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2. Robertson Stephens - Wikipedia

   en.wikipedia.org/wiki/Robertson_Stephens

   Robertson Stephens is a wealth management firm serving high net worth individuals and family offices. The firm is registered with the United States Securities and Exchange Commission as an investment advisor. [2] Robertson Stephens was founded as boutique investment bank, Robertson Stephens & Company.

3. Himalaya Capital - Wikipedia

   en.wikipedia.org/wiki/Himalaya_Capital

   Himalaya Capital (Himalaya) is an American investment management firm based in Seattle, Washington. The firm takes a value investing approach in Asian companies mainly in China. It was founded by Li Lu who has been dubbed the "Chinese Warren Buffett".

4. List of private equity firms - Wikipedia

   en.wikipedia.org/wiki/List_of_private_equity_firms

   List of asset management firms; Boutique investment bank; References This page was last edited on 16 December 2024, at 05:04 (UTC). ...

5. 6 Best Wealth Management Firms for 2024 - AOL

   www.aol.com/finance/6-best-wealth-management...

   Firm. Fees. Account Minimums. Morgan Stanley. As low as $0. As low as $0. JPMorgan Chase. As low as $0. As low as $0. UBS. 0.70% to 5% of the principal amount, plus a fixed fee; depending on the ...

6. Russell Investments - Wikipedia

   en.wikipedia.org/wiki/Russell_Investments

   Founded by Frank Russell in 1936 in Tacoma, Washington, [10] [11] Russell Investments began as a stockbroker and consultant, and later created the Russell 2000 Index, one of the most followed stock market indices in the U.S. [12] His grandson, George Russell, has been credited with expanding the company and pioneering the business of pension consulting when he secured J. C. Penney as the first ...

7. Boutique investment bank - Wikipedia

   en.wikipedia.org/wiki/Boutique_investment_bank

   Boutique banks on the other hand often turn to other banks to provide funding or deal directly with capital rich firms such as insurers to provide capital for deals. Boutique investment banks generally work on smaller deals involving middle-market companies, and usually assist on the sell or buy-side in mergers and acquisitions transactions. In ...