Sentences with phrase «private client services partner»

Not exact matches

In essence, it's about being professional and taking care, which means don't: agree to meet alone; allow over-familiarity; give out your personal mobile number; meet informally outside working hours and away from your organisation's premises (and certainly don't do so without getting formal approval); allow too frequent contact or over familiarity that may be acceptable with friends, colleagues and family but not from people with whom you only have a commercial relationship; discuss your private life, or social or recreational interests of you or your partner; accept offers, discounts or other services or products by the client, customer or contractor; accept hospitality or gifts that you yourself wouldn't pay for from your own pocket; and don't do anything that makes you feel uncomfortable, obligated or might be open to misinterpretation or might be difficult to explain to your manager, a journalist or an investigator.

Jamie Golombek works closely with advisors and clients from CIBC Private Wealth Management, Wood Gundy, CIBC Imperial Service and other CIBC partners to deliver integrated financial planning and strong advisory solutions.

The firm, formed by the merger of legacy outfits Speechly Bircham and Charles Russell, will be focused on private client, real estate and construction, litigation and dispute resolution and business services, with two of these practice groups being led by former Speechlys partners and two being led by legacy Charles Russell partners.

Barry Adamson, partner and head of private clients at Moore Blatch said: «Alison brings a wealth of experience to the private client services team, and her empathetic approach when sorting out a loved one's estate is much valued by her clients.

VATIER is a large lawyer firm, with multiple partners, offering a broad range of legal services to French and foreign businesses, property companies, institutions, managers and the self - employed as well as private clients.

Tay, who is set to join Gowlings as a senior partner in Toronto in early January, works on restructuring and insolvency matters for public and private clients in industries such as financial services, telecommunications, life insurance, steel, and transportation.

Caroline Stenner, partner and head of the private client team in Cambridge, added: «Birketts prides itself on being able to offer a full service to its clients.

Patrick Harney, partner and head of the private client team at Forsters, said: «This acquisition will be highly significant for Forsters, increasing the scope and reach of our private wealth services and adding to our expertise for UK domiciled and internationally based clients.

As a partner in Bryan Cave's Bankruptcy, Restructuring & Creditors» Rights Group and Financial Services Client Service Group, DeJonker represents private equity and hedge fund investors, financial institutions, Fortune 500 corporations, and bankruptcy trustees throughout the United States in bankruptcy and creditors» rights matters.

Harrison Clark Rickerbys has 450 staff and partners based at our seven offices, who provide a complete spectrum of legal services to both business and private clients, regionally and nationwide.

Harrison Clark Rickerbys has 400 staff and partners based at offices, who provide a complete spectrum of legal services to both business and private clients, regionally and nationwide.

Elsewhere Travers Smith has leveraged the recent trend for investment in payment services businesses to advise longstanding private equity client Equistone Partners Europe on its acquisition of UK - headquartered Small World Financial Services for a reporteservices businesses to advise longstanding private equity client Equistone Partners Europe on its acquisition of UK - headquartered Small World Financial Services for a reporteServices for a reported # 80m.

Volunteer Lawyers Project Volunteer Lawyers Project partners with attorneys in the private bar to increase access to justice by delivering high - quality pro bono civil legal services to eligible clients in the Greater Boston area.

Harrison Clark Rickerbys has 450 staff and partners based at our eight offices, who provide a complete spectrum of legal services to both business and private clients, regionally and nationwide.

Harrison Clark Rickerbys has 450 staff and partners based at our six offices, who provide a complete spectrum of legal services to both business and private clients, regionally and nationwide.

Michael Lingens, UK managing partner, comments: «Our firm is building a reputation for its work in the financial services sector, notably in the areas of investment and wealth management, and for our private client work in the UK and internationally.»

Stronachs LLP, a full service law practice headquartered in Aberdeen, has announced the appointment of two new partners and associate promotions across its commercial and private client teams.

Before joining The Hartford, Liz was a litigation partner in private practice representing clients in financial services, telecommunications, manufacturing, entertainment and other industries.

Labeling those who value and defend bar independence as restrictive may permit some to gloss over the consequences of lawyers offering services to the public while controlled, not by client instructions, but rather by the interests of silent business partners, be they shareholders, private investors, or holding companies with other business units.

Employment regulation impedes us from directly investing too much in candidate care to the level the candidate desires, partnering with suppliers of candidate services seems the best option and can be done using private online portal dedicated to candidate care for those of sufficient quality for our clients.

Common Ground Foundation (Insert City, ST) 2007 — 2009 Executive Director • Launched foundation and directed all operations on behalf of Grammy Award Winner Common • Created and implemented marketing collateral to educate, engage, and inspire clients and supporters • Recruited key corporate, private, and industry players for Board of Directors and Advisory Board • Generated in excess of $ 500,000 in first year of operation through varied fundraising efforts • Obtained pro bono legal team saving foundation more than $ 75,000 annually • Directed youth outreach events furthering social service, education, and character development including Be Empowered, «A Minute» Campaign, & The Corner Book Club • Partnered with MTV, Kaiser Family Foundation, National Education Association / Read Across America, American Library Association, and nationally acclaimed singers, songwriters, and authors • Directed multiple charity concerts featuring Common, Kanye West, Ludacris, The Roots, and Nas

Real estate professionals who use the services of eNeighborhoods, a REALTOR ® VIP partner, continually exceed their clients» expectations by providing consumer - friendly information about neighborhood demographics, public and private schools, housing values and trends, crime rates, and climate.

Prior to Newbridge Search Partners, Gregory worked for a leading executive search firm in the U.S., focused on real estate and financial services; he advised private equity, investment management, owner / developer, and service firm clients.