Sentences with phrase «equity clients who»

Private equity clients who want hands - on, fully involved and fully dedicated advisors who are problem solvers and not just legal practitioners, choose us.

Not exact matches

«This is the first significant decline in the frequency of their use since the onset of the Enlightenment in the 18th century,» Inigo Fraser - Jenkins, a senior analyst at Bernstein who leads the firm's global quantitative and European equity strategy, said in a note to clients.

It's a good opportunity to communicate with clients of mine who are overseas or are in private equity or finance.

Our clients» equity investments are managed by a team of seasoned investment professionals, who are recognized within the investment community for their depth of knowledge and experience.

Here's an interesting question for investment professionals: Do you have a retiree with an equity heavy portfolio who has to make a withdrawal in a bear market during the early years of the client's retirement?

«High net worth private client individuals who were reluctant to participate in the I.P.O. market a year ago are increasingly reallocating money towards equities,» said Neil A. Mitchell, a managing director of equity capital markets at Credit Suisse.

Hear first - hand from seasoned Fund Manager and Head of Asia ex-Japan Equities, Andrew Gillan, who will discuss the importance of Asia to the global economy and to your clients» portfolios.

Reduced affordability, while challenging for first - timers, may prove to be more of a surprise for move - up clients who anticipated greater leverage on their home equity; should those clients break existing mortgages upon their move, they will also be subjected to stress testing.

This was a radical position for a wealth manager to take, given the fact that their revenues were tied to clients who were invested in the equity market.

Morgan Stanley chief U.S. equity strategist Michael Wilson reversed his week - old cautious call, joining peers at Goldman Sachs Group Inc. and JPMorgan Chase & Co. who have told clients to buy the dip.

For clients who trade equities and subscribe to real time market data, Saxo Bank has introduced a refund scheme where fees are refunded per exchange should clients trade a minimum of four (4) times across both stocks, ETFs and / or CFDs during each calendar month.

Access to NASDAQ Level II quotes is provided for free to non-professional clients who have made 120 or more equity and options trades in the last 12 months, 30 or more equity and options trades in either the current or previous quarters, or who maintain $ 1 million or more in household balances at Schwab.

They include a case study of a client named Paul who parlayed equity in his downtown condo into 20 similar properties in the same area, resulting in $ 10,000 a month of positive cash flow.

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).

Lester Canadian Equity Fund: For clients who have less than $ 500,000 in investments and who want exposure to Canadian equities, this fund was created to provide greater diversification than can be achieved in a smaller segregated account.

We have many private mortgage lenders across Canada who have helped our clients receive second mortgages regardless of income or credit, on the basis of equity in their property.

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.

The decision to close Independent Value was based upon the recommendation of the portfolio manager, Eric Cinnamond, who stated that given the current fundamental environment, the Strategy's roughly 90 % + cash balance, and the lack of discounts in the equity portfolio, it is no longer in the best interest of clients to continue offering the Strategy.

Advisors who are looking for, say, a domestic equity ETF for a portfolio will want to examine potential candidates to see which fund best suits the client's needs.

For advisors and their clients who favor dividend - paying equities, a number of ETFs focus on such stocks across Europe.

The home equity loan can also be a win - win situation for the client who wishes to consolidate their debt and to get back on track in fulfilling their long term financial and retirement goals.

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

There is a whole class of investment advisers who specialize in market timing and they try to predict when a market will turn and when their clients should buy or sell equities.

In my practice, I have represented a number of senior citizen clients who are living with tens of thousands of dollars in credit card debt, have no assets or equity in property, and who survive on Social Security only.

I don't see clients arguing over who gets to keep the house, or the car, because there isn't any equity in either anymore (unlike during the real estate boom) or when incomes were higher and everyone owned their cars outright.

(Financial Planning: Nov 18, 2015) Financial Planning recommends ProShares MSCI Europe Dividend Growers ETF (EUDV) among European equity ETF choices for clients who seek European exposure and prefer dividend - paying equities.

Private lenders who do not mind a client's credit score provide home equity loans.

The clients who seek home equity mortgages often have a poor credit score which shows that they have defaulted on loans in the past.

Tom McCullough, president of Northwood Family Office, a Toronto - based adviser to wealthy clients, points out that an equity investor who lost 24 % during the downturn would have suffered just a 9 % decline if half of his money had been in bonds.Pay close attention to your investments.

Asset mix depends on the person, but Wheaton has many 40 - something clients with 80 % -20 % allocations to stocks and bonds — and even has some who have gone all in on equities.

Advisors who have clients in dividend ETFs should remind them that, over the long term, equities that pay dividends have outperformed those that don't.

Although clients who were invested in the old allocation from the time it became available (January 2008) likely did better than they would have done with the new allocation, the difference is not statistically significant, and it is IFA's advice that going forward having an exposure to international developed equities will provide a substantial diversification benefit to socially responsible investors.

com for all your hacking needs I met him in 2014 when he helped me fix my credit score and that act totally changed my life, you can bet that he will see your job through as he pays adequate attention to jobs and treats all clients with equity you will find an adequate personnel who will help you make sense of your failures... if we are all sinners, why can't we all be winners, don't tell the dish washer what you did with your dishes... keeping it lowkey is key and i assure that all your problems could become a thing of the past as you will have it taken care of by a veteran....

Our company connects the clients with the home equity loans providers, who are ready to meet the needs of the customers with various financial situations and expectations.

At present, the sharpest reader who is not a client knows 20 % of my equity portfolio at best.

But this week it finally flagged a few accounts: they were new clients who bought their Canadian equity holdings only recently.

I had another client who needed their money in one years time, yet the advisor invested the money in a DSC equity mutual fund.

Youle, who previously co-led the global private equity team at White & Case, is leading a Skadden team advising his longstanding client HgCapital as it takes the lead in the $ 5.3 bn (# 4.1 bn) consortium buyout of Norwegian software company Visma.

Equity also imposed a duty of fairness on solicitors in contracting with clients, requiring the solicitor to establish, for example, that the client understood the agreement, that the price was reasonable, and «that the transaction was in all respects fair, and such as an independent solicitor who had performed his duty, would have advised his client to enter into.»

Latham & Watkins LLP advises a high - calibre client base, which predominantly includes active funds such as CVC, HgCapital and Triton in the large - cap arena, as well as private equity firms such as Chequers Capital, Silverfleet, H.I.G. and Quadriga who concentrate on mid-sized transactions.

Chambers USA 2007 America's Leading Lawyers for Business reports: «Clients raved about Steve Geanacopoulos, who worked on various private equity matters: «He is a member of our strategic planning team as much as a legal resource — he offers invaluable commercial advice, interpreting the intricacies of the law in plain English, allowing you to make an informed decision.»

«We have a number of clients who have managed to raise equity in the last few months and go on a spending spree,» he says.

Are there midlevel associates who are generating that much in portable business (after all, it seems as if partners have even more incentive to hang on to all client matters to retain their equity statuts)?

His client list includes a «who's who» in private equity: CCMP Capital, Irving Place Capital, Goldman Sachs PIA, JPMorgan Partners, and Colony Capital.

Weir, who has spent five years at Jones Day, will primarily focus on White & Case's private equity clients, while also helping to build other key investor areas including alternative capital providers, family offices and real estate.

«The traditional equity partner sometimes is viewed as somebody who needs to be a revenue generator and develop new clients, which can be really time - consuming,» she tells Legal Feeds.

Cheltenham - based practice head Jonathan Whitbread and senior associate Hayley Hooper, who is based in Worcester, represented private equity clients on a number of insolvent acquisitions.

«The addition of Peggy, who brings to White & Case substantial experience and client relationships, supports the Firm's strategic plans to grow our global private equity business.»

Diaz, who according to Skadden will join «in the very near future», advises clients on public takeovers, private equity and corporate matters.

There are also those who may believe that equity does not add value for law firms which already have strong reputations and clients.