Sentences with phrase «of wealthy clients»

Prior to this, I also worked as a manager of my own clients where I was involved in the potential investments opportunities of few of the wealthy clients.

In the 1970s, Warhol's nightly forays to the legendary nightclub Studio 54 cemented his celebrity aura and provided a flow of wealthy clients for his flourishing business of commissioned portraits.

Li Shaohong's Blush, which focuses sympathetically on the difficult fates of two former Shanghai prostitutes and one of their wealthy clients just after the civil war, is a mainland China / Hong Kong coproduction.

Lots of my wealthy clients have little to no investments in traditional retirement accounts.

The program, geared primarily for the 20 - and 30 - year - old offspring of wealthy clients, is designed to educate young adults on their role and responsibility in the wealth transfer process via trusts and family partnerships.

And, based on the stories these men shared, some of their wealthier clients are amazingly selfish and self - absorbed.

Mick wrestles with his ethics as he becomes suspicious of his wealthy client.

Literally zero of my wealthiest clients utilized rental real estate as a means to build their massive wealth.

Not exact matches

TriNet generally absorbs at least half of the legal liability for their clients, and they also enable smaller firms to compete with larger, wealthier employers by putting together competitive bonus packages.

«Wealthy clients expect a broad range of services in one place, and they expect them to be executed in a single, cohesive strategy,» says Miller.

«The financial industry's response to the growing population of wealthy individuals should be to increase the availability of quality services, not force clients to choose between quality and affordability.»

But since the private equity products will be reserved for wealthy clients, the fate of the company will depend on the performance of his conventional listed funds, which will bear close resemblance to the AIC products investors ended up rejecting.

With 70 percent of newly wealthy people going broke within a year, advisors caution clients to manage new money wisely — with their help.

One of Torabian's wealthiest clients, who wished to limit the amount of assets being transferred to his kids, chose a graduated approach, providing for the slow release of information about their future inheritance over the course of many years, allowing his children to «have their own experience» with acquiring wealth.

Unlike the traditional financial services model, which prioritizes wealthy clients, WiseBanyan doesn't make money based on the size of a customer's account; instead the startup will charge for additional, a la carte services.

Uber's investors also include TPG Capital, the Public Investment Fund of Saudi Arabia, mutual fund giants like BlackRock and wealthy clients of firms like Morgan Stanley and Goldman Sachs.

While traditional firms will continue to focus on the wealthier segments, those that also want to compete for the lower end of the market and / or improve their clients» digital experience will need to determine if and how to adjust their offerings accordingly.

Bradley Birkenfeld was released from federal prison in August 2012 after serving 2 1/2 years for his role as a Swiss banker hiding millions of dollars for wealthy American clients.

According to Mr. Mitnick, Mr. Trump's use of net operating losses was no different from that of his other wealthy clients.

A spokeswoman declined to answer a series of direct questions from CNBC about his case, instead providing a statement from Acting Assistant Attorney General Caroline D. Ciraolo of the Justice Department's Tax Division: «Bradley Birkenfeld was afforded due process of law and sentenced by a federal district court after full consideration of all relevant facts and circumstances, including his admission that he advised wealthy UBS clients on how to conceal their assets from the U.S. government,» she said.

Though financial advisors have converted plenty of wealthy tech founders and employees into loyal clients over the years, the largely young and male participants in the cryptocurrency gold rush seem decidedly uninterested in traditional banking and traditional money management.

Many of the trends seen in last year's Report Card have picked up steam, with assets under management and productivity rising at a healthy pace because advisors are working with fewer clients, overall, but more wealthy clients

For many people who come into sudden wealth, «the initial instinct is to spend the money like it is going to last forever,» said Horrigan, a certified financial planner whose clients include business owners, doctors and other types of wealthy individuals.

Unlike wealth managers, who typically help wealthy clients manage a more complex financial situation, financial planners serve many types of investors who wants help drawing up a budget and a long - term road map.

The smallest of Singapore's big - three banks reported record net income for the first quarter of 2018, bolstered by more fees and commissions from wealthy clients.

ZURICH — Wealthy clients of Swiss private bank Falcon will be able to store and trade bitcoins via their cash holdings with the bank from Wednesday, a move that signals the traction the virtual currency is gaining even in slow - changing asset management.

In the course of my career, I spent a number of years as a «Wealth Adviser» for a large money center bank, the purpose of which position was to advise wealthy clients on how to invest their money and then shift their assets down the generational ladder.

Uber has drawn capital from a wide variety of investors, including traditional venture capital firms, mutual fund giants like BlackRock and wealthy clients of firms like Goldman Sachs and Morgan Stanley.

It is clear that all the brokers claim to make their clients wealthy and guarantee good returns, but not all of them keep their promises as Banc De Swiss does.

The chance of getting wealthy clients to move on making such gifts this year are slim, O'Grady predicts.

Advisors are talking with clients about taking advantage of the two - year period, but wealthy people have different views about gifting, O'Grady says.

Tax reform has turned out to be a mixed bag in terms of its benefits to wealthy clients, according to a panel of tax specialists.

PagnatoKarp's True Fiduciary ™ Standards drive an independent, client - first business model that offers protection, savings, and peace of mind to wealthy individuals and families.

BRUSSELS (AP)-- A Belgian investigating judge has charged a Swiss private banking branch of HSBC with massive organized fiscal fraud, money laundering and forming a criminal organization to the benefit of over 1,000 wealthy clients that cost the Belgian...

These clients can include governments, corporations, financial institutions and some of the more wealthy individuals all over the world.

Merrill Lynch announced internally that it was streamlining its private banking, international and institutional groups with the goal of better serving its wealthiest clients.

He said the swoop on its law offices, located in Panama's banking district, had begun on Tuesdayon the basis of the news reports about the offshore businesses it created and in some cases ran for wealthy clients around the world.

A two - attorney law firm that has made substantial payments to Assembly Speaker Sheldon Silver, which are the focus of a federal investigation, also counts among its clients a wealthy landlord with a troubled past who has ties to the Manhattan Democrat.

The wealthiest presidential administration in modern history has Washington's high - end real estate brokers busy courting prospective clients and readying homes for a new audience of buyers.

Wealthy clients at the VIP level have every aspect of the date arranged for them.

Some of our clients are wealthy in money, others are wealthy in knowledge.»

• Try to attend different singles events where the chance of getting many wealthy millionaire clients under one roof will be possible.

A trio of American art students are trapped at a high - price, top - secret retreat where wealthy clients satisfy their bloodlust in this terrifying, blackly comic sequel from director Eli Roth, starring Lauren German, Bijou Phillips and Heather Matarazzo.

Kudos to Channing Tatum for the kind of self - effacing star turn you wouldn't expect from an actor whose character is both eponymous and «magic»; cheers to Jada Pinkett Smith (as the troupe's hype - woman) and Andie MacDowell (as a wealthy society client whose chaste amusement ripens into something else) for stealing their scenes with the evident pleasure of consummate thieves.

Fierce People (R for nudity, profanity, sexuality, drug use and violence) Dysfunctional family drama about a coke - addicted single - mom (Diane Lane) struggling to survive in NYC who decides to try to get her life back on track by showing up with her 16 year - old son (Anton Yelchin) at the sprawling, suburban estate of a wealthy, elderly client (Donald Sutherland) of hers.

The film's title character, a «night nanny» played by a lightly pixie - dusted Mackenzie Davis, hired by Marlo's wealthy brother - in - law, Craig (Mark Duplass), to help her through the first few sleep - deprived months of motherhood following the birth of her (unplanned and only grudgingly welcomed) third child, is a figment of her client's imagination.

Chris is affable and polite, but there's a certain suspicious element behind his icy blue eyes as he courts the sweet sister (Emily Mortimer) of one of his clients, a wealthy businessman named Tom (played by Matthew Goode).

As for Stone, she plays Allen's dermatologist who becomes a customer of Turturro's, meanwhile Vergara plays a wealthy client who wants to have a threeway with Turturro and Stone.

Director Miguel Arteta and screenwriter Mike White («Chuck & Buck,» «The Good Girl») team up again for this «serious comedy» about a holistic medicine practitioner (Salma Hayek) who attends a wealthy client's dinner party after her car breaks down, leading to escalating tensions between her and one of the guests (John Lithgow).

This leaves him with plenty of energy to devote to his newest project: Albert (Kevin James, very funny), a nervous, fumble - thumbed accountant desperately in love with one of his clients, the ridiculously wealthy and beautiful heiress Allegra (Amber Valletta, who comes closer to approximating an actual actress in each film she's in) and needs help getting her to notice him.