Sentences with phrase «independent wealth managers»

One of the privileges of presiding over a financial product platform for independent wealth managers is the opportunity to observe which investment themes might resonate with advisors and their clients.

As Peter Oborne noted in a majestic piece last month, the summit will bring together a managing partner of Goldman Sachs, a vice-president of the Barrick Gold Corporation, a Rothschild banker, Cherie Blair, London libel lawyers and Saunderson House, «a leading firm of independent wealth managers».

Richardson International acquired $ 900 million worth of grain - handling assets that had belonged to Viterra this year, and Richardson GMP became Canada's largest independent wealth managers with its $ 132 million acquisition of Macquarie Group Ltd..

INVESTMENT MANAGEMENT CATEGORIES Independent wealth manager — Editor's Award London & Capital Asia

Not exact matches

InvestCloud's clients include wealth advisors, large family offices, pension funds and endowments, and hedge fund administrators and independent wealth platforms, and range in size from small startup companies to a manager with $ 47 billion in assets under management.

For our largest accounts, an independent investment advisor or wealth manager may also recommend alternative investments (including hedge funds, private equity / venture funds, and private debt) for your portfolio.

Whilst these results only reflect the recent sports tours survey, our other surveys and independent evidence from research by the Paul Hamlyn Foundation, reports by Ofsted and the diverse wealth of research made available by the Council for Learning Outside the Classroom support the proposal that learning outside the classroom, in all its forms, has significant benefits for school managers to consider.

CI Financial (TSX: CIX) is an independent Canadian company offering global asset management and wealth management advisory services, with approximately $ 181 billion in assets as of October 31, 2017, its primary operating businesses are investment managers CI Investments Inc. and Sentry Investments Inc., advisory businesses Assante Wealth Management and Stonegate Private Counsel, Grant Samuel Funds Management of Australia, and First Asset Investment Management, a leader in providing actively managed exchange - traded funds to the Canadian marketwealth management advisory services, with approximately $ 181 billion in assets as of October 31, 2017, its primary operating businesses are investment managers CI Investments Inc. and Sentry Investments Inc., advisory businesses Assante Wealth Management and Stonegate Private Counsel, Grant Samuel Funds Management of Australia, and First Asset Investment Management, a leader in providing actively managed exchange - traded funds to the Canadian marketWealth Management and Stonegate Private Counsel, Grant Samuel Funds Management of Australia, and First Asset Investment Management, a leader in providing actively managed exchange - traded funds to the Canadian marketplace.

Our database contains financial planners, investment advisors and wealth managers from both independent practices and large firms.

We have access to a platform of Private Wealth Managers which may not be available to smaller independent advisors.

My situation is a little different than yours in that I am an independent Investment Counsellor / Portfolio Manager operating my own private wealth management company.

Burgundy is an independent global value investment manager focused on preserving and building wealth for our clients.

«The transition to wealth management has spurred a massive shift to fee - based accounts, the explosion of independent and hybrid RIAs, and the success of a growing number of providers to independent advisors, from custodial platforms like Schwab Advisor Services and Fidelity Institutional Wealth Services to asset managers like Vanguard and Dimensional Fund Advisors.&wealth management has spurred a massive shift to fee - based accounts, the explosion of independent and hybrid RIAs, and the success of a growing number of providers to independent advisors, from custodial platforms like Schwab Advisor Services and Fidelity Institutional Wealth Services to asset managers like Vanguard and Dimensional Fund Advisors.&Wealth Services to asset managers like Vanguard and Dimensional Fund Advisors.»

Addleshaw Goddard represents a large number of UK and overseas pension providers, trustees, operators, banks, fund managers, platform providers, wealth managers, insurers, independent financial advisers and pension consolidators.

«The concern the whole industry has is that there will be a backlash and that it won't be managed in such a way that it allows for the independent financial advisers, wealth managers and stockbrokers to operate efficiently.»