Wealth management

Top 100 Wealth Managers

Rank Wealth Advisor Company Headquarters Typical Account Size New Account Minimum1 Total AssetsUnderMgmt. 2 1 Jeff Erdmann Merrill Lynch - Private Banking & Investment Group Greenwich, CT $36. 7M $2. 5M $5. 5B 2 Brian C. Pfeifler Morgan Stanley Private Wealth Management New York, NY $50M $25M $7. 7B 3 Christopher Errico UBS Private Wealth Management New York, NY $10M $5M $3. 1B 4 Andy Chase Morgan Stanley Private Wealth Management Menlo Park, CA $25M $500,000 $37B 5 Patrick Dwyer Merrill Lynch - Private Banking & Investment Group Miami, FL $20M $10M $2.

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Blog| Tuesday, April 18, 2017 While choosing a good financial adviser can be one of the best decisions you make, a bad one can put you in an even worse position. Here’s how to tell if your financial adviser has your best interests at heart.   Read now In the News| Thursday, April 13, 2017 Hewison Private Wealth Director & Private Client Adviser, Chris Morcom, penned an article in The Australian Financial Review (AFR) discussing changes to options in aged care. Read now In the News| Wednesday, April 5, 2017 Hewison MD and financial planning expert, Andrew Hewison, was quoted alongside others in the Financial Review (and other Fairfax newspapers), providing financial advice for people in their 20s to live a comfortable life after they turn 60.

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Dany Garcia Businesswoman. Bodybuilder & Manager of Dwayne “The Rock” Johnson

By- Shelley Mendoza Dany Garcia, powerhouse manager to the box-office heavyweight Dwayne “The Rock” Johnson and co-founder of their production company, 7 Bucks Productions, gave LatinTRENDS an exclusive look into her life as a business woman, producer, bodybuilder, philanthropist and mother. The first-generation Cubana is keeping busy with 21 film projects and 10 television projects. I was curious to find out how Garcia manages to balance all these projects with her family life. In March, she tied the knot for the second time to strength and conditioning coach and business owner, Dave Rienzi (her first husband was Johnson) and is raising her teenage daughter Simone.

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Tim Gallego - Client Testimonials

“Tim found us all at sea with our finances, and has steered the vessel very capably into a safe haven. With his help we now enjoy peace of mind, and a better retirement income then ever we did before. ” Mr Anthony Thorpe, West Knighton “Tim Gallego consistently provides excellent advice and our investments have grown accordingly. It�s also good to have them all under the same umbrella, making it far easier to monitor performance. ” Mr Tim Limbach, Dorchester “Tim is a very rare commodity in finance, he talks in plain English! There are no high pressure sales techniques and you feel that he is genuinely there to help you first and foremost.

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Neil Brown

Home > People > Neil Brown TitlePartner: Head, Investor Development GroupOfficeLondon "Working at Actis gives me the chance to take our investors on a journey that introduces them to the tremendous growth markets opportunity. " Over the last decade Neil has seen the transformation sweeping Africa, Asia and the Middle East – and the sustained secular improvement in the economic infrastructure. Actis’ commitment to wealth creation and strong social values attracted Neil to join the firm. As Head of Investor Development he works closely with Actis’ investment community, supporting their decision-making and partnering with them to ensure their expectations are met.

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Merriman | Wealth Management

Merriman was founded in 1983 as a fee-only investment advisory firm with a strong focus on excellent service, smart investing and long-term goals. We’ve grown significantly since then, and have also come to realize that investment advice is only a small piece of the puzzle. To help our clients be truly successful in achieving their goals, we offer a comprehensive approach to wealth management that includes not only investment planning, but also encompasses taxes, estate planning, insurance, risk management, charitable giving and more. Investing is a sort of science.

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Wealth Management | HSBC Premier | HSBC

1. To qualify for an HSBC Premier relationship, you need to open an HSBC Premier checking account and maintain $100,000 in combined U. S. personal deposit and investment balances. Business owners may use their commercial balances to qualify for personal HSBC Premier relationship. A monthly maintenance fee of $50 will be incurred if minimum balance requirements are not maintained. Please contact Premier Service Center for information regarding qualifying commercial balances. 2. HSBC refers to HSBC Bank USA, N. A. , HSBC Securities (USA) Inc. and HSBC Insurance Agency (USA) Inc.

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Pareto er en uavhengig og ledende aktør i det nordiske markedet for finansielle tjenester. Selskapene i Pareto-gruppen har kontorer i 16 byer fordelt på ni land. Bruk oversikten under for å navigere deg til selskapenes hjemmesider. Les mer om Pareto-gruppen her. Pareto Securities er et uavhengig meglerhus med en ledende posisjon i de nordiske kapitalmarkeder og en sterk tilstedeværelse i energisektoren. Selskapet har hovedkontor i Oslo og har mer enn 400 ansatte fordelt på ni land. Fra sin base på Sørlandet har selskapet utviklet seg til et konkurransedyktig meglerselskap som betjener rederier, operatører og befraktere verden over.

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JPMorgan Private Bank’s $10M Minimum Rattles Clients and Bankers

March 22, 2016 A report that J. P. Morgan Chase will double the minimum asset requirement for clients of its private bank to $10 million has shaken some clients near or below the new target, a Morgan banker in the Midwest tells us. “We’ve fielded a number of calls,” he said. “A good number of people read the [Wall Street Journal] article and have been left questioning whether or not they’re going to be moved around in the bank or asked to leave the bank…. Someone with $7 million is having a different reaction than [someone with] $17 million. ” A $10 million cutoff would affect around 10% of private bank clients, The Wall Street Journal wrote, citing a J.

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Wealth Management Client Relationship Consultant - Tempe, AZ Jobs in Tempe, AZ - TIAA

Job DescriptionCOMPANY OVERVIEW: Since 1918, it has been TIAA’s mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization. We’re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them. By building a culture that allows all employees to contribute their unique talents and skills, we’re able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals.

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