Sentences with phrase «client division»

Fortunately, many of these managers have private client divisions with lower minimums, usually ranging from $ 500,000 to $ 1,000,000.

Fortunately, many of these managers have private client divisions with lower minimums, usually ranging from $ 500,000 to $ 1 million.

Elsewhere, Claire Newton will move to director of executry services in the private client division of the firm's Dundee office.

The majority of her career was with Charles Schwab in their Private Client division until she joined Registered Investment Advisor firm Clarity Financial in 2012 where she continues to provide full - service financial planning and investment management in addition to the divorce services as a Certified Divorce Financial Analyst at Smarter Divorce Solutions.

Tax, wills and trusts expert Jayne Hill, who has spent almost 30 years in the legal sector, has joined the regional firm's Private Client division as an associate.

Meanwhile, the Financial Times reports that the white knight is offering bonuses to the 400 - some brokers in Bear's private client division.

Malis, who manages Camelback Odyssey Travel's private - client division, selects travelers who aim to learn about, connect with, and immerse themselves in a destination.

Does the firm have a rational and accurate basis for determining the client name associated with a matter, such as the client division or type of work involved?

A respected specialist lawyer with almost three decades of experience has joined law firm mfg Solicitors Tax, wills and trusts expert Jayne Hill, who has spent almost 30 years in the legal sector, has joined the regional firm's Private Client division...

Valerie Robinson is a partner at mfg Solicitors, working in the private client division and is the Divisional Head.

The Zurich office will be headed up by Mark Summers — a partner in Speechly Bircham's expanding private client division.

Sue is the head of our Private Client Division and is a specialist in a number of the areas which are relevant for our private clients.

Valerie Robinson, partner and head of mfg's private client division, added: «Jayne brings a great deal of experience to the team and has developed a highly deserved reputation.

Reviewed KYC, Branch Manager and Branch Examiner reports to ensure regulatory oversight of the Private Client Division.

Section 3 - 3 Subject to sections 3 - 3.1 and 3 - 3.2, if a client engages a brokerage to provide real estate services to or on behalf of the client, the brokerage and its related licensees must do all of the following:... (i) take reasonable steps to avoid any conflict of interest; (j) without limiting the requirements of Division 2 [Disclosures] of Part 5 [Relationships with Principals and Parties], if a conflict of interest does exist, promptly and fully disclose the conflict to the client