Sentences with phrase «one's client assets»

• Successfully managed over $ 70 million in client assets for nearly 500 retail clients assisting them in reaching their financial goals.

We believe in making money the old fashion way: through the long - term stewardship of client assets invested in great companies.

These trading advisors manage client assets on a discretionary basis using global futures markets as an investment medium.

It also surpassed $ 100 billion of client assets under management, up 13 %.

Do you want to work with a private wealth management firm with a long - term history of investing client assets?

Provided sound financial, insurance and wealth - management services to protect client assets and grow the net worth of their respective portfolios.

Client assets at Virtual Brokers are better protected than at other online brokerages.

In that time, shareholders earned a 500 percent return, market cap increased from $ 700 million to $ 10 billion, and client assets reached $ 280 billion.

This recent partnership has given us the opportunity to offer our real estate investor clients asset based loans at bank rates / terms.

More client assets are invested in variable annuities than was reported by advisors in this survey last year.

Managed financial portfolio of $ 2 million in private client assets.

In asset and wealth management, client assets rose 9 percent to $ 2.8 trillion.

I don't take extra risks or chances with client assets because of a performance fee.

Provided sound financial, insurance and wealth - management services to protect and grow client assets.

If you have a killer stat (ex: «Manage $ 3.4 million in client assets across six states»), keep the bullet point in.

As an independent asset manager, our resources are focused on managing client assets and relationships.

Since then, the company has grown to oversee roughly $ 4.5 billion in client assets.

What you describe is many ways the approach that I and many of my advisor colleagues use when investing client assets.

About 70 percent of the bank's client asset base is dollar - based and the shift to dollar - reporting will happen later this year, he also said in the interview today.

The more client assets they have under management, the higher their compensation.

HSBC Group is proud to be one of the world's largest banking and financial services organisations with USD365 billion of total client assets under management.

Our portfolio manager resume sample does just this by speaking to prior victories in client asset management while merging that information with a strong showing of core skills vital to any portfolio manager's success.

Fidelity Institutional Find financial information about our institutional services, including client assets under management and daily commissionable trades.

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.

In January, the company topped $ 2 trillion in total client assets for the first time ever, and as of February, it had seen a 13 % jump in assets.

Of note, Fidelity is taking advantage of the regulatory change to move client assets from less remunerative municipal MMFs to government money market funds carrying higher fees (management fees net of waived amounts.)

Morgan Stanley Wealth Management is an industry leader, managing $ 1.7 trillion in client assets through a network of 17,000 representatives in 740 locations.

SAFETY FIRST By Gordon Platt Safeguarding client assets has never been more important in this era of global economic uncertainty — and even subcustodians are finding themselves increasingly in the spotlight as a result of sovereign and commercial pressures.

USBI also receives shareholder servicing fees from certain mutual fund companies based on USBI client assets held in their mutual funds.

One thing that has become quite popular over the past decade or so is that advisors have been moving client assets from DSC to FE 0 % once the DSC schedule (such as shown above) runs out and there are no transaction costs to the client to do so.

Key strategy elements to each of the Defined Risk Funds include: > No reliance on market timing or stock selection > Designed to seek consistent returns > Aims to protect client assets during market downturns > Always hedged, all the time, using put options

At the level of the business itself, First Crypto ETF keeps client assets separate from the company's activities.

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Total client assets now sit at $ 882.4 billion, which is up 19.8 percent from last year.

Brokerages are prohibited from commingling client assets, and even if their are delivery failures from securities lending, those issues are solvable, given time and the insurance.

«Without that human presence to talk the investor off the ledge, will these firms retain their top client assets if the market goes down?»

Wealth management reported client assets of $ 197 billion, down $ 8 billion, or 4 %, from a year ago.

Oliver Ansingh is the CEO of Index & Cie, a DIFC based wealth management firm endorsed to hold and control client assets, opening client accounts directly with the firm, and providing a full range of private banking products and services thereafter.

Investors should understand the risks of using these services, as in the past some cryptocurrency exchanges have collapsed or been hacked and client assets stolen or misappropriated.

With $ 1.4 trillion in client assets as of April 11, 2014, Wells Fargo Advisors provides investment advice and guidance to clients through 15,146 full - service financial advisors and 3,350 licensed bankers.

Charles Schwab's clients had an average of $ 215 billion invested in «Mutual Fund OneSource and other non-transaction fee funds» on its platform last year, booking fees equal to 0.33 % of average client assets.

Managed Futures Represents an industry comprised of professional money managers known as commodity trading advisors who manage client assets on a discretionary basis, using global futures markets as an investment medium.

Schroders has been managing assets for insurance clients since 1972 and now has $ 104.2 billion of external insurance client assets under management.

Advisors direct client assets to funds that pay better trailers.

In the U.S, they've been around since 2008, and are used to manage billions of dollars in client assets today.

You're really buying client assets — unless you really screw it up, these usually prove pretty «sticky `.