Wealth management

BCG Builds Its Private Equity Practice with Two Senior Hires

New Partners John Perkins and Christy Carter Are Latest Additions to Firm’s Fast-Growing PIPE Practice NEW YORK—The Boston Consulting Group (BCG) announced today that John Perkins and Christy Carter have joined the firm as partners and managing directors in its Principal Investors & Private Equity (PIPE) practice. Their appointments add a combined 30 years of industry experience to the practice. Perkins, who is based in Los Angeles, has more than two decades of experience working with financial sponsors. Prior to joining BCG, he was a managing director and head of the financial-sponsors practice at Houlihan Lokey, an international investment bank.

Category: Wealth management


Melbourne Financial Planners

Making smart choices with your money - Flinders Wealth works with financially successful clients who are interested in getting their finances into shape, making wise decisions with their money and achieving financial independence. To find out more visit http://www. flinderswealth. com. au/   Michael Abrahamsson – Flinders Wealth Michael is a founding partner at Flinders Wealth, an independently owned Financial Planning practice located in Melbourne and the Mornington Peninsula.   He has been helping aspirational and financially successful clients make smart choices with their money for over a decade.

Category: Wealth management


Contact - cwmwealthmanagement

CWM Wealth Management Ltd, Unit 6500, Cork Airport Business Park, Cork, Ireland. Tel: 021 – 4839350 Fax: 021 – 238 0198 Email: info@cwmwealthmanagement. ie Dublin Office CWM Wealth Management Ltd, 28 Merrion Square, Dublin 2, Ireland. Tel: 01 – 611 0707 Fax: 01 – 481 1594 Email: info@cwmwealthmanagement. ie Page 2 If you do not currently have a pension in place as a contractor, you are not taking advantage of the generous tax allowances available. You could be paying substantial amounts of tax unnecessarily. Whilst in your previous job, you may have already made arrangements for a private pension or, alternatively, you may have kept putting if off and meant to do it at some future point.

Category: Wealth management


HighTower shifts into high gear with a three-team, $1.2 billion AUM in-three-weeks spree

News, Vision & Voice for the Advisory Community An alpha predator in 2010, 2011, the Chicago-based rollup, now with with 260 employees, roars again, twice at Merrill Lynch and once at UBS December 2, 2013 — 6:19 PM UTC by Lisa Shidler Brooke’s Note: After a testing chapter in its short history, it’s exciting to have HighTower testing positive for success again. HighTower Advisors has lured an all-women Merrill Lynch team with $320 million of ultrahigh-net-worth assets under management and another Merrill team with $700 million of AUM as part of a three week poaching spree culminating in closing $1.

Category: Wealth management


The Best Of The Best Wealth Management Firms

Are you looking for a fee-only registered investment advisor (RIA) but don't know where to start? Well, you're in luck. Meridian-IQ and CNBC have teamed to compose a list of Top 100 Fee-Only Wealth Management Firms. ( For related reading, see:Shopping for a Financial Advisor ) They factored in several metrics to come up with a financial advisor ranking, including assets under management, the number of professionally-designated CFP or CFA staffers on staff, number of years in the business, and the past five years of annualized growth.

Category: Wealth management


Cary Street Partners Acquires Texas-Based RiverStone Wealth Management

NewsCary Street Partners, LLC today announced it has acquired RiverStone Wealth Management, a Texas-based firm with offices in Austin and San Antonio. The acquisition will combine RiverStone’s expertise in financial planning, wealth management, investment banking and advisory services with Cary Street Partners’ wealth management and investment banking platform. RiverStone Wealth Management oversees more than $400 million in client assets, has annual revenue of $5. 4 million and employs a staff of 23. Since its inception in 1995, RiverStone has grown steadily and built a reputation of integrity and client service.

Category: Wealth management


Home

TAYLOR WEALTH MANAGEMENT PARTNERS (TWMP) is an SEC registered investment advisor located in Boston, Massachusetts. We serve high net-worth individuals and families, trusts and estates, ERISA and 401K plans, and institutions including family offices and charitable entities. TWMP’s fiduciary responsibility permeates everything we do. Client interests are paramount. In all our endeavors we maintain the highest level of personal, professional and intellectual integrity. These same standards are expected of our service providers, including custodians and brokers, and are also applied when analyzing the character of the management of any company we are considering as an investment opportunity.

Category: Wealth management


PNC

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Wealth Management® to provide investment and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds through its subsidiary, PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through its subsidiary, PNC Delaware Trust Company or PNC Ohio Trust Company. Securities products, brokerage services, and managed account advisory services are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member of FINRA and SIPC.

Category: Wealth management


142 Wealth Management Jobs in Gauteng | Adzuna

Results 1-10 of 142Show per page and sort by EKURHULENI (EAST RAND) Are you unsure about your current Career, have a passion for people and enjoy networking? If so, then a career as a Financial Adviser/ Wealth Manager at Stonebridge Wealth. . . Management is the best place to start this exciting new career. This is an excellent business opportunity with an UNLIMITED EARNING POTENTIAL and FLEXIBLE WORKING HOURS. We will provide. . .   WOLFMURRAY SEARCH- JOHANNESBURG, GAUTENG. . . requirements Knowledge/Technical Skills/Expertise - Financial and Estate Planning/Wealth management and good inter personal skills.

Category: Wealth management


Michael Carlin - Henry+Horne

Years later, that fascination and a desire to help others achieve their goals is what drives Michael Carlin. He is known for helping his clients uncover and understand more about their financial situations than ever before. His goal is to have meaningful interactions with them and help them move forward. He handles a wide range of responsibilities including heading up the practice’s investment committee, making strategic decisions on how to move and change client portfolios and making sure the practice is meeting its fiduciary responsibilities.

Category: Wealth management


← Prev  Next →

1   2   3   4   ...   77   78   79   80   81