Sentences with phrase «with asset management companies»

LB25 changes provisions regarding obligations of licensees when dealing with asset management companies effective August 27, 2011.

We rely on repeat business and cultivating our relationships with asset management companies.

He deals with the agent concerns more often and is more involved with business development and keeping the relationship with our asset management companies in good health.

Perhaps you have a retirement and a long - term investment account with asset management companies.

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.

This amount of money is pooled with the Asset Management Company.

In 1998, at the age of 28, he took a job with an asset management company in New York and set up a greenhouse gas trading desk for it.

Not exact matches

The bank holding company provides financial services and offers investment management with $ 1.8 trillion in assets under management.

With approximately $ 200 million in assets under management, the firm has backed more than 30 companies.

«Our other outstanding CEOs, Mary Erdoes (50), Asset and Wealth Management, and Doug Petno (52), Commercial Bank, along with our Chief Financial Officer, Marianne Lake (48), took on expanded roles last year and have played progressively more significant roles partnering across the firm in helping manage the company,» Dimon said in a statement.

Financial services company Balyasny Europe Asset Management performed best, with a three - year growth rate of 3,469 percent and $ 39.4 million in revenue in 2015.

Now, the Canadian financial services company that offers unique ETFs and other investment solutions has grown into a competitive leader in the Canadian market, with approximately $ 6.5 billion in assets under management as of June 30.

Local waste management company Tox Free Solutions has won a new contract for work at BHP Billiton's Olympic Dam mine in South Australia, along with an extension for ongoing work at Chevron's Western Australian assets, for an undisclosed sum.

Canada's seventh - largest — and largest foreign - owned — bank, with more than $ 90 billion in assets and $ 2 billion in annual revenue, the company under her watch has become an exemplar of gender diversity, with equal numbers of men and women on the board and in senior management.

Standard Life CEO Keith Skeoch discusses earnings and the rationale behind his company's merger with Aberdeen Asset Management.

Certain segments, such as warehousing, require expensive physical assets, but it's possible to launch companies in transportation management and software development with minimal capital.

Cowen Inc. is a diversified financial services firm and, together with its consolidated subsidiaries, provides alternative asset management, investment banking, research, sales and trading, prime brokerage, global clearing and commission management services through its two business segments: Cowen Investment Management and its affiliates make up the Company's alternative investment segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company's investment banmanagement, investment banking, research, sales and trading, prime brokerage, global clearing and commission management services through its two business segments: Cowen Investment Management and its affiliates make up the Company's alternative investment segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company's investment banmanagement services through its two business segments: Cowen Investment Management and its affiliates make up the Company's alternative investment segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company's investment banManagement and its affiliates make up the Company's alternative investment segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company's investment bank segment.

WHO: Scott Davis, managing partner at Prophet, an international branding consultancy based in San Francisco, and author of Brand Asset Management: Driving Profitable Growth Through Your Brands RATING: 5 «First off, most companies would die to be able to start with a brand as powerful as Dr. Spock.

Although it is a tech company, Ryan Lewenza, a U.S. equity strategist with TD Asset Management, says investors shouldn't expect a ton of growth from this business.

There is no doubt that a powerful brand can be an invaluable company asset, however, marketers have always battled with senior management to secure the budget necessary to build brand value.

In early February, the firm received a response from Vanguard, which Tim Smith, senior vice president at Walden Asset Management, told me included a discussion of Vanguard's efforts to talk with companies about social and environmental issues, but stopped short of saying that Vanguard would actually change its proxy voting practices.

Our other outstanding CEOs, Mary Erdoes (50), Asset and Wealth Management, and Doug Petno (52), Commercial Bank, along with our Chief Financial Officer, Marianne Lake (48), took on expanded roles last year and have played progressively more significant roles partnering across the firm in helping manage the company.»

In 2007 - 2012 Nir was a Founder and Partner at Shiraz Investments - a privately held PE company and the chairman of Altshuler Shaham, a prominent asset management firm with over 50 billion NIS in assets.

I know first hand of one of the world's most celebrated wealth management companies that charges clients roughly 1 % of assets each year, and then parks a great deal of the money into S&P 500 index funds with expense ratios of 1 % to 1.25 % (compared to less than 0.10 % for an industry leader such as Vanguard).

Alternatively, working with a high - quality asset management company that charged no more than 1.50 % in per annum in management fees but who provided the white - glove service that made comprehensive tax, estate, and portfolio planning easier, might have made it possible to achieve financial independence and multi-generational wealth much more quickly.

DALLAS, August 20, 2014 — Highland Capital Management, L.P., («Highland»), a Dallas - based investment management firm, which together with its affiliates has approximately $ 19 billion in assets under management, today announced the launch of its non-traded product line with a publicly - registered Business Development Company (BDC) NexPoint CapiManagement, L.P., («Highland»), a Dallas - based investment management firm, which together with its affiliates has approximately $ 19 billion in assets under management, today announced the launch of its non-traded product line with a publicly - registered Business Development Company (BDC) NexPoint Capimanagement firm, which together with its affiliates has approximately $ 19 billion in assets under management, today announced the launch of its non-traded product line with a publicly - registered Business Development Company (BDC) NexPoint Capimanagement, today announced the launch of its non-traded product line with a publicly - registered Business Development Company (BDC) NexPoint Capital, Inc..

Methodology Discovery Data compiled the rankings based on discretionary and nondiscretionary assets under management listed on SEC Form ADV. To capture independent fee - only planning firms, every effort is made to exclude firms with broker - dealer and insurance company affiliations and those with substantial outside ownership stakes held by private equity firms and some outside investors.

Highland Capital Brasil Gestora de Recursos («HCB») is an asset management company which pursues investment opportunities in Emerging Market credit strategies with a primary focus on Brazilian corporate debt.

Traditional wealth management companies such as Goldman, Bank Of America Merrill, and Citibank with physical offices around the world charge around 1 - 2 % of assets under management for financial advisors to actively manage their client's money.

InvestCloud's clients include wealth advisors, large family offices, pension funds and endowments, and hedge fund administrators and independent wealth platforms, and range in size from small startup companies to a manager with $ 47 billion in assets under management.

«NASDAQ ®, NASDAQ OMX ®, NASDAQ - 100 ®, NASDAQ - 100 Currency Hedged CAD IndexSM are trademarks of The NASDAQ OMX Group, Inc. (which with its affiliates is referred to as «NASDAQ OMX») and have been licensed for use by BlackRock Institutional Trust Company, N.A. BlackRock Institutional Trust Company, N.A. has sublicensed the use of the trademark to BlackRock Asset Management Canada Limited.

At Trillium Asset Management, Simon Billenness pioneered the use of shareholder engagement of companies operating in countries with repressive regimes.

IAM is an alternative asset management company with approximately $ 2.4 billion in assets and committed capital under management in real estate, private debt and infrastructure debt.

Through its Madrid - based, wholly owned company Vector Cuatro, Falck Renewables delivers commercial and technical asset management, engineering, and M&A advisory services with a track record exceeding 1.7 GW of solar and wind and presence in 24 Countries worldwide.

The Company's experienced management team has assembled an outstanding portfolio of gold, silver and copper exploration assets, and is focused on advancing its flagship Diablillos silver - gold property, with an Indicated Mineral Resource containing 80.9 M oz Ag and 732k oz Au, through the various stages of feasibility.

Brookfield Business Partners is the flagship listed business services and industrials company of Brookfield Asset Management Inc. (NYSE: BAM)(TSX: BAM.A)(Euronext: BAMA), a global alternative asset manager with approximately $ 285 billion of assets under manageAsset Management Inc. (NYSE: BAM)(TSX: BAM.A)(Euronext: BAMA), a global alternative asset manager with approximately $ 285 billion of assets under mManagement Inc. (NYSE: BAM)(TSX: BAM.A)(Euronext: BAMA), a global alternative asset manager with approximately $ 285 billion of assets under manageasset manager with approximately $ 285 billion of assets under managementmanagement.

But Elliot Weissbluth, CEO of HighTower Advisors — a nine - year - old national financial services company with more than $ 30 billion in assets under management that has long adhered to the fiduciary standard — says it's like the difference between getting dietary advice from a butcher or from a registered dietician.

The Company's experienced management team has assembled an outstanding portfolio of gold, silver and copper exploration assets, and is focused on advancing its flagship Diablillos, with an indicated resource of 81.3 m oz Ag and 755k oz Au, through the various stages of feasibility..

The Company's experienced management team has assembled an outstanding portfolio of gold, silver and copper exploration assets, and is focused on expanding and advancing its flagship Diablillos property, with an Indicated Resource of 81.3 m oz Ag and 755k oz Au, through the various stages of feasibility.

Ms. Jones brings significant experience to the firm with over 40 years in the Canadian investment industry, holding presidential and executive roles at numerous high - profile companies including GBC Asset Management, AGF Private Wealth Management, TAL Private Management, CIBC Trust Company, and First Interstate Bancorp — where she was Canada's first female to lead a Schedule II bank.

The Company's experienced management team has assembled an outstanding portfolio of gold, silver and copper exploration assets, and is focused on advancing its flagship Diablillos property, with an indicated resource of 81.3 m oz Ag and 755k oz Au, through the various stages of feasibility.

The Company's experienced management team has assembled an outstanding portfolio of gold, silver and copper exploration assets, and is focused on expanding and advancing its flagship Diablillos property, with an Indicated Resource of 81.3 m oz Ag and 755k oz Au.

The Company's experienced management team has assembled an outstanding portfolio of gold, silver and copper exploration assets, and is focused on advancing its flagship Diablillos property, with an Indicated resource of 81.3 m oz Ag and 755k oz Au, through the various stages of feasibility.

Investors in the parent company Brookfield Asset Management (myself included) were informed on May 16, 2016 that they would be receiving 1 unit of BBP for every 50 shares of BAM.A — for investors with odd lots, cash dividends would be received in lieu of fractional ownership.

Brookfield Business Partners is the flagship listed business services and industrials company of Brookfield Asset Management Inc. (NYSE: BAM)(TSX: BAM.A)(EURONEXT: BAMA), a leading global alternative asset manager with over $ 265 billion of assets under manageAsset Management Inc. (NYSE: BAM)(TSX: BAM.A)(EURONEXT: BAMA), a leading global alternative asset manager with over $ 265 billion of assets under mManagement Inc. (NYSE: BAM)(TSX: BAM.A)(EURONEXT: BAMA), a leading global alternative asset manager with over $ 265 billion of assets under manageasset manager with over $ 265 billion of assets under managementmanagement.

Finally, Fortress Investment Group LLC (FIG), an asset management company yields 4.20 % with a moderate payout ratio of about 60 %.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from other brands; the consolidation of retail customers; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes in laws and regulations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the Company; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the nations in which the Company operates; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives that the Company uses; exchange rate fluctuations; disruptions in information technology networks and systems; the Company's inability to protect intellectual property rights; impacts of natural events in the locations in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's dividend payments on its Series A Preferred Stock; tax law changes or interpretations; pricing actions; and other factors.

The Board has concluded that Mr. Nickerson is qualified to serve as a Director because, among other things, he has over 30 years of experience in oil and gas operations, with a focus on midstream asset development and management, a critical element of the Company's current strategy.

New Energy Capital Partners, LLC («NEC»), a leading alternative asset management firm focused on debt and equity investments in small - and mid-sized clean energy infrastructure projects and companies, today announced that it held a final closing for the New Energy Capital Infrastructure Credit Fund (the «Fund») with total capital commitments of $ 325 million.

With more than $ 315 billion under management, CSIM is one of the nation's largest asset management companies, the third largest provider of index mutual funds and the fifth largest provider of ETFs.