Sentences with phrase «equity clients as»

Not exact matches

«If you're Lemonade, for example, and you need an insurance license in every state, you have to give us equity to get that for you, but we also won't take you on as a client unless we get investment rights,» Tusk says.

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.

As for «peak earnings,» Michael Wilson, chief U.S. equity strategist and CIO of Morgan Stanley Wealth Management, said in a note to clients on Sunday that» [W] e think the market is digesting the fact that the tax cut last year has created a lower quality increase in US earnings growth that almost guarantees a peak rate of change by 3Q.»

Once that has happened, Lunar as the major equity holder will begin paying its development partners in stock, thereby controlling their own destiny, not just relying on clients.

As a result, he says, the client is often willing to offer more in equity than the equivalent in cash «because the [designer's] motivation and the quality of the work could be better.»

«In equities, as I touched on before, we've been onboarding clients, continuing to invest in execution services and infrastructure.»

«Microsoft is unable to connect with the new generation of users,» wrote Global Equities analyst Trip Chowdhry in a 2010 research note to his clients, about as damning a sentence as you can muster for a technology company.

Equity you can expect to give up: Similar to VC funding, but with other benefits, such as new client opportunity.

The Firm delivered progress across many of our key initiatives, increasing client penetration in equity derivatives and interest rate products as well as achieving a significant milestone in the integration of MSSB with the initial roll out of our new technology platform.

As clients near retirement after a nine - year bull run, looking to rebalance an equity - heavy portfolio could be stymied by...

Investors and clients should consider Schwab Equity Ratings as only a single factor in making their investment decision while taking into account the current market environment.

She is responsible for developing equity market insights and actionable investment advice, as well as for representing BlackRock's market views to clients.

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.

As a member of the Exposure Management team within ISG he is responsible for the oversight of over $ 20 billion worth of client assets with exposure to equities and fixed income invested globally.

In that role, Mike focused on supporting Passive Equity products as a subject matter expert and a liaison between the portfolio management team and the client - facing functions at SSGA.

At Prudential she managed domestic and international equity operations for Prudential's general and institutional client accounts as well as its mutual funds, and Prudential's entry into emerging markets in Europe, Asia, and Latin America.

As the global co-head of the Securities Division, Harvey was instrumental in overseeing growth in our client franchise across FICC and Equities.

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.

Macquarie lead - managed more IPOs than any other investment bank in Australia in 2013 — an even dozen deals, as of December 4 — raising $ 3.4 billion for its clients on the local equity market.

Before that she spent three years at Fidelity International as a UK institutional client director and 14 years at UBS Asset Management (formerly Phillips & Drew) as a UK institutional client director, pan-European equity analyst and UK portfolio manager.

Performance aside, the intangible brand merits that Swiss banks typically sell their clients on — stability, robustness, history, exclusivity, impeccable service — are much the same as many luxury houses, says Jon Cox, Kepler Chevreux's head of European consumer equities.

Jane — As a former RIA I decided to move ALL my clients out of the rigged stock market in March of 2000 and into Equity Indexed annuities for the sole purpose of protecting their investments.

I have fortunately gotten offers to work at a startup and in several different contexts similar to my previous position — and these are things I would potentially enjoy, yes, but to waste the potential equity that «personal brand», dirty as it may sound, creates for me (or anyone else) to leverage into client work that pays well and speaking gigs that open up other opportunities — would be a true «lighting on fire» of that which I had done to build that before quitting.

In a lengthy report to clients, Credit Suisse's U.S. equity strategist Jonathan Golub made the case for the S&P 500 to reach 3,000 by year - end, representing a 15 % gain from Thursday morning, as reported by CNBC.

His clients range from startup companies in the earliest stages to well - established public companies, as well as private equity and venture capital funds.

His prior roles included serving as Regional Portfolio Manager of Key Private Bank in Dayton, Portfolio Manager in the Private Client Group at National City in Dayton and Portfolio Manager & Equity Analyst, Private Bank & Trust Group of Star Bank in Cincinnati, Ohio.

Our clients include the majority of the largest and highest - profile private equity funds, sovereign wealth funds and pension funds, as well as family offices and other equity financial investors.

As a facilitator and coach, Lisa brings her passion for equity, transformation, and wholeheartedness to her clients.

While at Bain, Shan advised clients in Media, Consumer Goods, Technology, and Healthcare, as well as spending time within the Private Equity Group.

It allows its clients to trade across different segments such as Equity, Derivatives, commodities, currency etc. 5Paisa is a discount broker launched by India Infoline (IIFL) in 2015 and allows a trader to trade across Equity, Currency, Insurance and Mutual Funds.

«Using the 1031 Exchange, this client is able to sell the homes and use the proceeds as equity to purchase a small apartment building in San Luis Obispo.

Because of these savings in management fees and taxes, we generally use U.S. - listed funds for our clients who hold foreign equities in RRSPs and related accounts (such as LIRAs and RRIFs).

He previously directed marketing and client service for ETF Advisors and Salomon Smith Barney's Global Equity Index Group, as well as for the Equity Portfolio Analysis group at Salomon Brothers.

Yes, apart from investing and trading across Equity and Currency, the discount stock broker allows its clients to invest in mutual funds segment as well.

I can always get a new first mortgage for these clients, even of that moment as long as there's sufficient equity.

This stock broking firm allows its clients to trade across different segments such as Equity, Derivatives, commodities, currency etc..

It allows its clients to trade across different segments such as Equity, Derivatives, commodities, currency etc..

Even with the online trading on the rise, there are broking houses that have in - house dealers, equity advisors, as well as, relationship managers who guide the client as and when they need the assistance.

A friend related to me a conversation he had had with the director of equity research at an investment management firm that was seeing consistent outflows because of index - lagging performance for the year - to - date, one year, and three year periods (not surprising as most investment and financial consultants have a much shorter investment time - horizon than the one they advise their clients to have).

As of the date of the post, clients invested in Ensemble Capital Management's core equity strategy own shares of Google (GOOGL) and MasterCard (MA).

As of the date of the post, clients invested in Ensemble Capital Management's core equity strategy own shares of Apple (AAPL).

RK Global, now settled as a discount stockbroker, has its headquarters in Mumbai and offers free equity segment based tips to clients along with offering low brokerage charges, which is kind of rare.

As of the date of the post, clients invested in Ensemble Capital Management's core equity strategy own shares of Google (GOOGL) and First Republic Bank (FRC).

I like to use equity ETFs based on broad indices as the core building blocks of client portfolios.

SD Equity Partners works with our clients to finance their projects as quickly as possible, often approving loans within a few days» time.

Advisers sharply increased allocations of client assets to U.S. equities, but some planners are cautioning against piling into a market where they see valuations as being too high.

Our clients are primarily institutions who use us as a hedge to their core equity portfolio.

The Equity Recoupment program allows our clients to recoup what they may have lost as a result of predatory lending and the current mortgage crisis.

DFA provides me and my clients with a rigorous investment foundation that improves upon the conventional investment approach I took when I worked as an equities analyst and portfolio manager in the 1980 - 1990s.

For a more conservative portfolio of 65 % equity, (35 % bonds is about the «riskiest» allocation most financial advisers would suggest to clients, some go as far as 50 % in more conservative cases) the lowest and highest portfolio balance at the end was $ -301,852 to $ 4,921,485, with an average at the end of $ 1,543,147.