Sentences with phrase «manages assets worth»

Founded in 2013, the company manages assets worth $ 30 billion with over 200,000 of the world's most wealthy clients.

Exide Life has got clientele of 1 million in more than 200 cities and takes care of around Rs. 7,000 crore in assets ING Vysa Life Insurance Co. Ltd will now be called Exide Life Insurance Co. Ltd Exide Life has close to 1 million customers in more than 200 cities across India and manages assets worth Rs. 7,000 crore.

Together they manage assets worth $ 1.25 trillion.

It makes good business sense to use more plant - based protein, say group managing assets worth $ 1.25 trillion

Private Ltd. is the administrator of Quantum Mutual Fund, which looks after and manages an asset worth over Rs. 500cr.

The investment team under the company has the privilege of managing assets worth Rs 2,800 Crore.

Allianz SE is a leading insurance conglomerate globally and one of the largest asset managers in the world, managing assets worth over a Trillion Euros (over Rs. 55, 00,000 crores).

Not exact matches

Nevertheless, decreasing net worth is one more sign that families are having trouble managing their financial assets.

«This has been a tremendous rally, and if you're overweight in certain sectors such as technology, your portfolio might be a little bit out of whack as to what your goals are,» said JJ Kinahan, chief market strategist and managing director of TD Ameritrade, which manages $ 1.16 trillion - worth of assets for its global clients.

Having built Gavekal into one of the most widely respected asset managers in Asia, Louis now manages some $ 1.6 billion in funds and strategies on behalf of institutional and high - net - worth clients at Gavekal.

In addition to the approximately 2 million Swiss francs worth of assets that the regulatory body has already managed to recover or block, it anticipates potentially seizing more after the conclusion of these proceedings.

Before that, it invested two Asia - focused funds that manage $ 900 million worth of assets in Seoul, Tokyo and Shanghai.

In yet another email exchange, Parrott notes that «all the investors will get this very quickly» in response to a message from Mary Goodman, a managing director at James Caird Asset Management (and a former Senior Advisor to Treasury Secretary Tim Geithner who later served as Special Assistant to the President for Financial Markets at the National Economic Council), who stated that the Net Worth Sweep «should lay to rest permanently the idea that the outstanding privately held pref will ever get turned back on.»

Then there's Terrapin Fabbri Management, a private equity firm that «manages more than $ 100 million of farm assets on behalf of institutional investors and high net worth clients» and says it's «focused on capitalizing on the increasing global demand for California's agricultural output.»

He started his career in the division of SEB Asset Management, one of the largest Scandinavian banks, as an Investment Strategist, managing a sizable portfolio for a sophisticated investor base, including pension funds and high net worth individuals.

As of June 2017, they've managed over US$ 99 billion worth of assets.

These types of investment advisors frequently have discretion on how to invest client assets but instead of managing the assets themselves, they outsource the job to asset management companies by having the clients buy mutual funds, index funds, and exchange - traded funds or, in the case of high net worth clients, opening individually managed accounts with the asset management company through a third - party asset manager platform at a global custodian.

Moreover, this «Mad Hatter's» accounting and budgetary logic was criticised in July of this year, with reports stating that the MoD could not account for, or appropriately stock manage, upwards of # 5.3 bn worth of assets and equipment lines.

But never forget that any asset that appreciates over time is good debt, and when managed properly will help you build up your net worth.

Rather, think about what an asset is truly worth, and its trajectory, and manage your buys and sells relative to that.

Tools — Their fully customizable platform and tools allow you to manage assets, move funds around easily, and estimate your portfolio worth.

Prior to joining the Broyhill family offices, Mr. Pavese worked as a Vice President and Portfolio Manager for The JPMorgan Private Bank, where he managed over $ 1 billion in discretionary assets for high net worth individuals, trusts, endowments and foundations.

Vista Investment Management is a registered investment adviser that manages assets primarily for high net worth individuals.

Prior to co-founding Peritus, Mr. Gramatovich was a Portfolio Manager with Smith Barney's Asset Management Division in Los Angeles, where he managed high yield portfolios for high net worth individuals and institutions.

Mutual fund companies managed $ 1.2 trillion worth of assets at the end of June, compared with $ 84.7 billion worth of exchange - traded funds, according to figures compiled by the Investment Funds Institute of Canada and the Canadian ETF Association.

He stated that PWL Capital uses all ETFs for their high net worth (HNW) clients, and the company has now grown in that practice to manage more than USD1 billion in HNW client assets with ETFs as their investment tool of choice.

You'd edit text about who manages which accounts, how much they're worth, if they're tax - qualified or not, and what investment strategies will be utilized (the combination of market timing, security selection, and asset allocation).

As John D. Spears, 50, a third managing partner, described it,» Value is what a business, its assets or its earning power would be worth if you or I own it and we were to sell it to a competitor down the street.»

Tobias is a Co-Founder and Managing Partner at Carbon Beach Asset Management, a value investing firm that manages portfolios for high net - worth individuals, endowments, and institutions.

But if you're older, if you've already acquired some skills and qualifications, if you've got first - hand experience managing or running a business or organization, or if you can use a law degree to amplify your existing assets in a known direction, then it's worth pursuing.

The California Democrat listed Facebook stock worth at least $ 2,000 through a financial firm that manages his wife's assets.

Currently, it is estimated up to $ 5 bln worth of crypto assets are being managed across more than 225 funds.

Novogratz noted that a big «wave of institutional investors» is coming to the bitcoin market across the world, with several major firms like $ 95 billion Man Group and Fidelity Investments, which manages over $ 3.2 trillion worth of assets, leading investors into the bitcoin market.

As an independent qualified custodian, Kingdom Trust enables registered investment advisors (RIAs) to manage the assets of high - net worth individuals — the 1 % in other words.

As one of the largest third party mortgage service provider managing over $ 80bn worth of assets across 60 clients, this is an excellent opportunity if you are a people orientated individual, keen to develop your customer service skills and develop your expertise within a financial services organisation.

As one of the largest third party mortgage service provider managing over $ 80bn worth of assets across 60 clients, this is an excellent opportunity if you are a people orientated individual, keen to develop your customer service skills and develop your expertise within a financial services... more

Seasoned professional specializing in property accounting; managed fixed asset up to $ 217M net worth; developed and implemented fixed asset accounting policies and procedures; proficient in regular general ledger accounting.

Manage assets in a supply warehouse net worth 4.6 billion dollars for E-3 AWACS.

Regional Property Manager with solid experience managing all phases of multiple high net worth multi-family assets.

Home Depot # 1009, Location 2002 — 2007 Freight Team Department Head / MOD Orchestrated the management of the nightly workflow of store 1009, oversaw its assets worth over $ 10M and monitored and managed the proper handling of arriving freight, exceeding over quarter of a million dollars a night.

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients

Clarion manages about $ 7.5 billion worth of U.S. commercial real estate assets for both pension funds and institutional investors.

With over 300 agents and staff, the combined operations closed over 3,000 transactions worth nearly $ 1 billion in value in 2017, and manages more than $ 250 million in assets for its clients.

Kayne Anderson Capital Advisors, which manages more than $ 27 billion in assets for institutional investors, retail clients and high net - worth individuals and families, launched a real estate private equity firm in 2007.

San Antonio, Texas - based USAA owns or manages more than $ 74 billion worth of assets.