Sentences with phrase «institutional clients»

"Institutional clients" refers to organizations, such as banks, financial companies, universities, or large corporations, that use the services of another company, usually a financial institution or investment firm, to manage their money or provide specialized services. Full definition
Her duties include providing investment oversight of analyst - led international portfolio strategies for institutional clients.
The court recognized that the possibility of tactical abuse is especially high in the case of institutional clients dealing with large national law firms.
The gallery also advises private and institutional clients in building distinguished collections; it has placed important works of art in both private collections and museums worldwide.
We facilitate client transactions and make markets in fixed income, equity, currency and commodity products, primarily with institutional clients such as corporations, financial institutions, investment funds and governments.
He has served as a portfolio manager for 33 years, specializing in international equities for large institutional clients, family offices, and high - net - worth individuals.
2010 - 2014 — Living off of asset income as I slowly build a retail and small institutional client base for my value investing.
Over the two decades that I have been advising institutional clients on markets, I've experienced my fair share of extreme stock market volatility.
Particularly those that advise institutional clients and high net worth individuals would not benefit.
This worked because institutional clients didn't know or care enough to question exactly what the associate was doing and why he required so much time and money to do it.
I aim to manage and expand institutional client relationships for a services providing international company.
The first provides commercial legal services to corporations and other institutional clients on a paid basis.
I am very excited and looking forward to getting back to work doing what I love, helping institutional clients structure successful retirement plans for their employees.
He assists individuals, corporations and institutional clients at all stages of the litigation process.
It applies the bright line test to an unrelated matter involving an sophisticated institutional client.
I wouldn't say it's been a lot of activity, but it's for core institutional clients who want to participate in a derivatives transaction.
A less risky approach would be for a lawyer who is familiar with the particular financial practices of a community to make efforts to educate institutional clients about those practices.
Our team approach in servicing our educational institutional clients is not only cost effective, but enables us to offer our clients a full spectrum of services.
Some firms with longstanding relationships with institutional clients understand that investing time and money into relationships with existing clients can provide significant returns, both in terms of client loyalty and profitability.
The additional headline emphasizes experience in finance, institutional client management and wealth strategy.
Certain business lines serve consumer, commercial, corporate, and institutional clients nationally.
The firm oversees about $ 74 billion in assets for mostly institutional clients.
The figures include the retail and institutional client metrics.
If you're a large firm with legacy institutional clients, it may not be that hard.
Since 1984, our sole mission has been to provide a limited institutional client base style integrity, superior returns and outstanding client service.
It serves retail and institutional clients in over 120 market across the globe.
He said the company added to its sales team to broaden its base of institutional clients.
Simply consider the extent to which large institutional clients are growing in their sophistication.
Firms also had to have a focus on financial and retirement planning; institutional clients do not make up a substantial portion of their businesses.
His experience includes advising governments, sovereign funds and institutional clients on complex fraud and regulatory issues.
Particularly those that advise institutional clients and high net worth individuals would benefit.
Sales executives help institutional clients to achieve their particular investment objectives, providing them not only with product expertise but also with access to all areas of the firm.
We apply these techniques for individual investors, retirement plan sponsors and institutional client relationships alike.
This is similar to the move by Coinbase to extend its offerings for institutional clients.
We've helped our individual and institutional clients understand the impact of these rules.
Net revenues in Institutional Client Services were $ 4.06 billion, 13 % lower than the third quarter of 2010 and 16 % higher than the second quarter of 2011.
Fidelity is part of the «big five» brokerage firms, operating as a discount brokerage firm for the mass of individual investors, as well as providing brokerage services to a range of institutional clients including other broker - dealers, financial services firms, and institutional funds.
NEW YORK — Hines, along with joint venture partner Pacolet Milliken Enterprises Inc., closed on an all - equity investment from institutional clients advised by J.P. Morgan Asset Management for 7 Bryant Park, a new office...
It employs approximately 81,000 full - and part - time employees who serve more than 16 million personal, business, public - sector and institutional clients through offices in Canada, the United States and 37 other countries.
I am dual qualified Barrister and Solicitor (England and Wales and Australia) with over 15 years» experience acting for institutional clients across a broad industry sector on a range of high - value, multi-jurisdictional and complex litigation, mediations and regulatory investigations, involving taking lead responsibility for and management of legal teams, counsel and expert engagement.
As the VP of Finance, Eric will be focused on helping serve institutional clients and deal with the increasingly complex financial and regulatory requirements of the business.
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.
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.
More than 2,500 institutional clients benefit from GFI's know - how and experience in operating electronic and hybrid markets for cash and derivative products across multiple asset classes, including fixed income, interest rates, foreign exchange, equities, energy and commodities.
The Business Law Practice Group provides full service legal counsel to the Firm's corporate clients ranging from start - up entrepreneurs, family - owned and closely - held businesses, middle - market companies as well as institutional clients with national and international interests.
Morgan Stanley is a global leader in executing transactions in cash equity and equity - related products for institutional clients around the world.
Today, we manage about $ 160 billion for approximately 350 of the largest and most sophisticated global institutional clients including public and corporate pension funds, university endowments, charitable foundations, supranational agencies, sovereign wealth funds, and central banks.

Phrases with «institutional clients»

a b c d e f g h i j k l m n o p q r s t u v w x y z