Remove Clients Remove Retail Remove Risk Management
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CoinShares: Investors Look to Advisors for Risk Assessment on Digital Assets

Wealth Management

Investors are most interested in getting advice on risk assessment and risk management strategies from their advisors (50%). She has over 20 years of experience as a business reporter and editor, including for Retail Traffic and National Real Estate Investor magazines.

Assets 278
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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

There aren’t many people who have this sort of perspective and perch to see the world of investing from both an institutional and insurance based perspective and a long, long-term retail investment perspective. They sent you out to clients very early on in your career, and you also got people management skills pretty early on.

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Transcript: Kristen Bitterly Michell

The Big Picture

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. I want to be client-facing.

Clients 299
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Transcript: Kenneth Tropin

The Big Picture

The firm that he’s built is one of those very quiet, very successful entities that without a whole lot of media coverage, without a whole lot of fanfare, just amassed an enormous amount of capital because they’ve done so well for their clients over time. John was one of our managers that we had, you know, our clients invest in.

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Animal Spirits: The Fabric of Risk

The Irrelevant Investor

Today’s Animal Spirits is brought to you by Fabric On today’s show we discuss: Why risk means different things to different people How to bring institutional risk management to retail clients Quantifying the danger, and much more Listen here Investor resources: Visit fabric here 5 Things Your Risk System Never Told You Schedule a demo with Fabric (..)

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Top Small Cap Stocks in India – Stocks To Watch in 2023

Trade Brains

Happiest Minds caters to clients across a broad range of industries including airline, automotive, BFSI, e-commerce, consumer packaged goods, insurance, and manufacturing. Hindustan Petroleum, Bharat Petroleum, Reliance Industries, ONGC, Tata Steel, and Shell are some of the top clients of this Mumbai-headquartered company.

Retail 98
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Transcript: Luis Berruga, Global X ETFs

The Big Picture

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. And definitely, their retail market participation is significantly lower than you can see in the U.S. Is that the clients you’re aiming for?

Clients 162