Evercore Wealth Management, LLC’s Post

Understanding client needs, constraints, and aspirations is crucial for providing a diversified service solution that meets their specific needs. Stephanie Gonzalez, Director of Global Wealth Management at #BlackRock, emphasized in this interview the importance of comprehending market dynamics and client needs in order to effectively serve investors. #ClientNeeds #WealthManagement #MarketDynamics"

Which key trends across wealth management are impacting the industry? Hear from BlackRock's Stefanie Gonzalez for her perspective on this recent #NYSEFloorTalk – and learn more about wealth management trends from ICE: https://lnkd.in/eMJS9-b2

Looking forward to Wealth Management EDGE in 2 weeks. Find AllocateRite at Kiosk K28 in Wealth Tech where you can demo the live capabilities of "Newt", the personal assistant that can expedite everyday workflows and generate reports from portfolios on the fly. #wealthmanagement #financialadvisors #financialadvisers #financialplanning #custody #RIAs #recruiting #uhnw #privatewealth

How can wealth managers prevent clients from taking their assets to rival firms? One answer is to provide them with an array of financial services that complement each other in ways that aren’t on offer anywhere else. Morgan Stanley is reorganizing itself to do just that. With comments from: Jed Finn, Morgan Stanley head of wealth management; Morgan Stanley Chief Financial Officer Sharon Yeshaya; Michael Terrana, the founder of Chicago-based TERRANA GROUP LLC; Michael King, the president of Michael King Associates; Morgan Stanley CEO Ted Pick. #wealthmanagement #financialplanning #morganstanley

🚨Rothschild & Co and J.P. Morgan rank 1st and 2nd in the Top 10 M&A Advisors for Q1 2024 by Deal Count for the UK, according to Mergermarket. Krugman Insights prides itself on providing comprehensive and reliable analysis across Investment Banking, Private Equity and Asset Management. 🔍 With the pickup in M&A activity buoyed by stronger global markets, these Top 10 advisors saw a net gain in deal count from a year prior. Rothschild & Co topped the list with 24 M&A deals, jumping from 5th in Q123. Followed then closely by JP Morgan with 18 M&A transactions, thereby impressively jumping to 2nd from 39th in Q123, 🎖️ The prestigious list also features Goldman Sachs, Houlihan Lokey, Grant Thornton, Deloitte, Evercore, Jefferies, Morgan Stanley, Deutsche Bank. Data is based on M&A transactions over 5% or 50m USD and is based on Mergermarket's M&A deals database. ✅ Weekly Newsletter: https://lnkd.in/eVAM6hue 🆓✅ Try 30 Days Free: https://lnkd.in/eBHYx37M #MnA #Advisory #KrugmanInsights #BusinessStrategy #CorporateLaw #InvestmentBanking #rothschild #jpmorgan #goldmansachs #houlihanlokey #deloitte

Save the Date for The Mergner Group's Special Series Call On Wednesday, February 7, 2024 at 12:30pm and 5:30pm ET. Dial In Toll Free: (877) 777-8895 Participant Code: 0141197 The Mergner Group will be hosting Emily Thomas, Executive Director, Head of Investing with Impact for Morgan Stanley Wealth Management. On the call, we will discuss Investing with Impact through Morgan Stanley, Market Updates, Insights and Outlook for these Portfolios. Save the date for all of our Upcoming Events: https://lnkd.in/dyFXkZbj All are welcome to join & we welcome you to share this invitation with family and friends. #TheMergnerGroup #MorganStanley #WealthManagement #MarketPerspectives #MarketUpdates Notice: Opinions expressed by the guest speaker(s) are solely their own and do not necessarily reflect those of Morgan Stanley. All opinions are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. Individuals should consult with their tax/legal advisors before making any tax/legal related investment decisions as Morgan Stanley and its Financial Advisors do not provide tax/legal advice. There will be no discussion of, or distribution of written materials relating to, specific products or investments at this presentation. Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC. https://lnkd.in/ezUzxn8n https://lnkd.in/egABynGN

Great insights from Christopher Cassidy at LPL Financial. Chris and LPL clearly understand the importance of personal relationships and advice delivery in partnership with the best in technology. The future winners in wealth management will be the firms that do both exceptionally well.

Lazard ups 2024 volume outlook to $150 billion, expects GP-leds to accelerate. The advisor also shared pricing, return targets and outlook for LP-leds and GP-leds in its Interim Secondary Market Report 2024. Holcombe Green, the firm’s Global Head of Private Capital Advisory, said that despite some positive trends in the M&A market, lagging distributions have encouraged sponsors and LPs to access the secondary market. #Secondaries #SecondaryMarket #AlternativeInvestments #PrivateMarkets https://lnkd.in/eRKjNxCa

I had the opportunity to attend the “How IPO ready are you?” Marketplace Webinar hosted by the London Stock Exchange, which brought together industry experts to discuss the complexities of IPO readiness. The session featured key insights from banking and finance industry leaders associated with institutions with the likes of Deutsche Bank, Moelis & Company, Latham & Watkins, Aon and London Stock Exchange. A few key takeaways: 1. Emphasis on private companies acting like public companies even before considering an IPO. This involves establishing rigorous internal processes, transparency, and corporate governance structures that mirror public market standards. 2. Internal research and reflection. Companies need to thoroughly understand their market position, financial health, and growth potential to build a solid foundation for a successful IPO. 3. Planning for advisory costs, which are often substantial but necessary to build strategic alignment and effective communication with investors and stakeholders throughout the IPO process. 4. Crafting an Equity Story. Drafting a compelling narrative that boasts a company's unique value proposition and delineates how it plans to create value for investors, both in the short and long term. It was an informative discussion on the financial, legal, and strategic considerations that companies need to address when preparing for an IPO. Thank you to the panellists for sharing their knowledge! #IPO #BusinessDevelopment #Finance #InvestmentBanking #LSEG #DeutscheNumis #Moelis

Join Smith Equity Research, Smith Finance Group, and Smith Investment Fund on April 2nd at 8pm in VMH 1415 for an insightful session on financial modeling, followed by a Q&A segment. This meeting will be led by our esteemed presenters, Logan Riegel. Jared Richard, and Caroline D, Associate Analysts from T. Rowe Price, who will share their knowledge and insights of financial modeling and working for T. Rowe Price. Don't miss out on this opportunity to expand your skills and network with industry professionals! #Finance #Financialmodeling #Equityresearch #Troweprice