and receiving Build and strengthen relationships with key clients, partners, vendors, and coworkers Manage security surveillance ensuring safety of personnel and company assets Oversee office and salon inventory ordering supplies as needed Create a welcoming, clean, and uplifting environment for clients and peers Provide additional support such as data entry and recordkeeping

So this stand - alone business is really to capture that and give clients access to a full menu, with consistent quality and consistent execution across alternative investment asset classes.

Not only does MD Properties have a rapidly growing business that caters to our regional client needs across the full spectrum of real estate assets, but we also maintain a global footprint, servicing clients through our associate offices and our network of associated REALTORS ® in several key markets, including Europe and Asia Pacific.

Equity Institutional services institutional clients of Equity Trust Company, a leading custodian of alternative and tradtional assets, serving some of the nation's largest financial institutions, as well as thousands of financial professionals across the country.

Mr. Vetter oversaw $ 15 billion in managed assets across a wide range of investment strategies, advising institutional clients with respect to their residential and commercial mortgage allocations.

Bentall Kennedy serves the interests of more than 500 institutional clients across 140 million square feet of office, retail, industrial, and residential assets totaling over $ 30 billion.

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