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Providers of these services ("personal fiduciaries") also may serve as a trust protector or non-discretionary advisor having an indirect impact on the management of such assets. In contrast, institutional fiduciary services involve managing assets for or on behalf of public corporations, government entities, employee retirement plans and other ...
Atlantic Investment Management is a global alternative investment firm founded in 1988 by Alexander J. Roepers (“Alex”). [3] Atlantic has 29 employees worldwide with offices in New York City and Tokyo. [5] As of August 2021, the firm had $1.9 billion in assets under management. [4]
Rockefeller Capital Management (RCM) is an independent wealth management and financial services firm, founded in 2018. The firm offers family office, asset management, and strategic advisory services to high-net-worth individuals and families, institutions, and corporations. Its president and CEO is Greg Fleming.
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 ...
Northern Trust is ranked among the top 10 U.S. wealth managers with $197.7 billion in assets under management as of December 31, 2012, and more than 70 wealth management offices in the United ...
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In 2001, Eaton Vance acquired Atlanta Capital Management and Fox Asset Management. The company increased its assets under management by 17%, to $54.6 billion. [7] In 2007, Thomas E. Faust Jr became the CEO and Chairman of the company, replacing James B. Hawkes. By September 2007, the firm owned $158.1 billion in assets under management. [8]
Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...
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