In this installment of Partner Perspectives, Madeleine Sinclair, Head of Distribution, North America, sits down with Drew Freides, FOC, Managing Director for UBS Private Wealth Management, to discuss the differentiating characteristics of alternative investments and the importance of client education. Learn more and explore the Partner Perspectives series here: https://hubs.li/Q02KNHBK0
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Curious to hear about alternatives from the advisor perspective? Tune into this recent installment of Partner Perspectives to learn from Drew Freides - Managing Director for UBS Private Wealth Management. Explore the full series here: https://hubs.li/Q02MlT_70
In this installment of Partner Perspectives, Madeleine Sinclair, Head of Distribution, North America, sits down with Drew Freides, FOC, Managing Director for UBS Private Wealth Management, to discuss the differentiating characteristics of alternative investments and the importance of client education. Learn more and explore the Partner Perspectives series here: https://hubs.li/Q02KNHBK0
Partner Perspectives
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It’s the quality of our relationships that determines the quality of our investments. Follow the link to hear from some of the management teams we’ve worked with: https://ow.ly/f49C50SmafV #privateequity
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Game-changing market developments are expanding wealth management services to more people and families. To explore these exciting trends, best practices, and emerging concerns, we spoke with one of the region’s leading experts - Joshua Driskell, Managing Partner at Lagerlof, LLP - to share valuable insights into the state of wealth management in 2024. Read the interview on our Business Advisors page: https://lnkd.in/ehaUi8pP #WealthManagement #IndustryInsights
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As the landscape of the financial services industry continues to evolve faster than ever, ensuring your practice is set up for success is paramount. Listen in for an in-depth discussion to learn valuable insights on how to rethink your business strategies to create transferable value. Join InvestmentNews senior columnist Bruce Kelly and Jeremy Holly, Executive Vice President at LPL Financial as they delve into the complexities of the M&A space and strategies for creating transferable value. Listen here: https://hubs.la/Q02wYf4R0
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Wealth transfer and technological innovation: two themes at the center of discussions across the wealth management space. Bel Air partner Kevin Philip recently spoke with the Los Angeles Business Journal to provide his perspective on what it means to be a financial advisor in 2024 and how the industry is adapting for new generations. Read more from Kevin at the link below. #belair #wealthmanagement #insights #growth #labj https://lnkd.in/e-gasjRd
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At Raymond James, we attribute much of this performance to the firm's client-centric perspective and adherence to its founding core values of professional integrity, advisor independence, and a conservative, long-term approach to investing. https://lnkd.in/gCTNgSwe
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Our M&A and Capital Markets team is launching a quarterly newsletter. Dive into this newsletter where we explore the ever-evolving M&A landscape, uncover latest trends, and share valuable insights. https://lnkd.in/gBuhHf77
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Private markets investors don’t just want to see excellent returns, but also evidence that managers have operational models that are robust and able to support growth and deal origination in a more competitive market. In the third instalment of a four-part series exploring the main challenges facing private equity players, we outline how our industry expertise, technology capability and counsel on operational structure can help managers to optimize their back-office and meet the highest investor expectations. https://lnkd.in/e_HmW55V
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When investors meet our team for the first time, they often ask what sets us apart from the other firms? Here are three ways we are different. https://lnkd.in/dsEss4Dt
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