Sentences with phrase «client value management»

Clifford Chance has become the first English firm to sign up to Prosperoware's client value management solution Umbria, which enables firms to create matter plans, budgets, and pricing, and provides partners with a platform to monitor delivery via interactive web - based dashboards and email alerts.

In the US, firms such as Barnes & Thornburg have mature programs for client value management and Weinberger says: «Firms have started to recognise that they can deliver better client service and improve profitability — those things are not mutually exclusive.»

Not exact matches

AMP has had $ 1 billion wiped off its market value during a royal commission appearance in which the wealth management giant admitted to charging clients for advice they never received and then lying about it to the corporate watchdog.

«Union Bank is very pleased to further strengthen the broad expertise we deliver to our valued clients in the greater San Diego area,» said Stephen Sherline, Managing Director and Head of Private Wealth Management for Southern California.

Using these bite - sized, value - priced applications, you can instantly transform your smartphone into a portable translator, invoicing system or inventory management platform, or research a prospective client and make lunch reservations on the way to work.

Although shareholders have yet to approve the deal, the banks would «re-pay shares at a pre-defined value in next few months, avoiding the risk of uncertain evolution of huge claims by shareholders and clients,» Maria Paola Toschi, global market strategist at JPMorgan Asset Management, told CNBC on Tuesday via email.

The truth is that many salespeople are not fully convinced of the value of their products or services, of their pricing structure, that their company provides quality customer service or has the best interests of their clients in mind, or that their sales manager or company management is competent.

«Looking ahead, while the industry faces headwinds and an accelerating pace of change, we believe we are well positioned to deliver long - term shareholder value by leveraging innovation, our values - based culture which supports strong client relationships, and prudent capital and risk management.»

Active Management, Active Share, Investor Return Over the past decade academics have devoted considerable research to investment management, attempting to discern whether active management really provides value to itManagement, Active Share, Investor Return Over the past decade academics have devoted considerable research to investment management, attempting to discern whether active management really provides value to itmanagement, attempting to discern whether active management really provides value to itmanagement really provides value to its clients.

With its unique combination of investment industry expertise, unbiased research, and technology solutions, IW Financial helps industry professionals capitalize on growing investor demand by incorporating ESG factors into investment platforms, products, and portfolios, adding value to the money management process while strengthening client relationships.

The reviews and reviewers of Vitaliy Katsenelson's «Active Value Investing» and «The Little Book of Sideways Markets» are not nor have ever been clients of Investment Management Associates (IMA), and their comments should not be taken as testimonials of IMA's mManagement Associates (IMA), and their comments should not be taken as testimonials of IMA's managementmanagement.

Our clients value professional money management, tax - efficient cash flows and sector and geographic diversification.

Our areas of expertise are in Investment Banking, Wealth Management and Corporate Advisory and we serve a wide range of clients, including high net worth individuals, family offices and small to medium sized regional businesses.We are valued by clients across the Middle East for our full spectrum capital markets offerings and for the extensive, global experience of our Board and the management team.We are respected for our commitment to building long - standing and successful relationships with our clients and for delivering services that are tailored to their individual needs and requirements.We understand the importance of integrity in promoting and building sustainable businesses and in cultivating personal relationships with all stakeholders, and are committed to generating value for our clients.Morgan Gatsby is regulated by the Dubai Financial Services Authority («DFSA») and is owned by Essel Group ME («EGME»), which is pending authManagement and Corporate Advisory and we serve a wide range of clients, including high net worth individuals, family offices and small to medium sized regional businesses.We are valued by clients across the Middle East for our full spectrum capital markets offerings and for the extensive, global experience of our Board and the management team.We are respected for our commitment to building long - standing and successful relationships with our clients and for delivering services that are tailored to their individual needs and requirements.We understand the importance of integrity in promoting and building sustainable businesses and in cultivating personal relationships with all stakeholders, and are committed to generating value for our clients.Morgan Gatsby is regulated by the Dubai Financial Services Authority («DFSA») and is owned by Essel Group ME («EGME»), which is pending authmanagement team.We are respected for our commitment to building long - standing and successful relationships with our clients and for delivering services that are tailored to their individual needs and requirements.We understand the importance of integrity in promoting and building sustainable businesses and in cultivating personal relationships with all stakeholders, and are committed to generating value for our clients.Morgan Gatsby is regulated by the Dubai Financial Services Authority («DFSA») and is owned by Essel Group ME («EGME»), which is pending authorization.

This is why, as a professional investor who is charged with looking after my shareholders» and clients» wealth and savings, I find it distressing when corporate boards and managements get distracted from their role of maximizing shareholder value.

With a combined workforce of over 8,500 associates serving more than 200 healthcare clients across the country, this move firmly establishes Towne Park as the national leader in cost effective and value added solutions for healthcare transportation, patient transport, parking management and patient experience.

A statement from Senior Company Management read that «In recent years the Company has shifted strategy from providing services to domestic clients to serving an international customer base and providing multiple value - added products and contract support systems.

Shrewsbury, England About Blog We used the term Wealth Management in our company name as it best describes the service where we feel we add the most value to our clients; helping our clients to grow, protect and pass on their Wealth.

Our Mission is to provide clients with management solutions that ensure smooth operations, increased desirability, and enhance your investment's value.

The Best Value, SaaS Learning Management System excelled in all of the above criteria wowing the judges with its comprehensive feature set, continuous innovation, robust product roadmap, AGILE development approach, and clients and geographies served.

Dr. Stanley has also published numerous articles on the topic of marketing professional services to the affluent, including: «Ways to Add Value for Clients,» Journal of Accountancy; «How to Network with Affluent Client Prospects,» Marketing for Lawyers; «Marketing Trust Services to the Affluent,» Trust and Estates; and «Investment Management and the Affluent Customer,» The Bankers Magazine.

Build an asset management franchise for our clients around my value investing, and bond investing.

Value Partners offers diversified asset management portfolios for both institutional and individual clients in the Asia Pacific region, Europe and the United States.

And many in money management who call themselves value managers view the financial consultant or intermediary as the client rather than Mr. and Mrs. Six - Pack whose money it is in the fund.

Neil Woodford — BBC Hardtalk 30 minute interview This Stephen Sackur BBC interview with London Value Investor Conference speaker Neil Woodford covers a variety of topics including the reasons for Neil's stunning success as a fund manager, the skill sets that he thinks are important for managers and entrepreneurs, his thoughts on the Eurozone; plus Neil also comments on the lack of value for money that the fund management industry is providing to clients because many funds are «taking fees for active management and returning passive yields&raValue Investor Conference speaker Neil Woodford covers a variety of topics including the reasons for Neil's stunning success as a fund manager, the skill sets that he thinks are important for managers and entrepreneurs, his thoughts on the Eurozone; plus Neil also comments on the lack of value for money that the fund management industry is providing to clients because many funds are «taking fees for active management and returning passive yields&ravalue for money that the fund management industry is providing to clients because many funds are «taking fees for active management and returning passive yields».

Future: Advisors are beginning to realize that portfolio management has been commoditized and their real value is helping with ongoing holistic planning & coaching and helping clients with behavioral finance — making rational not emotional decisions.

FCM, which is currently owned by Ohio National Financial Services, Inc., which provides institutional clients with low - risk, high - performing stable value investment management services.

Aberdeen Standard Investments is a leading global asset manager dedicated to creating long - term value for our clients, and is a brand of the investment businesses of Aberdeen Asset Management and Standard Life Investments.

«Integration with industry - leading property management systems is critical to our clients and we see this as another way RentTrack delivers value,» said Matt Briggs, RentTrack CEO.

We are advocates of financial education, and the real goal of our debt management program is to ensure that our clients truly understand the value of a budget.

Client Behavior: A Case Study For a more focused investigation of clients» market timing decisions, we looked at a highly reputable asset management boutique with a long track record in value investing.

Negative: Euch, this illustrates how cavalier management can be with shareholder value — this dilution pushes valuations down 39 %... Positive: Against that, UNG now has significantly reduced financial risk (note, likely v important to existing & potential clients also), and improved growth capacity.

Most of my assets under management stem from value investing, and 2013 has certainly been good to my clients and me.

U.S. Value Investing For nearly a quarter century, Gabelli Asset Management has earned superior returns for its clients through a focus on value invesValue Investing For nearly a quarter century, Gabelli Asset Management has earned superior returns for its clients through a focus on value invesvalue investing.

With the rollout of Wealthsimple Black, clients with account values between $ 100,000 and $ 250,000 will now enjoy lower management fees (0.40 % instead of 0.50 %).

OUR VALUES Compassion — you are not alone Teamwork — communication and cooperation Integrity — do the right thing Advocate for Patients — so clients can make an informed decision Respect / Trust / Honesty — transparency Adaptable — meeting every individual need Composure — calm, cool and collected Family focused — we are going through this with you Personal Growth — challenge and strive to learn more Dedication / Passion — it's personal Open Environment — supportive, humor and managements support with accountability for all we do

Shrewsbury, England About Blog We used the term Wealth Management in our company name as it best describes the service where we feel we add the most value to our clients; helping our clients to grow, protect and pass on their Wealth.

Our Mission is to provide clients with management solutions that ensure smooth operations, increased desirability, and enhance your investment's value.

ACC believes that many traditional law firm business models and many of the approaches to lawyer training and cost management are not aligned with what corporate clients want and need: value - driven, high - quality legal services that deliver solutions for a reasonable cost and develop lawyers as counselors (not just content - providers), advocates (not just process - doers) and professional partners.

Morrison is a newcomer to blogging and an old hand at extracting value from law firms via better management and cost controls, client satisfaction and technology.

In the words of one observer, the technological changes upon us now — knowledge management, automated document assembly software, invisible offshoring to name just a few — add value for the client but drain value from law firms.

His focus will be helping clients derive more value from Partner for Windows (P4W), Tikit's flagship practice and case management product while encouraging new client firms to join.

• Enforcing and automating need to know security and risk management • Helping firms deliver more client value through predictable fees and insight into work performed • Empowering professionals to leverage modern profitability metrics, which drive truly informed pricing, budgeting, and delivery decisions

Who is a better value to clients in managing document discovery, a well - trained paraprofessional with expertise in IT, database searches and document management or an associate earning three to four times the salary (with less grounding in large scale document management)?

Clients particularly value her strength in counseling and management training, praising her as being «very thorough in her work.»

Knowledge management (KM) resources provide significant value for attorneys, firms and clients.

Vendors who tightly integrate fact management with document review functions, and embed the «sensors» needed to better understand how legal teams use the new fact management software, will be able to demonstrate real value to corporate clients, and gain market share and profit from their competitors.

To enable better client outcomes, we rely on three interrelated principles: strong foundation, (process and project management); coordinated teamwork (experience and concentration); and clear value (getting beyond compliance).

Can a trained actuary add value to risk management assessments for major litigation clients?

We have a sophisticated account management programme to ensure that we ask clients questions about what value means, what's on their agenda, to understand their business and what's really important for them to achieve.

His professional profile is characterized by his ability to add value to his clients in the management of their legal affairs and to get involved in the strategic decision - making of his clients.