Sentences with phrase «equity clients with»

Sheppard Mullin's Private Equity Team is focused not only on providing our private equity clients with the highest quality of legal services, but also on understanding every relevant aspect of our clients» business.

Not exact matches

Since partnering with Harry's, Gin Lane has taken equity in several other clients, usually accepting a 1 to 3 percent piece.

So our recommendation to our private wealth management clients is that they should stay invested in equities, because we can't predict what will happen with North Korea.

Quentin Broad, head of equity research at CIBC World Markets, says it's logical that the majority of ratings would be Buys, since analysts are supposed to provide clients with investment opportunities and can choose from a wide variety of companies to cover.

The team of over 250 global employees works with consultancies, private equity firms and investment banks across the globe to help its clients — typically business professionals and leaders — scale.

«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.

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

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.

From 2001 to 2005, Ms. Peluso was an Associate with Chadbourne & Parke LLP in New York where her practice focused on representing private equity clients in M&A and securities and general corporate matters.

The deal, which is expected to be announced later on Monday, is the latest example of the private equity sector's appetite for U.S. business software companies with predictable maintenance and subscription revenue and a loyal client base.

The team works with clients across several product lines, including private equity placements, PIPEs, initial public offerings, follow - on offerings, registered directs, convertible securities, exchangeables and M&A transactions.

Justin spends the majority of his time working with private equity funds and corporate clients in the healthcare sector.

We have already met with Sandy in person and feel confident that our goals remain aligned, and that the new ownership structure won't impede Edinburgh's ability to continue providing diligent, insightful management of our clients» international equities.

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?

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.

* Strategic Advisers, Inc. (SAI), applies tax - sensitive investment management techniques in the Fidelity ® Tax - Managed U.S. Equity Index Strategy, including «tax - loss harvesting,» at its discretion, solely with respect to determining when assets in a client's account should be bought or sold.

Our Investing & Lending businesses provide promising companies and other clients with the capital they need to grow — either in the form of a loan or an equity investment.

One of Jeff's primary roles at Capital is to ensure that all stocks in client portfolios meet the high standards consistent with our overall equity philosophy.

Warsaw - based PKO Bank Polski raised $ 396 million for its clients in four equity deals last year, significantly growing its business with its $ 937 million purchase of Nordea Bank Polska from Nordea last June.

With decades of investment experience and diverse perspectives across the globe, our equity team members bring an unparalleled depth and breadth of expertise to the management of client strategies.

He previously worked at Deloitte & Touche, LLP, in that firm's merger and acquisition and private equity investor services areas, with clients that included large and small blue chip private equity and venture capital firms.

Most equity markets in the region were relatively flat over the past year, but SG offered its clients the opportunity to capture volatility spikes with its Vinci Index, which has a negative correlation with equities.

The Company's Investment Banking segment includes its Advisory services, through which Evercore provides advice to clients on mergers, acquisitions, divestitures and other strategic corporate transactions, with a particular focus on advising multinational corporations and private equity firms on various transactions.

To become largest Equity Advisory Company in India maintaining strong and long lasting relationship with each and every clients.

Also, Ferrari specifically states in their registration statement (the document for their equity in the initial public offering): «We provide a suggested retail price or a maximum retail price for all of our cars, but each dealer is free to negotiate different prices with clients and to provide financing».

Unlike bank loans that come saddled with critically high credit standards and risky equity investments, hard money loans help our clients purchase and renovate their property right away.

Our ongoing focus on using technology to connect to the world's markets and automate all aspects of the trading and settlement process, combined with our low - risk business model and risk - averse philosophy results in continued growth of our clients» equity.

With our clients we're often managing large portfolios with multiple accounts and we may wish to hold, for example, international equities in an RRSP and US equities in a non-registered accoWith our clients we're often managing large portfolios with multiple accounts and we may wish to hold, for example, international equities in an RRSP and US equities in a non-registered accowith multiple accounts and we may wish to hold, for example, international equities in an RRSP and US equities in a non-registered account.

At SD Equity Partners, we partner with our clients to fund real estate investments.

Launched in 2012, Achiievers Equities even provides a 3 - in - 1 trading account to its clients along with the provision of NRI trading.

IB Asset Management is part of the Interactive Brokers Group - a global electronic broker that operates in over 120 markets worldwide with more than $ 100 billion in client equity.

This provides ABC clients the highest level of account protection available in the brokerage industry to the total net equity with no limit for the amount of cash or securities.

* Strategic Advisers, Inc. (SAI), applies tax - sensitive investment management techniques in the Fidelity ® Tax - Managed U.S. Equity Index Strategy, including «tax - loss harvesting,» at its discretion, solely with respect to determining when assets in a client's account should be bought or sold.

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.

Fast forward few years, and today he is running a successful equity advisory firm - Paul asset with clients from over 18 countries.

Though the brokerage firm benefits from rising equity indices, higher trading and investment activity and a strong brokerage franchise that helps in attracting trillions of client dollars, Charles Schwab seems to be priced to perfection with a P / B ratio of 3.60.

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).

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.

We have clients that contact us on a regular basis to take out their home equity at low rates, and then invest with their financial planners for higher returns where they can get up to 8 % or more.

We enable our clients to obtain a home equity loan through a simple process, so you can quickly secure the capital you need and move on with your life.

However, SD Equity Partners understands the importance of obtaining the full amount needed to fix up a property, and often helps our clients by funding a real estate project with s San Diego fix and flip loan that provides up to 100 percent financing.

Consider two hypothetical international equity managers holding the same stock from the perspective of a taxable superannuation fund client with realized capital losses (see Exhibit 1).

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

Home equity loans are much sought after because clients are looking for the flexibility they can not find with bank mortgages.

The team manages US$ 22.8 billion * in a range of Asia Pacific equity strategies on behalf of institutional and wholesale clients globally, with offices in Hong Kong, Singapore and Edinburgh.

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.

These are real letters from real clients that obtained loans of all types, conforming, jumbo, super jumbo and home - equity loans telling their story of working with us.

Clients with household assets of $ 100,000 or more with TD Waterhouse Discount Brokerage will pay a flat rate of $ 9.99 per Canadian or US equity trade.

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.