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2. List of asset management firms - Wikipedia

   en.wikipedia.org/wiki/List_of_asset_management_firms

   An asset management company is an asset management / investment management company/firm that invests the pooled funds of retail investors in securities in line with the stated investment objectives. For a fee, the company/firm provides more diversification , liquidity , and professional management consulting service than is normally available ...

3. Huntington Bancshares - Wikipedia

   en.wikipedia.org/wiki/Huntington_Bancshares

   Huntington Bancshares also operates Huntington Preferred Capital, a real estate investment trust (REIT). It was organized under Ohio law in 1992 and designated a REIT in 1998.

4. IIFL Wealth - Wikipedia

   en.wikipedia.org/wiki/IIFL_Wealth

   IIFL Wealth Management Ltd. is an Indian wealth management firm, [3] [4] [5] headquartered in Mumbai, India. The company has a presence in 7 countries and 23 locations in India. [ 6 ] It offers wealth management , asset management , portfolio management services, investment products, treasury services, estate planning and lending among others.

5. What is wealth management and do you need it? - AOL

   www.aol.com/finance/wealth-management-231826568.html

   Wealth management is a comprehensive service focused on taking a holistic look at a client’s financial picture, including services such as investment management, financial planning, tax planning ...

6. Edelman Financial Engines - Wikipedia

   en.wikipedia.org/wiki/Edelman_Financial_Engines

   He also remains the firm's largest individual shareholder. [30] In January 2022, Edelman Financial Engines launched Everyday Wealth with Soledad O’Brien and Jean Chatzky, a financial and investment advice podcast hosted by Jean Chatzky and Soledad O’Brien. The weekly episodes covered personal finance, the economy, wealth management, and ...

7. Victory Capital - Wikipedia

   en.wikipedia.org/wiki/Victory_Capital

   The origins of Victory Capital are traced back to Cleveland Trust, a bank that was established in 1894 in Cleveland, Ohio with $500,000 in capital. In 1903, it merged with the Western Reserve Trust Company.

8. SEI Investments Company - Wikipedia

   en.wikipedia.org/wiki/SEI_Investments_Company

   In the 1990s SEI launched a wealth management operating platform for independent, fee-based investment advisors. [citation needed] In 1994, SEI was an early investor of LSV Asset Management and currently still holds a significant stake in the firm. [6] In 2012 SEI was sued by investors in connection with the financial crimes committed by Allen ...

9. Warburg Pincus - Wikipedia

   en.wikipedia.org/wiki/Warburg_Pincus

   The firm is a founding member of the venture capital associations in the U.S. and China, and offers a global entrepreneur in residence program to help start up new businesses. [ 24 ] In October 2014, Reuters reported that Warburg Pincus had raised $4 billion for its first energy-focused private equity fund. [ 25 ]